Who owns YEAR
Which tracked institutional funds hold YEAR, how they are positioned, and who is buying versus exiting — from SEC Form 13F-HR filings. See YEAR company fundamentals →
Ownership as of the 2026-Q2 13F filings (latest filed 2026-08-19). 13F is disclosed up to 45 days after quarter-end, so the most recent quarter fills in over the following weeks.
How the tape is positioned
23 tracked funds added or opened YEAR while 17 trimmed or exited it between 2026-Q1 and 2026-Q2 — the tape is split. When large holders disagree on a name, the funds moving first are sometimes ahead of the story.
A prompt to read the filings, not a verdict. 13F is a quarter-end snapshot disclosed up to 45 days late; a fund adds or exits for mandate, benchmark, and timing reasons that have nothing to do with a view on the stock. This is a starting question, not a signal to trade.
Conviction spread
YEAR’s largest tracked holder by dollar value, ALLIANCEBERNSTEIN L.P., sizes it at 0.2% of its own reported 13F book, while the median holder sizes it at 0.0% of theirs — a 0.2pp conviction gap — its largest holder concentrates the name more heavily than the typical one.
Book-share is each fund’s reported value in YEAR divided by its whole reported 13F book, so it is comparable across funds of different sizes and is unaffected by stock splits. A higher share means a fund has committed more of its book to the name — a starting question about conviction, not a verdict or a signal to trade.
Institutional & insider positioning
Between 2026-Q1 and 2026-Q2, across 90 tracked filers holding YEAR, 48 increased or opened the position and 45 reduced or closed it; over the same quarter, there were no open-market insider Form 4s.
This fuses two public signals for the same quarter — how tracked institutions changed their positions and whether insiders bought or sold in the open market. It describes what was filed; it is a starting question, not a verdict or a signal to trade.
New buyers & exits
Funds opening or closing a position in YEAR between the 2026-Q1 and 2026-Q2 13F filings, and the largest changes among funds holding it in both. New buyers and exits are counted on fund presence (split-invariant); adds and trims are measured on reported value.
New buyers 7
- Global Retirement Partners, LLC$14M
- Creative Planning$5M
- GOLDMAN SACHS GROUP INC$4M
- CITADEL ADVISORS LLC$2M
- Warner Group LLC$1M
- NewEdge Advisors, LLC$1M
Full exits 5
- WEDBUSH SECURITIES INC$6M
- Cambridge Investment Research Advisors, Inc.$4M
- USAdvisors Wealth Management, LLC$1M
- Independent Advisor Alliance$592K
- FLOW TRADERS U.S. LLC$528K
Largest adds
- Kensington Asset Management, LLC$18M
- WELLS FARGO & COMPANY/MN$8M
- BANK OF AMERICA CORP /DE/$7M
- IHT Wealth Management, LLC$4M
- &PARTNERS$3M
- Cetera Investment Advisers$1M
Largest trims
- ALLIANCEBERNSTEIN L.P.$48M
- LPL Financial LLC$11M
- Private Advisor Group, LLC$5M
- RAYMOND JAMES FINANCIAL INC$4M
- Mariner, LLC$4M
- Legacy Wealth Advisors, LLC$3M
Institutional holders
One row per tracked fund, largest reported value first. “% of value” is the fund’s share of this security’s tracked institutional value — not of shares outstanding. Rows marked stale are from an earlier filing than the security’s latest quarter — that fund is absent from the newest snapshot (position exited, or reported under a different name).
| Fund | Shares | Reported value | % of value | Quarter |
|---|---|---|---|---|
| ALLIANCEBERNSTEIN L.P. trimmed | 13,020,755 | $657M | 52.0% | 2026-Q2 |
| LPL Financial LLC trimmed | 3,046,221 | $153M | 12.1% | 2026-Q2 |
| BOS Asset Management, LLC trimmed | 943,059 | $47M | 3.8% | 2026-Q2 |
| RAYMOND JAMES FINANCIAL INC trimmed | 925,699 | $47M | 3.7% | 2026-Q2 |
| WELLS FARGO & COMPANY/MN added | 906,812 | $46M | 3.6% | 2026-Q2 |
| Kensington Asset Management, LLC added | 869,794 | $44M | 3.5% | 2026-Q2 |
| IHT Wealth Management, LLC added | 751,307 | $38M | 3.0% | 2026-Q2 |
| BANK OF AMERICA CORP /DE/ added | 374,925 | $19M | 1.5% | 2026-Q2 |
| D.A. DAVIDSON & CO. trimmed | 277,632 | $14M | 1.1% | 2026-Q2 |
| Global Retirement Partners, LLC added | 271,547 | $14M | 1.1% | 2026-Q2 |
| TRUIST FINANCIAL CORP added | 256,100 | $13M | 1.0% | 2026-Q2 |
| Private Advisor Group, LLC trimmed | 203,416 | $10M | 0.8% | 2026-Q2 |
| STIFEL FINANCIAL CORP added | 198,666 | $10M | 0.8% | 2026-Q2 |
| Kingsview Wealth Management, LLC added | 178,264 | $9M | 0.7% | 2026-Q2 |
| Ausdal Financial Partners, Inc. added | 167,519 | $8M | 0.7% | 2026-Q2 |
| OSAIC HOLDINGS, INC. trimmed | 155,835 | $8M | 0.6% | 2026-Q2 |
| ENVESTNET ASSET MANAGEMENT INC trimmed | 155,773 | $8M | 0.6% | 2026-Q2 |
| HighPoint Advisor Group LLC trimmed | 133,419 | $7M | 0.5% | 2026-Q2 |
| COMMONWEALTH EQUITY SERVICES, LLC trimmed | 125,809 | $6M | 0.5% | 2026-Q2 |
| Creative Planning new | 107,777 | $5M | 0.4% | 2026-Q2 |
| PMG Wealth Management, Inc. added | 98,583 | $5M | 0.4% | 2026-Q2 |
| &PARTNERS added | 81,864 | $4M | 0.3% | 2026-Q2 |
| GOLDMAN SACHS GROUP INC trimmed | 74,680 | $4M | 0.3% | 2026-Q2 |
| Cooper Financial Group added | 72,257 | $4M | 0.3% | 2026-Q2 |
| Mariner, LLC trimmed | 70,889 | $4M | 0.3% | 2026-Q2 |
| Cetera Investment Advisers added | 66,876 | $3M | 0.3% | 2026-Q2 |
| Kestra Advisory Services, LLC added | 57,731 | $3M | 0.2% | 2026-Q2 |
| Concurrent Investment Advisors, LLC added | 54,582 | $3M | 0.2% | 2026-Q2 |
| Sanctuary Advisors, LLC added | 50,405 | $3M | 0.2% | 2026-Q2 |
| FLAGSHIP HARBOR ADVISORS, LLC trimmed | 43,643 | $2M | 0.2% | 2026-Q2 |
| CITADEL ADVISORS LLC trimmed | 42,633 | $2M | 0.2% | 2026-Q2 |
| Atlas Private Wealth Advisors trimmed | 40,077 | $2M | 0.2% | 2026-Q2 |
| Welch Financial Planning, LLC added | 32,683 | $2M | 0.1% | 2026-Q2 |
| Horizon Wealth Management, LLC added | 31,250 | $2M | 0.1% | 2026-Q2 |
| Equitable Holdings, Inc. added | 29,910 | $2M | 0.1% | 2026-Q2 |
| Warner Group LLC new | 29,534 | $1M | 0.1% | 2026-Q2 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC added | 28,639 | $1M | 0.1% | 2026-Q2 |
| NewEdge Advisors, LLC trimmed | 25,391 | $1M | 0.1% | 2026-Q2 |
| Wagner Wealth Management, LLC added | 24,394 | $1M | 0.1% | 2026-Q2 |
| Tortuga Wealth Management, Inc added | 24,193 | $1M | 0.1% | 2026-Q2 |
| Wealthcare Advisory Partners LLC trimmed | 24,071 | $1M | 0.1% | 2026-Q2 |
| MGO ONE SEVEN LLC added | 23,050 | $1M | 0.1% | 2026-Q2 |
| EverSource Wealth Advisors, LLC added | 20,782 | $1M | 0.1% | 2026-Q2 |
| CDKV HOLDINGS LLC trimmed | 20,057 | $1M | 0.1% | 2026-Q2 |
| Legacy Wealth Advisors, LLC trimmed | 19,687 | $991K | 0.1% | 2026-Q2 |
| TME FINANCIAL, INC. added | 18,889 | $951K | 0.1% | 2026-Q2 |
| Trilogy Capital Inc. trimmed | 18,307 | $922K | 0.1% | 2026-Q2 |
| MAI Capital Management trimmed | 17,946 | $903K | 0.1% | 2026-Q2 |
| Steward Partners Investment Advisory, LLC added | 16,372 | $824K | 0.1% | 2026-Q2 |
| Quantum Private Wealth, LLC added | 16,257 | $818K | 0.1% | 2026-Q2 |
| PRIVATE TRUST CO NA added | 16,200 | $816K | 0.1% | 2026-Q2 |
| Davis Wealth Advisors, LLC trimmed | 14,818 | $746K | 0.1% | 2026-Q2 |
| Alteri Wealth LLC added | 14,546 | $732K | 0.1% | 2026-Q2 |
| WPG Advisers, LLC trimmed | 13,786 | $694K | 0.1% | 2026-Q2 |
| ENCOMPASS WEALTH ADVISORS, LLC added | 13,747 | $692K | 0.1% | 2026-Q2 |
| COZAD ASSET MANAGEMENT INC trimmed | 13,560 | $683K | 0.1% | 2026-Q2 |
| Arkadios Wealth Advisors trimmed | 12,563 | $632K | 0.1% | 2026-Q2 |
| BRIGHTON JONES LLC new | 12,267 | $618K | 0.0% | 2026-Q2 |
| Integrated Wealth Concepts LLC added | 11,953 | $602K | 0.0% | 2026-Q2 |
| Laraway Financial Advisors Inc added | 11,358 | $572K | 0.0% | 2026-Q2 |
| INDEPENDENT FINANCIAL GROUP, LLC trimmed | 10,408 | $524K | 0.0% | 2026-Q2 |
| JONES FINANCIAL COMPANIES LLLP added | 9,915 | $499K | 0.0% | 2026-Q2 |
| GREAT VALLEY ADVISOR GROUP, INC. trimmed | 9,812 | $494K | 0.0% | 2026-Q2 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP added | 9,751 | $491K | 0.0% | 2026-Q2 |
| FIFTH THIRD BANCORP added | 9,445 | $475K | 0.0% | 2026-Q2 |
| Next Level Private LLC trimmed | 9,421 | $474K | 0.0% | 2026-Q2 |
| MML INVESTORS SERVICES, LLC trimmed | 9,291 | $468K | 0.0% | 2026-Q2 |
| MMA ASSET MANAGEMENT LLC trimmed | 7,306 | $368K | 0.0% | 2026-Q2 |
| Cornerstone Wealth Management, LLC trimmed | 7,248 | $365K | 0.0% | 2026-Q2 |
| LEAVELL INVESTMENT MANAGEMENT, INC. trimmed | 6,396 | $322K | 0.0% | 2026-Q2 |
| Lido Advisors, LLC added | 6,101 | $307K | 0.0% | 2026-Q2 |
| Ellsworth Advisors, LLC trimmed | 6,064 | $305K | 0.0% | 2026-Q2 |
| OPPENHEIMER & CO INC | 6,045 | $304K | 0.0% | 2026-Q2 |
| Claro Advisors Inc. trimmed | 5,807 | $292K | 0.0% | 2026-Q2 |
| Merit Financial Group, LLC added | 5,559 | $280K | 0.0% | 2026-Q2 |
| ROTHSCHILD INVESTMENT LLC | 5,450 | $274K | 0.0% | 2026-Q2 |
| RFG Advisory, LLC added | 5,314 | $268K | 0.0% | 2026-Q2 |
| Compton Financial Group, LLC new | 4,374 | $220K | 0.0% | 2026-Q2 |
| Cresset Asset Management, LLC trimmed | 4,032 | $203K | 0.0% | 2026-Q2 |
| Colonial Trust Advisors | 2,675 | $135K | 0.0% | 2026-Q2 |
| Rockefeller Capital Management L.P. trimmed | 2,042 | $103K | 0.0% | 2026-Q2 |
| N.E.W. Advisory Services LLC trimmed | 1,444 | $73K | 0.0% | 2026-Q2 |
| 1015 Capital Partners, LLC | 445 | $22K | 0.0% | 2026-Q2 |
| ROYAL BANK OF CANADA new | 270 | $14K | 0.0% | 2026-Q2 |
| Capital Investment Advisory Services, LLC trimmed | 262 | $13K | 0.0% | 2026-Q2 |
| BANK OF MONTREAL /CAN/ | 200 | $10K | 0.0% | 2026-Q2 |
| Westside Investment Management, Inc. | 180 | $9K | 0.0% | 2026-Q2 |
| UBS Group AG trimmed | 4 | $201 | 0.0% | 2026-Q2 |
| MORGAN STANLEY trimmed | 1 | $97 | 0.0% | 2026-Q2 |
| JPMORGAN CHASE & CO trimmed | 0 | $8 | 0.0% | 2026-Q2 |
| WEDBUSH SECURITIES INC added | 123,734 | $6M | 0.5% | 2026-Q1 stale (1 quarter behind) |
| Cambridge Investment Research Advisors, Inc. trimmed | 71,755 | $4M | 0.3% | 2026-Q1 stale (1 quarter behind) |
| USAdvisors Wealth Management, LLC trimmed | 20,334 | $1M | 0.1% | 2026-Q1 stale (1 quarter behind) |
| JANE STREET GROUP, LLC added | 94,688 | $5M | 0.4% | 2025-Q4 stale (2 quarters behind) |
| Moran Wealth Management, LLC trimmed | 68,120 | $3M | 0.3% | 2025-Q3 stale (3 quarters behind) |
| Lowe Wealth Advisors, LLC trimmed | 27,174 | $1M | 0.1% | 2025-Q3 stale (3 quarters behind) |
| VestGen Advisors, LLC added | 20,602 | $1M | 0.1% | 2025-Q3 stale (3 quarters behind) |
| Envestnet Portfolio Solutions, Inc. added | 16,028 | $812K | 0.1% | 2025-Q3 stale (3 quarters behind) |
| NATIONS FINANCIAL GROUP INC, /IA/ /ADV added | 51,881 | $3M | 0.2% | 2025-Q2 stale (4 quarters behind) |
| Good Life Advisors, LLC added | 32,590 | $2M | 0.1% | 2025-Q2 stale (4 quarters behind) |
Ownership over time
Tracked institutional holder count and total shares held by filing quarter (independent scales). The curated-era tail and any mid-ingest latest quarter are handled honestly — a partial quarter is not drawn as a collapse.
Reading this table
Funds hold the same stock for different reasons — an index fund “holds” almost everything, an active manager sizes a name to a mandate and a benchmark, and each fund entered at its own price and time. Because 13F is filed up to 45 days after quarter-end, every row is a backward-looking snapshot; a manager may have traded since. Share-class siblings (a company’s A and C shares) are rolled up to one line so a dual-class name is never double-counted. Compare like-for-like. A large holder is not an endorsement, and a fund exiting is not a warning — this is a starting question, not a verdict.
About 13F filings
A Form 13F is a quarterly disclosure that institutional investment managers with over $100 million in US-listed equities must file with the SEC. In plain English: it is a snapshot of the long stock positions a fund held at the end of a quarter. It covers long US-listed equities only — not short positions, options, cash, or private holdings — and the funds shown are the large sample we track, not the complete 13F universe.