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Security record · archived quarter

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Q2 2026 Q1 2026 Q4 2025 Q3 2025 Q2 2025 Q1 2025 Q4 2024 Q3 2024
15Tracked holders
-1Δ holders
4.59MShares held
$159.20MReported value
+3New positions
−4Exits
Strongly Rising How these are computed → Explain this at the Research Desk →

Momentum inputs (comparable managers): holder breadth -6.2% · share flow +30.0% · net new positions -6.7%formula
Concentrated accumulation — rising shares among fewer holders

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

Ownership over time
QuarterHoldersΔSharesReported valueNewExits
Q2 2026 15 -1 4.59M $159.20M +3 −4
Q1 2026 17 0 3.04M $84.24M +2 −2
Q4 2025 17 0 3.20M $95.94M +1 −1
Q3 2025 3 -1 213.64K $6.30M −1
Q2 2025 2 0 147.32K $3.91M
Q1 2025 2 0 104.85K $2.32M
Q4 2024 2 0 81.60K $2.05M +1 −1
Q3 2024 2 +1 37.14K $889,408 +1
Q2 2024 1 11.08K $261,971
Holder count
Who holds it · Q2 2026
#ManagerSharesΔ sharesValueTheir weightHeld
1 Commonwealth Equity Services, Llc 2.77M +122.2% $95.99M 0.1% ▲ Add 3 SEC ↗
2 LPL Financial LLC 1.10M +34.5% $38.30M 0.0% ▲ Add 3 SEC ↗
3 Cetera Investment Advisers 169.45K -39.4% $5.88M 0.0% ▼ Trim 3 SEC ↗
4 JPMorgan Chase 158.36K +8.7% $5.39M 0.0% ▲ Add 4 SEC ↗
5 JPMorgan Chase 158.36K +8.7% $5.39M 0.0% ▲ Add 4 SEC ↗
6 Osaic Holdings, Inc. 126.14K +169.5% $4.38M 0.0% ▲ Add 3 SEC ↗
7 Northwestern Mutual Wealth… 79.42K +108.7% $2.75M 0.0% ▲ Add 3 SEC ↗
8 Raymond James Financial Inc 37.90K +69.6% $1.31M 0.0% ▲ Add 3 SEC ↗
9 Raymond James Financial Inc 37.90K +69.6% $1.31M 0.0% ▲ Add 3 SEC ↗
10 Goldman Sachs Group 36.22K New $1.26M 0.0% New 1 SEC ↗
11 Royal Bank Of Canada 26.60K +513.3% $922,000 0.0% ▲ Add 3 SEC ↗
12 Stifel Financial Corp 26.13K -7.0% $906,187 0.0% ▼ Trim 3 SEC ↗
13 Jane Street Group, Llc 16.57K New $574,613 0.0% New 1 SEC ↗
14 Envestnet Asset Management Inc 14.44K -3.0% $500,602 0.0% ▼ Trim 3 SEC ↗
15 Mml Investors Services, Llc 12.84K +38.4% $445,197 0.0% ▲ Add 3 SEC ↗
16 Morgan Stanley 10.91K -0.8% $378,325 0.0% ▼ Trim 4 SEC ↗
17 Morgan Stanley 10.91K -0.8% $378,325 0.0% ▼ Trim 4 SEC ↗
18 Mercer Global Advisors Inc /Adv 6.16K New $213,651 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

Goldman Sachs Group $1.26M 0.0%
Jane Street Group, Llc $574,613 0.0%
Mercer Global Advisors Inc… $213,651 0.0%

Exited

Mariner, LLC $7.97M was 0.0%
Susquehanna International… $1.61M was 0.0%
Citadel Advisors $536,677 was 0.0%
Bank Of Montreal /Can/ $105,678 was 0.0%

Full-market context: across ALL 13F filers (SEC structured data, Q1 2026): 57 holders, 6.54M shares, $179.57M 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