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Security record · archived quarter

FOA

name pending profile ingest

Q2 2026 Q1 2026 Q4 2025 Q3 2025 Q2 2025 Q1 2025 Q4 2024 Q3 2024
12Tracked holders
0Δ holders
1.41MShares held
$31.64MReported value
+1New positions
−1Exits
Rising 4 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 +14.9% · net new positions 0.0%formula

All ownership figures: tracked 13F managers only, common-stock positions, reporting period Q3 2025

Ownership over time
QuarterHoldersΔSharesReported valueNewExits
Q2 2026 38 -1 1.66M $45.79M +5 −6
Q1 2026 41 +4 1.72M $28.51M +9 −5
Q4 2025 37 0 1.74M $42.07M +2 −2
Q3 2025 12 0 1.41M $31.64M +1 −1
Q2 2025 9 -1 935.60K $21.82M +1 −2
Q1 2025 7 0 356.77K $7.59M
Q4 2024 7 +3 295.50K $8.31M +3
Q3 2024 3 +3 132.97K $1.54M +3
Holder count
Who holds it · Q3 2025
#ManagerSharesΔ sharesValueTheir weightHeld
1 The Vanguard Group (passive) 328.71K -13.4% $7.37M 0.0% ▼ Trim 2 SEC ↗
2 The Vanguard Group (passive) 328.71K -13.4% $7.37M 0.0% ▼ Trim 2 SEC ↗
3 The Vanguard Group (passive) 328.71K -13.4% $7.37M 0.0% ▼ Trim 2 SEC ↗
4 BlackRock (passive) 277.18K +4.7% $6.22M 0.0% ▲ Add 2 SEC ↗
5 BlackRock (passive) 277.18K +4.7% $6.22M 0.0% ▲ Add 2 SEC ↗
6 BlackRock (passive) 277.18K +4.7% $6.22M 0.0% ▲ Add 2 SEC ↗
7 BlackRock (passive) 277.18K +4.7% $6.22M 0.0% ▲ Add 2 SEC ↗
8 BlackRock (passive) 277.18K +4.7% $6.22M 0.0% ▲ Add 2 SEC ↗
9 BlackRock (passive) 277.18K +4.7% $6.22M 0.0% ▲ Add 2 SEC ↗
10 Morgan Stanley 184.53K $4.14M 0.0% n/c 1 SEC ↗
11 Morgan Stanley 184.53K $4.14M 0.0% n/c 1 SEC ↗
12 Morgan Stanley 184.53K $4.14M 0.0% n/c 1 SEC ↗
13 Morgan Stanley 184.53K $4.14M 0.0% n/c 1 SEC ↗
14 Morgan Stanley 184.53K $4.14M 0.0% n/c 1 SEC ↗
15 Morgan Stanley 184.53K $4.14M 0.0% n/c 1 SEC ↗
16 Morgan Stanley 184.53K $4.14M 0.0% n/c 1 SEC ↗
17 Geode Capital Management (passive) 117.10K -14.3% $2.63M 0.0% ▼ Trim 5 SEC ↗
18 Geode Capital Management (passive) 117.10K -14.3% $2.63M 0.0% ▼ Trim 5 SEC ↗
19 Citadel Advisors 102.39K +582.6% $2.30M 0.0% ▲ Add 4 SEC ↗
20 Citadel Advisors 102.39K +582.6% $2.30M 0.0% ▲ Add 4 SEC ↗
21 Marshall Wace 92.99K New $2.09M 0.0% New 1 SEC ↗
22 Marshall Wace 92.99K New $2.09M 0.0% New 1 SEC ↗
23 Two Sigma Investments 88.89K +239.2% $1.99M 0.0% ▲ Add 2 SEC ↗
24 JPMorgan Chase 80.39K $1.80M 0.0% n/c 1 SEC ↗
25 JPMorgan Chase 80.39K $1.80M 0.0% n/c 1 SEC ↗
26 JPMorgan Chase 80.39K $1.80M 0.0% n/c 1 SEC ↗
27 JPMorgan Chase 80.39K $1.80M 0.0% n/c 1 SEC ↗
28 State Street Global Advisors (passive) 78.19K +10.6% $1.75M 0.0% ▲ Add 4 SEC ↗
29 Renaissance Technologies 30.29K -9.3% $679,337 0.0% ▼ Trim 5 SEC ↗
30 Goldman Sachs Group 27.30K $612,384 0.0% n/c 1 SEC ↗
31 Goldman Sachs Group 27.30K $612,384 0.0% n/c 1 SEC ↗
32 Fidelity (FMR) 2.39K +368.1% $53,653 0.0% ▲ Add 2 SEC ↗

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

New buyers

Marshall Wace $2.09M 0.0%
Marshall Wace $2.09M 0.0%

Exited

Millennium Management $207,152 was 0.0%

Full-market context: across ALL 13F filers (SEC structured data, Q1 2026): 70 holders, 4.52M shares, $75.21M 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)

Aug 10 Prahm Jeremy

Officer · 6.00K sh · $130,402

Aug 06 Prahm Jeremy

Officer · 6.00K sh · $133,541

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

Beneficial ownership
Aug 06 SC 13D/A — Bloom Retirement Holdings Inc.

9.5% of class · 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 2025 · Methodology · Get this via the API