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Security record · archived quarter

CARZ

name pending profile ingest

Q2 2026 Q1 2026 Q4 2025 Q3 2025 Q2 2025 Q3 2024 Q2 2024
12Tracked holders
-1Δ holders
140.21KShares held
$11.33MReported value
+1New positions
−2Exits
Rising 3 quarters of rising tracked shares ●●●○○○ How these are computed → Explain this at the Research Desk →

Momentum inputs (comparable managers): holder breadth -7.7% · share flow +25.5% · net new positions -8.3%formula
Concentrated accumulation — rising shares among fewer holders

All ownership figures: tracked 13F managers only, common-stock positions, reporting period Q1 2026

Ownership over time
QuarterHoldersΔSharesReported valueNewExits
Q2 2026 15 +4 99.38K $11.78M +4 −1
Q1 2026 12 -1 140.21K $11.33M +1 −2
Q4 2025 13 +1 111.74K $8.70M +1
Q3 2025 2 0 2.59K $188,049
Q2 2025 1 709 $43,923
Q3 2024 1 0 29.61K $1.72M
Q2 2024 1 31.85K $1.86M
Holder count
Who holds it · Q1 2026
#ManagerSharesΔ sharesValueTheir weightHeld
1 LPL Financial LLC 41.44K +6.5% $3.35M 0.0% ▲ Add 2 SEC ↗
2 Citadel Advisors 39.71K +16.0% $3.21M 0.0% ▲ Add 2 SEC ↗
3 Jane Street Group, Llc 19.88K +390.1% $1.61M 0.0% ▲ Add 2 SEC ↗
4 Susquehanna International Group, Llp 9.84K +55.9% $794,983 0.0% ▲ Add 2 SEC ↗
5 Cetera Investment Advisers 7.53K +0.9% $608,741 0.0% ▲ Add 2 SEC ↗
6 Envestnet Asset Management Inc 6.66K -19.4% $537,934 0.0% ▼ Trim 2 SEC ↗
7 Commonwealth Equity Services, Llc 4.62K -3.4% $373,670 0.0% ▼ Trim 2 SEC ↗
8 Raymond James Financial Inc 3.01K New $243,416 0.0% New 1 SEC ↗
9 Raymond James Financial Inc 3.01K New $243,416 0.0% New 1 SEC ↗
10 HighTower Advisors, LLC 3.00K 0.0% $242,447 0.0% Held 2 SEC ↗
11 Osaic Holdings, Inc. 1.95K -7.3% $157,208 0.0% ▼ Trim 2 SEC ↗
12 Osaic Holdings, Inc. 1.95K -7.3% $157,208 0.0% ▼ Trim 2 SEC ↗
13 Morgan Stanley 1.86K +1.8% $150,317 0.0% ▲ Add 3 SEC ↗
14 Fidelity (FMR) 709 0.0% $57,298 0.0% Held 4 SEC ↗

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

New buyers

Exited

UBS Group AG $4,752 was 0.0%
Wells Fargo & Company/Mn $234 was 0.0%

Full-market context: across ALL 13F filers (SEC structured data, Q1 2026): 27 holders, 270.84K shares, $19.79M 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