Security record · archived quarter
UTF
name pending profile ingest
41Tracked holders
+1Δ holders
12.12MShares held
$313.56MReported value
+3New positions
−2Exits
Momentum inputs (comparable managers):
holder breadth +2.5% ·
share flow +5.7% ·
net new positions +2.4%
— formula
Broad accumulation — rising shares across more holders
All ownership figures: tracked 13F managers only, common-stock positions, reporting period Q1 2026
Ownership over time
Who holds it · Q1 2026
| # | Manager | Shares | Δ shares | Value | Their weight | Held | ||
|---|---|---|---|---|---|---|---|---|
| 1 | Morgan Stanley ✦ | 2.26M | 0.0% | $58.47M | 0.0% | ▼ Trim | 3 | SEC ↗ ×4 |
| 2 | Wells Fargo & Company/Mn | 2.17M | +15.1% | $56.18M | 0.0% | ▲ Add | 2 | SEC ↗ ×2 |
| 3 | UBS Group AG | 1.43M | +25.5% | $37.07M | 0.0% | ▲ Add | 2 | SEC ↗ ×2 |
| 4 | Royal Bank Of Canada | 936.08K | +3.5% | $24.23M | 0.0% | ▲ Add | 2 | SEC ↗ ×3 |
| 5 | Raymond James Financial Inc | 898.27K | +5.8% | $23.25M | 0.0% | ▲ Add | 2 | SEC ↗ ×3 |
| 6 | Bank Of America Corp /De/ | 897.16K | +6.7% | $23.22M | 0.0% | ▲ Add | 2 | SEC ↗ ×2 |
| 7 | LPL Financial LLC | 683.10K | +1.4% | $17.68M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 8 | Stifel Financial Corp | 416.01K | -0.2% | $10.77M | 0.0% | ▼ Trim | 2 | SEC ↗ ×2 |
| 9 | Nomura Holdings Inc | 404.41K | -29.9% | $10.47M | 0.1% | ▼ Trim | 2 | SEC ↗ |
| 10 | Osaic Holdings, Inc. | 349.11K | +4.5% | $9.04M | 0.0% | ▲ Add | 2 | SEC ↗ ×2 |
| 11 | Ameriprise Financial Inc | 286.25K | +2.6% | $7.41M | 0.0% | ▲ Add | 2 | SEC ↗ ×2 |
| 12 | Captrust Financial Advisors | 183.56K | +37.8% | $4.75M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 13 | Cetera Investment Advisers | 169.93K | -6.5% | $4.40M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 14 | Truist Financial Corp | 160.25K | -1.0% | $4.15M | 0.0% | ▼ Trim | 2 | SEC ↗ ×2 |
| 15 | First Trust Advisors Lp | 125.87K | +1.8% | $3.26M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 16 | Commonwealth Equity Services, Llc | 111.89K | -2.8% | $2.90M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 17 | Goldman Sachs Group ✦ | 79.49K | -7.4% | $2.06M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 18 | Toronto Dominion Bank | 72.06K | New | $1.86M | 0.0% | New | 1 | SEC ↗ |
| 19 | Mariner, LLC | 71.39K | +34.6% | $1.85M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 20 | HighTower Advisors, LLC | 71.11K | +3.6% | $1.84M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 21 | Creative Planning | 54.22K | +1.7% | $1.40M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 22 | Envestnet Asset Management Inc | 38.28K | +9.1% | $990,683 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 23 | Mercer Global Advisors Inc /Adv | 37.12K | -1.2% | $960,653 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 24 | Cwm, Llc | 35.79K | -3.6% | $926,338 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 25 | Pnc Financial Services Group, Inc. | 27.71K | +10.4% | $717,082 | 0.0% | ▲ Add | 2 | SEC ↗ ×4 |
| 26 | Northwestern Mutual Wealth… | 26.87K | +158.6% | $695,290 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 27 | Mml Investors Services, Llc | 20.65K | +10.5% | $534,380 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 28 | Us Bancorp \De\ | 20.27K | 0.0% | $524,562 | 0.0% | Held | 2 | SEC ↗ |
| 29 | Fifth Third Bancorp | 14.87K | +785.3% | $384,922 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 30 | Baird Financial Group, Inc. | 13.00K | -3.0% | $336,517 | 0.0% | ▼ Trim | 2 | SEC ↗ ×2 |
| 31 | Focus Partners Wealth | 12.28K | -1.7% | $317,735 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 32 | Wealth Enhancement Advisory… | 12.04K | -28.7% | $314,185 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 33 | Jane Street Group, Llc | 8.26K | -73.0% | $213,872 | 0.0% | ▼ Trim | 2 | SEC ↗ ×2 |
| 34 | Kayne Anderson Rudnick Investment… | 6.22K | 0.0% | $160,870 | 0.0% | Held | 2 | SEC ↗ |
| 35 | Rockefeller Capital Management L.P. | 4.96K | -51.4% | $128,306 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 36 | JPMorgan Chase ✦ | 3.12K | 0.0% | $79,633 | 0.0% | Held | 3 | SEC ↗ ×2 |
| 37 | Jones Financial Companies Lllp | 860 | -37.3% | $21,844 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 38 | Assetmark, Inc | 595 | +7.8% | $15,399 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 39 | Russell Investments Group, Ltd. | 228 | +0.4% | $5,903 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 40 | UBS AM, a distinct business unit of… | 152 | New | $3,934 | 0.0% | New | 1 | SEC ↗ |
| 41 | BlackRock ✦ (passive) | 1 | New | $17 | 0.0% | New | 1 | SEC ↗ |
“Their weight” = the position's share of that manager's reported 13F equity value — the conviction measure. ✦ = curated manager.
New buyers
| Toronto Dominion Bank | $1.86M | 0.0% |
| UBS AM, a distinct business… | $3,934 | 0.0% |
| BlackRock | $17 | 0.0% |
Exited
| Millennium Management | $801,007 | was 0.0% |
| Invesco Ltd. | $206,743 | was 0.0% |
Full-market context: across ALL 13F filers (SEC structured data, Q1 2026): 244 holders, 23.98M shares, $583.69M reported. This is a different, older period than the tracked-universe figures above and the two are never mixed.
Frequently co-owned
What else this security's tracked holders most often hold — shared-ownership counts, not fundamental relationships.
Provenance: Ownership from parsed 13F common-stock positions (tracked universe, comparable sets for changes); insider rows from Forms 3/4/5; stakes from Schedules 13D/13G; every filing links to its original on SEC EDGAR.
Reporting period: Q1 2026 ·
Methodology ·
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