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Security record · archived quarter

LSF

name pending profile ingest

Q2 2026 Q1 2026 Q4 2025 Q3 2025 Q2 2025 Q1 2025 Q4 2024 Q3 2024
20Tracked holders
0Δ holders
1.14MShares held
$2.45MReported value
+3New positions
−3Exits
Stable How these are computed → Explain this at the Research Desk →

Momentum inputs (comparable managers): holder breadth 0.0% · share flow +4.1% · net new positions 0.0%formula

All ownership figures: tracked 13F managers only, common-stock positions, reporting period Q1 2026

Ownership over time
QuarterHoldersΔSharesReported valueNewExits
Q2 2026 24 +4 1.27M $5.96M +5 −1
Q1 2026 20 0 1.14M $2.45M +3 −3
Q4 2025 20 -2 1.14M $2.54M −2
Q3 2025 10 -1 808.39K $4.51M −1
Q2 2025 8 0 892.82K $5.62M
Q1 2025 6 -1 727.01K $4.47M −1
Q4 2024 7 +2 726.29K $5.72M +2
Q3 2024 4 -1 421.03K $2.09M −1
Q2 2024 5 495.35K $2.78M
Holder count
Who holds it · Q1 2026
#ManagerSharesΔ sharesValueTheir weightHeld
1 Osaic Holdings, Inc. 331.37K +77.7% $712,434 0.0% ▲ Add 2 SEC ↗
2 Vanguard Capital Management Llc 210.41K $452,392 0.0% n/c 1 SEC ↗
3 Renaissance Technologies 132.90K -39.2% $285,735 0.0% ▼ Trim 8 SEC ↗
4 Geode Capital Management (passive) 99.65K +15.8% $214,317 0.0% ▲ Add 8 SEC ↗
5 Geode Capital Management (passive) 99.65K +15.8% $214,317 0.0% ▲ Add 8 SEC ↗
6 BlackRock (passive) 94.21K +2.1% $202,559 0.0% ▲ Add 4 SEC ↗
7 BlackRock (passive) 94.21K +2.1% $202,559 0.0% ▲ Add 4 SEC ↗
8 BlackRock (passive) 94.21K +2.1% $202,559 0.0% ▲ Add 4 SEC ↗
9 HighTower Advisors, LLC 70.43K -6.7% $151,416 0.0% ▼ Trim 2 SEC ↗
10 Creative Planning 34.64K 0.0% $74,480 0.0% Held 2 SEC ↗
11 State Street Global Advisors (passive) 34.25K 0.0% $73,629 0.0% Held 6 SEC ↗
12 Goldman Sachs Group 33.37K +4.5% $71,737 0.0% ▲ Add 3 SEC ↗
13 Dimensional Fund Advisors Lp 27.52K -5.4% $59,178 0.0% ▼ Trim 2 SEC ↗
14 Dimensional Fund Advisors Lp 27.52K -5.4% $59,178 0.0% ▼ Trim 2 SEC ↗
15 Northern Trust Corp 20.78K -29.9% $44,679 0.0% ▼ Trim 2 SEC ↗
16 Commonwealth Equity Services, Llc 20.73K New $44,580 0.0% New 1 SEC ↗
17 Citadel Advisors 20.37K New $43,802 0.0% New 1 SEC ↗
18 UBS Group AG 5.22K -37.8% $11,230 0.0% ▼ Trim 2 SEC ↗
19 UBS Group AG 5.22K -37.8% $11,230 0.0% ▼ Trim 2 SEC ↗
20 Jones Financial Companies Lllp 3.07K New $6,302 0.0% New 1 SEC ↗
21 Morgan Stanley 801 0.0% $1,722 0.0% Held 3 SEC ↗
22 Morgan Stanley 801 0.0% $1,722 0.0% Held 3 SEC ↗
23 Morgan Stanley 801 0.0% $1,722 0.0% Held 3 SEC ↗
24 Wells Fargo & Company/Mn 200 0.0% $430 0.0% Held 2 SEC ↗
25 Bnp Paribas Financial Markets 52 0.0% $112 0.0% Held 2 SEC ↗
26 JPMorgan Chase 5 0.0% $11 0.0% Held 3 SEC ↗
27 Royal Bank Of Canada 127 +76.4% $0 0.0% ▲ Add 2 SEC ↗
28 Royal Bank Of Canada 127 +76.4% $0 0.0% ▲ Add 2 SEC ↗

“Their weight” = the position's share of that manager's reported 13F equity value — the conviction measure. ✦ = curated manager.

New buyers

Commonwealth Equity Services… $44,580 0.0%
Citadel Advisors $43,802 0.0%
Jones Financial Companies Lllp $6,302 0.0%

Exited

Jane Street Group, Llc $73,340 was 0.0%
Susquehanna International… $53,420 was 0.0%
Bank Of America Corp /De/ $18 was 0.0%

Full-market context: across ALL 13F filers (SEC structured data, Q1 2026): 36 holders, 1.81M shares, $3.89M 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