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Security record · archived quarter

COWS

name pending profile ingest

Q2 2026 Q1 2026 Q4 2025 Q3 2025 Q3 2024
11Tracked holders
0Δ holders
428.31KShares held
$14.14MReported value
+1New positions
−1Exits
Strongly Rising 3 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 +30.0% · net new positions 0.0%formula

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

Ownership over time
QuarterHoldersΔSharesReported valueNewExits
Q2 2026 11 0 476.89K $17.26M
Q1 2026 11 0 428.31K $14.14M +1 −1
Q4 2025 11 +1 328.76K $11.04M +1
Q3 2025 1 +1 35.46K $1.13M +1
Q3 2024 1 +1 7.94K $235,620 +1
Holder count
Who holds it · Q1 2026
#ManagerSharesΔ sharesValueTheir weightHeld
1 LPL Financial LLC 187.52K +358.4% $6.19M 0.0% ▲ Add 2 SEC ↗
2 Wealth Enhancement Advisory… 83.97K -36.1% $2.78M 0.0% ▼ Trim 2 SEC ↗
3 AQR Capital Management 35.00K -0.6% $1.15M 0.0% ▼ Trim 3 SEC ↗
4 Focus Partners Wealth 35.00K -0.6% $1.15M 0.0% ▼ Trim 2 SEC ↗
5 Cetera Investment Advisers 22.73K -13.5% $750,016 0.0% ▼ Trim 2 SEC ↗
6 Envestnet Asset Management Inc 19.64K -3.5% $648,110 0.0% ▼ Trim 2 SEC ↗
7 Rockefeller Capital Management L.P. 19.20K -3.6% $633,528 0.0% ▼ Trim 2 SEC ↗
8 Osaic Holdings, Inc. 18.40K -5.2% $607,161 0.0% ▼ Trim 2 SEC ↗
9 Osaic Holdings, Inc. 18.40K -5.2% $607,161 0.0% ▼ Trim 2 SEC ↗
10 Commonwealth Equity Services, Llc 6.84K New $225,530 0.0% New 1 SEC ↗
11 Morgan Stanley 1 0.0% $59 0.0% Held 2 SEC ↗
12 Wells Fargo & Company/Mn 1 0.0% $43 0.0% Held 2 SEC ↗

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

New buyers

Exited

UBS Group AG $5,390 was 0.0%

Full-market context: across ALL 13F filers (SEC structured data, Q1 2026): 18 holders, 485.33K shares, $15.41M 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