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Security record · archived quarter

GAM

name pending profile ingest

Q2 2026 Q1 2026 Q4 2025 Q3 2025
32Tracked holders
-1Δ holders
2.68MShares held
$156.59MReported value
+2New positions
−3Exits
Stable 2 quarters of rising tracked shares ●●○○○○ How these are computed → Explain this at the Research Desk →

Momentum inputs (comparable managers): holder breadth -3.0% · share flow +8.4% · net new positions -3.1%formula
Concentrated accumulation — rising shares among fewer holders

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

Ownership over time
QuarterHoldersΔSharesReported valueNewExits
Q2 2026 35 +4 2.71M $172.49M +4
Q1 2026 32 -1 2.68M $156.59M +2 −3
Q4 2025 32 0 2.47M $144.90M
Q3 2025 1 92.13K $5.73M
Holder count
Who holds it · Q1 2026
#ManagerSharesΔ sharesValueTheir weightHeld
1 Lazard Asset Management Llc 1.58M +13.1% $92.42M 0.2% ▲ Add 2 SEC ↗
2 Allspring Global Investments… 430.94K +9.5% $25.20M 0.0% ▲ Add 2 SEC ↗
3 Royal Bank Of Canada 196.43K -3.9% $11.48M 0.0% ▼ Trim 2 SEC ↗
4 Royal Bank Of Canada 196.43K -3.9% $11.48M 0.0% ▼ Trim 2 SEC ↗
5 Royal Bank Of Canada 196.43K -3.9% $11.48M 0.0% ▼ Trim 2 SEC ↗
6 Morgan Stanley 96.94K -0.8% $5.67M 0.0% ▼ Trim 3 SEC ↗
7 Morgan Stanley 96.94K -0.8% $5.67M 0.0% ▼ Trim 3 SEC ↗
8 Morgan Stanley 96.94K -0.8% $5.67M 0.0% ▼ Trim 3 SEC ↗
9 Morgan Stanley 96.94K -0.8% $5.67M 0.0% ▼ Trim 3 SEC ↗
10 Morgan Stanley 96.94K -0.8% $5.67M 0.0% ▼ Trim 3 SEC ↗
11 First Trust Advisors Lp 42.90K +10.1% $2.51M 0.0% ▲ Add 2 SEC ↗
12 Capstone Investment Advisors, Llc 35.84K 0.0% $2.10M 0.0% Held 2 SEC ↗
13 Stifel Financial Corp 35.42K +1.6% $2.07M 0.0% ▲ Add 2 SEC ↗
14 Bank Of America Corp /De/ 30.56K -2.9% $1.79M 0.0% ▼ Trim 2 SEC ↗
15 Wells Fargo & Company/Mn 29.59K -11.2% $1.73M 0.0% ▼ Trim 2 SEC ↗
16 Wells Fargo & Company/Mn 29.59K -11.2% $1.73M 0.0% ▼ Trim 2 SEC ↗
17 Raymond James Financial Inc 26.87K +0.9% $1.57M 0.0% ▲ Add 2 SEC ↗
18 Raymond James Financial Inc 26.87K +0.9% $1.57M 0.0% ▲ Add 2 SEC ↗
19 Commonwealth Equity Services, Llc 20.64K -0.2% $1.21M 0.0% ▼ Trim 2 SEC ↗
20 HighTower Advisors, LLC 20.58K -18.2% $1.20M 0.0% ▼ Trim 2 SEC ↗
21 LPL Financial LLC 18.28K -15.8% $1.07M 0.0% ▼ Trim 2 SEC ↗
22 Mariner, LLC 17.80K +16.3% $1.04M 0.0% ▲ Add 2 SEC ↗
23 Cetera Investment Advisers 16.51K -2.0% $965,164 0.0% ▼ Trim 2 SEC ↗
24 UBS Group AG 13.21K +37.1% $772,388 0.0% ▲ Add 2 SEC ↗
25 UBS Group AG 13.21K +37.1% $772,388 0.0% ▲ Add 2 SEC ↗
26 Corient Private Wealth LP 10.93K New $638,968 0.0% New 1 SEC ↗
27 Jane Street Group, Llc 8.81K -16.8% $515,413 0.0% ▼ Trim 2 SEC ↗
28 Jane Street Group, Llc 8.81K -16.8% $515,413 0.0% ▼ Trim 2 SEC ↗
29 Envestnet Asset Management Inc 6.43K -7.6% $375,844 0.0% ▼ Trim 2 SEC ↗
30 Focus Partners Wealth 6.43K -1.7% $375,787 0.0% ▼ Trim 2 SEC ↗
31 Captrust Financial Advisors 5.22K 0.0% $305,470 0.0% Held 2 SEC ↗
32 Osaic Holdings, Inc. 4.59K +31.9% $268,493 0.0% ▲ Add 2 SEC ↗
33 Osaic Holdings, Inc. 4.59K +31.9% $268,493 0.0% ▲ Add 2 SEC ↗
34 Franklin Resources Inc 4.23K +0.1% $247,503 0.0% ▲ Add 2 SEC ↗
35 Franklin Resources Inc 4.23K +0.1% $247,503 0.0% ▲ Add 2 SEC ↗
36 Northern Trust Corp 3.96K New $231,483 0.0% New 1 SEC ↗
37 First Manhattan Co. Llc. 3.70K -37.7% $216,155 0.0% ▼ Trim 2 SEC ↗
38 CIBC Bancorp USA Inc. 3.44K $201,054 0.0% n/c 1 SEC ↗
39 Pnc Financial Services Group, Inc. 2.77K 0.0% $162,243 0.0% Held 2 SEC ↗
40 Northwestern Mutual Wealth… 2.00K +137.7% $116,882 0.0% ▲ Add 2 SEC ↗
41 Cwm, Llc 1.36K 0.0% $79,342 0.0% Held 2 SEC ↗
42 National Bank Of Canada /Fi/ 1.02K +287.1% $59,461 0.0% ▲ Add 2 SEC ↗
43 Jones Financial Companies Lllp 125 -83.0% $7,110 0.0% ▼ Trim 2 SEC ↗
44 Assetmark, Inc 16 0.0% $936 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

Corient Private Wealth LP $638,968 0.0%
Northern Trust Corp $231,483 0.0%

Exited

Wealth Enhancement Advisory… $361,795 was 0.0%
Susquehanna International… $259,234 was 0.0%
Mercer Global Advisors Inc… $239,149 was 0.0%

Full-market context: across ALL 13F filers (SEC structured data, Q1 2026): 91 holders, 7.70M shares, $394.28M 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