★
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

JANU

name pending profile ingest

Q2 2026 Q1 2026 Q4 2025 Q3 2025
9Tracked holders
+3Δ holders
441.54KShares held
$12.07MReported value
+4New positions
−1Exits
Strongly Rising 2 quarters of rising tracked shares ●●○○○○ How these are computed → Explain this at the Research Desk →

Momentum inputs (comparable managers): holder breadth +30.0% · share flow +30.0% · net new positions +20.0% — 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
Q2 2026 9 0 297.59K $8.97M +2 −2
Q1 2026 9 +3 441.54K $12.07M +4 −1
Q4 2025 6 -1 87.82K $2.47M — −1
Q3 2025 1 +1 17.56K $485,293 +1 —
Holder count
Who holds it · Q1 2026
#ManagerSharesΔ sharesValueTheir weightHeld
1 Envestnet Asset Management Inc 314.37K New $8.59M 0.0% New 1 SEC ↗
2 Commonwealth Equity Services, Llc 40.13K +12.5% $1.10M 0.0% ▲ Add 2 SEC ↗
3 Cetera Investment Advisers 26.40K +14.0% $721,650 0.0% ▲ Add 2 SEC ↗
4 Susquehanna International Group, Llp 23.65K +21.1% $646,344 0.0% ▲ Add 2 SEC ↗
5 Osaic Holdings, Inc. 16.09K +6336.0% $439,783 0.0% ▲ Add 2 SEC ↗ ×2
6 Mml Investors Services, Llc 10.43K New $284,959 0.0% New 1 SEC ↗
7 Creative Planning 8.03K 0.0% $219,466 0.0% Held 2 SEC ↗
8 Fidelity (FMR) ✦ 2.26K New $61,775 0.0% New 1 SEC ↗
9 Barclays Plc 200 New $5,467 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

Envestnet Asset Management Inc $8.59M 0.0%
Mml Investors Services, Llc $284,959 0.0%
Fidelity (FMR) $61,775 0.0%
Barclays Plc $5,467 0.0%

Exited

UBS Group AG $33,346 was 0.0%

Full-market context: across ALL 13F filers (SEC structured data, Q1 2026): 36 holders, 2.86M shares, $77.99M 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