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Security record · archived quarter

BUG

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Q3 2026 Q2 2026 Q1 2026 Q4 2025 Q3 2025 Q2 2025 Q1 2025 Q4 2024
48Tracked holders
+5Δ holders
5.90MShares held
$148.11MReported value
+10New positions
−5Exits
Strongly Rising 3 quarters of rising tracked shares ●●●○○○ How these are computed → Explain this at the Research Desk →

Momentum inputs (comparable managers): holder breadth +11.6% · share flow +10.4% · net new positions +10.4% · 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
Q3 2026 2 0 15.14K $721,519 n/a n/a
Q2 2026 43 -3 5.27M $201.21M +3 −7
Q1 2026 48 +5 5.90M $148.11M +10 −5
Q4 2025 43 0 5.35M $162.89M n/a n/a
Q3 2025 5 -1 1.47M $51.86M +1 −2
Q2 2025 4 0 28.37K $1.05M n/a n/a
Q1 2025 2 +1 31.63K $1.02M +1 n/a
Q4 2024 1 -2 23.26K $746,285 n/a −2
Q3 2024 3 +1 71.17K $2.20M +2 −1
Q2 2024 2 n/a 20.43K $604,201 n/a n/a
Holder count
Who holds it · Q1 2026
#ManagerSharesΔ sharesValueTheir weightHeld
1 LPL Financial LLC 1.29M +29.2% $32.31M 0.0% ▲ Add 2 SEC ↗
2 Morgan Stanley ✦ 1.10M -17.5% $27.73M 0.0% ▼ Trim 3 SEC ↗ ×6
3 Bank Of America Corp /De/ 301.42K +17.0% $7.57M 0.0% ▲ Add 2 SEC ↗ ×2
4 Raymond James Financial Inc 271.98K -28.8% $6.83M 0.0% ▼ Trim 2 SEC ↗ ×2
5 Susquehanna International Group, Llp 239.61K +262.2% $6.02M 0.0% ▲ Add 2 SEC ↗
6 Cetera Investment Advisers 230.34K -13.2% $5.78M 0.0% ▼ Trim 2 SEC ↗
7 Northwestern Mutual Wealth… 218.22K +28.7% $5.48M 0.0% ▲ Add 2 SEC ↗
8 UBS Group AG 205.77K +398.4% $5.17M 0.0% ▲ Add 2 SEC ↗ ×3
9 Mirae Asset Global Investments Co.… 187.56K -28.6% $4.71M 0.0% ▼ Trim 2 SEC ↗
10 Royal Bank Of Canada 182.84K -1.9% $4.59M 0.0% ▼ Trim 2 SEC ↗ ×3
11 Simplex Trading, Llc 170.08K +21294.0% $4.27M 0.1% ▲ Add 2 SEC ↗
12 Tudor Investment Corp Et Al 163.13K New $4.10M 0.0% New 1 SEC ↗
13 Hrt Financial Lp 140.62K New $3.53M 0.0% New 1 SEC ↗
14 Osaic Holdings, Inc. 136.02K +16.7% $3.42M 0.0% ▲ Add 2 SEC ↗ ×3
15 HighTower Advisors, LLC 122.92K -7.9% $3.09M 0.0% ▼ Trim 2 SEC ↗
16 Citadel Advisors ✦ 119.39K New $3.00M 0.0% New 1 SEC ↗
17 Envestnet Asset Management Inc 111.66K -10.0% $2.80M 0.0% ▼ Trim 2 SEC ↗
18 JPMorgan Chase ✦ 103.59K -8.9% $2.52M 0.0% ▼ Trim 3 SEC ↗ ×4
19 IMC-Chicago, LLC 75.29K New $1.89M 0.0% New 1 SEC ↗
20 Jane Street Group, Llc 70.10K -52.8% $1.76M 0.0% ▼ Trim 2 SEC ↗
21 Rockefeller Capital Management L.P. 69.07K +36.1% $1.73M 0.0% ▲ Add 2 SEC ↗ ×3
22 Commonwealth Equity Services, Llc 53.63K -37.9% $1.35M 0.0% ▼ Trim 2 SEC ↗
23 Mml Investors Services, Llc 52.03K -18.0% $1.31M 0.0% ▼ Trim 2 SEC ↗
24 Pnc Financial Services Group, Inc. 43.07K -28.2% $1.08M 0.0% ▼ Trim 2 SEC ↗ ×5
25 Group One Trading Llc 42.69K +24018.1% $1.07M 0.0% ▲ Add 2 SEC ↗
26 Stifel Financial Corp 38.38K +4.2% $963,756 0.0% ▲ Add 2 SEC ↗
27 Mariner, LLC 30.21K -15.7% $758,190 0.0% ▼ Trim 2 SEC ↗
28 Ameriprise Financial Inc 21.04K -74.8% $528,188 0.0% ▼ Trim 2 SEC ↗ ×2
29 Captrust Financial Advisors 16.86K +22.0% $423,381 0.0% ▲ Add 2 SEC ↗
30 Fifth Third Bancorp 13.91K +50.5% $349,356 0.0% ▲ Add 2 SEC ↗
31 Tidal Investments LLC 12.43K New $302,146 0.0% New 1 SEC ↗
32 Baird Financial Group, Inc. 11.48K +15.7% $288,162 0.0% ▲ Add 2 SEC ↗
33 Point72 Asset Management ✦ 9.60K New $241,006 0.0% New 1 SEC ↗
34 Cibc World Market Inc. 9.47K +4.4% $237,817 0.0% ▲ Add 2 SEC ↗
35 Wealth Enhancement Advisory… 8.39K -51.8% $215,140 0.0% ▼ Trim 2 SEC ↗
36 Bank Of Montreal /Can/ 6.94K -1.4% $174,274 0.0% ▼ Trim 2 SEC ↗ ×2
37 Cwm, Llc 4.93K -56.2% $123,748 0.0% ▼ Trim 2 SEC ↗
38 National Bank Of Canada /Fi/ 4.61K +723.6% $115,774 0.0% ▲ Add 2 SEC ↗
39 TD Waterhouse Canada Inc. 3.30K New $83,287 0.0% New 1 SEC ↗
40 Qube Research & Technologies Ltd 2.18K -87.8% $54,639 0.0% ▼ Trim 2 SEC ↗
41 Optiver Holding B.V. 2.00K New $50,220 0.0% New 1 SEC ↗
42 Fidelity (FMR) ✦ 1.64K -57.2% $41,194 0.0% ▼ Trim 4 SEC ↗
43 Deutsche Bank Ag\ 950 New $23,855 0.0% New 1 SEC ↗
44 Us Bancorp \De\ 629 +106.9% $15,794 0.0% ▲ Add 2 SEC ↗
45 Jones Financial Companies Lllp 588 New $14,141 0.0% New 1 SEC ↗
46 Wells Fargo & Company/Mn 545 -27.3% $13,674 0.0% ▼ Trim 2 SEC ↗
47 Assetmark, Inc 171 0.0% $4,294 0.0% Held 2 SEC ↗
48 BlackRock ✦ (passive) 1 -99.8% $28 0.0% ▼ Trim 4 SEC ↗

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

New buyers

Exited

D. E. Shaw & Co. $3.99M was 0.0%
Corient Private Wealth LP $2.65M was 0.0%
Truist Financial Corp $221,901 was 0.0%
Barclays Plc $46,025 was 0.0%
Russell Investments Group… $1,157 was 0.0%

Full-market context: across ALL 13F filers (SEC structured data, Q1 2026): 195 holders, 14.01M shares, $298.75M 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