Security record · archived quarter
JCAP
name pending profile ingest
54Tracked holders
+4Δ holders
15.96MShares held
$306.99MReported value
+9New positions
−6Exits
Momentum inputs (comparable managers):
holder breadth +8.0% ·
share flow +30.0% ·
net new positions +5.6%
· 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
Who holds it · Q1 2026
| # | Manager | Shares | Δ shares | Value | Their weight | Held | ||
|---|---|---|---|---|---|---|---|---|
| 1 | Wellington Management ✦ | 3.27M | +80.0% | $62.90M | 0.0% | ▲ Add | 3 | SEC ↗ ×3 |
| 2 | Adage Capital Partners ✦ | 1.76M | +36.9% | $33.90M | 0.1% | ▲ Add | 4 | SEC ↗ |
| 3 | Principal Financial Group Inc | 1.54M | +98.8% | $29.56M | 0.0% | ▲ Add | 2 | SEC ↗ ×2 |
| 4 | BlackRock ✦ (passive) | 1.41M | +132.1% | $27.02M | 0.0% | ▲ Add | 3 | SEC ↗ ×6 |
| 5 | Goldman Sachs Group ✦ | 1.13M | +95.8% | $21.76M | 0.0% | ▲ Add | 3 | SEC ↗ ×2 |
| 6 | Vanguard Capital Management Llc | 1.06M | n/a | $20.32M | 0.0% | n/c | 1 | SEC ↗ |
| 7 | Geode Capital Management ✦ (passive) | 691.22K | +165.0% | $13.29M | 0.0% | ▲ Add | 3 | SEC ↗ ×2 |
| 8 | Citadel Advisors ✦ | 587.50K | +126.5% | $11.30M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 9 | Millennium Management ✦ | 404.35K | +122.3% | $7.78M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 10 | State Of Wisconsin Investment Board | 374.38K | +7.0% | $7.20M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 11 | State Street Global Advisors ✦ (passive) | 366.67K | +103.8% | $7.14M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 12 | Clearbridge Investments, LLC | 330.39K | +39.4% | $6.35M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 13 | Two Sigma Investments ✦ | 315.01K | +91.7% | $6.06M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 14 | American Century Companies Inc | 299.04K | +968.1% | $5.75M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 15 | Morgan Stanley ✦ | 275.45K | +106.1% | $5.30M | 0.0% | ▲ Add | 3 | SEC ↗ ×7 |
| 16 | UBS Group AG | 254.97K | +420.4% | $4.90M | 0.0% | ▲ Add | 2 | SEC ↗ ×3 |
| 17 | Alyeska Investment Group, L.P. | 247.07K | +64.7% | $4.75M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 18 | Healthcare Of Ontario Pension Plan… | 200.00K | 0.0% | $3.85M | 0.0% | Held | 2 | SEC ↗ |
| 19 | Franklin Resources Inc | 198.46K | +36.2% | $3.82M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 20 | Renaissance Technologies ✦ | 178.03K | +86.2% | $3.42M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 21 | Northern Trust Corp | 156.96K | +161.4% | $3.02M | 0.0% | ▲ Add | 2 | SEC ↗ ×3 |
| 22 | JPMorgan Chase ✦ | 158.94K | +79.2% | $3.00M | 0.0% | ▲ Add | 3 | SEC ↗ ×3 |
| 23 | Charles Schwab Investment… | 153.00K | +96.6% | $2.94M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 24 | Qube Research & Technologies Ltd | 80.91K | New | $1.56M | 0.0% | New | 1 | SEC ↗ |
| 25 | Bnp Paribas Financial Markets | 63.17K | +283.7% | $1.21M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 26 | Bank Of America Corp /De/ | 58.86K | +95.9% | $1.13M | 0.0% | ▲ Add | 2 | SEC ↗ ×2 |
| 27 | Sei Investments Co | 52.50K | +170.0% | $1.01M | 0.0% | ▲ Add | 2 | SEC ↗ ×2 |
| 28 | Bank of New York Mellon Corp | 45.55K | +103.2% | $875,984 | 0.0% | ▲ Add | 2 | SEC ↗ ×4 |
| 29 | Man Group plc | 40.74K | +104.3% | $783,526 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 30 | Swiss National Bank | 38.20K | New | $734,586 | 0.0% | New | 1 | SEC ↗ |
| 31 | Legal & General Group Plc | 28.76K | +3664.8% | $553,113 | 0.0% | ▲ Add | 2 | SEC ↗ ×2 |
| 32 | Nuveen, LLC | 26.62K | +137.3% | $511,864 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 33 | Barclays Plc | 23.07K | +23.9% | $443,713 | 0.0% | ▲ Add | 2 | SEC ↗ ×2 |
| 34 | Rhumbline Advisers | 18.56K | +111.2% | $356,959 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 35 | T. Rowe Price ✦ | 15.77K | New | $304,000 | 0.0% | New | 1 | SEC ↗ |
| 36 | LPL Financial LLC | 13.87K | +26.2% | $266,739 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 37 | Janus Henderson Group Plc | 13.80K | New | $265,650 | 0.0% | New | 1 | SEC ↗ |
| 38 | AQR Capital Management ✦ | 13.81K | New | $265,585 | 0.0% | New | 1 | SEC ↗ ×5 |
| 39 | Envestnet Asset Management Inc | 13.48K | New | $259,294 | 0.0% | New | 1 | SEC ↗ |
| 40 | Zurcher Kantonalbank (Zurich… | 12.61K | New | $242,510 | 0.0% | New | 1 | SEC ↗ |
| 41 | MIRAE ASSET GLOBAL ETFS HOLDINGS… | 10.42K | +186.3% | $200,338 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 42 | Deutsche Bank Ag\ | 9.08K | +58.6% | $174,666 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 43 | Wells Fargo & Company/Mn | 8.30K | -5.4% | $159,647 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 44 | New York State Common Retirement… | 4.30K | +186.7% | $82,689 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 45 | Assetmark, Inc | 4.07K | +100.8% | $78,305 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 46 | Citigroup Inc | 3.27K | -41.6% | $62,825 | 0.0% | ▼ Trim | 2 | SEC ↗ ×2 |
| 47 | Us Bancorp \De\ | 2.40K | New | $46,152 | 0.0% | New | 1 | SEC ↗ |
| 48 | Russell Investments Group, Ltd. | 1.68K | +165.5% | $32,268 | 0.0% | ▲ Add | 2 | SEC ↗ ×2 |
| 49 | California State Teachers… | 1.22K | +151.6% | $23,461 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 50 | Cwm, Llc | 575 | +69.6% | $11,057 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 51 | Fidelity (FMR) ✦ | 486 | +834.6% | $9,346 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 52 | Osaic Holdings, Inc. | 300 | New | $5,769 | 0.0% | New | 1 | SEC ↗ |
| 53 | UBS AM, a distinct business unit of… | 110 | +150.0% | $2,115 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 54 | Pnc Financial Services Group, Inc. | 89 | -51.9% | $1,711 | 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
| Qube Research & Technologies… | $1.56M | 0.0% |
| Swiss National Bank | $734,586 | 0.0% |
| T. Rowe Price | $304,000 | 0.0% |
| Janus Henderson Group Plc | $265,650 | 0.0% |
| AQR Capital Management | $265,585 | 0.0% |
| Envestnet Asset Management Inc | $259,294 | 0.0% |
| Zurcher Kantonalbank (Zurich… | $242,510 | 0.0% |
| Us Bancorp \De\ | $46,152 | 0.0% |
| Osaic Holdings, Inc. | $5,769 | 0.0% |
Exited
| Jane Street Group, Llc | $1.73M | was 0.0% |
| Hrt Financial Lp | $722,000 | was 0.0% |
| Hsbc Holdings Plc | $688,890 | was 0.0% |
| Norges Bank | $670,200 | was 0.0% |
| Balyasny Asset Management L.P. | $275,586 | was 0.0% |
| Royal Bank Of Canada | $24,000 | was 0.0% |
Full-market context: across ALL 13F filers (SEC structured data, Q1 2026): 106 holders, 21.69M shares, $415.44M 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.
Open-market purchases (P)
No open-market insider purchases in our coverage window.
Open-market sales (S)
Aug 25
Person Penelope JoAnn
Officer · 246 sh · $5,422
Aug 17
Zellmann Mark Joseph
Officer · 56.00K sh · $1.33M
Awards, exercises and tax withholding are never counted as buys or sales here. Methodology
Aug 13
SC 13G/A: WELLINGTON MANAGEMENT GROUP LLP
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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