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Security record

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Q2 2026 Q1 2026 Q4 2025 Q3 2025 Q2 2025 Q1 2025 Q4 2024 Q3 2024
23Tracked holders
0Δ holders
1.14MShares held
$65.79MReported value
+2New positions
−2Exits
Rising 4 quarters of rising tracked shares ●●●●○○ How these are computed → Explain this at the Research Desk →

Momentum inputs (comparable managers): holder breadth 0.0% · share flow +15.8% · net new positions 0.0%formula

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

Ownership over time
QuarterHoldersΔSharesReported valueNewExits
Q2 2026 23 0 1.14M $65.79M +2 −2
Q1 2026 24 +3 1.13M $53.23M +3
Q4 2025 21 +1 1.12M $50.53M +2 −1
Q3 2025 5 +1 62.79K $2.79M +1
Q2 2025 2 -1 12.58K $519,905 −1
Q1 2025 2 +1 20.03K $769,199 +1
Q4 2024 1 0 31.70K $1.23M
Q3 2024 1 0 26.59K $1.08M
Q2 2024 1 35.03K $1.33M
Holder count
Who holds it · Q2 2026
#ManagerSharesΔ sharesValueTheir weightHeld
1 LPL Financial LLC 578.09K +25.2% $33.46M 0.0% ▲ Add 3 SEC ↗
2 Focus Partners Wealth 132.09K -1.8% $7.65M 0.0% ▼ Trim 3 SEC ↗
3 Cetera Investment Advisers 74.84K -9.8% $4.33M 0.0% ▼ Trim 3 SEC ↗
4 Jones Financial Companies Lllp 54.91K +64.5% $3.08M 0.0% ▲ Add 3 SEC ↗
5 Envestnet Asset Management Inc 52.80K +44.1% $3.06M 0.0% ▲ Add 3 SEC ↗
6 Two Sigma Investments 41.50K +12.2% $2.40M 0.0% ▲ Add 4 SEC ↗
7 Raymond James Financial Inc 38.92K +19.6% $2.25M 0.0% ▲ Add 3 SEC ↗
8 Raymond James Financial Inc 38.92K +19.6% $2.25M 0.0% ▲ Add 3 SEC ↗
9 Osaic Holdings, Inc. 33.09K +9.2% $1.92M 0.0% ▲ Add 3 SEC ↗
10 Osaic Holdings, Inc. 33.09K +9.2% $1.92M 0.0% ▲ Add 3 SEC ↗
11 Susquehanna International Group, Llp 26.11K +62.2% $1.51M 0.0% ▲ Add 3 SEC ↗
12 Northwestern Mutual Wealth… 22.76K +22.6% $1.32M 0.0% ▲ Add 3 SEC ↗
13 Royal Bank Of Canada 21.17K +1.2% $1.23M 0.0% ▲ Add 3 SEC ↗
14 Commonwealth Equity Services, Llc 18.60K +51.1% $1.08M 0.0% ▲ Add 3 SEC ↗
15 AQR Capital Management 12.27K 0.0% $710,072 0.0% Held 6 SEC ↗
16 Stifel Financial Corp 7.25K -4.5% $419,804 0.0% ▼ Trim 3 SEC ↗
17 Citadel Advisors 5.97K -72.7% $345,717 0.0% ▼ Trim 3 SEC ↗
18 Mml Investors Services, Llc 4.86K New $280,986 0.0% New 1 SEC ↗
19 Wells Fargo & Company/Mn 4.02K +401700.0% $232,540 0.0% ▲ Add 3 SEC ↗
20 Wells Fargo & Company/Mn 4.02K +401700.0% $232,540 0.0% ▲ Add 3 SEC ↗
21 Empower Advisory Group, LLC 3.78K New $218,786 0.0% New 1 SEC ↗
22 Assetmark, Inc 2.62K +86.0% $151,819 0.0% ▲ Add 3 SEC ↗
23 Morgan Stanley 1.55K +43.7% $89,680 0.0% ▲ Add 4 SEC ↗
24 Morgan Stanley 1.55K +43.7% $89,680 0.0% ▲ Add 4 SEC ↗
25 Morgan Stanley 1.55K +43.7% $89,680 0.0% ▲ Add 4 SEC ↗
26 JPMorgan Chase 757 0.0% $43,111 0.0% Held 3 SEC ↗
27 Fidelity (FMR) 233 -11.1% $13,458 0.0% ▼ Trim 5 SEC ↗
28 UBS Group AG 100 -89.4% $5,788 0.0% ▼ Trim 2 SEC ↗

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

New buyers

Mml Investors Services, Llc $280,986 0.0%
Empower Advisory Group, LLC $218,786 0.0%

Exited

Goldman Sachs Group $761,378 was 0.0%
Citigroup Inc $155,359 was 0.0%

Full-market context: across ALL 13F filers (SEC structured data, Q1 2026): 125 holders, 4.82M shares, $224.24M 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