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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
41Tracked holders
+4Δ holders
1.72MShares held
$28.51MReported value
+9New positions
−5Exits
Rising How these are computed → Explain this at the Research Desk →

Momentum inputs (comparable managers): holder breadth +10.8% · share flow -9.0% · net new positions +9.8% · formula
Ownership fragmentation: more holders, smaller aggregate stake

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

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 n/a n/a
Q4 2024 7 +3 295.50K $8.31M +3 n/a
Q3 2024 3 +3 132.97K $1.54M +3 n/a
Holder count
Who holds it · Q1 2026
#ManagerSharesΔ sharesValueTheir weightHeld
1 Vanguard Capital Management Llc 324.82K n/a $5.39M 0.0% n/c 1 SEC ↗
2 BlackRock ✦ (passive) 288.28K -2.5% $4.79M 0.0% ▼ Trim 4 SEC ↗ ×6
3 American Century Companies Inc 160.60K +26.7% $2.67M 0.0% ▲ Add 2 SEC ↗
4 Two Sigma Investments ✦ 115.44K -13.4% $1.92M 0.0% ▼ Trim 4 SEC ↗
5 Geode Capital Management ✦ (passive) 111.23K +2.6% $1.85M 0.0% ▲ Add 7 SEC ↗ ×2
6 Dimensional Fund Advisors Lp 102.06K +56.7% $1.69M 0.0% ▲ Add 2 SEC ↗ ×4
7 Morgan Stanley ✦ 84.85K -24.3% $1.41M 0.0% ▼ Trim 3 SEC ↗ ×5
8 State Street Global Advisors ✦ (passive) 73.48K +0.6% $1.22M 0.0% ▲ Add 6 SEC ↗
9 Millennium Management ✦ 49.71K -7.6% $825,136 0.0% ▼ Trim 2 SEC ↗
10 Susquehanna International Group, Llp 43.56K New $723,096 0.0% New 1 SEC ↗
11 JPMorgan Chase ✦ 40.78K +15.7% $654,535 0.0% ▲ Add 3 SEC ↗ ×3
12 Marshall Wace ✦ 37.27K -57.7% $618,731 0.0% ▼ Trim 3 SEC ↗ ×2
13 Northern Trust Corp 34.03K +1.4% $564,931 0.0% ▲ Add 2 SEC ↗ ×2
14 Bank of New York Mellon Corp 27.77K -6.1% $461,048 0.0% ▼ Trim 2 SEC ↗ ×3
15 D. E. Shaw & Co. ✦ 27.51K +58.2% $456,633 0.0% ▲ Add 2 SEC ↗
16 State Of Wisconsin Investment Board 26.05K -8.8% $432,430 0.0% ▼ Trim 2 SEC ↗
17 UBS Group AG 24.23K -31.9% $402,201 0.0% ▼ Trim 2 SEC ↗ ×2
18 Citadel Advisors ✦ 23.89K New $396,590 0.0% New 1 SEC ↗ ×2
19 Goldman Sachs Group ✦ 21.34K -47.1% $354,211 0.0% ▼ Trim 3 SEC ↗
20 First Trust Advisors Lp 17.21K +43.7% $285,686 0.0% ▲ Add 2 SEC ↗
21 Charles Schwab Investment… 15.53K -14.8% $257,848 0.0% ▼ Trim 2 SEC ↗
22 Russell Investments Group, Ltd. 12.95K -83.3% $214,926 0.0% ▼ Trim 2 SEC ↗ ×5
23 Simplex Trading, Llc 11.27K New $187,048 0.0% New 1 SEC ↗
24 Nuveen, LLC 10.92K New $181,205 0.0% New 1 SEC ↗ ×2
25 Invesco Ltd. 10.04K New $166,697 0.0% New 1 SEC ↗ ×3
26 Rhumbline Advisers 3.86K -7.0% $64,022 0.0% ▼ Trim 2 SEC ↗
27 Deutsche Bank Ag\ 3.74K 0.0% $62,101 0.0% Held 2 SEC ↗
28 Group One Trading Llc 3.43K New $56,872 0.0% New 1 SEC ↗
29 New York State Common Retirement… 3.40K 0.0% $56,440 0.0% Held 2 SEC ↗
30 MIRAE ASSET GLOBAL ETFS HOLDINGS… 2.37K +1.2% $39,276 0.0% ▲ Add 2 SEC ↗
31 Fidelity (FMR) ✦ 1.82K +108.3% $30,146 0.0% ▲ Add 4 SEC ↗ ×2
32 Wells Fargo & Company/Mn 1.70K -70.2% $28,170 0.0% ▼ Trim 2 SEC ↗ ×2
33 Peak6 Llc 937 New $15,554 0.0% New 1 SEC ↗
34 Citigroup Inc 810 +108.8% $13,447 0.0% ▲ Add 2 SEC ↗ ×3
35 Barclays Plc 664 -91.6% $11,022 0.0% ▼ Trim 2 SEC ↗ ×2
36 Royal Bank Of Canada 565 +54.8% $9,000 0.0% ▲ Add 2 SEC ↗ ×2
37 Legal & General Group Plc 403 0.0% $6,690 0.0% Held 2 SEC ↗
38 California State Teachers… 275 -12.1% $4,565 0.0% ▼ Trim 2 SEC ↗
39 Cwm, Llc 85 -7.6% $1,411 0.0% ▼ Trim 2 SEC ↗
40 Pnc Financial Services Group, Inc. 29 New $481 0.0% New 1 SEC ↗
41 Jones Financial Companies Lllp 23 New $376 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

Susquehanna International… $723,096 0.0%
Citadel Advisors $396,590 0.0%
Simplex Trading, Llc $187,048 0.0%
Nuveen, LLC $181,205 0.0%
Invesco Ltd. $166,697 0.0%
Group One Trading Llc $56,872 0.0%
Peak6 Llc $15,554 0.0%
Pnc Financial Services Group… $481 0.0%
Jones Financial Companies Lllp $376 0.0%

Exited

Lazard Asset Management Llc $1.15M was 0.0%
Jane Street Group, Llc $843,839 was 0.0%
Squarepoint Ops LLC $817,063 was 0.0%
Hrt Financial Lp $644,000 was 0.0%
Bank Of America Corp /De/ $167,436 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)

Oct 19 Prahm Jeremy

Officer · 5.61K sh · $60,265

Oct 05 Prahm Jeremy

Officer · 6.00K sh · $79,202

Oct 01 Sieffert Kristen N

Officer · 750 sh · $9,398

Sep 21 Prahm Jeremy

Officer · 6.00K sh · $83,876

Sep 08 Prahm Jeremy

Officer · 6.00K sh · $100,916

Sep 01 Sieffert Kristen N

Officer · 750 sh · $13,163

Aug 24 Prahm Jeremy

Officer · 6.00K sh · $119,215

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: Q1 2026 · Methodology · Get this via the API