Trade Filings
Managers Stocks Filings Superinvestors
Signals Institutional Buying Institutional Selling Insider Activity 13D & 13G Watch Sector Rotation
Tools Stock Screener Manager Screener Compare Managers Consensus Baskets All Research Tools Data API
Learn & AI Learn Ask the Data AI Agents
News ★ Saved
About About us Methodology Contact Disclaimer
Reader
DATA PLANS

Historical data downloads — coming with accounts.

API GATEWAY

Free read-only JSON access to the site's cached data.

Dark mode

🧭 Guided View
New to markets — prices, yields, YTD, market cap? We explain every term as you browse, in plain English. Same data, with the help built in.

⚡ Expert View
You already know the market. Just the data — clean, fast and compact, with no extra explanations. This is the default view.

Interface language
Security record · archived quarter

ICOP

name pending profile ingest

Q2 2026 Q1 2026 Q4 2025 Q3 2025 Q2 2025 Q4 2024 Q3 2024 Q2 2024
32Tracked holders
+4Δ holders
937.05KShares held
$46.12MReported value
+7New positions
−3Exits
Rising How these are computed → Explain this at the Research Desk →

Momentum inputs (comparable managers): holder breadth +14.3% · share flow -5.1% · net new positions +12.5%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 32 +4 937.05K $46.12M +7 −3
Q1 2026 29 +14 988.04K $47.04M +17 −3
Q4 2025 15 +1 298.31K $13.22M +1
Q3 2025 1 0 39.99K $1.50M
Q2 2025 1 +1 10.52K $314,399 +1
Q4 2024 1 0 14.70K $375,093
Q3 2024 1 0 31.17K $995,913
Q2 2024 1 26.56K $801,195
Holder count
Who holds it · Q2 2026
#ManagerSharesΔ sharesValueTheir weightHeld
1 LPL Financial LLC 359.13K -11.3% $17.68M 0.0% ▼ Trim 3 SEC ↗
2 Jane Street Group, Llc 109.87K -59.4% $5.41M 0.0% ▼ Trim 3 SEC ↗
3 Citadel Advisors 90.08K New $4.43M 0.0% New 1 SEC ↗
4 Bank Of America Corp /De/ 50.87K New $2.50M 0.0% New 1 SEC ↗
5 Bank Of America Corp /De/ 50.87K New $2.50M 0.0% New 1 SEC ↗
6 Osaic Holdings, Inc. 45.01K +187.0% $2.22M 0.0% ▲ Add 3 SEC ↗
7 Osaic Holdings, Inc. 45.01K +187.0% $2.22M 0.0% ▲ Add 3 SEC ↗
8 Raymond James Financial Inc 39.96K -12.7% $1.97M 0.0% ▼ Trim 2 SEC ↗
9 Raymond James Financial Inc 39.96K -12.7% $1.97M 0.0% ▼ Trim 2 SEC ↗
10 Susquehanna International Group, Llp 34.84K -40.4% $1.72M 0.0% ▼ Trim 3 SEC ↗
11 Mml Investors Services, Llc 30.91K +384.6% $1.52M 0.0% ▲ Add 2 SEC ↗
12 Ameriprise Financial Inc 22.11K New $1.09M 0.0% New 1 SEC ↗
13 HighTower Advisors, LLC 21.92K -0.8% $1.08M 0.0% ▼ Trim 2 SEC ↗
14 Envestnet Asset Management Inc 16.43K +16.2% $809,091 0.0% ▲ Add 2 SEC ↗
15 Belvedere Trading LLC 15.59K -44.2% $767,348 0.1% ▼ Trim 2 SEC ↗
16 Mariner, LLC 14.71K +3.4% $724,000 0.0% ▲ Add 2 SEC ↗
17 Cerity Partners LLC 12.00K -4.8% $590,760 0.0% ▼ Trim 3 SEC ↗
18 Wealth Enhancement Advisory… 10.34K New $504,116 0.0% New 1 SEC ↗
19 Royal Bank Of Canada 8.60K -10.9% $423,000 0.0% ▼ Trim 3 SEC ↗
20 Royal Bank Of Canada 8.60K -10.9% $423,000 0.0% ▼ Trim 3 SEC ↗
21 TD Waterhouse Canada Inc. 8.48K -55.8% $410,916 0.0% ▼ Trim 3 SEC ↗
22 Cetera Investment Advisers 7.22K -5.9% $355,685 0.0% ▼ Trim 2 SEC ↗
23 Hrt Financial Lp 5.88K New $289,000 0.0% New 1 SEC ↗
24 Commonwealth Equity Services, Llc 5.43K +7.4% $267,150 0.0% ▲ Add 2 SEC ↗
25 Truist Financial Corp 5.20K -0.4% $256,039 0.0% ▼ Trim 2 SEC ↗
26 Financial Engines Advisors L.L.C. 5.00K 0.0% $246,150 0.0% Held 3 SEC ↗
27 Creative Planning 4.89K -13.9% $240,825 0.0% ▼ Trim 2 SEC ↗
28 Fidelity (FMR) 4.61K New $226,934 0.0% New 1 SEC ↗
29 Simplex Trading, Llc 2.84K -62.5% $139,714 0.0% ▼ Trim 3 SEC ↗
30 Bank Of Montreal /Can/ 1.21K +0.3% $59,782 0.0% ▲ Add 3 SEC ↗
31 Bank Of Montreal /Can/ 1.21K +0.3% $59,782 0.0% ▲ Add 3 SEC ↗
32 Northwestern Mutual Wealth… 1.07K +10620.0% $52,775 0.0% ▲ Add 2 SEC ↗
33 UBS Group AG 912 New $44,898 0.0% New 1 SEC ↗
34 UBS Group AG 912 New $44,898 0.0% New 1 SEC ↗
35 Fifth Third Bancorp 600 0.0% $29,538 0.0% Held 2 SEC ↗
36 National Bank Of Canada /Fi/ 535 -86.1% $26,301 0.0% ▼ Trim 3 SEC ↗
37 Group One Trading Llc 423 +89.7% $20,824 0.0% ▲ Add 2 SEC ↗
38 Morgan Stanley 387 +11.8% $19,052 0.0% ▲ Add 2 SEC ↗

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

New buyers

Citadel Advisors $4.43M 0.0%
Bank Of America Corp /De/ $2.50M 0.0%
Bank Of America Corp /De/ $2.50M 0.0%
Ameriprise Financial Inc $1.09M 0.0%
Wealth Enhancement Advisory… $504,116 0.0%
Hrt Financial Lp $289,000 0.0%
Fidelity (FMR) $226,934 0.0%
UBS Group AG $44,898 0.0%
UBS Group AG $44,898 0.0%

Exited

Quantinno Capital Management… $908,871 was 0.0%
Us Bancorp \De\ $196,637 was 0.0%
Rockefeller Capital… $7,137 was 0.0%

Full-market context: across ALL 13F filers (SEC structured data, Q1 2026): 92 holders, 2.57M shares, $97.23M 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