Security record · archived quarter
CHAT
name pending profile ingest
40Tracked holders
+13Δ holders
1.36MShares held
$133.97MReported value
+14New positions
−1Exits
Momentum inputs (comparable managers):
holder breadth +30.0% ·
share flow +30.0% ·
net new positions +20.0%
— formula
Broad accumulation — rising shares across more holders
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 | +13 | 1.36M | $133.97M | +14 | −1 |
| Q1 2026 | 28 | -2 | 1.00M | $62.12M | +3 | −5 |
| Q4 2025 | 30 | -2 | 1.17M | $69.08M | — | −2 |
| Q3 2025 | 5 | +2 | 65.54K | $4.03M | +2 | — |
| Q2 2025 | 1 | 0 | 6.40K | $312,192 | +1 | −1 |
| Q1 2025 | 1 | +1 | 13.06K | $455,141 | +1 | — |
| Q3 2024 | 1 | -1 | 1.46K | $54,521 | +1 | −2 |
| Q2 2024 | 2 | — | 12.77K | $476,449 | — | — |
Who holds it · Q2 2026
| # | Manager | Shares | Δ shares | Value | Their weight | Held | ||
|---|---|---|---|---|---|---|---|---|
| 1 | LPL Financial LLC | 667.47K | +24.0% | $65.87M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 2 | Commonwealth Equity Services, Llc | 163.19K | +326.6% | $16.10M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 3 | Susquehanna International Group, Llp | 101.53K | New | $10.02M | 0.0% | New | 1 | SEC ↗ |
| 4 | Mirae Asset Global Investments Co.… | 100.00K | +6.4% | $9.87M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 5 | Osaic Holdings, Inc. | 60.78K | -4.8% | $6.00M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 6 | Osaic Holdings, Inc. | 60.78K | -4.8% | $6.00M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 7 | UBS Group AG | 34.55K | +154.0% | $3.41M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 8 | UBS Group AG | 34.55K | +154.0% | $3.41M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 9 | UBS Group AG | 34.55K | +154.0% | $3.41M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 10 | UBS Group AG | 34.55K | +154.0% | $3.41M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 11 | Envestnet Asset Management Inc | 30.66K | -1.9% | $3.03M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 12 | Stifel Financial Corp | 29.25K | +56.7% | $2.89M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 13 | Hrt Financial Lp | 24.43K | New | $2.41M | 0.0% | New | 1 | SEC ↗ |
| 14 | Belvedere Trading LLC | 19.66K | New | $1.94M | 0.2% | New | 1 | SEC ↗ |
| 15 | HighTower Advisors, LLC | 14.74K | New | $1.45M | 0.0% | New | 1 | SEC ↗ |
| 16 | Creative Planning | 14.18K | +16.9% | $1.40M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 17 | IMC-Chicago, LLC | 10.86K | New | $1.07M | 0.0% | New | 1 | SEC ↗ |
| 18 | Morgan Stanley ✦ | 9.11K | +115.4% | $899,271 | 0.0% | ▲ Add | 4 | SEC ↗ |
| 19 | Morgan Stanley ✦ | 9.11K | +115.4% | $899,271 | 0.0% | ▲ Add | 4 | SEC ↗ |
| 20 | Morgan Stanley ✦ | 9.11K | +115.4% | $899,271 | 0.0% | ▲ Add | 4 | SEC ↗ |
| 21 | Mariner, LLC | 9.03K | +12.8% | $890,982 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 22 | Wealth Enhancement Advisory… | 8.60K | +20.6% | $788,927 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 23 | Raymond James Financial Inc | 6.65K | 0.0% | $656,617 | 0.0% | Held | 3 | SEC ↗ |
| 24 | Raymond James Financial Inc | 6.65K | 0.0% | $656,617 | 0.0% | Held | 3 | SEC ↗ |
| 25 | Focus Partners Wealth | 6.27K | -16.5% | $618,724 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 26 | Cetera Investment Advisers | 5.29K | New | $521,576 | 0.0% | New | 1 | SEC ↗ |
| 27 | Wells Fargo & Company/Mn | 5.22K | +87.0% | $515,141 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 28 | Wells Fargo & Company/Mn | 5.22K | +87.0% | $515,141 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 29 | Group One Trading Llc | 5.05K | +238.2% | $497,939 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 30 | Rockefeller Capital Management L.P. | 4.30K | -12.5% | $424,747 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 31 | Citadel Advisors ✦ | 4.17K | -94.7% | $411,890 | 0.0% | ▼ Trim | 4 | SEC ↗ |
| 32 | Goldman Sachs Group ✦ | 3.40K | New | $335,512 | 0.0% | New | 1 | SEC ↗ |
| 33 | Brown Advisory Inc | 3.00K | New | $296,237 | 0.0% | New | 1 | SEC ↗ |
| 34 | Mml Investors Services, Llc | 2.94K | New | $290,231 | 0.0% | New | 1 | SEC ↗ |
| 35 | Captrust Financial Advisors | 2.91K | New | $287,529 | 0.0% | New | 1 | SEC ↗ |
| 36 | Simplex Trading, Llc | 2.74K | -17.4% | $269,988 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 37 | Cerity Partners LLC | 2.60K | New | $256,568 | 0.0% | New | 1 | SEC ↗ |
| 38 | Royal Bank Of Canada | 2.12K | +81.4% | $209,000 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 39 | Royal Bank Of Canada | 2.12K | +81.4% | $209,000 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 40 | JPMorgan Chase ✦ | 1.32K | 0.0% | $126,163 | 0.0% | Held | 4 | SEC ↗ |
| 41 | JPMorgan Chase ✦ | 1.32K | 0.0% | $126,163 | 0.0% | Held | 4 | SEC ↗ |
| 42 | Barclays Plc | 800 | 0.0% | $78,944 | 0.0% | Held | 3 | SEC ↗ |
| 43 | Bank Of Montreal /Can/ | 660 | +30.4% | $65,129 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 44 | Assetmark, Inc | 299 | 0.0% | $29,505 | 0.0% | Held | 3 | SEC ↗ |
| 45 | Russell Investments Group, Ltd. | 157 | New | $15,493 | 0.0% | New | 1 | SEC ↗ |
| 46 | Northwestern Mutual Wealth… | 132 | -21.0% | $13,026 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 47 | Us Bancorp \De\ | 100 | 0.0% | $9,868 | 0.0% | Held | 3 | SEC ↗ |
| 48 | Pnc Financial Services Group, Inc. | 34 | 0.0% | $3,355 | 0.0% | Held | 3 | SEC ↗ |
| 49 | National Bank Of Canada /Fi/ | 20 | New | $1,971 | 0.0% | New | 1 | SEC ↗ |
| 50 | TD Waterhouse Canada Inc. | 12 | New | $1,122 | 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
| Susquehanna International… | $10.02M | 0.0% |
| Hrt Financial Lp | $2.41M | 0.0% |
| Belvedere Trading LLC | $1.94M | 0.2% |
| HighTower Advisors, LLC | $1.45M | 0.0% |
| IMC-Chicago, LLC | $1.07M | 0.0% |
| Cetera Investment Advisers | $521,576 | 0.0% |
| Goldman Sachs Group | $335,512 | 0.0% |
| Brown Advisory Inc | $296,237 | 0.0% |
| Mml Investors Services, Llc | $290,231 | 0.0% |
| Captrust Financial Advisors | $287,529 | 0.0% |
| Cerity Partners LLC | $256,568 | 0.0% |
| Russell Investments Group… | $15,493 | 0.0% |
Exited
| Jane Street Group, Llc | $4.01M | was 0.0% |
Full-market context: across ALL 13F filers (SEC structured data, Q1 2026): 146 holders, 3.43M shares, $203.11M 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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