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Security record · archived quarter

CIK

name pending profile ingest

Q2 2026 Q1 2026 Q4 2025 Q3 2025 Q4 2024
21Tracked holders
+1Δ holders
2.64MShares held
$6.75MReported value
+2New positions
−1Exits
Stable How these are computed → Explain this at the Research Desk →

Momentum inputs (comparable managers): holder breadth +5.0% · share flow -6.8% · net new positions +4.8%formula
Ownership fragmentation — more holders, smaller aggregate stake

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

Ownership over time
QuarterHoldersΔSharesReported valueNewExits
Q2 2026 19 -2 2.65M $6.56M −2
Q1 2026 21 +1 2.64M $6.75M +2 −1
Q4 2025 20 +1 2.83M $8.01M +1
Q3 2025 1 42.48K $124,453
Q4 2024 1 +1 25.58K $73,929 +1
Holder count
Who holds it · Q1 2026
#ManagerSharesΔ sharesValueTheir weightHeld
1 LPL Financial LLC 1.25M -11.3% $3.19M 0.0% ▼ Trim 2 SEC ↗
2 Invesco Ltd. 458.57K +2.6% $1.17M 0.0% ▲ Add 2 SEC ↗
3 Bank Of America Corp /De/ 237.03K -25.9% $606,810 0.0% ▼ Trim 2 SEC ↗
4 Wells Fargo & Company/Mn 137.56K +153.1% $352,155 0.0% ▲ Add 2 SEC ↗
5 Wells Fargo & Company/Mn 137.56K +153.1% $352,155 0.0% ▲ Add 2 SEC ↗
6 Osaic Holdings, Inc. 81.02K +9.3% $207,411 0.0% ▲ Add 2 SEC ↗
7 Commonwealth Equity Services, Llc 64.36K -13.6% $164,770 0.0% ▼ Trim 2 SEC ↗
8 Northwestern Mutual Wealth… 59.79K -3.0% $153,070 0.0% ▼ Trim 2 SEC ↗
9 Nomura Holdings Inc 50.00K New $128,000 0.0% New 1 SEC ↗
10 Susquehanna International Group, Llp 43.97K -39.0% $112,553 0.0% ▼ Trim 2 SEC ↗
11 Morgan Stanley 43.43K -13.5% $111,183 0.0% ▼ Trim 3 SEC ↗
12 Morgan Stanley 43.43K -13.5% $111,183 0.0% ▼ Trim 3 SEC ↗
13 Citadel Advisors 35.99K +94.1% $92,140 0.0% ▲ Add 2 SEC ↗
14 Mml Investors Services, Llc 31.62K -7.1% $80,938 0.0% ▼ Trim 2 SEC ↗
15 Stifel Financial Corp 30.87K -52.1% $79,030 0.0% ▼ Trim 2 SEC ↗
16 Royal Bank Of Canada 28.83K +1.0% $74,000 0.0% ▲ Add 2 SEC ↗
17 Envestnet Asset Management Inc 25.61K +12.6% $65,562 0.0% ▲ Add 2 SEC ↗
18 Ameriprise Financial Inc 23.89K -48.4% $61,163 0.0% ▼ Trim 2 SEC ↗
19 Ameriprise Financial Inc 23.89K -48.4% $61,163 0.0% ▼ Trim 2 SEC ↗
20 Jane Street Group, Llc 21.19K -36.3% $54,239 0.0% ▼ Trim 2 SEC ↗
21 Jane Street Group, Llc 21.19K -36.3% $54,239 0.0% ▼ Trim 2 SEC ↗
22 Raymond James Financial Inc 10.60K 0.0% $27,129 0.0% Held 2 SEC ↗
23 Raymond James Financial Inc 10.60K 0.0% $27,129 0.0% Held 2 SEC ↗
24 UBS Group AG 4.97K -2.3% $12,728 0.0% ▼ Trim 2 SEC ↗
25 UBS Group AG 4.97K -2.3% $12,728 0.0% ▼ Trim 2 SEC ↗
26 Us Bancorp \De\ 1.00K 0.0% $2,560 0.0% Held 2 SEC ↗
27 Jones Financial Companies Lllp 373 New $918 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

Fifth Third Bancorp $17,837 was 0.0%

Full-market context: across ALL 13F filers (SEC structured data, Q1 2026): 52 holders, 4.26M shares, $10.54M 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