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Security record · archived quarter

AIFD

name pending profile ingest

Q2 2026 Q1 2026 Q4 2025 Q3 2025 Q2 2025 Q2 2024
14Tracked holders
+2Δ holders
266.92KShares held
$10.30MReported value
+4New positions
−2Exits
Strongly Rising 2 quarters of rising tracked shares ●●○○○○ How these are computed → Explain this at the Research Desk →

Momentum inputs (comparable managers): holder breadth +16.7% · share flow +30.0% · net new positions +14.3%formula
Broad accumulation — rising shares across more holders

All ownership figures: tracked 13F managers only, common-stock positions, reporting period Q1 2026

Ownership over time
QuarterHoldersΔSharesReported valueNewExits
Q2 2026 16 +3 478.96K $26.55M +4 −2
Q1 2026 14 +2 266.92K $10.30M +4 −2
Q4 2025 12 +1 187.56K $7.05M +1
Q3 2025 2 -1 1.24K $43,731 −1
Q2 2025 2 +1 13.06K $401,701 +1
Q2 2024 1 14.88K $415,608
Holder count
Who holds it · Q1 2026
#ManagerSharesΔ sharesValueTheir weightHeld
1 Commonwealth Equity Services, Llc 67.99K -1.5% $2.62M 0.0% ▼ Trim 2 SEC ↗
2 LPL Financial LLC 43.75K +38.3% $1.69M 0.0% ▲ Add 2 SEC ↗
3 Jane Street Group, Llc 39.70K New $1.53M 0.0% New 1 SEC ↗
4 Susquehanna International Group, Llp 28.40K New $1.10M 0.0% New 1 SEC ↗
5 Raymond James Financial Inc 24.65K +5.8% $950,391 0.0% ▲ Add 2 SEC ↗
6 Raymond James Financial Inc 24.65K +5.8% $950,391 0.0% ▲ Add 2 SEC ↗
7 Envestnet Asset Management Inc 16.69K -9.7% $643,710 0.0% ▼ Trim 2 SEC ↗
8 HighTower Advisors, LLC 9.82K 0.0% $378,869 0.0% Held 2 SEC ↗
9 Mml Investors Services, Llc 7.24K New $279,225 0.0% New 1 SEC ↗
10 Osaic Holdings, Inc. 7.08K -6.1% $273,152 0.0% ▼ Trim 2 SEC ↗
11 Corient Private Wealth LP 7.00K -50.0% $269,932 0.0% ▼ Trim 2 SEC ↗
12 Citadel Advisors 6.90K -38.9% $265,921 0.0% ▼ Trim 2 SEC ↗
13 Truist Financial Corp 6.24K New $248,665 0.0% New 1 SEC ↗
14 Morgan Stanley 733 0.0% $28,265 0.0% Held 3 SEC ↗
15 Morgan Stanley 733 0.0% $28,265 0.0% Held 3 SEC ↗
16 Fidelity (FMR) 723 0.0% $27,899 0.0% Held 4 SEC ↗

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

New buyers

Exited

Pnc Financial Services Group… $30,440 was 0.0%
UBS Group AG $6,577 was 0.0%

Full-market context: across ALL 13F filers (SEC structured data, Q1 2026): 25 holders, 410.13K shares, $15.40M 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: Q1 2026 · Methodology · Get this via the API