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Security record · archived quarter

CMDB

name pending profile ingest

Q2 2026 Q1 2026 Q4 2025 Q3 2025 Q2 2025
45Tracked holders
0Δ holders
3.77MShares held
$58.10MReported value
+0New positions
−0Exits
Stable 2 quarters of rising tracked shares ●●○○○○ How these are computed → Explain this at the Research Desk →

Momentum inputs (comparable managers): holder breadth 0.0% · share flow -0.7% · net new positions 0.0% — formula

All ownership figures: tracked 13F managers only, common-stock positions, reporting period Q4 2025

Ownership over time
QuarterHoldersΔSharesReported valueNewExits
Q2 2026 43 -1 4.21M $73.93M +1 −2
Q1 2026 46 +2 4.22M $65.26M +4 −2
Q4 2025 45 0 3.77M $58.10M — —
Q3 2025 13 +3 1.46M $21.05M +3 —
Q2 2025 7 +4 1.13M $9.75M +4 —
Holder count
Who holds it · Q4 2025
#ManagerSharesΔ sharesValueTheir weightHeld
1 Dimensional Fund Advisors Lp 1.36M — $20.94M 0.0% n/c 1 SEC ↗ ×4
2 BlackRock ✦ (passive) 537.11K +4.5% $8.28M 0.0% ▲ Add 3 SEC ↗ ×7
3 American Century Companies Inc 273.66K — $4.22M 0.0% n/c 1 SEC ↗
4 Morgan Stanley ✦ 177.70K -1.9% $2.74M 0.0% ▼ Trim 2 SEC ↗ ×7
5 State Street Global Advisors ✦ (passive) 141.76K -2.8% $2.18M 0.0% ▼ Trim 3 SEC ↗
6 Renaissance Technologies ✦ 138.05K -9.7% $2.13M 0.0% ▼ Trim 3 SEC ↗
7 Nuveen, LLC 122.01K — $1.88M 0.0% n/c 1 SEC ↗ ×3
8 Qube Research & Technologies Ltd 117.62K — $1.81M 0.0% n/c 1 SEC ↗
9 Geode Capital Management ✦ (passive) 105.39K +3.9% $1.62M 0.0% ▲ Add 3 SEC ↗ ×2
10 Russell Investments Group, Ltd. 85.79K — $1.32M 0.0% n/c 1 SEC ↗ ×2
11 Goldman Sachs Group ✦ 79.90K +75.7% $1.23M 0.0% ▲ Add 2 SEC ↗ ×2
12 Citadel Advisors ✦ 59.30K -25.2% $913,859 0.0% ▼ Trim 2 SEC ↗
13 Millennium Management ✦ 57.38K -3.0% $884,195 0.0% ▼ Trim 2 SEC ↗
14 Charles Schwab Investment… 57.37K — $884,118 0.0% n/c 1 SEC ↗
15 The Vanguard Group ✦ (passive) 54.00K +3.1% $832,094 0.0% ▲ Add 3 SEC ↗ ×2
16 Quantinno Capital Management LP 49.53K — $763,196 0.0% n/c 1 SEC ↗
17 Northern Trust Corp 49.46K — $762,209 0.0% n/c 1 SEC ↗ ×4
18 JPMorgan Chase ✦ 49.04K -49.7% $755,721 0.0% ▼ Trim 2 SEC ↗ ×5
19 Jane Street Group, Llc 37.39K — $576,211 0.0% n/c 1 SEC ↗ ×3
20 Bank Of America Corp /De/ 27.14K — $418,212 0.0% n/c 1 SEC ↗ ×4
21 Bank of New York Mellon Corp 25.25K — $389,041 0.0% n/c 1 SEC ↗ ×2
22 Barclays Plc 19.28K — $297,058 0.0% n/c 1 SEC ↗
23 Creative Planning 17.98K — $277,087 0.0% n/c 1 SEC ↗
24 Arrowstreet Capital ✦ 15.58K -8.1% $240,026 0.0% ▼ Trim 3 SEC ↗
25 Mariner, LLC 12.82K — $197,556 0.0% n/c 1 SEC ↗
26 Rhumbline Advisers 12.38K — $190,703 0.0% n/c 1 SEC ↗
27 AQR Capital Management ✦ 11.92K +10.8% $183,641 0.0% ▲ Add 2 SEC ↗ ×6
28 Wells Fargo & Company/Mn 11.89K — $183,290 0.0% n/c 1 SEC ↗ ×4
29 Invesco Ltd. 11.84K — $182,516 0.0% n/c 1 SEC ↗ ×3
30 Alliancebernstein L.P. 11.57K — $178,325 0.0% n/c 1 SEC ↗
31 Fidelity (FMR) ✦ 9.77K +18.2% $150,475 0.0% ▲ Add 3 SEC ↗ ×2
32 Citigroup Inc 9.30K — $143,252 0.0% n/c 1 SEC ↗ ×2
33 Deutsche Bank Ag\ 6.81K — $104,911 0.0% n/c 1 SEC ↗
34 MIRAE ASSET GLOBAL ETFS HOLDINGS… 4.19K — $64,552 0.0% n/c 1 SEC ↗
35 Cwm, Llc 2.76K — $43,000 0.0% n/c 1 SEC ↗
36 UBS Group AG 2.23K — $34,395 0.0% n/c 1 SEC ↗ ×3
37 New York State Common Retirement… 2.22K — $34,179 0.0% n/c 1 SEC ↗
38 Bnp Paribas Financial Markets 1.97K — $30,327 0.0% n/c 1 SEC ↗
39 Legal & General Group Plc 753 — $11,603 0.0% n/c 1 SEC ↗
40 Royal Bank Of Canada 717 — $11,000 0.0% n/c 1 SEC ↗ ×3
41 California State Teachers… 539 — $8,306 0.0% n/c 1 SEC ↗
42 Osaic Holdings, Inc. 100 — $1,541 0.0% n/c 1 SEC ↗
43 Jones Financial Companies Lllp 28 — $431 0.0% n/c 1 SEC ↗
44 Assetmark, Inc 21 — $324 0.0% n/c 1 SEC ↗
45 Fifth Third Bancorp 12 — $185 0.0% n/c 1 SEC ↗

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

New buyers

No new tracked buyers this quarter.

Exited

No tracked exits this quarter.

Full-market context: across ALL 13F filers (SEC structured data, Q1 2026): 95 holders, 5.07M shares, $78.59M 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: Q4 2025 · Methodology · Get this via the API