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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
15Tracked holders
+4Δ holders
99.38KShares held
$11.78MReported value
+4New positions
−1Exits
Rising How these are computed → Explain this at the Research Desk →

Momentum inputs (comparable managers): holder breadth +30.0% · share flow -27.6% · net new positions +20.0%formula
Ownership fragmentation — more holders, smaller aggregate stake

All ownership figures: tracked 13F managers only, common-stock positions, reporting period Q2 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 · Q2 2026
#ManagerSharesΔ sharesValueTheir weightHeld
1 LPL Financial LLC 46.37K +11.9% $5.50M 0.0% ▲ Add 3 SEC ↗
2 Susquehanna International Group, Llp 16.39K +66.6% $1.94M 0.0% ▲ Add 3 SEC ↗
3 Jane Street Group, Llc 9.03K -54.6% $1.07M 0.0% ▼ Trim 3 SEC ↗
4 Cetera Investment Advisers 6.68K -11.3% $792,072 0.0% ▼ Trim 3 SEC ↗
5 Envestnet Asset Management Inc 4.80K -27.9% $569,218 0.0% ▼ Trim 3 SEC ↗
6 Commonwealth Equity Services, Llc 4.23K -8.5% $501,576 0.0% ▼ Trim 3 SEC ↗
7 Raymond James Financial Inc 2.91K -3.3% $345,159 0.0% ▼ Trim 2 SEC ↗
8 Raymond James Financial Inc 2.91K -3.3% $345,159 0.0% ▼ Trim 2 SEC ↗
9 Osaic Holdings, Inc. 2.30K +18.1% $272,455 0.0% ▲ Add 3 SEC ↗
10 Osaic Holdings, Inc. 2.30K +18.1% $272,455 0.0% ▲ Add 3 SEC ↗
11 Osaic Holdings, Inc. 2.30K +18.1% $272,455 0.0% ▲ Add 3 SEC ↗
12 Morgan Stanley 2.06K +10.8% $244,347 0.0% ▲ Add 4 SEC ↗
13 Morgan Stanley 2.06K +10.8% $244,347 0.0% ▲ Add 4 SEC ↗
14 Stifel Financial Corp 1.85K New $219,044 0.0% New 1 SEC ↗
15 Citadel Advisors 1.73K -95.6% $205,531 0.0% ▼ Trim 3 SEC ↗
16 Fidelity (FMR) 718 +1.3% $85,105 0.0% ▲ Add 5 SEC ↗
17 Fidelity (FMR) 718 +1.3% $85,105 0.0% ▲ Add 5 SEC ↗
18 Wells Fargo & Company/Mn 233 New $27,617 0.0% New 1 SEC ↗
19 Northwestern Mutual Wealth… 50 New $5,926 0.0% New 1 SEC ↗
20 UBS Group AG 23 New $2,726 0.0% New 1 SEC ↗

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

New buyers

Exited

HighTower Advisors, LLC $242,447 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: Q2 2026 · Methodology · Get this via the API