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Security record · archived quarter

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Q2 2026 Q1 2026 Q4 2025 Q3 2025 Q2 2025 Q2 2024
20Tracked holders
+3Δ holders
1.58MShares held
$107.77MReported value
+4New positions
−1Exits
Strongly Rising How these are computed → Explain this at the Research Desk →

Momentum inputs (comparable managers): holder breadth +17.6% · share flow +1.8% · net new positions +15.0% — 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 16 -2 1.38M $108.61M — −3
Q1 2026 20 +3 1.58M $107.77M +4 −1
Q4 2025 17 0 1.55M $113.28M — —
Q3 2025 4 0 1.77M $130.48M — —
Q2 2025 2 +1 6.32K $425,919 +1 —
Q2 2024 1 — 18.66K $1.06M — —
Holder count
Who holds it · Q1 2026
#ManagerSharesΔ sharesValueTheir weightHeld
1 Goldman Sachs Group ✦ 1.24M -9.6% $84.53M 0.0% ▼ Trim 3 SEC ↗ ×2
2 Cerity Partners LLC 76.35K New $5.21M 0.0% New 1 SEC ↗
3 Rockefeller Capital Management L.P. 66.56K +725.7% $4.55M 0.0% ▲ Add 2 SEC ↗
4 Citadel Advisors ✦ 41.99K +281.6% $2.87M 0.0% ▲ Add 4 SEC ↗
5 Bank Of America Corp /De/ 36.14K -0.4% $2.47M 0.0% ▼ Trim 2 SEC ↗ ×2
6 Northwestern Mutual Wealth… 20.16K +9.4% $1.38M 0.0% ▲ Add 2 SEC ↗
7 HighTower Advisors, LLC 18.30K -1.8% $1.25M 0.0% ▼ Trim 2 SEC ↗
8 Jane Street Group, Llc 18.09K +67.3% $1.24M 0.0% ▲ Add 2 SEC ↗
9 Susquehanna International Group, Llp 15.78K +21.8% $1.08M 0.0% ▲ Add 2 SEC ↗
10 Morgan Stanley ✦ 13.27K -36.7% $906,169 0.0% ▼ Trim 3 SEC ↗
11 Raymond James Financial Inc 11.31K 0.0% $772,721 0.0% Held 2 SEC ↗ ×2
12 LPL Financial LLC 7.81K -2.0% $533,227 0.0% ▼ Trim 2 SEC ↗
13 Cetera Investment Advisers 7.78K -30.5% $531,170 0.0% ▼ Trim 2 SEC ↗
14 Wells Fargo & Company/Mn 4.23K -19.4% $289,198 0.0% ▼ Trim 2 SEC ↗ ×2
15 Cwm, Llc 1.94K 0.0% $132,234 0.0% Held 2 SEC ↗
16 Fifth Third Bancorp 236 New $16,145 0.0% New 1 SEC ↗
17 Fidelity (FMR) ✦ 153 +80.0% $10,420 0.0% ▲ Add 4 SEC ↗
18 Osaic Holdings, Inc. 136 0.0% $9,288 0.0% Held 2 SEC ↗
19 Simplex Trading, Llc 21 New $1,434 0.0% New 1 SEC ↗
20 UBS Group AG 17 New $1,161 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

Cerity Partners LLC $5.21M 0.0%
Fifth Third Bancorp $16,145 0.0%
Simplex Trading, Llc $1,434 0.0%
UBS Group AG $1,161 0.0%

Exited

Barclays Plc $391,963 was 0.0%

Full-market context: across ALL 13F filers (SEC structured data, Q1 2026): 42 holders, 2.04M shares, $137.69M 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