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Q2 2026 Q1 2026 Q4 2025 Q3 2025 Q2 2025 Q1 2025 Q4 2024 Q2 2024
28Tracked holders
0Δ holders
16.78MShares held
$545.96MReported value
+3New positions
−3Exits
Stable How these are computed → Explain this at the Research Desk →

Momentum inputs (comparable managers): holder breadth 0.0% · share flow +1.4% · net new positions 0.0%formula

All ownership figures: tracked 13F managers only, common-stock positions, reporting period Q2 2026

Ownership over time
QuarterHoldersΔSharesReported valueNewExits
Q2 2026 28 0 16.78M $545.96M +3 −3
Q1 2026 29 +1 16.55M $459.31M +6 −5
Q4 2025 28 -1 21.30M $663.21M −1
Q3 2025 5 +1 207.76K $6.47M +1
Q2 2025 2 0 175.12K $5.10M +1 −1
Q1 2025 1 0 23.15K $567,102 +1 −1
Q4 2024 1 +1 82.50K $2.24M +1
Q2 2024 1 12.40K $313,596
Holder count
Who holds it · Q2 2026
#ManagerSharesΔ sharesValueTheir weightHeld
1 LPL Financial LLC 4.45M +0.4% $144.36M 0.0% ▲ Add 3 SEC ↗
2 Corient Private Wealth LP 4.14M -10.7% $134.48M 0.2% ▼ Trim 3 SEC ↗
3 Raymond James Financial Inc 2.72M +36.9% $88.43M 0.0% ▲ Add 3 SEC ↗
4 Raymond James Financial Inc 2.72M +36.9% $88.43M 0.0% ▲ Add 3 SEC ↗
5 Raymond James Financial Inc 2.72M +36.9% $88.43M 0.0% ▲ Add 3 SEC ↗
6 Wealth Enhancement Advisory… 1.74M +9.2% $57.56M 0.1% ▲ Add 3 SEC ↗
7 Commonwealth Equity Services, Llc 1.04M -11.7% $33.73M 0.0% ▼ Trim 3 SEC ↗
8 Cerity Partners LLC 476.51K +8.9% $15.47M 0.0% ▲ Add 2 SEC ↗
9 Fifth Third Bancorp 393.26K -6.7% $12.77M 0.0% ▼ Trim 3 SEC ↗
10 Royal Bank Of Canada 303.29K -25.4% $9.85M 0.0% ▼ Trim 3 SEC ↗
11 Osaic Holdings, Inc. 299.45K +31.3% $9.72M 0.0% ▲ Add 3 SEC ↗
12 Osaic Holdings, Inc. 299.45K +31.3% $9.72M 0.0% ▲ Add 3 SEC ↗
13 Osaic Holdings, Inc. 299.45K +31.3% $9.72M 0.0% ▲ Add 3 SEC ↗
14 Rockefeller Capital Management L.P. 222.11K +72.7% $7.21M 0.0% ▲ Add 3 SEC ↗
15 Rockefeller Capital Management L.P. 222.11K +72.7% $7.21M 0.0% ▲ Add 3 SEC ↗
16 Cetera Investment Advisers 208.34K +16.5% $6.76M 0.0% ▲ Add 3 SEC ↗
17 Envestnet Asset Management Inc 198.82K -12.5% $6.46M 0.0% ▼ Trim 3 SEC ↗
18 Quantinno Capital Management LP 134.27K +102.4% $4.36M 0.0% ▲ Add 3 SEC ↗
19 Ameriprise Financial Inc 126.34K -9.8% $4.10M 0.0% ▼ Trim 3 SEC ↗
20 Stifel Financial Corp 81.72K -5.1% $2.65M 0.0% ▼ Trim 3 SEC ↗
21 Truist Financial Corp 74.40K +22.3% $2.42M 0.0% ▲ Add 3 SEC ↗
22 Truist Financial Corp 74.40K +22.3% $2.42M 0.0% ▲ Add 3 SEC ↗
23 Truist Financial Corp 74.40K +22.3% $2.42M 0.0% ▲ Add 3 SEC ↗
24 BlackRock (passive) 56.22K 0.0% $1.83M 0.0% Held 5 SEC ↗
25 HighTower Advisors, LLC 50.21K +10.2% $1.63M 0.0% ▲ Add 3 SEC ↗
26 Susquehanna International Group, Llp 13.69K New $444,547 0.0% New 1 SEC ↗
27 Bank Of America Corp /De/ 10.68K +2.4% $346,650 0.0% ▲ Add 3 SEC ↗
28 AQR Capital Management 9.05K 0.0% $293,756 0.0% Held 2 SEC ↗
29 Jones Financial Companies Lllp 8.58K +140.9% $270,270 0.0% ▲ Add 3 SEC ↗
30 Northwestern Mutual Wealth… 7.22K +85.4% $234,401 0.0% ▲ Add 3 SEC ↗
31 Jane Street Group, Llc 6.21K -30.1% $201,736 0.0% ▼ Trim 3 SEC ↗
32 Wells Fargo & Company/Mn 5.52K -41.9% $179,234 0.0% ▼ Trim 2 SEC ↗
33 JPMorgan Chase 2.86K New $91,860 0.0% New 1 SEC ↗
34 Morgan Stanley 2.47K 0.0% $80,129 0.0% Held 4 SEC ↗
35 Morgan Stanley 2.47K 0.0% $80,129 0.0% Held 4 SEC ↗
36 Pnc Financial Services Group, Inc. 590 New $19,157 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

Susquehanna International… $444,547 0.0%
JPMorgan Chase $91,860 0.0%
Pnc Financial Services Group… $19,157 0.0%

Exited

Two Sigma Investments $3.12M was 0.0%
Mariner, LLC $1.40M was 0.0%
Captrust Financial Advisors $736,456 was 0.0%

Full-market context: across ALL 13F filers (SEC structured data, Q1 2026): 106 holders, 28.06M shares, $774.61M 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 · Get this via the API