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Security record · archived quarter

CLIP

name pending profile ingest

Q2 2026 Q1 2026 Q4 2025 Q3 2025 Q2 2025 Q1 2025 Q4 2024 Q3 2024
27Tracked holders
+1Δ holders
4.74MShares held
$476.01MReported value
+3New positions
−2Exits
Strongly Rising 2 quarters of rising tracked shares ●●○○○○ How these are computed → Explain this at the Research Desk →

Momentum inputs (comparable managers): holder breadth +3.8% · share flow +30.0% · net new positions +3.7%formula
Broad accumulation — rising shares across more holders

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

Ownership over time
QuarterHoldersΔSharesReported valueNewExits
Q2 2026 30 +4 4.74M $475.71M +7 −3
Q1 2026 27 +1 4.74M $476.01M +3 −2
Q4 2025 26 0 3.46M $346.03M +1 −1
Q3 2025 3 +1 3.11K $312,099 +1
Q2 2025 1 -1 17.98K $1.81M −1
Q1 2025 2 0 369.75K $37.14M
Q4 2024 2 0 274.25K $27.45M
Q3 2024 2 +1 202.52K $20.35M +1
Q2 2024 1 7.20K $723,585
Holder count
Who holds it · Q1 2026
#ManagerSharesΔ sharesValueTheir weightHeld
1 LPL Financial LLC 1.82M +116.8% $182.18M 0.0% ▲ Add 2 SEC ↗
2 Sei Investments Co 1.33M -11.7% $133.05M 0.1% ▼ Trim 2 SEC ↗
3 Cetera Investment Advisers 271.22K +298.5% $27.22M 0.0% ▲ Add 2 SEC ↗
4 Mirae Asset Global Investments Co.… 259.00K +15.1% $25.99M 0.1% ▲ Add 2 SEC ↗
5 Raymond James Financial Inc 254.11K +163.1% $25.50M 0.0% ▲ Add 2 SEC ↗
6 Raymond James Financial Inc 254.11K +163.1% $25.50M 0.0% ▲ Add 2 SEC ↗
7 MIRAE ASSET GLOBAL ETFS HOLDINGS… 131.96K -8.4% $13.24M 0.0% ▼ Trim 2 SEC ↗
8 Wealth Enhancement Advisory… 109.50K -6.5% $10.96M 0.0% ▼ Trim 2 SEC ↗
9 Cerity Partners LLC 91.24K New $9.16M 0.0% New 1 SEC ↗
10 Osaic Holdings, Inc. 91.21K -11.1% $9.15M 0.0% ▼ Trim 2 SEC ↗
11 Osaic Holdings, Inc. 91.21K -11.1% $9.15M 0.0% ▼ Trim 2 SEC ↗
12 Truist Financial Corp 86.22K +20.1% $8.65M 0.0% ▲ Add 2 SEC ↗
13 Envestnet Asset Management Inc 61.31K -6.6% $6.15M 0.0% ▼ Trim 2 SEC ↗
14 Royal Bank Of Canada 56.93K +8.3% $5.71M 0.0% ▲ Add 2 SEC ↗
15 Royal Bank Of Canada 56.93K +8.3% $5.71M 0.0% ▲ Add 2 SEC ↗
16 Bank Of America Corp /De/ 51.30K -7.3% $5.15M 0.0% ▼ Trim 2 SEC ↗
17 Bank Of America Corp /De/ 51.30K -7.3% $5.15M 0.0% ▼ Trim 2 SEC ↗
18 Susquehanna International Group, Llp 32.13K +21.6% $3.23M 0.0% ▲ Add 2 SEC ↗
19 Commonwealth Equity Services, Llc 30.20K -18.7% $3.03M 0.0% ▼ Trim 2 SEC ↗
20 Jane Street Group, Llc 23.08K +813.7% $2.32M 0.0% ▲ Add 2 SEC ↗
21 Stifel Financial Corp 17.15K +160.3% $1.72M 0.0% ▲ Add 2 SEC ↗
22 Mml Investors Services, Llc 14.80K -31.3% $1.49M 0.0% ▼ Trim 2 SEC ↗
23 Citadel Advisors 13.83K New $1.39M 0.0% New 1 SEC ↗
24 UBS Group AG 5.93K +1.2% $595,637 0.0% ▲ Add 2 SEC ↗
25 UBS Group AG 5.93K +1.2% $595,637 0.0% ▲ Add 2 SEC ↗
26 Morgan Stanley 475 -32.0% $47,671 0.0% ▼ Trim 3 SEC ↗
27 Morgan Stanley 475 -32.0% $47,671 0.0% ▼ Trim 3 SEC ↗
28 Bank Of Montreal /Can/ 300 New $30,108 0.0% New 1 SEC ↗
29 Northwestern Mutual Wealth… 163 +1530.0% $16,359 0.0% ▲ Add 2 SEC ↗
30 Blair William & Co/Il 153 0.0% $15,355 0.0% Held 2 SEC ↗
31 Cwm, Llc 13 0.0% $1,300 0.0% Held 2 SEC ↗
32 Fidelity (FMR) 1 -97.1% $80 0.0% ▼ Trim 3 SEC ↗
33 Wells Fargo & Company/Mn 0 -100.0% $12 0.0% ▼ Trim 2 SEC ↗

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

New buyers

Cerity Partners LLC $9.16M 0.0%
Citadel Advisors $1.39M 0.0%
Bank Of Montreal /Can/ $30,108 0.0%

Exited

Goldman Sachs Group $918,109 was 0.0%
Hrt Financial Lp $841,000 was 0.0%

Full-market context: across ALL 13F filers (SEC structured data, Q1 2026): 143 holders, 15.95M shares, $1.30B 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