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Security record · archived quarter

HNDL

name pending profile ingest

Q2 2026 Q1 2026 Q4 2025 Q3 2025 Q2 2025 Q4 2024 Q3 2024 Q2 2024
24Tracked holders
+2Δ holders
1.32MShares held
$30.13MReported value
+4New positions
−2Exits
Rising How these are computed → Explain this at the Research Desk →

Momentum inputs (comparable managers): holder breadth +9.1% · share flow -0.2% · net new positions +8.3%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 24 +2 1.32M $30.13M +4 −2
Q1 2026 23 -2 1.33M $29.04M +2 −4
Q4 2025 25 +1 1.49M $32.81M +1
Q3 2025 3 -1 85.93K $1.91M −1
Q2 2025 2 +1 14.62K $316,593 +1
Q4 2024 1 0 9.99K $213,151
Q3 2024 1 0 3.96K $88,177
Q2 2024 1 7.40K $156,288
Holder count
Who holds it · Q2 2026
#ManagerSharesΔ sharesValueTheir weightHeld
1 LPL Financial LLC 617.64K -11.7% $14.11M 0.0% ▼ Trim 3 SEC ↗
2 Osaic Holdings, Inc. 209.35K +11.5% $4.78M 0.0% ▲ Add 3 SEC ↗
3 Osaic Holdings, Inc. 209.35K +11.5% $4.78M 0.0% ▲ Add 3 SEC ↗
4 Osaic Holdings, Inc. 209.35K +11.5% $4.78M 0.0% ▲ Add 3 SEC ↗
5 Cetera Investment Advisers 105.47K -0.6% $2.41M 0.0% ▼ Trim 3 SEC ↗
6 Creative Planning 72.25K +1.6% $1.65M 0.0% ▲ Add 3 SEC ↗
7 Mml Investors Services, Llc 67.72K +41.2% $1.55M 0.0% ▲ Add 3 SEC ↗
8 JPMorgan Chase 57.18K +26.1% $1.31M 0.0% ▲ Add 4 SEC ↗
9 JPMorgan Chase 57.18K +26.1% $1.31M 0.0% ▲ Add 4 SEC ↗
10 Commonwealth Equity Services, Llc 35.09K -0.8% $801,650 0.0% ▼ Trim 3 SEC ↗
11 Envestnet Asset Management Inc 30.39K -6.3% $694,173 0.0% ▼ Trim 3 SEC ↗
12 HighTower Advisors, LLC 20.20K -7.5% $461,498 0.0% ▼ Trim 3 SEC ↗
13 Jane Street Group, Llc 15.09K New $344,692 0.0% New 1 SEC ↗
14 Lido Advisors, LLC 15.00K New $342,636 0.0% New 1 SEC ↗
15 Mercer Global Advisors Inc /Adv 14.33K -14.2% $327,244 0.0% ▼ Trim 3 SEC ↗
16 Truist Financial Corp 11.75K +14.6% $268,353 0.0% ▲ Add 2 SEC ↗
17 Raymond James Financial Inc 11.66K -1.5% $266,362 0.0% ▼ Trim 3 SEC ↗
18 Raymond James Financial Inc 11.66K -1.5% $266,362 0.0% ▼ Trim 3 SEC ↗
19 Morgan Stanley 9.36K -7.2% $213,819 0.0% ▼ Trim 4 SEC ↗
20 Morgan Stanley 9.36K -7.2% $213,819 0.0% ▼ Trim 4 SEC ↗
21 Citadel Advisors 8.85K New $202,087 0.0% New 1 SEC ↗
22 Jones Financial Companies Lllp 7.50K +218.6% $171,233 0.0% ▲ Add 2 SEC ↗
23 Fidelity (FMR) 5.11K +387.4% $116,690 0.0% ▲ Add 5 SEC ↗
24 Wells Fargo & Company/Mn 2.71K +270400.0% $61,782 0.0% ▲ Add 3 SEC ↗
25 Wells Fargo & Company/Mn 2.71K +270400.0% $61,782 0.0% ▲ Add 3 SEC ↗
26 Pnc Financial Services Group, Inc. 1.59K 0.0% $36,319 0.0% Held 3 SEC ↗
27 Rockefeller Capital Management L.P. 510 0.0% $11,670 0.0% Held 3 SEC ↗
28 Russell Investments Group, Ltd. 18 New $411 0.0% New 1 SEC ↗
29 Assetmark, Inc 12 0.0% $274 0.0% Held 3 SEC ↗
30 UBS Group AG 5 -79.2% $114 0.0% ▼ Trim 3 SEC ↗

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

New buyers

Jane Street Group, Llc $344,692 0.0%
Lido Advisors, LLC $342,636 0.0%
Citadel Advisors $202,087 0.0%
Russell Investments Group… $411 0.0%

Exited

Susquehanna International… $409,915 was 0.0%
Northwestern Mutual Wealth… $2,839 was 0.0%

Full-market context: across ALL 13F filers (SEC structured data, Q1 2026): 97 holders, 3.09M shares, $58.05M 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