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Security record · archived quarter

EDIT

name pending profile ingest

Q3 2026 Q2 2026 Q1 2026 Q4 2025 Q3 2025 Q2 2025 Q1 2025 Q4 2024
2Tracked holders
0Δ holders
39.44KShares held
$111,954Reported value
+0New positions
−0Exits
n/a How these are computed → Explain this at the Research Desk →

All ownership figures: tracked 13F managers only, common-stock positions, reporting period Q3 2026

Ownership over time
QuarterHoldersΔSharesReported valueNewExits
Q3 2026 2 0 39.44K $111,954 n/a n/a
Q2 2026 79 +2 46.15M $149.29M +7 −5
Q1 2026 79 +3 39.92M $98.07M +9 −6
Q4 2025 75 0 43.05M $88.27M +1 −1
Q3 2025 16 0 26.98M $93.63M +1 −1
Q2 2025 13 0 23.34M $51.34M n/a n/a
Q1 2025 10 +1 8.24M $9.56M +1 n/a
Q4 2024 9 -1 11.74M $14.92M +1 −2
Q3 2024 9 0 7.74M $26.41M +1 −1
Q2 2024 9 n/a 6.38M $29.82M n/a n/a
Holder count
Who holds it · Q3 2026
#ManagerSharesΔ sharesValueTheir weightHeld
1 Wealth Enhancement Advisory… 39.24K -57.4% $111,450 0.0% ▼ Trim 4 SEC ↗
2 TD Waterhouse Canada Inc. 200 0.0% $504 0.0% Held 4 SEC ↗

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

New buyers

No new tracked buyers this quarter.

Exited

No tracked exits this quarter.

Full-market context: across ALL 13F filers (SEC structured data, Q1 2026): 205 holders, 49.92M shares, $119.68M 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.

Insider transactions

Open-market purchases (P)

No open-market insider purchases in our coverage window.

Open-market sales (S)

Sep 03 Burkly Linda

Officer · 709 sh · $2,153

Sep 03 O'Neill Gilmore Neil

Officer, Director · 5.12K sh · $15,563

Sep 03 Parison Amy

Officer · 453 sh · $1,376

Awards, exercises and tax withholding are never counted as buys or sales here. Methodology

Beneficial ownership
Aug 14 SC 13G: ADAR1 Capital Management, LLC

View original SEC filing ↗

Jul 29 SC 13G/A: BlackRock, Inc.

View original SEC filing ↗

Jun 03 SC 13G: RA CAPITAL MANAGEMENT, L.P.

View original SEC filing ↗

Jun 03 SC 13G: TCG Crossover GP III, LLC

View original SEC filing ↗

Jun 02 SC 13G: Commodore Capital LP

View original SEC filing ↗

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: Q3 2026 · Methodology · Get this via the API