Trade Filings
Managers Stocks Filings Superinvestors
Signals Institutional Buying Institutional Selling Insider Activity 13D & 13G Watch Sector Rotation
Tools Stock Screener Manager Screener Compare Managers Consensus Baskets All Research Tools Data API
Learn & AI Learn Ask the Data AI Agents
News ★ Saved
About About us Methodology Contact Disclaimer
Reader
DATA PLANS

Historical data downloads — coming with accounts.

API GATEWAY

Free read-only JSON access to the site's cached data.

Dark mode

🧭 Guided View
New to markets — prices, yields, YTD, market cap? We explain every term as you browse, in plain English. Same data, with the help built in.

⚡ Expert View
You already know the market. Just the data — clean, fast and compact, with no extra explanations. This is the default view.

Interface language
Security record · archived quarter

DAPP

name pending profile ingest

Q2 2026 Q1 2026 Q4 2025 Q3 2025 Q2 2025 Q1 2025 Q4 2024 Q3 2024
20Tracked holders
0Δ holders
6.76MShares held
$132.63MReported value
+3New positions
−3Exits
Strongly Rising 4 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 Q2 2026

Ownership over time
QuarterHoldersΔSharesReported valueNewExits
Q2 2026 20 0 6.76M $132.63M +3 −3
Q1 2026 20 -5 3.80M $56.69M +3 −8
Q4 2025 25 0 3.22M $53.40M +1 −1
Q3 2025 5 -1 74.79K $1.63M −1
Q2 2025 4 0 59.61K $986,611
Q1 2025 2 0 206.73K $1.87M
Q4 2024 2 0 133.15K $1.91M
Q3 2024 2 +1 136.49K $1.61M +1
Q2 2024 1 19.86K $238,073
Holder count
Who holds it · Q2 2026
#ManagerSharesΔ sharesValueTheir weightHeld
1 JPMorgan Chase 3.43M New $68.11M 0.0% New 1 SEC ↗
2 JPMorgan Chase 3.43M New $68.11M 0.0% New 1 SEC ↗
3 JPMorgan Chase 3.43M New $68.11M 0.0% New 1 SEC ↗
4 JPMorgan Chase 3.43M New $68.11M 0.0% New 1 SEC ↗
5 JPMorgan Chase 3.43M New $68.11M 0.0% New 1 SEC ↗
6 LPL Financial LLC 1.46M +53.7% $28.20M 0.0% ▲ Add 3 SEC ↗
7 Bank Of America Corp /De/ 1.07M -22.3% $20.69M 0.0% ▼ Trim 3 SEC ↗
8 Bank Of America Corp /De/ 1.07M -22.3% $20.69M 0.0% ▼ Trim 3 SEC ↗
9 Bank Of America Corp /De/ 1.07M -22.3% $20.69M 0.0% ▼ Trim 3 SEC ↗
10 Susquehanna International Group, Llp 165.33K -60.1% $3.20M 0.0% ▼ Trim 3 SEC ↗
11 Jane Street Group, Llc 119.78K -71.2% $2.32M 0.0% ▼ Trim 2 SEC ↗
12 Cetera Investment Advisers 111.83K +6.1% $2.17M 0.0% ▲ Add 3 SEC ↗
13 D. E. Shaw & Co. 98.14K +62.2% $1.90M 0.0% ▲ Add 8 SEC ↗
14 UBS Group AG 83.55K +137.9% $1.62M 0.0% ▲ Add 2 SEC ↗
15 UBS Group AG 83.55K +137.9% $1.62M 0.0% ▲ Add 2 SEC ↗
16 Corient Private Wealth LP 80.36K 0.0% $1.56M 0.0% Held 3 SEC ↗
17 IMC-Chicago, LLC 42.49K New $823,398 0.0% New 1 SEC ↗
18 Citadel Advisors 34.84K -32.6% $675,141 0.0% ▼ Trim 3 SEC ↗
19 Stifel Financial Corp 33.37K +69.5% $646,712 0.0% ▲ Add 3 SEC ↗
20 HighTower Advisors, LLC 26.73K -4.9% $518,056 0.0% ▼ Trim 3 SEC ↗
21 Osaic Holdings, Inc. 6.25K +6.9% $121,214 0.0% ▲ Add 3 SEC ↗
22 Osaic Holdings, Inc. 6.25K +6.9% $121,214 0.0% ▲ Add 3 SEC ↗
23 Rockefeller Capital Management L.P. 2.77K 0.0% $53,692 0.0% Held 3 SEC ↗
24 Group One Trading Llc 718 -39.0% $13,915 0.0% ▼ Trim 3 SEC ↗
25 Pnc Financial Services Group, Inc. 290 New $5,620 0.0% New 1 SEC ↗
26 Morgan Stanley 77 0.0% $1,499 0.0% Held 4 SEC ↗
27 Morgan Stanley 77 0.0% $1,499 0.0% Held 4 SEC ↗
28 Wells Fargo & Company/Mn 18 -91.0% $346 0.0% ▼ Trim 3 SEC ↗
29 Wells Fargo & Company/Mn 18 -91.0% $346 0.0% ▼ Trim 3 SEC ↗
30 Fidelity (FMR) 5 -64.3% $101 0.0% ▼ Trim 5 SEC ↗

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

New buyers

JPMorgan Chase $68.11M 0.0%
JPMorgan Chase $68.11M 0.0%
JPMorgan Chase $68.11M 0.0%
JPMorgan Chase $68.11M 0.0%
JPMorgan Chase $68.11M 0.0%
IMC-Chicago, LLC $823,398 0.0%
Pnc Financial Services Group… $5,620 0.0%

Exited

Goldman Sachs Group $3.60M was 0.0%
Sumitomo Mitsui Trust Group… $238,720 was 0.0%
Simplex Trading, Llc $19,769 was 0.0%

Full-market context: across ALL 13F filers (SEC structured data, Q1 2026): 73 holders, 5.44M shares, $78.94M 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