★
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

IYK

name pending profile ingest

Q3 2026 Q2 2026 Q1 2026 Q4 2025 Q3 2025 Q2 2025 Q1 2025 Q4 2024
57Tracked holders
+6Δ holders
7.42MShares held
$519.38MReported value
+6New positions
−0Exits
Strongly Rising 4 quarters of rising tracked shares ●●●●○○ How these are computed → Explain this at the Research Desk →

Momentum inputs (comparable managers): holder breadth +11.8% · share flow +25.6% · net new positions +10.5% · 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
Q3 2026 3 0 17.91K $1.31M n/a n/a
Q2 2026 51 -5 6.60M $480.19M +1 −6
Q1 2026 57 +6 7.42M $519.38M +6 n/a
Q4 2025 51 +1 5.91M $395.34M +2 −1
Q3 2025 6 0 990.27K $67.72M +2 −2
Q2 2025 3 +1 29.06K $2.05M +2 −1
Q1 2025 1 -1 2.91K $208,483 n/a −1
Q4 2024 2 +1 46.65K $3.06M +2 −1
Q3 2024 1 0 3.95K $278,610 +1 −1
Q2 2024 1 n/a 17.88K $1.18M n/a n/a
Holder count
Who holds it · Q1 2026
#ManagerSharesΔ sharesValueTheir weightHeld
1 JPMorgan Chase ✦ 1.13M +2392.7% $79.30M 0.0% ▲ Add 3 SEC ↗ ×4
2 LPL Financial LLC 859.43K -9.1% $60.19M 0.0% ▼ Trim 2 SEC ↗
3 Morgan Stanley ✦ 688.33K +2.8% $48.20M 0.0% ▲ Add 3 SEC ↗ ×4
4 Ameriprise Financial Inc 585.01K +260.9% $40.97M 0.0% ▲ Add 2 SEC ↗ ×3
5 Bank Of America Corp /De/ 578.08K -3.2% $40.48M 0.0% ▼ Trim 2 SEC ↗ ×4
6 Northwestern Mutual Wealth… 466.77K -12.2% $32.69M 0.0% ▼ Trim 2 SEC ↗
7 Bnp Paribas Financial Markets 401.01K +303.0% $28.08M 0.0% ▲ Add 2 SEC ↗
8 UBS Group AG 376.05K -20.6% $26.33M 0.0% ▼ Trim 2 SEC ↗ ×3
9 Royal Bank Of Canada 312.44K +13.0% $21.88M 0.0% ▲ Add 2 SEC ↗ ×5
10 Goldman Sachs Group ✦ 256.76K -9.6% $17.98M 0.0% ▼ Trim 3 SEC ↗
11 Raymond James Financial Inc 256.27K -12.8% $17.95M 0.0% ▼ Trim 2 SEC ↗ ×2
12 Wells Fargo & Company/Mn 254.51K +13.7% $17.82M 0.0% ▲ Add 2 SEC ↗ ×4
13 Cetera Investment Advisers 214.11K +1.4% $14.99M 0.0% ▲ Add 2 SEC ↗
14 Osaic Holdings, Inc. 181.49K -3.6% $12.71M 0.0% ▼ Trim 2 SEC ↗ ×3
15 Commonwealth Equity Services, Llc 141.38K +236.0% $9.90M 0.0% ▲ Add 2 SEC ↗
16 Cibc World Market Inc. 131.95K +4.2% $9.24M 0.0% ▲ Add 2 SEC ↗
17 Jones Financial Companies Lllp 61.26K +12.8% $4.27M 0.0% ▲ Add 2 SEC ↗
18 Envestnet Asset Management Inc 54.25K -4.3% $3.80M 0.0% ▼ Trim 2 SEC ↗
19 Mml Investors Services, Llc 42.21K -4.8% $2.96M 0.0% ▼ Trim 2 SEC ↗
20 Susquehanna International Group, Llp 39.39K -15.4% $2.76M 0.0% ▼ Trim 2 SEC ↗
21 D. E. Shaw & Co. ✦ 30.77K +465.3% $2.15M 0.0% ▲ Add 2 SEC ↗
22 Jane Street Group, Llc 28.41K New $1.99M 0.0% New 1 SEC ↗
23 Renaissance Technologies ✦ 23.30K New $1.63M 0.0% New 1 SEC ↗
24 Qube Research & Technologies Ltd 22.86K +16.8% $1.60M 0.0% ▲ Add 2 SEC ↗
25 Citadel Advisors ✦ 20.61K -92.3% $1.44M 0.0% ▼ Trim 3 SEC ↗
26 Focus Partners Wealth 19.00K -5.4% $1.33M 0.0% ▼ Trim 2 SEC ↗
27 Wealth Enhancement Advisory… 18.92K +81.8% $1.32M 0.0% ▲ Add 2 SEC ↗
28 Stifel Financial Corp 17.68K +3.0% $1.24M 0.0% ▲ Add 2 SEC ↗ ×2
29 Mariner, LLC 15.53K +26.4% $1.09M 0.0% ▲ Add 2 SEC ↗ ×2
30 Fidelity (FMR) ✦ 14.48K +14.4% $1.01M 0.0% ▲ Add 4 SEC ↗ ×2
31 HighTower Advisors, LLC 13.66K +1.8% $956,469 0.0% ▲ Add 2 SEC ↗
32 Corient Private Wealth LP 13.74K -49.2% $926,527 0.0% ▼ Trim 2 SEC ↗
33 Fifth Third Bancorp 12.99K New $909,550 0.0% New 1 SEC ↗
34 Franklin Resources Inc 12.72K 0.0% $890,572 0.0% Held 2 SEC ↗ ×2
35 Cwm, Llc 11.79K -1.5% $825,644 0.0% ▼ Trim 2 SEC ↗
36 Brown Advisory Inc 11.49K 0.0% $804,714 0.0% Held 2 SEC ↗ ×2
37 Rockefeller Capital Management L.P. 11.48K +1.2% $803,969 0.0% ▲ Add 2 SEC ↗
38 Creative Planning 10.81K +0.6% $757,018 0.0% ▲ Add 2 SEC ↗
39 Bank Of Montreal /Can/ 10.62K -3.6% $743,369 0.0% ▼ Trim 2 SEC ↗ ×4
40 Bank of New York Mellon Corp 9.69K +49.5% $678,440 0.0% ▲ Add 2 SEC ↗ ×3
41 Captrust Financial Advisors 8.73K -33.1% $611,152 0.0% ▼ Trim 2 SEC ↗
42 Truist Financial Corp 8.68K +5.8% $607,974 0.0% ▲ Add 2 SEC ↗ ×2
43 Blair William & Co/Il 7.05K 0.0% $493,918 0.0% ▼ Trim 2 SEC ↗
44 Quantinno Capital Management LP 5.61K +40.5% $393,177 0.0% ▲ Add 2 SEC ↗
45 Northern Trust Corp 5.26K -5.7% $368,428 0.0% ▼ Trim 2 SEC ↗
46 Cerity Partners LLC 4.34K -3.1% $303,859 0.0% ▼ Trim 2 SEC ↗
47 National Bank Of Canada /Fi/ 4.17K -1.2% $291,745 0.0% ▼ Trim 2 SEC ↗
48 Sei Investments Co 3.75K New $262,820 0.0% New 1 SEC ↗
49 Citigroup Inc 2.16K -2.0% $151,158 0.0% ▼ Trim 2 SEC ↗
50 Pnc Financial Services Group, Inc. 1.70K -33.6% $119,178 0.0% ▼ Trim 2 SEC ↗ ×2
51 BlackRock ✦ (passive) 600 0.0% $42,018 0.0% Held 2 SEC ↗
52 TD Waterhouse Canada Inc. 552 0.0% $38,408 0.0% Held 2 SEC ↗
53 Assetmark, Inc 462 New $32,354 0.0% New 1 SEC ↗
54 Us Bancorp \De\ 456 0.0% $31,934 0.0% Held 2 SEC ↗
55 Simplex Trading, Llc 115 -36.1% $8,053 0.0% ▼ Trim 2 SEC ↗
56 Russell Investments Group, Ltd. 18 0.0% $1,261 0.0% Held 2 SEC ↗
57 UBS AM, a distinct business unit of… 2 New $140 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

Exited

No tracked exits this quarter.

Full-market context: across ALL 13F filers (SEC structured data, Q1 2026): 291 holders, 13.54M shares, $926.64M 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