CRD-B
name pending profile ingest
Momentum inputs (comparable managers): holder breadth 0.0% · share flow -0.2% · net new positions 0.0% — formula
All ownership figures: tracked 13F managers only, common-stock positions, reporting period Q4 2025
| Quarter | Holders | Δ | Shares | Reported value | New | Exits |
|---|---|---|---|---|---|---|
| Q2 2026 | 17 | -1 | 3.62M | $37.79M | +1 | −2 |
| Q1 2026 | 18 | -1 | 3.69M | $37.40M | +1 | −2 |
| Q4 2025 | 19 | 0 | 3.77M | $40.46M | +1 | −1 |
| Q3 2025 | 8 | 0 | 2.11M | $20.67M | — | — |
| Q2 2025 | 6 | 0 | 2.13M | $22.29M | — | — |
| Q1 2025 | 4 | +1 | 806.55K | $9.21M | +1 | — |
| Q4 2024 | 3 | 0 | 799.18K | $9.30M | — | — |
| Q3 2024 | 2 | 0 | 760.29K | $8.45M | — | — |
| Q2 2024 | 2 | — | 761.16K | $6.10M | — | — |
| # | Manager | Shares | Δ shares | Value | Their weight | Held | ||
|---|---|---|---|---|---|---|---|---|
| 1 | The Vanguard Group ✦ (passive) | 975.97K | 0.0% | $10.46M | 0.0% | Held | 3 | SEC ↗ |
| 2 | The Vanguard Group ✦ (passive) | 975.97K | 0.0% | $10.46M | 0.0% | Held | 3 | SEC ↗ |
| 3 | The Vanguard Group ✦ (passive) | 975.97K | 0.0% | $10.46M | 0.0% | Held | 3 | SEC ↗ |
| 4 | Truist Financial Corp | 941.85K | — | $10.10M | 0.0% | n/c | 1 | SEC ↗ |
| 5 | Renaissance Technologies ✦ | 614.31K | -1.8% | $6.59M | 0.0% | ▼ Trim | 7 | SEC ↗ |
| 6 | Dimensional Fund Advisors Lp | 565.77K | — | $6.07M | 0.0% | n/c | 1 | SEC ↗ |
| 7 | Dimensional Fund Advisors Lp | 565.77K | — | $6.07M | 0.0% | n/c | 1 | SEC ↗ |
| 8 | Dimensional Fund Advisors Lp | 565.77K | — | $6.07M | 0.0% | n/c | 1 | SEC ↗ |
| 9 | Dimensional Fund Advisors Lp | 565.77K | — | $6.07M | 0.0% | n/c | 1 | SEC ↗ |
| 10 | BlackRock ✦ (passive) | 350.18K | +0.1% | $3.75M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 11 | Geode Capital Management ✦ (passive) | 91.03K | -3.6% | $976,433 | 0.0% | ▼ Trim | 7 | SEC ↗ |
| 12 | Geode Capital Management ✦ (passive) | 91.03K | -3.6% | $976,433 | 0.0% | ▼ Trim | 7 | SEC ↗ |
| 13 | Envestnet Asset Management Inc | 59.62K | — | $639,165 | 0.0% | n/c | 1 | SEC ↗ |
| 14 | State Street Global Advisors ✦ (passive) | 45.16K | 0.0% | $484,137 | 0.0% | Held | 5 | SEC ↗ |
| 15 | American Century Companies Inc | 39.63K | — | $424,844 | 0.0% | n/c | 1 | SEC ↗ |
| 16 | Northern Trust Corp | 30.54K | — | $327,410 | 0.0% | n/c | 1 | SEC ↗ |
| 17 | Northern Trust Corp | 30.54K | — | $327,410 | 0.0% | n/c | 1 | SEC ↗ |
| 18 | Northern Trust Corp | 30.54K | — | $327,410 | 0.0% | n/c | 1 | SEC ↗ |
| 19 | Raymond James Financial Inc | 22.14K | — | $237,318 | 0.0% | n/c | 1 | SEC ↗ |
| 20 | Millennium Management ✦ | 14.72K | -31.6% | $157,766 | 0.0% | ▼ Trim | 4 | SEC ↗ |
| 21 | Marshall Wace ✦ | 13.60K | New | $145,760 | 0.0% | New | 1 | SEC ↗ |
| 22 | Marshall Wace ✦ | 13.60K | New | $145,760 | 0.0% | New | 1 | SEC ↗ |
| 23 | Connor, Clark & Lunn Investment… | 7.96K | — | $85,320 | 0.0% | n/c | 1 | SEC ↗ |
| 24 | Morgan Stanley ✦ | 1.16K | -11.3% | $12,405 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 25 | Morgan Stanley ✦ | 1.16K | -11.3% | $12,405 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 26 | Morgan Stanley ✦ | 1.16K | -11.3% | $12,405 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 27 | Royal Bank Of Canada | 355 | — | $4,000 | 0.0% | n/c | 1 | SEC ↗ |
| 28 | Osaic Holdings, Inc. | 306 | — | $3,283 | 0.0% | n/c | 1 | SEC ↗ |
| 29 | Bank Of America Corp /De/ | 89 | — | $954 | 0.0% | n/c | 1 | SEC ↗ |
| 30 | Bank Of America Corp /De/ | 89 | — | $954 | 0.0% | n/c | 1 | SEC ↗ |
| 31 | Bnp Paribas Financial Markets | 1 | — | $11 | 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
| Marshall Wace | $145,760 | 0.0% |
| Marshall Wace | $145,760 | 0.0% |
Exited
| JPMorgan Chase | $196 | was 0.0% |
Full-market context: across ALL 13F filers (SEC structured data, Q1 2026): 31 holders, 5.00M shares, $50.72M reported. This is a different, older period than the tracked-universe figures above and the two are never mixed.
What else this security's tracked holders most often hold — shared-ownership counts, not fundamental relationships.