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Security record · archived quarter

FISI

name pending profile ingest

Q3 2026 Q2 2026 Q1 2026 Q4 2025 Q3 2025 Q2 2025 Q1 2025 Q4 2024
66Tracked holders
0Δ holders
10.46MShares held
$326.35MReported value
+1New positions
−1Exits
Stable 5 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 -1.5% · net new positions 0.0% · formula

All ownership figures: tracked 13F managers only, common-stock positions, reporting period Q4 2025

Ownership over time
QuarterHoldersΔSharesReported valueNewExits
Q3 2026 1 0 44.73K $1.75M n/a n/a
Q2 2026 73 +4 10.18M $394.99M +10 −6
Q1 2026 71 +5 10.46M $331.56M +9 −4
Q4 2025 66 0 10.46M $326.35M +1 −1
Q3 2025 19 +2 7.32M $199.25M +2 n/a
Q2 2025 14 0 5.63M $144.56M n/a n/a
Q1 2025 11 +1 2.92M $73.01M +1 n/a
Q4 2024 10 +3 2.36M $64.54M +3 n/a
Q3 2024 6 -2 926.96K $23.61M n/a −2
Q2 2024 8 n/a 987.35K $19.08M n/a n/a
Holder count
Who holds it · Q4 2025
#ManagerSharesΔ sharesValueTheir weightHeld
1 BlackRock ✦ (passive) 1.46M +0.7% $45.56M 0.0% ▲ Add 3 SEC ↗ ×7
2 The Vanguard Group ✦ (passive) 1.16M +5.6% $36.06M 0.0% ▲ Add 3 SEC ↗ ×4
3 Wellington Management ✦ 1.05M +42.4% $32.71M 0.0% ▲ Add 5 SEC ↗ ×2
4 Adage Capital Partners ✦ 972.04K +19.8% $30.30M 0.0% ▲ Add 5 SEC ↗
5 Dimensional Fund Advisors Lp 955.91K n/a $29.80M 0.0% n/c 1 SEC ↗ ×4
6 State Street Global Advisors ✦ (passive) 507.39K -6.8% $15.98M 0.0% ▼ Trim 5 SEC ↗
7 Geode Capital Management ✦ (passive) 482.15K -0.8% $15.03M 0.0% ▼ Trim 7 SEC ↗ ×2
8 Hotchkis & Wiley Capital Management… 361.45K n/a $11.27M 0.0% n/c 1 SEC ↗
9 Commonwealth Equity Services, Llc 355.48K n/a $11.08M 0.0% n/c 1 SEC ↗
10 Morgan Stanley ✦ 337.49K +27.4% $10.52M 0.0% ▲ Add 2 SEC ↗ ×12
11 JPMorgan Chase ✦ 288.08K -61.9% $8.98M 0.0% ▼ Trim 2 SEC ↗ ×5
12 Renaissance Technologies ✦ 271.30K -12.9% $8.46M 0.0% ▼ Trim 7 SEC ↗
13 Alliancebernstein L.P. 240.13K n/a $7.48M 0.0% n/c 1 SEC ↗
14 Goldman Sachs Group ✦ 214.58K -2.3% $6.69M 0.0% ▼ Trim 2 SEC ↗ ×2
15 ProShare Advisors LLC 195.51K n/a $6.09M 0.0% n/c 1 SEC ↗
16 Charles Schwab Investment… 168.75K n/a $5.26M 0.0% n/c 1 SEC ↗
17 Two Sigma Investments ✦ 163.53K -6.8% $5.10M 0.0% ▼ Trim 7 SEC ↗
18 Northern Trust Corp 160.29K n/a $5.00M 0.0% n/c 1 SEC ↗ ×4
19 Bank of New York Mellon Corp 121.43K n/a $3.78M 0.0% n/c 1 SEC ↗ ×5
20 AQR Capital Management ✦ 94.58K +0.1% $2.95M 0.0% ▲ Add 7 SEC ↗ ×5
21 Fidelity (FMR) ✦ 60.77K +30.3% $1.89M 0.0% ▲ Add 3 SEC ↗ ×2
22 Bank Of America Corp /De/ 59.46K n/a $1.85M 0.0% n/c 1 SEC ↗ ×3
23 New York State Common Retirement… 59.41K n/a $1.85M 0.0% n/c 1 SEC ↗
24 American Century Companies Inc 54.15K n/a $1.69M 0.0% n/c 1 SEC ↗
25 Universal- Beteiligungs- und… 46.18K n/a $1.44M 0.0% n/c 1 SEC ↗
26 Ameriprise Financial Inc 41.53K n/a $1.29M 0.0% n/c 1 SEC ↗
27 Russell Investments Group, Ltd. 38.45K n/a $1.20M 0.0% n/c 1 SEC ↗ ×5
28 Victory Capital Management Inc 37.97K n/a $1.18M 0.0% n/c 1 SEC ↗
29 Nuveen, LLC 37.03K n/a $1.15M 0.0% n/c 1 SEC ↗ ×2
30 Barclays Plc 36.32K n/a $1.13M 0.0% n/c 1 SEC ↗
31 Invesco Ltd. 35.29K n/a $1.10M 0.0% n/c 1 SEC ↗ ×3
32 Jane Street Group, Llc 27.41K n/a $854,369 0.0% n/c 1 SEC ↗ ×3
33 UBS Group AG 26.10K n/a $813,538 0.0% n/c 1 SEC ↗ ×3
34 Rhumbline Advisers 25.57K n/a $797,135 0.0% n/c 1 SEC ↗
35 Federated Hermes, Inc. 25.11K n/a $782,803 0.0% n/c 1 SEC ↗
36 Citadel Advisors ✦ 23.27K +171.3% $725,451 0.0% ▲ Add 7 SEC ↗ ×2
37 Wells Fargo & Company/Mn 22.98K n/a $716,316 0.0% n/c 1 SEC ↗ ×2
38 Creative Planning 18.33K n/a $571,467 0.0% n/c 1 SEC ↗
39 Point72 Asset Management ✦ 17.99K New $560,655 0.0% New 1 SEC ↗
40 Quantinno Capital Management LP 17.31K n/a $539,525 0.0% n/c 1 SEC ↗
41 Sei Investments Co 16.88K n/a $526,124 0.0% n/c 1 SEC ↗ ×2
42 Franklin Resources Inc 16.84K n/a $524,809 0.0% n/c 1 SEC ↗ ×3
43 Marshall Wace ✦ 15.92K -8.5% $496,352 0.0% ▼ Trim 2 SEC ↗ ×2
44 D. E. Shaw & Co. ✦ 14.64K -33.5% $456,298 0.0% ▼ Trim 2 SEC ↗
45 Deutsche Bank Ag\ 14.47K n/a $450,968 0.0% n/c 1 SEC ↗
46 Captrust Financial Advisors 13.47K n/a $419,953 0.0% n/c 1 SEC ↗
47 T. Rowe Price ✦ 11.77K +11.7% $367,000 0.0% ▲ Add 4 SEC ↗
48 Millennium Management ✦ 11.70K -93.7% $364,533 0.0% ▼ Trim 5 SEC ↗
49 Citigroup Inc 11.23K n/a $350,195 0.0% n/c 1 SEC ↗ ×2
50 Wealth Enhancement Advisory… 11.14K n/a $350,036 0.0% n/c 1 SEC ↗
51 Prudential Financial Inc 10.81K n/a $336,917 0.0% n/c 1 SEC ↗
52 Connor, Clark & Lunn Investment… 9.44K n/a $294,120 0.0% n/c 1 SEC ↗
53 MIRAE ASSET GLOBAL ETFS HOLDINGS… 9.20K n/a $286,826 0.0% n/c 1 SEC ↗
54 Cwm, Llc 8.57K n/a $267,000 0.0% n/c 1 SEC ↗
55 First Trust Advisors Lp 8.03K n/a $250,139 0.0% n/c 1 SEC ↗
56 Bnp Paribas Financial Markets 6.13K n/a $191,072 0.0% n/c 1 SEC ↗
57 Legal & General Group Plc 1.73K n/a $53,862 0.0% n/c 1 SEC ↗
58 California State Teachers… 1.22K n/a $38,121 0.0% n/c 1 SEC ↗
59 Royal Bank Of Canada 980 n/a $30,000 0.0% n/c 1 SEC ↗ ×3
60 Osaic Holdings, Inc. 649 n/a $20,229 0.0% n/c 1 SEC ↗
61 Simplex Trading, Llc 390 n/a $12,156 0.0% n/c 1 SEC ↗
62 Rockefeller Capital Management L.P. 247 n/a $7,699 0.0% n/c 1 SEC ↗
63 Optiver Holding B.V. 158 n/a $4,925 0.0% n/c 1 SEC ↗
64 UBS AM, a distinct business unit of… 157 n/a $4,894 0.0% n/c 1 SEC ↗
65 Pnc Financial Services Group, Inc. 83 n/a $2,587 0.0% n/c 1 SEC ↗
66 Assetmark, Inc 4 n/a $125 0.0% n/c 1 SEC ↗

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

New buyers

Point72 Asset Management $560,655 0.0%

Exited

Arrowstreet Capital $2.26M was 0.0%

Full-market context: across ALL 13F filers (SEC structured data, Q1 2026): 148 holders, 15.57M shares, $468.20M 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)

Sep 02 Zupan Mark

Director · 608 sh @ 40.77 · $24,789

Open-market sales (S)

No open-market insider sales in our coverage window.

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

Beneficial ownership
Jul 28 SC 13G/A: BlackRock, Inc.

View original SEC filing ↗

Jul 14 SC 13G: DIMENSIONAL FUND ADVISORS 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: Q4 2025 · Methodology · Get this via the API