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Security record

CSD

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Q2 2026 Q1 2026 Q4 2025 Q3 2025 Q2 2025 Q1 2025
21Tracked holders
+2Δ holders
358.48KShares held
$53.64MReported value
+6New positions
−5Exits
Strongly Rising 5 quarters of rising tracked shares ●●●●●○ How these are computed → Explain this at the Research Desk →

Momentum inputs (comparable managers): holder breadth +10.5% · share flow +30.0% · net new positions +4.8% — formula
Broad accumulation — rising shares across more holders

All ownership figures: tracked 13F managers only, common-stock positions, reporting period Q2 2026

Ownership over time
QuarterHoldersΔSharesReported valueNewExits
Q2 2026 21 +2 358.48K $53.64M +6 −5
Q1 2026 21 +3 111.23K $12.52M +5 −2
Q4 2025 18 -1 69.43K $6.92M +1 −2
Q3 2025 4 0 14.24K $1.33M — —
Q2 2025 2 0 3.94K $330,720 — —
Q1 2025 1 +1 3.93K $294,902 +1 —
Holder count
Who holds it · Q2 2026
#ManagerSharesΔ sharesValueTheir weightHeld
1 LPL Financial LLC 106.67K +277.9% $15.97M 0.0% ▲ Add 3 SEC ↗
2 Raymond James Financial Inc 68.67K +1990.3% $10.28M 0.0% ▲ Add 3 SEC ↗ ×2
3 Bank Of America Corp /De/ 52.25K +172.9% $7.82M 0.0% ▲ Add 3 SEC ↗ ×2
4 Commonwealth Equity Services, Llc 29.88K +640.8% $4.47M 0.0% ▲ Add 3 SEC ↗
5 Two Sigma Investments ✦ 19.70K New $2.95M 0.0% New 1 SEC ↗
6 Osaic Holdings, Inc. 19.53K +62.4% $2.93M 0.0% ▲ Add 3 SEC ↗ ×2
7 Ameriprise Financial Inc 14.90K +46.0% $2.23M 0.0% ▲ Add 3 SEC ↗
8 Morgan Stanley ✦ 14.78K +40.1% $2.21M 0.0% ▲ Add 4 SEC ↗ ×3
9 Jones Financial Companies Lllp 11.02K +140.3% $1.61M 0.0% ▲ Add 3 SEC ↗
10 Goldman Sachs Group ✦ 9.59K New $1.44M 0.0% New 1 SEC ↗
11 First Manhattan Co. Llc. 4.51K 0.0% $676,121 0.0% Held 3 SEC ↗
12 Susquehanna International Group, Llp 3.20K -8.2% $478,901 0.0% ▼ Trim 3 SEC ↗
13 Cetera Investment Advisers 1.84K +2.4% $276,289 0.0% ▲ Add 2 SEC ↗
14 JPMorgan Chase ✦ 815 New $118,760 0.0% New 1 SEC ↗
15 Blair William & Co/Il 410 0.0% $61,429 0.0% Held 3 SEC ↗
16 Citigroup Inc 243 0.0% $36,389 0.0% Held 3 SEC ↗
17 Fidelity (FMR) ✦ 191 +5.5% $28,632 0.0% ▲ Add 5 SEC ↗
18 Wells Fargo & Company/Mn 110 0.0% $16,508 0.0% Held 3 SEC ↗ ×2
19 BlackRock ✦ (passive) 100 New $14,975 0.0% New 1 SEC ↗
20 Pnc Financial Services Group, Inc. 42 New $6,290 0.0% New 1 SEC ↗
21 UBS Group AG 19 New $2,845 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

Two Sigma Investments $2.95M 0.0%
Goldman Sachs Group $1.44M 0.0%
JPMorgan Chase $118,760 0.0%
BlackRock $14,975 0.0%
Pnc Financial Services Group… $6,290 0.0%
UBS Group AG $2,845 0.0%

Exited

Jane Street Group, Llc $401,426 was 0.0%
HighTower Advisors, LLC $316,960 was 0.0%
Citadel Advisors $219,697 was 0.0%
Simplex Trading, Llc $8,337 was 0.0%
Northwestern Mutual Wealth… $901 was 0.0%

Full-market context: across ALL 13F filers (SEC structured data, Q1 2026): 41 holders, 283.48K shares, $31.41M 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: Q2 2026 · Methodology · Get this via the API