Security record · archived quarter
LOMA
name pending profile ingest
20Tracked holders
0Δ holders
8.53MShares held
$97.61MReported value
+3New positions
−3Exits
Momentum inputs (comparable managers): holder breadth 0.0% · share flow -0.9% · net new positions 0.0% — formula
All ownership figures: tracked 13F managers only, common-stock positions, reporting period Q2 2026
Ownership over time
| Quarter | Holders | Δ | Shares | Reported value | New | Exits |
|---|---|---|---|---|---|---|
| Q2 2026 | 20 | 0 | 8.53M | $97.61M | +3 | −3 |
| Q1 2026 | 20 | -1 | 8.60M | $95.38M | +1 | −2 |
| Q4 2025 | 21 | -5 | 8.38M | $108.49M | — | −5 |
| Q3 2025 | 10 | 0 | 2.90M | $21.40M | — | — |
| Q2 2025 | 7 | 0 | 1.31M | $14.33M | — | — |
| Q1 2025 | 7 | +2 | 1.61M | $17.70M | +2 | — |
| Q4 2024 | 5 | +1 | 2.14M | $25.58M | +1 | — |
| Q3 2024 | 4 | -2 | 324.46K | $2.62M | — | −2 |
| Q2 2024 | 6 | — | 1.17M | $7.93M | — | — |
Who holds it · Q2 2026
| # | Manager | Shares | Δ shares | Value | Their weight | Held | ||
|---|---|---|---|---|---|---|---|---|
| 1 | Capital International Investors | 4.67M | -0.2% | $53.52M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 2 | MIRAE ASSET GLOBAL ETFS HOLDINGS… | 1.38M | +9.5% | $15.84M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 3 | Aberdeen Group plc | 925.59K | +1.3% | $10.60M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 4 | Aberdeen Group plc | 925.59K | +1.3% | $10.60M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 5 | Morgan Stanley ✦ | 370.75K | -30.1% | $4.25M | 0.0% | ▼ Trim | 4 | SEC ↗ |
| 6 | Morgan Stanley ✦ | 370.75K | -30.1% | $4.25M | 0.0% | ▼ Trim | 4 | SEC ↗ |
| 7 | Morgan Stanley ✦ | 370.75K | -30.1% | $4.25M | 0.0% | ▼ Trim | 4 | SEC ↗ |
| 8 | Morgan Stanley ✦ | 370.75K | -30.1% | $4.25M | 0.0% | ▼ Trim | 4 | SEC ↗ |
| 9 | Morgan Stanley ✦ | 370.75K | -30.1% | $4.25M | 0.0% | ▼ Trim | 4 | SEC ↗ |
| 10 | Morgan Stanley ✦ | 370.75K | -30.1% | $4.25M | 0.0% | ▼ Trim | 4 | SEC ↗ |
| 11 | Morgan Stanley ✦ | 370.75K | -30.1% | $4.25M | 0.0% | ▼ Trim | 4 | SEC ↗ |
| 12 | UBS Group AG | 296.38K | -13.4% | $3.39M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 13 | UBS Group AG | 296.38K | -13.4% | $3.39M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 14 | UBS Group AG | 296.38K | -13.4% | $3.39M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 15 | Citigroup Inc | 262.57K | +8.5% | $3.01M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 16 | Goldman Sachs Group ✦ | 157.97K | -3.6% | $1.81M | 0.0% | ▼ Trim | 4 | SEC ↗ |
| 17 | Balyasny Asset Management L.P. | 133.86K | +1.6% | $1.53M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 18 | Citadel Advisors ✦ | 126.13K | +299.3% | $1.44M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 19 | Citadel Advisors ✦ | 126.13K | +299.3% | $1.44M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 20 | Millennium Management ✦ | 41.88K | New | $479,526 | 0.0% | New | 1 | SEC ↗ |
| 21 | Hrt Financial Lp | 40.48K | New | $463,000 | 0.0% | New | 1 | SEC ↗ |
| 22 | D. E. Shaw & Co. ✦ | 26.65K | -73.3% | $305,188 | 0.0% | ▼ Trim | 9 | SEC ↗ |
| 23 | Russell Investments Group, Ltd. | 25.19K | -0.7% | $288,459 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 24 | Russell Investments Group, Ltd. | 25.19K | -0.7% | $288,459 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 25 | JPMorgan Chase ✦ | 20.14K | +126.3% | $232,675 | 0.0% | ▲ Add | 4 | SEC ↗ |
| 26 | Truist Financial Corp | 14.55K | 0.0% | $166,575 | 0.0% | Held | 3 | SEC ↗ |
| 27 | Bank Of America Corp /De/ | 12.01K | 0.0% | $137,526 | 0.0% | Held | 3 | SEC ↗ |
| 28 | Bnp Paribas Financial Markets | 11.78K | New | $134,915 | 0.0% | New | 1 | SEC ↗ |
| 29 | Wells Fargo & Company/Mn | 1.09K | +7.9% | $12,469 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 30 | Osaic Holdings, Inc. | 107 | -18.3% | $1,233 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 31 | Pnc Financial Services Group, Inc. | 99 | +102.0% | $1,134 | 0.0% | ▲ Add | 3 | SEC ↗ |
“Their weight” = the position's share of that manager's reported 13F equity value — the conviction measure. ✦ = curated manager.
New buyers
| Millennium Management | $479,526 | 0.0% |
| Hrt Financial Lp | $463,000 | 0.0% |
| Bnp Paribas Financial Markets | $134,915 | 0.0% |
Exited
| Dodge & Cox | $800,498 | was 0.0% |
| State Of Wisconsin Investment… | $416,463 | was 0.0% |
| Susquehanna International… | $288,728 | was 0.0% |
Full-market context: across ALL 13F filers (SEC structured data, Q1 2026): 59 holders, 21.84M shares, $241.37M 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: Q2 2026 ·
Methodology ·
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