Security record
WIA
name pending profile ingest
16Tracked holders
0Δ holders
1.29MShares held
$10.49MReported value
+1New positions
−1Exits
Momentum inputs (comparable managers): holder breadth 0.0% · share flow +10.2% · net new positions 0.0% — formula
All ownership figures: tracked 13F managers only, common-stock positions, reporting period Q2 2026
Ownership over time
Who holds it · Q2 2026
| # | Manager | Shares | Δ shares | Value | Their weight | Held | ||
|---|---|---|---|---|---|---|---|---|
| 1 | Baird Financial Group, Inc. | 489.17K | +0.7% | $3.98M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 2 | Stifel Financial Corp | 175.86K | +7.2% | $1.43M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 3 | Focus Partners Wealth | 133.15K | New | $1.08M | 0.0% | New | 1 | SEC ↗ |
| 4 | Wells Fargo & Company/Mn | 112.93K | +1.0% | $918,138 | 0.0% | ▲ Add | 3 | SEC ↗ ×2 |
| 5 | Bank Of America Corp /De/ | 98.45K | +2.9% | $800,439 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 6 | Morgan Stanley ✦ | 91.80K | -0.2% | $746,385 | 0.0% | ▼ Trim | 4 | SEC ↗ ×4 |
| 7 | LPL Financial LLC | 44.55K | +33.3% | $362,229 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 8 | UBS Group AG | 37.52K | -14.0% | $305,046 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 9 | Capstone Investment Advisors, Llc | 33.55K | 0.0% | $272,745 | 0.0% | Held | 3 | SEC ↗ |
| 10 | Envestnet Asset Management Inc | 25.37K | +54.2% | $206,261 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 11 | Raymond James Financial Inc | 18.43K | -48.7% | $149,829 | 0.0% | ▼ Trim | 3 | SEC ↗ ×2 |
| 12 | Osaic Holdings, Inc. | 15.56K | -46.8% | $126,479 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 13 | HighTower Advisors, LLC | 10.43K | -9.1% | $84,828 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 14 | Royal Bank Of Canada | 3.02K | -21.8% | $25,000 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 15 | Fifth Third Bancorp | 108 | 0.0% | $878 | 0.0% | Held | 2 | SEC ↗ |
| 16 | Rockefeller Capital Management L.P. | 71 | 0.0% | $577 | 0.0% | Held | 2 | SEC ↗ |
“Their weight” = the position's share of that manager's reported 13F equity value — the conviction measure. ✦ = curated manager.
New buyers
| Focus Partners Wealth | $1.08M | 0.0% |
Exited
| Susquehanna International… | $111,302 | was 0.0% |
Full-market context: across ALL 13F filers (SEC structured data, Q1 2026): 52 holders, 11.66M shares, $94.18M 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: Q2 2026 ·
Methodology ·
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