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Security record · archived quarter

BOC

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Q3 2026 Q2 2026 Q1 2026 Q4 2025 Q3 2025 Q2 2025 Q1 2025 Q4 2024
51Tracked holders
-1Δ holders
7.41MShares held
$91.65MReported value
+0New positions
−1Exits
Falling 3 quarters of rising tracked shares ●●●○○○ How these are computed → Explain this at the Research Desk →

Momentum inputs (comparable managers): holder breadth -1.9% · share flow -2.7% · net new positions -2.0% · formula
Broad distribution: falling shares and fewer holders

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

Ownership over time
QuarterHoldersΔSharesReported valueNewExits
Q3 2026 1 +1 2.00K $25,940 +1 n/a
Q2 2026 59 +6 7.60M $103.59M +8 −2
Q1 2026 55 +4 7.04M $82.29M +7 −3
Q4 2025 51 -1 7.41M $91.65M n/a −1
Q3 2025 15 0 4.87M $63.75M n/a n/a
Q2 2025 12 0 4.74M $66.59M +1 −1
Q1 2025 9 0 1.39M $20.23M n/a n/a
Q4 2024 9 0 1.44M $20.37M +1 −1
Q3 2024 8 +2 1.17M $17.33M +2 n/a
Q2 2024 6 n/a 961.33K $12.94M n/a n/a
Holder count
Who holds it · Q4 2025
#ManagerSharesΔ sharesValueTheir weightHeld
1 BlackRock ✦ (passive) 1.58M +0.7% $19.54M 0.0% ▲ Add 3 SEC ↗ ×7
2 Dimensional Fund Advisors Lp 1.57M n/a $19.36M 0.0% n/c 1 SEC ↗ ×4
3 The Vanguard Group ✦ (passive) 1.43M -2.8% $17.74M 0.0% ▼ Trim 3 SEC ↗ ×3
4 Geode Capital Management ✦ (passive) 520.00K +0.9% $6.43M 0.0% ▲ Add 7 SEC ↗ ×2
5 State Street Global Advisors ✦ (passive) 468.67K +0.3% $5.80M 0.0% ▲ Add 5 SEC ↗
6 First Manhattan Co. Llc. 333.97K n/a $4.13M 0.0% n/c 1 SEC ↗
7 Citadel Advisors ✦ 207.68K +17.5% $2.57M 0.0% ▲ Add 7 SEC ↗
8 Northern Trust Corp 165.46K n/a $2.05M 0.0% n/c 1 SEC ↗ ×4
9 Arrowstreet Capital ✦ 118.31K -41.5% $1.46M 0.0% ▼ Trim 3 SEC ↗
10 Two Sigma Investments ✦ 110.51K +14.8% $1.37M 0.0% ▲ Add 7 SEC ↗
11 Goldman Sachs Group ✦ 88.42K +54.8% $1.09M 0.0% ▲ Add 2 SEC ↗ ×2
12 UBS Group AG 80.89K n/a $1.00M 0.0% n/c 1 SEC ↗ ×3
13 Charles Schwab Investment… 62.81K n/a $776,910 0.0% n/c 1 SEC ↗
14 American Century Companies Inc 60.04K n/a $742,670 0.0% n/c 1 SEC ↗
15 Bank of New York Mellon Corp 59.78K n/a $739,454 0.0% n/c 1 SEC ↗ ×3
16 Morgan Stanley ✦ 47.20K -8.7% $583,902 0.0% ▼ Trim 2 SEC ↗ ×5
17 Cetera Investment Advisers 43.37K n/a $536,500 0.0% n/c 1 SEC ↗
18 Millennium Management ✦ 41.10K +110.3% $508,419 0.0% ▲ Add 6 SEC ↗
19 Nuveen, LLC 38.80K n/a $480,006 0.0% n/c 1 SEC ↗ ×2
20 Quantinno Capital Management LP 35.74K n/a $442,153 0.0% n/c 1 SEC ↗
21 Barclays Plc 33.98K n/a $420,270 0.0% n/c 1 SEC ↗ ×2
22 Rhumbline Advisers 29.83K n/a $368,950 0.0% n/c 1 SEC ↗
23 D. E. Shaw & Co. ✦ 29.48K +51.2% $364,717 0.0% ▲ Add 7 SEC ↗
24 Wells Fargo & Company/Mn 27.22K n/a $336,764 0.0% n/c 1 SEC ↗ ×3
25 Alliancebernstein L.P. 23.27K n/a $287,850 0.0% n/c 1 SEC ↗
26 Jane Street Group, Llc 22.83K n/a $282,443 0.0% n/c 1 SEC ↗ ×3
27 Balyasny Asset Management L.P. 19.66K n/a $243,182 0.0% n/c 1 SEC ↗ ×2
28 Bank Of America Corp /De/ 19.21K n/a $237,664 0.0% n/c 1 SEC ↗ ×4
29 Deutsche Bank Ag\ 17.16K n/a $212,232 0.0% n/c 1 SEC ↗
30 Raymond James Financial Inc 14.93K n/a $184,635 0.0% n/c 1 SEC ↗ ×2
31 Creative Planning 14.22K n/a $175,914 0.0% n/c 1 SEC ↗
32 T. Rowe Price ✦ 13.12K +16.6% $163,000 0.0% ▲ Add 5 SEC ↗
33 Bnp Paribas Financial Markets 12.24K n/a $151,384 0.0% n/c 1 SEC ↗
34 Susquehanna International Group, Llp 11.63K n/a $143,838 0.0% n/c 1 SEC ↗
35 MIRAE ASSET GLOBAL ETFS HOLDINGS… 10.13K n/a $125,296 0.0% n/c 1 SEC ↗
36 Mercer Global Advisors Inc /Adv 10.11K n/a $125,083 0.0% n/c 1 SEC ↗
37 JPMorgan Chase ✦ 8.70K -51.8% $107,631 0.0% ▼ Trim 2 SEC ↗ ×2
38 Simplex Trading, Llc 5.10K n/a $63,111 0.0% n/c 1 SEC ↗
39 Citigroup Inc 4.31K n/a $53,340 0.0% n/c 1 SEC ↗ ×2
40 Osaic Holdings, Inc. 3.44K n/a $42,600 0.0% n/c 1 SEC ↗ ×2
41 Royal Bank Of Canada 3.12K n/a $39,000 0.0% n/c 1 SEC ↗ ×4
42 Russell Investments Group, Ltd. 2.03K n/a $25,160 0.0% n/c 1 SEC ↗ ×2
43 Legal & General Group Plc 1.99K n/a $24,641 0.0% n/c 1 SEC ↗
44 New York State Common Retirement… 1.94K n/a $24,035 0.0% n/c 1 SEC ↗
45 UBS AM, a distinct business unit of… 1.77K n/a $21,845 0.0% n/c 1 SEC ↗
46 Jones Financial Companies Lllp 1.55K n/a $19,174 0.0% n/c 1 SEC ↗
47 Fidelity (FMR) ✦ 1.43K +152.1% $17,715 0.0% ▲ Add 3 SEC ↗ ×2
48 California State Teachers… 1.34K n/a $16,526 0.0% n/c 1 SEC ↗
49 Cwm, Llc 1.08K n/a $13,000 0.0% n/c 1 SEC ↗
50 Optiver Holding B.V. 340 n/a $4,206 0.0% n/c 1 SEC ↗
51 Rockefeller Capital Management L.P. 80 n/a $990 0.0% n/c 1 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

Renaissance Technologies $2.53M was 0.0%

Full-market context: across ALL 13F filers (SEC structured data, Q1 2026): 121 holders, 20.57M shares, $240.04M 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.

Insider transactions

Open-market purchases (P)

No open-market insider purchases in our coverage window.

Open-market sales (S)

Sep 15 Keating Brendan Joseph

Director · 100.99K sh · $1.37M

Awards, exercises and tax withholding are never counted as buys or sales here. Methodology

Beneficial ownership
Sep 15 SC 13D/A: MAGNOLIA CAPITAL FUND, LP

1.9% of class · View original SEC filing ↗

Jul 14 SC 13G/A: DIMENSIONAL FUND ADVISORS LP

View original SEC filing ↗

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