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Security record

XSD

name pending profile ingest

Q2 2026 Q1 2026 Q4 2025 Q3 2025 Q2 2025 Q1 2025 Q4 2024 Q3 2024
54Tracked holders
+3Δ holders
1.21MShares held
$755.03MReported value
+4New positions
−1Exits
Rising 5 quarters of rising tracked shares ●●●●● How these are computed → Explain this at the Research Desk →

Momentum inputs (comparable managers): holder breadth +5.9% · share flow +1.5% · net new positions +5.6%formula
Broad accumulation — rising shares across more holders

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

Ownership over time
QuarterHoldersΔSharesReported valueNewExits
Q2 2026 54 +3 1.21M $755.03M +4 −1
Q1 2026 52 -3 1.19M $389.32M +1 −4
Q4 2025 55 -1 1.14M $366.01M −1
Q3 2025 9 +1 331.39K $105.75M +2 −1
Q2 2025 5 0 69.21K $17.75M +1 −1
Q1 2025 3 0 26.83K $5.39M
Q4 2024 3 0 28.14K $6.99M
Q3 2024 3 -2 14.04K $3.37M −2
Q2 2024 5 26.22K $6.49M
Holder count
Who holds it · Q2 2026
#ManagerSharesΔ sharesValueTheir weightHeld
1 LPL Financial LLC 215.97K -12.7% $134.70M 0.0% ▼ Trim 3 SEC ↗
2 Morgan Stanley 199.21K +22.5% $124.25M 0.0% ▲ Add 4 SEC ↗
3 Morgan Stanley 199.21K +22.5% $124.25M 0.0% ▲ Add 4 SEC ↗
4 Morgan Stanley 199.21K +22.5% $124.25M 0.0% ▲ Add 4 SEC ↗
5 Morgan Stanley 199.21K +22.5% $124.25M 0.0% ▲ Add 4 SEC ↗
6 Wells Fargo & Company/Mn 96.80K +11.7% $60.37M 0.0% ▲ Add 3 SEC ↗
7 Wells Fargo & Company/Mn 96.80K +11.7% $60.37M 0.0% ▲ Add 3 SEC ↗
8 Wells Fargo & Company/Mn 96.80K +11.7% $60.37M 0.0% ▲ Add 3 SEC ↗
9 Wells Fargo & Company/Mn 96.80K +11.7% $60.37M 0.0% ▲ Add 3 SEC ↗
10 Bank Of America Corp /De/ 75.34K -7.9% $46.99M 0.0% ▼ Trim 3 SEC ↗
11 Bank Of America Corp /De/ 75.34K -7.9% $46.99M 0.0% ▼ Trim 3 SEC ↗
12 Bank Of America Corp /De/ 75.34K -7.9% $46.99M 0.0% ▼ Trim 3 SEC ↗
13 Pnc Financial Services Group, Inc. 71.77K -2.1% $44.77M 0.0% ▼ Trim 3 SEC ↗
14 Pnc Financial Services Group, Inc. 71.77K -2.1% $44.77M 0.0% ▼ Trim 3 SEC ↗
15 Pnc Financial Services Group, Inc. 71.77K -2.1% $44.77M 0.0% ▼ Trim 3 SEC ↗
16 Pnc Financial Services Group, Inc. 71.77K -2.1% $44.77M 0.0% ▼ Trim 3 SEC ↗
17 Pnc Financial Services Group, Inc. 71.77K -2.1% $44.77M 0.0% ▼ Trim 3 SEC ↗
18 Pnc Financial Services Group, Inc. 71.77K -2.1% $44.77M 0.0% ▼ Trim 3 SEC ↗
19 Goldman Sachs Group 61.46K +17.5% $38.33M 0.0% ▲ Add 4 SEC ↗
20 Raymond James Financial Inc 55.85K -20.8% $34.83M 0.0% ▼ Trim 3 SEC ↗
21 Raymond James Financial Inc 55.85K -20.8% $34.83M 0.0% ▼ Trim 3 SEC ↗
22 Raymond James Financial Inc 55.85K -20.8% $34.83M 0.0% ▼ Trim 3 SEC ↗
23 Two Sigma Investments 48.64K New $30.34M 0.0% New 1 SEC ↗
24 UBS Group AG 43.24K -15.2% $26.97M 0.0% ▼ Trim 3 SEC ↗
25 UBS Group AG 43.24K -15.2% $26.97M 0.0% ▼ Trim 3 SEC ↗
26 UBS Group AG 43.24K -15.2% $26.97M 0.0% ▼ Trim 3 SEC ↗
27 UBS Group AG 43.24K -15.2% $26.97M 0.0% ▼ Trim 3 SEC ↗
28 Osaic Holdings, Inc. 37.65K +8.2% $23.49M 0.0% ▲ Add 3 SEC ↗
29 Osaic Holdings, Inc. 37.65K +8.2% $23.49M 0.0% ▲ Add 3 SEC ↗
30 D. E. Shaw & Co. 31.15K +1342.2% $19.43M 0.0% ▲ Add 9 SEC ↗
31 Cetera Investment Advisers 26.17K -18.9% $16.32M 0.0% ▼ Trim 3 SEC ↗
32 Bnp Paribas Financial Markets 25.34K -49.7% $15.81M 0.0% ▼ Trim 3 SEC ↗
33 Ameriprise Financial Inc 21.51K +1.0% $13.42M 0.0% ▲ Add 3 SEC ↗
34 Mml Investors Services, Llc 19.65K -6.6% $12.26M 0.0% ▼ Trim 3 SEC ↗
35 Stifel Financial Corp 19.56K -6.9% $12.20M 0.0% ▼ Trim 3 SEC ↗
36 Commonwealth Equity Services, Llc 18.48K +0.3% $11.53M 0.0% ▲ Add 3 SEC ↗
37 Envestnet Asset Management Inc 18.22K -2.5% $11.36M 0.0% ▼ Trim 3 SEC ↗
38 Royal Bank Of Canada 16.68K -37.0% $10.40M 0.0% ▼ Trim 3 SEC ↗
39 Royal Bank Of Canada 16.68K -37.0% $10.40M 0.0% ▼ Trim 3 SEC ↗
40 Royal Bank Of Canada 16.68K -37.0% $10.40M 0.0% ▼ Trim 3 SEC ↗
41 Royal Bank Of Canada 16.68K -37.0% $10.40M 0.0% ▼ Trim 3 SEC ↗
42 Susquehanna International Group, Llp 15.25K -43.0% $9.51M 0.0% ▼ Trim 3 SEC ↗
43 Susquehanna International Group, Llp 15.25K -43.0% $9.51M 0.0% ▼ Trim 3 SEC ↗
44 HighTower Advisors, LLC 14.29K +0.3% $8.91M 0.0% ▲ Add 3 SEC ↗
45 Truist Financial Corp 8.16K -17.0% $5.09M 0.0% ▼ Trim 3 SEC ↗
46 Truist Financial Corp 8.16K -17.0% $5.09M 0.0% ▼ Trim 3 SEC ↗
47 Jones Financial Companies Lllp 8.73K +24.8% $4.99M 0.0% ▲ Add 3 SEC ↗
48 Mariner, LLC 7.36K -43.6% $4.59M 0.0% ▼ Trim 3 SEC ↗
49 Cerity Partners LLC 6.95K +9.1% $4.34M 0.0% ▲ Add 3 SEC ↗
50 Cerity Partners LLC 6.95K +9.1% $4.34M 0.0% ▲ Add 3 SEC ↗
51 Jane Street Group, Llc 6.73K +28.6% $4.20M 0.0% ▲ Add 3 SEC ↗
52 Northwestern Mutual Wealth… 4.20K +11.7% $2.62M 0.0% ▲ Add 3 SEC ↗
53 Citigroup Inc 4.08K -6.5% $2.54M 0.0% ▼ Trim 3 SEC ↗
54 Creative Planning 3.65K +2.3% $2.27M 0.0% ▲ Add 3 SEC ↗
55 Focus Partners Wealth 3.51K +8.4% $2.19M 0.0% ▲ Add 3 SEC ↗
56 AQR Capital Management 3.03K 0.0% $1.89M 0.0% Held 4 SEC ↗
57 AQR Capital Management 3.03K 0.0% $1.89M 0.0% Held 4 SEC ↗
58 Wealth Enhancement Advisory… 3.29K 0.0% $1.85M 0.0% Held 3 SEC ↗
59 Blair William & Co/Il 2.43K +77.7% $1.51M 0.0% ▲ Add 3 SEC ↗
60 JPMorgan Chase 2.48K -2.6% $1.47M 0.0% ▼ Trim 4 SEC ↗
61 JPMorgan Chase 2.48K -2.6% $1.47M 0.0% ▼ Trim 4 SEC ↗
62 JPMorgan Chase 2.48K -2.6% $1.47M 0.0% ▼ Trim 4 SEC ↗
63 Rockefeller Capital Management L.P. 2.35K -58.9% $1.47M 0.0% ▼ Trim 3 SEC ↗
64 Mirae Asset Global Investments Co.… 2.30K New $1.43M 0.0% New 1 SEC ↗
65 Quantinno Capital Management LP 1.66K +17.8% $1.03M 0.0% ▲ Add 3 SEC ↗
66 Fidelity (FMR) 1.55K +10.8% $968,394 0.0% ▲ Add 5 SEC ↗
67 Mercer Global Advisors Inc /Adv 1.30K +14.8% $813,093 0.0% ▲ Add 3 SEC ↗
68 Corient Private Wealth LP 1.07K +17.4% $666,112 0.0% ▲ Add 3 SEC ↗
69 Northern Trust Corp 922 0.0% $575,051 0.0% Held 3 SEC ↗
70 Simplex Trading, Llc 844 New $526,402 0.0% New 1 SEC ↗
71 Fifth Third Bancorp 509 +9.7% $317,464 0.0% ▲ Add 2 SEC ↗
72 Russell Investments Group, Ltd. 472 0.0% $294,408 0.0% Held 3 SEC ↗
73 Mackenzie Financial Corp 460 New $286,902 0.0% New 1 SEC ↗
74 Franklin Resources Inc 320 0.0% $199,584 0.0% Held 3 SEC ↗
75 Assetmark, Inc 283 +59.0% $176,507 0.0% ▲ Add 3 SEC ↗
76 Barclays Plc 250 0.0% $155,925 0.0% Held 3 SEC ↗
77 National Bank Of Canada /Fi/ 166 +186.2% $103,423 0.0% ▲ Add 3 SEC ↗
78 BlackRock (passive) 159 0.0% $99,196 0.0% Held 5 SEC ↗
79 Allspring Global Investments… 115 +4.5% $64,886 0.0% ▲ Add 3 SEC ↗
80 Bank Of Montreal /Can/ 59 -13.2% $36,798 0.0% ▼ Trim 3 SEC ↗
81 TD Waterhouse Canada Inc. 50 0.0% $29,760 0.0% Held 3 SEC ↗
82 Us Bancorp \De\ 47 -46.6% $29,314 0.0% ▼ Trim 3 SEC ↗
83 Us Bancorp \De\ 47 -46.6% $29,314 0.0% ▼ Trim 3 SEC ↗

“Their weight” = the position's share of that manager's reported 13F equity value — the conviction measure. ✦ = curated manager.

New buyers

Two Sigma Investments $30.34M 0.0%
Mirae Asset Global… $1.43M 0.0%
Simplex Trading, Llc $526,402 0.0%
Mackenzie Financial Corp $286,902 0.0%

Exited

Belvedere Trading LLC $53,810 was 0.0%

Full-market context: across ALL 13F filers (SEC structured data, Q1 2026): 247 holders, 1.76M shares, $560.12M 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