LIEN
name pending profile ingest
Momentum inputs (comparable managers):
holder breadth +8.3% ·
share flow +13.4% ·
net new positions +7.7%
— formula
Broad accumulation — rising shares across more holders
All ownership figures: tracked 13F managers only, common-stock positions, reporting period Q4 2025
| Quarter | Holders | Δ | Shares | Reported value | New | Exits |
|---|---|---|---|---|---|---|
| Q2 2026 | 13 | -2 | 874.56K | $8.54M | +2 | −4 |
| Q1 2026 | 15 | +2 | 1.23M | $11.46M | +4 | −2 |
| Q4 2025 | 13 | +1 | 1.30M | $13.38M | +1 | — |
| Q3 2025 | 3 | 0 | 64.43K | $676,517 | — | — |
| Q2 2025 | 2 | +2 | 58.16K | $601,904 | +2 | — |
| # | Manager | Shares | Δ shares | Value | Their weight | Held | ||
|---|---|---|---|---|---|---|---|---|
| 1 | Corient Private Wealth LP | 765.73K | — | $7.91M | 0.0% | n/c | 1 | SEC ↗ |
| 2 | Corient Private Wealth LP | 765.73K | — | $7.91M | 0.0% | n/c | 1 | SEC ↗ |
| 3 | MIRAE ASSET GLOBAL ETFS HOLDINGS… | 190.66K | — | $1.97M | 0.0% | n/c | 1 | SEC ↗ |
| 4 | BlackRock ✦ (passive) | 138.48K | New | $1.43M | 0.0% | New | 1 | SEC ↗ |
| 5 | Brown Advisory Inc | 51.54K | — | $532,450 | 0.0% | n/c | 1 | SEC ↗ |
| 6 | Millennium Management ✦ | 46.41K | -4.4% | $479,415 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 7 | Tidal Investments LLC | 39.00K | — | $402,880 | 0.0% | n/c | 1 | SEC ↗ |
| 8 | Citadel Advisors ✦ | 32.78K | +106.4% | $338,659 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 9 | HighTower Advisors, LLC | 21.40K | — | $221,095 | 0.0% | n/c | 1 | SEC ↗ |
| 10 | Northwestern Mutual Wealth… | 6.15K | — | $63,488 | 0.0% | n/c | 1 | SEC ↗ |
| 11 | Rockefeller Capital Management L.P. | 3.00K | — | $30,990 | 0.0% | n/c | 1 | SEC ↗ |
| 12 | Royal Bank Of Canada | 194 | — | $2,000 | 0.0% | n/c | 1 | SEC ↗ |
| 13 | UBS Group AG | 32 | — | $331 | 0.0% | n/c | 1 | SEC ↗ |
| 14 | Morgan Stanley ✦ | 2 | 0.0% | $26 | 0.0% | Held | 2 | SEC ↗ |
“Their weight” = the position's share of that manager's reported 13F equity value — the conviction measure. ✦ = curated manager.
New buyers
| BlackRock | $1.43M | 0.0% |
Exited
| No tracked exits this quarter. |
Full-market context: across ALL 13F filers (SEC structured data, Q1 2026): 41 holders, 3.50M shares, $31.12M reported. This is a different, older period than the tracked-universe figures above and the two are never mixed.
What else this security's tracked holders most often hold — shared-ownership counts, not fundamental relationships.
Open-market purchases (P)
Officer, Director · Co-Chief Investment… · 1.52K sh @ 10.11 · $15,366
Officer, Director · Co-Chief Investment… · 195 sh @ 9.95 · $1,940
Officer, Director · Co-Chief Investment… · 7.50K sh @ 9.70 · $72,784
Officer, Director · Co-Chief Investment… · 8.20K sh @ 9.57 · $78,474
Officer, Director · Co-Chief Investment… · 17.58K sh @ 9.54 · $167,751
10% owner · 60.00K sh @ 9.44 · $566,400
Officer · Secretary; Co-CIO · 4.00K sh @ 9.60 · $38,400
Officer · Chief Accounting… · 200 sh @ 9.55 · $1,910
Officer, Director · Co-Chief Investment… · 18.30K sh @ 9.54 · $174,582
Open-market sales (S)
No open-market insider sales in our coverage window.
Awards, exercises and tax withholding are never counted as buys or sales here. Methodology