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Security record · archived quarter

BLOK

name pending profile ingest

Q2 2026 Q1 2026 Q4 2025 Q3 2025 Q2 2025 Q1 2025 Q4 2024 Q3 2024
49Tracked holders
0Δ holders
4.52MShares held
$257.40MReported value
+0New positions
−0Exits
Stable 3 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 +4.9% · net new positions 0.0%formula

All ownership figures: tracked 13F managers only, common-stock positions, reporting period Q4 2025

Ownership over time
QuarterHoldersΔSharesReported valueNewExits
Q2 2026 51 +6 4.48M $280.70M +6
Q1 2026 46 -3 4.37M $217.80M +3 −6
Q4 2025 49 0 4.52M $257.40M
Q3 2025 5 0 1.45M $97.42M
Q2 2025 3 0 42.55K $2.43M +1 −1
Q1 2025 2 -1 12.71K $468,892 +1 −2
Q4 2024 3 +1 20.42K $882,026 +2 −1
Q3 2024 2 +1 53.87K $2.02M +1
Q2 2024 1 54.05K $1.92M
Holder count
Who holds it · Q4 2025
#ManagerSharesΔ sharesValueTheir weightHeld
1 Morgan Stanley 1.56M +14.0% $88.71M 0.0% ▲ Add 2 SEC ↗
2 Morgan Stanley 1.56M +14.0% $88.71M 0.0% ▲ Add 2 SEC ↗
3 Morgan Stanley 1.56M +14.0% $88.71M 0.0% ▲ Add 2 SEC ↗
4 Morgan Stanley 1.56M +14.0% $88.71M 0.0% ▲ Add 2 SEC ↗
5 LPL Financial LLC 1.01M $57.71M 0.0% n/c 1 SEC ↗
6 Wells Fargo & Company/Mn 433.73K $24.67M 0.0% n/c 1 SEC ↗
7 Wells Fargo & Company/Mn 433.73K $24.67M 0.0% n/c 1 SEC ↗
8 HighTower Advisors, LLC 179.02K $10.18M 0.0% n/c 1 SEC ↗
9 Cetera Investment Advisers 153.62K $8.74M 0.0% n/c 1 SEC ↗
10 Envestnet Asset Management Inc 139.81K $7.95M 0.0% n/c 1 SEC ↗
11 Royal Bank Of Canada 122.13K $6.95M 0.0% n/c 1 SEC ↗
12 Royal Bank Of Canada 122.13K $6.95M 0.0% n/c 1 SEC ↗
13 Royal Bank Of Canada 122.13K $6.95M 0.0% n/c 1 SEC ↗
14 Mml Investors Services, Llc 83.85K $4.77M 0.0% n/c 1 SEC ↗
15 Commonwealth Equity Services, Llc 79.80K $4.54M 0.0% n/c 1 SEC ↗
16 D. E. Shaw & Co. 77.58K +308.1% $4.41M 0.0% ▲ Add 5 SEC ↗
17 Stifel Financial Corp 67.90K $3.86M 0.0% n/c 1 SEC ↗
18 Susquehanna International Group, Llp 59.26K $3.37M 0.0% n/c 1 SEC ↗
19 Financial Engines Advisors L.L.C. 54.72K $3.11M 0.0% n/c 1 SEC ↗
20 Wealthfront Advisers LLC 50.53K $2.87M 0.0% n/c 1 SEC ↗
21 Sei Investments Co 47.28K $2.69M 0.0% n/c 1 SEC ↗
22 Qube Research & Technologies Ltd 40.09K $2.28M 0.0% n/c 1 SEC ↗
23 Wealth Enhancement Advisory… 30.44K $1.90M 0.0% n/c 1 SEC ↗
24 Raymond James Financial Inc 27.90K $1.59M 0.0% n/c 1 SEC ↗
25 Raymond James Financial Inc 27.90K $1.59M 0.0% n/c 1 SEC ↗
26 Jane Street Group, Llc 26.33K $1.50M 0.0% n/c 1 SEC ↗
27 Cwm, Llc 25.30K $1.44M 0.0% n/c 1 SEC ↗
28 Tidal Investments LLC 24.43K $1.39M 0.0% n/c 1 SEC ↗
29 Bank of New York Mellon Corp 23.02K $1.31M 0.0% n/c 1 SEC ↗
30 Bank of New York Mellon Corp 23.02K $1.31M 0.0% n/c 1 SEC ↗
31 Bank of New York Mellon Corp 23.02K $1.31M 0.0% n/c 1 SEC ↗
32 Mariner, LLC 22.45K $1.28M 0.0% n/c 1 SEC ↗
33 Mariner, LLC 22.45K $1.28M 0.0% n/c 1 SEC ↗
34 Northwestern Mutual Wealth… 21.69K $1.23M 0.0% n/c 1 SEC ↗
35 UBS Group AG 18.59K $1.06M 0.0% n/c 1 SEC ↗
36 UBS Group AG 18.59K $1.06M 0.0% n/c 1 SEC ↗
37 UBS Group AG 18.59K $1.06M 0.0% n/c 1 SEC ↗
38 UBS Group AG 18.59K $1.06M 0.0% n/c 1 SEC ↗
39 Baird Financial Group, Inc. 16.54K $940,961 0.0% n/c 1 SEC ↗
40 Renaissance Technologies 16.40K -45.0% $932,996 0.0% ▼ Trim 3 SEC ↗
41 Corient Private Wealth LP 15.03K $858,080 0.0% n/c 1 SEC ↗
42 Corient Private Wealth LP 15.03K $858,080 0.0% n/c 1 SEC ↗
43 Creative Planning 14.31K $814,065 0.0% n/c 1 SEC ↗
44 JPMorgan Chase 12.70K -64.9% $722,333 0.0% ▼ Trim 2 SEC ↗
45 JPMorgan Chase 12.70K -64.9% $722,333 0.0% ▼ Trim 2 SEC ↗
46 JPMorgan Chase 12.70K -64.9% $722,333 0.0% ▼ Trim 2 SEC ↗
47 Rockefeller Capital Management L.P. 9.55K $543,430 0.0% n/c 1 SEC ↗
48 Rockefeller Capital Management L.P. 9.55K $543,430 0.0% n/c 1 SEC ↗
49 Focus Partners Wealth 7.90K $449,209 0.0% n/c 1 SEC ↗
50 Osaic Holdings, Inc. 7.32K $416,696 0.0% n/c 1 SEC ↗
51 Osaic Holdings, Inc. 7.32K $416,696 0.0% n/c 1 SEC ↗
52 Hrt Financial Lp 6.88K $391,000 0.0% n/c 1 SEC ↗
53 Quantinno Capital Management LP 6.65K $378,318 0.0% n/c 1 SEC ↗
54 Truist Financial Corp 5.95K $338,262 0.0% n/c 1 SEC ↗
55 Truist Financial Corp 5.95K $338,262 0.0% n/c 1 SEC ↗
56 Northern Trust Corp 3.89K $221,359 0.0% n/c 1 SEC ↗
57 Northern Trust Corp 3.89K $221,359 0.0% n/c 1 SEC ↗
58 Amundi 3.87K $220,392 0.0% n/c 1 SEC ↗
59 Us Bancorp \De\ 2.87K $163,217 0.0% n/c 1 SEC ↗
60 Us Bancorp \De\ 2.87K $163,217 0.0% n/c 1 SEC ↗
61 Pnc Financial Services Group, Inc. 2.40K $136,308 0.0% n/c 1 SEC ↗
62 Pnc Financial Services Group, Inc. 2.40K $136,308 0.0% n/c 1 SEC ↗
63 Pnc Financial Services Group, Inc. 2.40K $136,308 0.0% n/c 1 SEC ↗
64 Pnc Financial Services Group, Inc. 2.40K $136,308 0.0% n/c 1 SEC ↗
65 Bank Of America Corp /De/ 1.99K $113,382 0.0% n/c 1 SEC ↗
66 Bank Of America Corp /De/ 1.99K $113,382 0.0% n/c 1 SEC ↗
67 Bank Of Montreal /Can/ 1.71K $97,168 0.0% n/c 1 SEC ↗
68 Bank Of Montreal /Can/ 1.71K $97,168 0.0% n/c 1 SEC ↗
69 Simplex Trading, Llc 1.56K $88,520 0.0% n/c 1 SEC ↗
70 Bnp Paribas Financial Markets 646 $36,751 0.0% n/c 1 SEC ↗
71 TD Waterhouse Canada Inc. 60 $3,412 0.0% n/c 1 SEC ↗
72 Assetmark, Inc 49 $2,788 0.0% n/c 1 SEC ↗
73 Jones Financial Companies Lllp 40 $2,276 0.0% n/c 1 SEC ↗
74 National Bank Of Canada /Fi/ 17 $967 0.0% n/c 1 SEC ↗
75 BlackRock (passive) 11 0.0% $622 0.0% Held 3 SEC ↗
76 BlackRock (passive) 11 0.0% $622 0.0% Held 3 SEC ↗

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

New buyers

No new tracked buyers this quarter.

Exited

No tracked exits this quarter.

Full-market context: across ALL 13F filers (SEC structured data, Q1 2026): 247 holders, 7.21M shares, $345.87M 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: Q4 2025 · Methodology · Get this via the API