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Security record · archived quarter

MFIN

name pending profile ingest

Q2 2026 Q1 2026 Q4 2025 Q3 2025 Q2 2025 Q1 2025 Q4 2024 Q3 2024
48Tracked holders
-1Δ holders
5.07MShares held
$43.39MReported value
+2New positions
−3Exits
Stable 6 quarters of rising tracked shares ●●●●●● How these are computed → Explain this at the Research Desk →

Momentum inputs (comparable managers): holder breadth -2.0% · share flow +5.1% · net new positions -2.1% — formula
Concentrated accumulation — rising shares among fewer holders

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

Ownership over time
QuarterHoldersΔSharesReported valueNewExits
Q2 2026 47 +1 4.89M $49.89M +4 −3
Q1 2026 48 -1 5.07M $43.39M +2 −3
Q4 2025 49 0 5.04M $51.89M — —
Q3 2025 13 0 3.47M $35.07M — —
Q2 2025 10 -1 3.38M $32.17M — −1
Q1 2025 8 +1 1.13M $9.81M +1 —
Q4 2024 7 0 1.10M $10.32M +1 −1
Q3 2024 6 -1 818.29K $6.66M — −1
Q2 2024 7 — 947.94K $7.28M — —
Holder count
Who holds it · Q1 2026
#ManagerSharesΔ sharesValueTheir weightHeld
1 BlackRock ✦ (passive) 1.11M -1.9% $9.48M 0.0% ▼ Trim 4 SEC ↗ ×6
2 Vanguard Capital Management Llc 848.64K — $7.26M 0.0% n/c 1 SEC ↗
3 Sei Investments Co 490.97K +124.0% $4.20M 0.0% ▲ Add 2 SEC ↗ ×2
4 Geode Capital Management ✦ (passive) 413.18K +1.6% $3.54M 0.0% ▲ Add 8 SEC ↗ ×2
5 State Street Global Advisors ✦ (passive) 248.51K +2.0% $2.13M 0.0% ▲ Add 6 SEC ↗
6 American Century Companies Inc 214.57K -0.7% $1.84M 0.0% ▼ Trim 2 SEC ↗
7 Connor, Clark & Lunn Investment… 212.82K -4.0% $1.82M 0.0% ▼ Trim 2 SEC ↗
8 Goldman Sachs Group ✦ 187.15K +44.0% $1.60M 0.0% ▲ Add 3 SEC ↗ ×3
9 GAMCO Investors ✦ 158.00K 0.0% $1.35M 0.0% Held 8 SEC ↗
10 Stifel Financial Corp 155.74K -3.7% $1.33M 0.0% ▼ Trim 2 SEC ↗ ×2
11 Northern Trust Corp 123.11K +5.7% $1.05M 0.0% ▲ Add 2 SEC ↗ ×3
12 Arrowstreet Capital ✦ 118.32K 0.0% $1.01M 0.0% Held 6 SEC ↗
13 Bank of New York Mellon Corp 107.43K -15.3% $919,586 0.0% ▼ Trim 2 SEC ↗ ×4
14 Two Sigma Investments ✦ 98.75K +153.9% $845,317 0.0% ▲ Add 8 SEC ↗
15 Squarepoint Ops LLC 68.59K +30.6% $587,105 0.0% ▲ Add 2 SEC ↗
16 Morgan Stanley ✦ 63.98K -2.2% $547,709 0.0% ▼ Trim 3 SEC ↗ ×7
17 Mariner, LLC 59.45K -17.2% $508,882 0.0% ▼ Trim 2 SEC ↗
18 Marshall Wace ✦ 49.18K +21.0% $421,014 0.0% ▲ Add 8 SEC ↗ ×2
19 Charles Schwab Investment… 43.31K -8.5% $370,759 0.0% ▼ Trim 2 SEC ↗
20 Raymond James Financial Inc 29.62K 0.0% $253,590 0.0% Held 2 SEC ↗ ×2
21 Hsbc Holdings Plc 24.04K -45.3% $208,934 0.0% ▼ Trim 2 SEC ↗
22 JPMorgan Chase ✦ 23.52K -40.0% $199,013 0.0% ▼ Trim 3 SEC ↗ ×2
23 Millennium Management ✦ 22.14K -46.2% $189,510 0.0% ▼ Trim 8 SEC ↗
24 Rhumbline Advisers 21.92K -0.9% $187,662 0.0% ▼ Trim 2 SEC ↗
25 Bank Of America Corp /De/ 21.88K -32.4% $187,310 0.0% ▼ Trim 2 SEC ↗
26 Invesco Ltd. 21.27K -6.1% $182,097 0.0% ▼ Trim 2 SEC ↗ ×3
27 Nuveen, LLC 18.78K 0.0% $160,765 0.0% Held 2 SEC ↗
28 Deutsche Bank Ag\ 18.28K 0.0% $156,502 0.0% Held 2 SEC ↗
29 Barclays Plc 15.38K -59.2% $131,628 0.0% ▼ Trim 2 SEC ↗ ×2
30 Jane Street Group, Llc 13.91K -19.3% $119,070 0.0% ▼ Trim 2 SEC ↗
31 T. Rowe Price ✦ 13.12K New $113,000 0.0% New 1 SEC ↗
32 UBS Group AG 8.80K -45.4% $75,345 0.0% ▼ Trim 2 SEC ↗ ×2
33 Osaic Holdings, Inc. 8.00K 0.0% $68,480 0.0% Held 2 SEC ↗
34 MIRAE ASSET GLOBAL ETFS HOLDINGS… 7.75K +2.2% $66,349 0.0% ▲ Add 2 SEC ↗
35 Wells Fargo & Company/Mn 6.85K -63.8% $58,606 0.0% ▼ Trim 2 SEC ↗ ×3
36 UBS AM, a distinct business unit of… 6.82K +437.9% $58,388 0.0% ▲ Add 2 SEC ↗
37 Bnp Paribas Financial Markets 4.58K +7.7% $39,213 0.0% ▲ Add 2 SEC ↗
38 Russell Investments Group, Ltd. 2.65K +12.6% $22,695 0.0% ▲ Add 2 SEC ↗ ×2
39 New York State Common Retirement… 2.10K 0.0% $17,976 0.0% Held 2 SEC ↗
40 Legal & General Group Plc 1.57K 0.0% $13,405 0.0% Held 2 SEC ↗
41 Citigroup Inc 1.54K +316.8% $13,165 0.0% ▲ Add 2 SEC ↗ ×2
42 Fidelity (FMR) ✦ 1.41K +70.5% $12,044 0.0% ▲ Add 4 SEC ↗
43 Pnc Financial Services Group, Inc. 1.39K +375.0% $11,873 0.0% ▲ Add 2 SEC ↗
44 California State Teachers… 880 -11.7% $7,533 0.0% ▼ Trim 2 SEC ↗
45 Cwm, Llc 291 +38.6% $2,491 0.0% ▲ Add 2 SEC ↗
46 Fifth Third Bancorp 200 New $1,712 0.0% New 1 SEC ↗
47 Optiver Holding B.V. 186 -46.2% $1,592 0.0% ▼ Trim 2 SEC ↗
48 Royal Bank Of Canada 45 -92.4% $0 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

T. Rowe Price $113,000 0.0%
Fifth Third Bancorp $1,712 0.0%

Exited

Creative Planning $114,588 was 0.0%
Group One Trading Llc $48,898 was 0.0%
Simplex Trading, Llc $18,130 was 0.0%

Full-market context: across ALL 13F filers (SEC structured data, Q1 2026): 94 holders, 7.94M shares, $58.28M 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