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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
16Tracked holders
+3Δ holders
478.96KShares held
$26.55MReported value
+4New positions
−2Exits
Strongly Rising 3 quarters of rising tracked shares ●●●○○○ How these are computed → Explain this at the Research Desk →

Momentum inputs (comparable managers): holder breadth +23.1% · share flow +30.0% · net new positions +12.5%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 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 · Q2 2026
#ManagerSharesΔ sharesValueTheir weightHeld
1 LPL Financial LLC 194.64K +344.9% $10.79M 0.0% ▲ Add 3 SEC ↗
2 Raymond James Financial Inc 97.72K +296.5% $5.42M 0.0% ▲ Add 3 SEC ↗
3 Raymond James Financial Inc 97.72K +296.5% $5.42M 0.0% ▲ Add 3 SEC ↗
4 Commonwealth Equity Services, Llc 71.66K +5.4% $3.97M 0.0% ▲ Add 3 SEC ↗
5 Truist Financial Corp 23.35K +274.0% $1.29M 0.0% ▲ Add 2 SEC ↗
6 Envestnet Asset Management Inc 19.30K +15.6% $1.07M 0.0% ▲ Add 3 SEC ↗
7 Susquehanna International Group, Llp 15.69K -44.8% $869,562 0.0% ▼ Trim 2 SEC ↗
8 Lido Advisors, LLC 14.41K New $798,941 0.0% New 1 SEC ↗
9 Osaic Holdings, Inc. 10.43K +47.3% $578,347 0.0% ▲ Add 3 SEC ↗
10 Citadel Advisors 9.80K +42.2% $543,511 0.0% ▲ Add 3 SEC ↗
11 Mml Investors Services, Llc 9.27K +28.0% $513,744 0.0% ▲ Add 2 SEC ↗
12 Corient Private Wealth LP 7.00K 0.0% $388,024 0.0% Held 3 SEC ↗
13 Belvedere Trading LLC 3.71K New $205,930 0.0% New 1 SEC ↗
14 Fidelity (FMR) 848 +17.3% $47,033 0.0% ▲ Add 5 SEC ↗
15 Morgan Stanley 733 0.0% $40,632 0.0% Held 4 SEC ↗
16 Morgan Stanley 733 0.0% $40,632 0.0% Held 4 SEC ↗
17 JPMorgan Chase 219 New $11,746 0.0% New 1 SEC ↗
18 UBS Group AG 170 New $9,423 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

Lido Advisors, LLC $798,941 0.0%
Belvedere Trading LLC $205,930 0.0%
JPMorgan Chase $11,746 0.0%
UBS Group AG $9,423 0.0%

Exited

Jane Street Group, Llc $1.53M was 0.0%
HighTower Advisors, LLC $378,869 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: Q2 2026 · Methodology · Get this via the API