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Security record · archived quarter

YYY

name pending profile ingest

Q2 2026 Q1 2026 Q4 2025 Q3 2025 Q2 2025 Q1 2025 Q4 2024
19Tracked holders
+1Δ holders
13.49MShares held
$155.59MReported value
+4New positions
−3Exits
Strongly Rising 4 quarters of rising tracked shares ●●●●○○ How these are computed → Explain this at the Research Desk →

Momentum inputs (comparable managers): holder breadth +5.6% · share flow +15.9% · net new positions +5.3%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 19 +1 13.49M $155.59M +4 −3
Q1 2026 18 -1 11.64M $128.40M +2 −3
Q4 2025 19 -1 9.54M $109.81M −1
Q3 2025 2 2.69M $31.76M
Q1 2025 1 0 3.00K $34,184
Q4 2024 1 +1 6.21K $71,505 +1
Holder count
Who holds it · Q2 2026
#ManagerSharesΔ sharesValueTheir weightHeld
1 Morgan Stanley 5.64M +12.7% $64.97M 0.0% ▲ Add 4 SEC ↗
2 Morgan Stanley 5.64M +12.7% $64.97M 0.0% ▲ Add 4 SEC ↗
3 LPL Financial LLC 3.22M +5.4% $37.08M 0.0% ▲ Add 3 SEC ↗
4 Raymond James Financial Inc 1.34M +89.8% $15.41M 0.0% ▲ Add 3 SEC ↗
5 Raymond James Financial Inc 1.34M +89.8% $15.41M 0.0% ▲ Add 3 SEC ↗
6 Osaic Holdings, Inc. 1.33M +10.4% $15.39M 0.0% ▲ Add 3 SEC ↗
7 Osaic Holdings, Inc. 1.33M +10.4% $15.39M 0.0% ▲ Add 3 SEC ↗
8 Osaic Holdings, Inc. 1.33M +10.4% $15.39M 0.0% ▲ Add 3 SEC ↗
9 Wells Fargo & Company/Mn 858.89K +32.0% $9.90M 0.0% ▲ Add 3 SEC ↗
10 Wells Fargo & Company/Mn 858.89K +32.0% $9.90M 0.0% ▲ Add 3 SEC ↗
11 Envestnet Asset Management Inc 408.07K +12.9% $4.71M 0.0% ▲ Add 3 SEC ↗
12 Cetera Investment Advisers 271.79K +12.1% $3.13M 0.0% ▲ Add 3 SEC ↗
13 Commonwealth Equity Services, Llc 216.32K +58.2% $2.49M 0.0% ▲ Add 3 SEC ↗
14 HighTower Advisors, LLC 93.25K -3.8% $1.08M 0.0% ▼ Trim 3 SEC ↗
15 Mml Investors Services, Llc 43.91K +3.8% $506,237 0.0% ▲ Add 3 SEC ↗
16 Royal Bank Of Canada 33.71K +191.1% $388,000 0.0% ▲ Add 3 SEC ↗
17 Royal Bank Of Canada 33.71K +191.1% $388,000 0.0% ▲ Add 3 SEC ↗
18 Royal Bank Of Canada 33.71K +191.1% $388,000 0.0% ▲ Add 3 SEC ↗
19 Jane Street Group, Llc 14.46K New $166,701 0.0% New 1 SEC ↗
20 Hrt Financial Lp 11.07K New $127,000 0.0% New 1 SEC ↗
21 Baird Financial Group, Inc. 10.71K New $123,440 0.0% New 1 SEC ↗
22 Fifth Third Bancorp 7.09K +1.4% $81,713 0.0% ▲ Add 2 SEC ↗
23 Us Bancorp \De\ 2.42K 0.0% $27,960 0.0% Held 3 SEC ↗
24 UBS Group AG 1.00K -29.2% $11,530 0.0% ▼ Trim 3 SEC ↗
25 Jones Financial Companies Lllp 264 New $3,044 0.0% New 1 SEC ↗
26 Simplex Trading, Llc 172 -62.5% $1,983 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

Jane Street Group, Llc $166,701 0.0%
Hrt Financial Lp $127,000 0.0%
Baird Financial Group, Inc. $123,440 0.0%
Jones Financial Companies Lllp $3,044 0.0%

Exited

Susquehanna International… $1.01M was 0.0%
TD Waterhouse Canada Inc. $354,285 was 0.0%
JPMorgan Chase $1,808 was 0.0%

Full-market context: across ALL 13F filers (SEC structured data, Q1 2026): 83 holders, 19.03M shares, $195.23M 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