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Security record

CCU

name pending profile ingest

Q2 2026 Q1 2026 Q4 2025 Q3 2025 Q2 2025 Q1 2025 Q4 2024 Q3 2024
40Tracked holders
+7Δ holders
6.65MShares held
$74.43MReported value
+9New positions
−3Exits
Strongly Rising How these are computed → Explain this at the Research Desk →

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
QuarterHoldersΔSharesReported valueNewExits
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 — —
Holder count
Who holds it · Q2 2026
#ManagerSharesΔ sharesValueTheir weightHeld
1 Wellington Management ✦ 3.10M +0.2% $34.69M 0.0% ▲ Add 9 SEC ↗ ×2
2 Nomura Asset Management… 438.07K -13.3% $4.91M 0.0% ▼ Trim 3 SEC ↗
3 BlackRock ✦ (passive) 364.38K 0.0% $4.08M 0.0% ▲ Add 5 SEC ↗ ×2
4 Bank Of America Corp /De/ 346.27K +5.2% $3.88M 0.0% ▲ Add 3 SEC ↗
5 State Street Global Advisors ✦ (passive) 337.06K 0.0% $3.78M 0.0% Held 7 SEC ↗
6 Ninety One UK Ltd 279.41K 0.0% $3.13M 0.0% Held 3 SEC ↗
7 UBS Group AG 265.07K +9.4% $2.97M 0.0% ▲ Add 3 SEC ↗ ×3
8 Renaissance Technologies ✦ 252.66K -19.3% $2.83M 0.0% ▼ Trim 9 SEC ↗
9 American Century Companies Inc 245.42K +5.4% $2.75M 0.0% ▲ Add 3 SEC ↗
10 Dimensional Fund Advisors Lp 184.67K +0.4% $2.07M 0.0% ▲ Add 3 SEC ↗ ×3
11 D. E. Shaw & Co. ✦ 114.78K +7.8% $1.29M 0.0% ▲ Add 7 SEC ↗
12 Citadel Advisors ✦ 106.98K -9.3% $1.20M 0.0% ▼ Trim 4 SEC ↗ ×2
13 Envestnet Asset Management Inc 100.02K +7.7% $1.12M 0.0% ▲ Add 3 SEC ↗
14 Royal Bank Of Canada 83.06K +18.7% $931,000 0.0% ▲ Add 3 SEC ↗ ×2
15 Wells Fargo & Company/Mn 82.73K +9.9% $926,627 0.0% ▲ Add 3 SEC ↗ ×2
16 Northern Trust Corp 56.57K -20.0% $633,551 0.0% ▼ Trim 3 SEC ↗ ×2
17 Morgan Stanley ✦ 55.81K -2.5% $625,056 0.0% ▼ Trim 4 SEC ↗ ×5
18 Marshall Wace ✦ 43.71K New $489,518 0.0% New 1 SEC ↗
19 Goldman Sachs Group ✦ 41.99K -29.9% $470,299 0.0% ▼ Trim 4 SEC ↗
20 LPL Financial LLC 26.24K +52.8% $293,899 0.0% ▲ Add 3 SEC ↗
21 Mariner, LLC 22.10K -47.0% $247,548 0.0% ▼ Trim 3 SEC ↗
22 Jane Street Group, Llc 19.85K New $222,320 0.0% New 1 SEC ↗ ×2
23 Nuveen, LLC 18.13K New $203,068 0.0% New 1 SEC ↗
24 Raymond James Financial Inc 12.68K New $141,971 0.0% New 1 SEC ↗ ×2
25 Susquehanna International Group, Llp 12.34K New $138,186 0.0% New 1 SEC ↗
26 Stifel Financial Corp 11.75K New $131,589 0.0% New 1 SEC ↗
27 Creative Planning 11.15K New $124,835 0.0% New 1 SEC ↗
28 Rhumbline Advisers 6.22K 0.0% $69,630 0.0% Held 3 SEC ↗
29 DZ BANK AG Deutsche Zentral… 3.40K New $38,080 0.0% New 1 SEC ↗
30 Citigroup Inc 3.00K +47.5% $33,544 0.0% ▲ Add 3 SEC ↗
31 Osaic Holdings, Inc. 619 +52.5% $6,934 0.0% ▲ Add 3 SEC ↗ ×2
32 Northwestern Mutual Wealth… 588 +13.7% $6,586 0.0% ▲ Add 2 SEC ↗
33 JPMorgan Chase ✦ 536 -6.5% $5,993 0.0% ▼ Trim 4 SEC ↗ ×2
34 Us Bancorp \De\ 338 -64.3% $3,786 0.0% ▼ Trim 3 SEC ↗
35 Assetmark, Inc 225 +561.8% $2,520 0.0% ▲ Add 3 SEC ↗
36 UBS AM, a distinct business unit of… 119 0.0% $1,333 0.0% Held 2 SEC ↗
37 Jones Financial Companies Lllp 100 0.0% $1,139 0.0% Held 2 SEC ↗
38 Fidelity (FMR) ✦ 45 -40.0% $504 0.0% ▼ Trim 5 SEC ↗
39 National Bank Of Canada /Fi/ 2 New $22 0.0% New 1 SEC ↗
40 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

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 · Get this via the API