Security record · archived quarter
IG
name pending profile ingest
11Tracked holders
0Δ holders
6.12MShares held
$126.40MReported value
+2New positions
−2Exits
Momentum inputs (comparable managers): holder breadth 0.0% · share flow +14.7% · net new positions 0.0% · formula
All ownership figures: tracked 13F managers only, common-stock positions, reporting period Q1 2026
Ownership over time
Who holds it · Q1 2026
| # | Manager | Shares | Δ shares | Value | Their weight | Held | ||
|---|---|---|---|---|---|---|---|---|
| 1 | Envestnet Asset Management Inc | 4.75M | +17.1% | $98.01M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 2 | Raymond James Financial Inc | 953.03K | +0.9% | $19.67M | 0.0% | ▲ Add | 2 | SEC ↗ ×2 |
| 3 | Goldman Sachs Group ✦ | 96.72K | +7.3% | $2.00M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 4 | Mariner, LLC | 96.22K | -10.8% | $1.99M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 5 | Royal Bank Of Canada | 76.05K | +8.4% | $1.57M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 6 | Citadel Advisors ✦ | 54.98K | New | $1.13M | 0.0% | New | 1 | SEC ↗ |
| 7 | Principal Financial Group Inc | 47.10K | 0.0% | $968,947 | 0.0% | Held | 2 | SEC ↗ |
| 8 | Jane Street Group, Llc | 36.23K | New | $747,751 | 0.0% | New | 1 | SEC ↗ |
| 9 | LPL Financial LLC | 15.50K | +7.6% | $319,899 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 10 | Morgan Stanley ✦ | 2 | 0.0% | $43 | 0.0% | Held | 2 | SEC ↗ |
| 11 | Wells Fargo & Company/Mn | 0 | -100.0% | $4 | 0.0% | ▼ Trim | 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 | $1.13M | 0.0% |
| Jane Street Group, Llc | $747,751 | 0.0% |
Exited
| Bank Of America Corp /De/ | $194,465 | was 0.0% |
| UBS Group AG | $19,198 | was 0.0% |
Full-market context: across ALL 13F filers (SEC structured data, Q1 2026): 25 holders, 12.11M shares, $250.02M 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 ·
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