Security record · archived quarter
DVAL
name pending profile ingest
8Tracked holders
0Δ holders
1.07MShares held
$15.84MReported value
+2New positions
−2Exits
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
Who holds it · Q1 2026
| # | Manager | Shares | Δ shares | Value | Their weight | Held | ||
|---|---|---|---|---|---|---|---|---|
| 1 | Franklin Resources Inc | 669.23K | -55.3% | $9.87M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 2 | Raymond James Financial Inc | 188.64K | -12.4% | $2.78M | 0.0% | ▼ Trim | 2 | SEC ↗ ×2 |
| 3 | LPL Financial LLC | 161.94K | +2.0% | $2.39M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 4 | Citadel Advisors ✦ | 31.96K | -17.0% | $471,423 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 5 | Susquehanna International Group, Llp | 15.91K | New | $234,679 | 0.0% | New | 1 | SEC ↗ |
| 6 | Jones Financial Companies Lllp | 4.55K | -16.8% | $66,113 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 7 | Osaic Holdings, Inc. | 1.79K | 0.0% | $26,469 | 0.0% | Held | 2 | SEC ↗ |
| 8 | UBS Group AG | 21 | New | $310 | 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
| Susquehanna International… | $234,679 | 0.0% |
| UBS Group AG | $310 | 0.0% |
Exited
| Bank Of America Corp /De/ | $8,635 | was 0.0% |
| Morgan Stanley | $15 | was 0.0% |
Full-market context: across ALL 13F filers (SEC structured data, Q1 2026): 11 holders, 1.25M shares, $15.88M 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 ·
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