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Security record · archived quarter

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name pending profile ingest

Q2 2026 Q1 2026 Q4 2025 Q3 2025 Q2 2025 Q4 2024 Q3 2024 Q2 2024
9Tracked holders
+1Δ holders
7.78MShares held
$194.59MReported value
+3New positions
−2Exits
Strongly Rising 5 quarters of rising tracked shares ●●●●● How these are computed → Explain this at the Research Desk →

Momentum inputs (comparable managers): holder breadth +12.5% · share flow +24.4% · net new positions +11.1%formula
Broad accumulation — rising shares across more holders

All ownership figures: tracked 13F managers only, common-stock positions, reporting period Q1 2026

Ownership over time
QuarterHoldersΔSharesReported valueNewExits
Q2 2026 14 +5 16.44M $411.38M +6 −1
Q1 2026 9 +1 7.78M $194.59M +3 −2
Q4 2025 8 -1 6.26M $156.32M −1
Q3 2025 1 0 32.83K $823,908
Q2 2025 1 +1 23.33K $584,283 +1
Q4 2024 1 0 20.69K $513,315
Q3 2024 1 0 19.34K $482,633
Q2 2024 1 37.30K $929,628
Holder count
Who holds it · Q1 2026
#ManagerSharesΔ sharesValueTheir weightHeld
1 Franklin Resources Inc 4.94M -12.9% $123.50M 0.0% ▼ Trim 2 SEC ↗
2 Franklin Resources Inc 4.94M -12.9% $123.50M 0.0% ▼ Trim 2 SEC ↗
3 Raymond James Financial Inc 1.97M +1159.3% $49.25M 0.0% ▲ Add 2 SEC ↗
4 Raymond James Financial Inc 1.97M +1159.3% $49.25M 0.0% ▲ Add 2 SEC ↗
5 LPL Financial LLC 738.95K +319.8% $18.47M 0.0% ▲ Add 2 SEC ↗
6 Royal Bank Of Canada 52.09K -69.7% $1.30M 0.0% ▼ Trim 2 SEC ↗
7 Royal Bank Of Canada 52.09K -69.7% $1.30M 0.0% ▼ Trim 2 SEC ↗
8 Citadel Advisors 24.98K New $624,375 0.0% New 1 SEC ↗
9 Cetera Investment Advisers 23.78K +181.9% $594,536 0.0% ▲ Add 2 SEC ↗
10 Goldman Sachs Group 20.62K New $515,450 0.0% New 1 SEC ↗
11 Truist Financial Corp 9.05K New $226,370 0.0% New 1 SEC ↗
12 Osaic Holdings, Inc. 4.00K 0.0% $100,000 0.0% Held 2 SEC ↗

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

New buyers

Citadel Advisors $624,375 0.0%
Goldman Sachs Group $515,450 0.0%
Truist Financial Corp $226,370 0.0%

Exited

Wealth Enhancement Advisory… $892,931 was 0.0%
Jane Street Group, Llc $816,020 was 0.0%

Full-market context: across ALL 13F filers (SEC structured data, Q1 2026): 16 holders, 8.21M shares, $203.94M 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: Q1 2026 · Methodology · Get this via the API