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Security record

HERO

name pending profile ingest

Q2 2026 Q1 2026 Q4 2025 Q3 2025 Q2 2025
22Tracked holders
+1Δ holders
426.82KShares held
$10.57MReported value
+2New positions
−1Exits
Strongly Falling How these are computed → Explain this at the Research Desk →

Momentum inputs (comparable managers): holder breadth +4.8% · share flow -30.0% · net new positions +4.5% — formula
Ownership fragmentation — more holders, smaller aggregate stake

All ownership figures: tracked 13F managers only, common-stock positions, reporting period Q2 2026

Ownership over time
QuarterHoldersΔSharesReported valueNewExits
Q2 2026 22 +1 426.82K $10.57M +2 −1
Q1 2026 22 0 813.01K $20.92M — —
Q4 2025 22 -1 1.18M $35.04M — −1
Q3 2025 4 0 13.52K $458,040 — —
Q2 2025 2 +1 20.96K $685,887 +1 —
Holder count
Who holds it · Q2 2026
#ManagerSharesΔ sharesValueTheir weightHeld
1 LPL Financial LLC 97.85K -27.4% $2.42M 0.0% ▼ Trim 3 SEC ↗
2 Daiwa Securities Group Inc. 58.91K -25.4% $1.46M 0.0% ▼ Trim 3 SEC ↗
3 Envestnet Asset Management Inc 38.27K +9.6% $947,852 0.0% ▲ Add 3 SEC ↗
4 Jane Street Group, Llc 37.95K +37.8% $939,763 0.0% ▲ Add 3 SEC ↗
5 Cetera Investment Advisers 37.00K +10.9% $916,273 0.0% ▲ Add 3 SEC ↗
6 Bank Of America Corp /De/ 35.87K -91.4% $888,201 0.0% ▼ Trim 3 SEC ↗ ×2
7 Susquehanna International Group, Llp 23.88K New $591,302 0.0% New 1 SEC ↗
8 Citadel Advisors ✦ 22.20K New $549,846 0.0% New 1 SEC ↗
9 Osaic Holdings, Inc. 21.67K +8.8% $536,422 0.0% ▲ Add 3 SEC ↗ ×3
10 Focus Partners Wealth 18.32K -7.3% $453,605 0.0% ▼ Trim 3 SEC ↗
11 Raymond James Financial Inc 11.62K +13.9% $287,743 0.0% ▲ Add 3 SEC ↗ ×2
12 Wealthfront Advisers LLC 9.87K +16.2% $244,376 0.0% ▲ Add 3 SEC ↗
13 Jones Financial Companies Lllp 5.16K -19.4% $123,328 0.0% ▼ Trim 3 SEC ↗
14 UBS Group AG 3.55K -5.3% $87,891 0.0% ▼ Trim 3 SEC ↗ ×2
15 Morgan Stanley ✦ 1.98K +3.9% $49,062 0.0% ▲ Add 4 SEC ↗ ×4
16 Royal Bank Of Canada 1.53K -19.1% $38,000 0.0% ▼ Trim 3 SEC ↗ ×3
17 Pnc Financial Services Group, Inc. 566 -90.7% $14,014 0.0% ▼ Trim 3 SEC ↗ ×2
18 National Bank Of Canada /Fi/ 361 0.0% $8,888 0.0% Held 3 SEC ↗
19 Qube Research & Technologies Ltd 190 -6.4% $4,705 0.0% ▼ Trim 3 SEC ↗
20 Rockefeller Capital Management L.P. 44 0.0% $1,090 0.0% Held 3 SEC ↗
21 Fidelity (FMR) ✦ 36 +9.1% $890 0.0% ▲ Add 5 SEC ↗
22 JPMorgan Chase ✦ 2 0.0% $49 0.0% Held 4 SEC ↗

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

New buyers

Susquehanna International… $591,302 0.0%
Citadel Advisors $549,846 0.0%

Exited

TD Waterhouse Canada Inc. $16,946 was 0.0%

Full-market context: across ALL 13F filers (SEC structured data, Q1 2026): 54 holders, 965.70K shares, $23.67M 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: Q2 2026 · Methodology · Get this via the API