Security record · archived quarter
CCU
name pending profile ingest
40Tracked holders
+7Δ holders
6.65MShares held
$74.43MReported value
+9New positions
−3Exits
Momentum inputs (comparable managers):
holder breadth +21.2% ·
share flow -0.3% ·
net new positions +15.0%
— 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
| Quarter | Holders | Δ | Shares | Reported value | New | Exits |
|---|---|---|---|---|---|---|
| Q2 2026 | 40 | +7 | 6.65M | $74.43M | +9 | −3 |
| Q1 2026 | 35 | -1 | 22.79M | $258.65M | +3 | −4 |
| Q4 2025 | 36 | -1 | 21.66M | $276.36M | — | −1 |
| Q3 2025 | 12 | -1 | 3.77M | $45.72M | +1 | −2 |
| Q2 2025 | 10 | 0 | 3.58M | $46.23M | +1 | −1 |
| Q1 2025 | 8 | +2 | 2.93M | $44.54M | +2 | — |
| Q4 2024 | 6 | +1 | 2.66M | $30.19M | +1 | — |
| Q3 2024 | 4 | -1 | 2.50M | $29.02M | +1 | −2 |
| Q2 2024 | 5 | — | 3.31M | $37.62M | — | — |
Who holds it · Q2 2026
| # | Manager | Shares | Δ shares | Value | Their weight | Held | ||
|---|---|---|---|---|---|---|---|---|
| 1 | Wellington Management ✦ | 3.10M | +0.2% | $34.69M | 0.0% | ▲ Add | 9 | SEC ↗ |
| 2 | Wellington Management ✦ | 3.10M | +0.2% | $34.69M | 0.0% | ▲ Add | 9 | SEC ↗ |
| 3 | Nomura Asset Management… | 438.07K | -13.3% | $4.91M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 4 | BlackRock ✦ (passive) | 364.38K | 0.0% | $4.08M | 0.0% | ▲ Add | 5 | SEC ↗ |
| 5 | BlackRock ✦ (passive) | 364.38K | 0.0% | $4.08M | 0.0% | ▲ Add | 5 | SEC ↗ |
| 6 | Bank Of America Corp /De/ | 346.27K | +5.2% | $3.88M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 7 | State Street Global Advisors ✦ (passive) | 337.06K | 0.0% | $3.78M | 0.0% | Held | 7 | SEC ↗ |
| 8 | Ninety One UK Ltd | 279.41K | 0.0% | $3.13M | 0.0% | Held | 3 | SEC ↗ |
| 9 | UBS Group AG | 265.07K | +9.4% | $2.97M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 10 | UBS Group AG | 265.07K | +9.4% | $2.97M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 11 | UBS Group AG | 265.07K | +9.4% | $2.97M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 12 | Renaissance Technologies ✦ | 252.66K | -19.3% | $2.83M | 0.0% | ▼ Trim | 9 | SEC ↗ |
| 13 | American Century Companies Inc | 245.42K | +5.4% | $2.75M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 14 | Dimensional Fund Advisors Lp | 184.67K | +0.4% | $2.07M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 15 | Dimensional Fund Advisors Lp | 184.67K | +0.4% | $2.07M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 16 | Dimensional Fund Advisors Lp | 184.67K | +0.4% | $2.07M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 17 | D. E. Shaw & Co. ✦ | 114.78K | +7.8% | $1.29M | 0.0% | ▲ Add | 7 | SEC ↗ |
| 18 | Citadel Advisors ✦ | 106.98K | -9.3% | $1.20M | 0.0% | ▼ Trim | 4 | SEC ↗ |
| 19 | Citadel Advisors ✦ | 106.98K | -9.3% | $1.20M | 0.0% | ▼ Trim | 4 | SEC ↗ |
| 20 | Envestnet Asset Management Inc | 100.02K | +7.7% | $1.12M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 21 | Royal Bank Of Canada | 83.06K | +18.7% | $931,000 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 22 | Royal Bank Of Canada | 83.06K | +18.7% | $931,000 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 23 | Wells Fargo & Company/Mn | 82.73K | +9.9% | $926,627 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 24 | Wells Fargo & Company/Mn | 82.73K | +9.9% | $926,627 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 25 | Northern Trust Corp | 56.57K | -20.0% | $633,551 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 26 | Northern Trust Corp | 56.57K | -20.0% | $633,551 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 27 | Morgan Stanley ✦ | 55.81K | -2.5% | $625,056 | 0.0% | ▼ Trim | 4 | SEC ↗ |
| 28 | Morgan Stanley ✦ | 55.81K | -2.5% | $625,056 | 0.0% | ▼ Trim | 4 | SEC ↗ |
| 29 | Morgan Stanley ✦ | 55.81K | -2.5% | $625,056 | 0.0% | ▼ Trim | 4 | SEC ↗ |
| 30 | Morgan Stanley ✦ | 55.81K | -2.5% | $625,056 | 0.0% | ▼ Trim | 4 | SEC ↗ |
| 31 | Morgan Stanley ✦ | 55.81K | -2.5% | $625,056 | 0.0% | ▼ Trim | 4 | SEC ↗ |
| 32 | Marshall Wace ✦ | 43.71K | New | $489,518 | 0.0% | New | 1 | SEC ↗ |
| 33 | Goldman Sachs Group ✦ | 41.99K | -29.9% | $470,299 | 0.0% | ▼ Trim | 4 | SEC ↗ |
| 34 | LPL Financial LLC | 26.24K | +52.8% | $293,899 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 35 | Mariner, LLC | 22.10K | -47.0% | $247,548 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 36 | Jane Street Group, Llc | 19.85K | New | $222,320 | 0.0% | New | 1 | SEC ↗ |
| 37 | Jane Street Group, Llc | 19.85K | New | $222,320 | 0.0% | New | 1 | SEC ↗ |
| 38 | Nuveen, LLC | 18.13K | New | $203,068 | 0.0% | New | 1 | SEC ↗ |
| 39 | Raymond James Financial Inc | 12.68K | New | $141,971 | 0.0% | New | 1 | SEC ↗ |
| 40 | Raymond James Financial Inc | 12.68K | New | $141,971 | 0.0% | New | 1 | SEC ↗ |
| 41 | Susquehanna International Group, Llp | 12.34K | New | $138,186 | 0.0% | New | 1 | SEC ↗ |
| 42 | Stifel Financial Corp | 11.75K | New | $131,589 | 0.0% | New | 1 | SEC ↗ |
| 43 | Creative Planning | 11.15K | New | $124,835 | 0.0% | New | 1 | SEC ↗ |
| 44 | Rhumbline Advisers | 6.22K | 0.0% | $69,630 | 0.0% | Held | 3 | SEC ↗ |
| 45 | DZ BANK AG Deutsche Zentral… | 3.40K | New | $38,080 | 0.0% | New | 1 | SEC ↗ |
| 46 | Citigroup Inc | 3.00K | +47.5% | $33,544 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 47 | Osaic Holdings, Inc. | 619 | +52.5% | $6,934 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 48 | Osaic Holdings, Inc. | 619 | +52.5% | $6,934 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 49 | Northwestern Mutual Wealth… | 588 | +13.7% | $6,586 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 50 | JPMorgan Chase ✦ | 536 | -6.5% | $5,993 | 0.0% | ▼ Trim | 4 | SEC ↗ |
| 51 | JPMorgan Chase ✦ | 536 | -6.5% | $5,993 | 0.0% | ▼ Trim | 4 | SEC ↗ |
| 52 | Us Bancorp \De\ | 338 | -64.3% | $3,786 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 53 | Assetmark, Inc | 225 | +561.8% | $2,520 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 54 | UBS AM, a distinct business unit of… | 119 | 0.0% | $1,333 | 0.0% | Held | 2 | SEC ↗ |
| 55 | Jones Financial Companies Lllp | 100 | 0.0% | $1,139 | 0.0% | Held | 2 | SEC ↗ |
| 56 | Fidelity (FMR) ✦ | 45 | -40.0% | $504 | 0.0% | ▼ Trim | 5 | SEC ↗ |
| 57 | National Bank Of Canada /Fi/ | 2 | New | $22 | 0.0% | New | 1 | SEC ↗ |
| 58 | Rockefeller Capital Management L.P. | 1 | -99.8% | $19 | 0.0% | ▼ Trim | 3 | SEC ↗ |
“Their weight” = the position's share of that manager's reported 13F equity value — the conviction measure. ✦ = curated manager.
New buyers
| Marshall Wace | $489,518 | 0.0% |
| Jane Street Group, Llc | $222,320 | 0.0% |
| Jane Street Group, Llc | $222,320 | 0.0% |
| Nuveen, LLC | $203,068 | 0.0% |
| Raymond James Financial Inc | $141,971 | 0.0% |
| Raymond James Financial Inc | $141,971 | 0.0% |
| Susquehanna International… | $138,186 | 0.0% |
| Stifel Financial Corp | $131,589 | 0.0% |
| Creative Planning | $124,835 | 0.0% |
| DZ BANK AG Deutsche Zentral… | $38,080 | 0.0% |
| National Bank Of Canada /Fi/ | $22 | 0.0% |
Exited
| First Eagle Investment… | $182.97M | was 0.3% |
| Point72 Asset Management | $738,079 | was 0.0% |
| Simplex Trading, Llc | $28,829 | was 0.0% |
Full-market context: across ALL 13F filers (SEC structured data, Q1 2026): 77 holders, 25.63M shares, $291.38M 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 ·
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