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Security record · archived quarter

MLR

name pending profile ingest

Q2 2026 Q1 2026 Q4 2025 Q3 2025 Q2 2025 Q1 2025 Q4 2024 Q3 2024
61Tracked holders
0Δ holders
8.02MShares held
$299.83MReported value
+0New positions
−0Exits
Stable 6 quarters of rising tracked shares ●●●●●● How these are computed → Explain this at the Research Desk →

Momentum inputs (comparable managers): holder breadth 0.0% · share flow -0.8% · net new positions 0.0% · formula

All ownership figures: tracked 13F managers only, common-stock positions, reporting period Q4 2025

Ownership over time
QuarterHoldersΔSharesReported valueNewExits
Q2 2026 64 -2 8.00M $409.07M +6 −7
Q1 2026 67 +6 7.65M $348.38M +7 −1
Q4 2025 61 0 8.02M $299.83M n/a n/a
Q3 2025 16 +3 4.40M $177.97M +3 n/a
Q2 2025 10 -3 3.86M $171.74M n/a −3
Q1 2025 10 +1 807.64K $34.22M +2 −1
Q4 2024 9 0 646.28K $42.25M n/a n/a
Q3 2024 8 -1 501.67K $30.61M +1 −2
Q2 2024 9 n/a 437.03K $24.05M n/a n/a
Holder count
Who holds it · Q4 2025
#ManagerSharesΔ sharesValueTheir weightHeld
1 Fidelity (FMR) ✦ 1.31M +3.7% $48.77M 0.0% ▲ Add 3 SEC ↗ ×5
2 Neuberger Berman Group LLC 1.08M n/a $40.23M 0.0% n/c 1 SEC ↗
3 BlackRock ✦ (passive) 880.42K -9.9% $32.90M 0.0% ▼ Trim 3 SEC ↗ ×7
4 Dimensional Fund Advisors Lp 698.56K n/a $26.11M 0.0% n/c 1 SEC ↗ ×4
5 The Vanguard Group ✦ (passive) 642.63K -2.1% $24.02M 0.0% ▼ Trim 3 SEC ↗ ×3
6 Hotchkis & Wiley Capital Management… 552.24K n/a $20.64M 0.1% n/c 1 SEC ↗
7 Goldman Sachs Group ✦ 299.26K -24.3% $11.18M 0.0% ▼ Trim 2 SEC ↗ ×2
8 Geode Capital Management ✦ (passive) 268.17K -0.8% $10.02M 0.0% ▼ Trim 7 SEC ↗ ×2
9 Morgan Stanley ✦ 235.56K -10.7% $8.80M 0.0% ▼ Trim 2 SEC ↗ ×7
10 State Street Global Advisors ✦ (passive) 233.11K -5.8% $8.71M 0.0% ▼ Trim 5 SEC ↗
11 Charles Schwab Investment… 205.37K n/a $7.67M 0.0% n/c 1 SEC ↗
12 Millennium Management ✦ 157.02K +61.8% $5.87M 0.0% ▲ Add 7 SEC ↗
13 Qube Research & Technologies Ltd 118.64K n/a $4.43M 0.0% n/c 1 SEC ↗
14 Bank of New York Mellon Corp 111.82K n/a $4.18M 0.0% n/c 1 SEC ↗ ×3
15 Northern Trust Corp 88.33K n/a $3.30M 0.0% n/c 1 SEC ↗ ×3
16 Citigroup Inc 85.22K n/a $3.18M 0.0% n/c 1 SEC ↗ ×3
17 Citadel Advisors ✦ 81.32K +731.6% $3.04M 0.0% ▲ Add 7 SEC ↗ ×2
18 Allspring Global Investments… 78.41K n/a $2.94M 0.0% n/c 1 SEC ↗ ×2
19 D. E. Shaw & Co. ✦ 77.91K +33.2% $2.91M 0.0% ▲ Add 4 SEC ↗
20 Jane Street Group, Llc 61.10K n/a $2.28M 0.0% n/c 1 SEC ↗ ×3
21 Bank Of America Corp /De/ 54.75K n/a $2.05M 0.0% n/c 1 SEC ↗ ×3
22 Squarepoint Ops LLC 49.84K n/a $1.86M 0.0% n/c 1 SEC ↗
23 Renaissance Technologies ✦ 47.69K +109.2% $1.78M 0.0% ▲ Add 2 SEC ↗
24 Hrt Financial Lp 47.38K n/a $1.77M 0.0% n/c 1 SEC ↗
25 Tudor Investment Corp Et Al 46.45K n/a $1.74M 0.0% n/c 1 SEC ↗
26 American Century Companies Inc 43.80K n/a $1.64M 0.0% n/c 1 SEC ↗
27 Victory Capital Management Inc 36.92K n/a $1.38M 0.0% n/c 1 SEC ↗
28 Two Sigma Investments ✦ 36.40K +16.1% $1.36M 0.0% ▲ Add 7 SEC ↗
29 Barclays Plc 34.22K n/a $1.28M 0.0% n/c 1 SEC ↗ ×2
30 Ameriprise Financial Inc 30.98K n/a $1.16M 0.0% n/c 1 SEC ↗
31 Wells Fargo & Company/Mn 30.70K n/a $1.15M 0.0% n/c 1 SEC ↗ ×3
32 Nuveen, LLC 27.40K n/a $1.02M 0.0% n/c 1 SEC ↗ ×2
33 AQR Capital Management ✦ 27.17K +13.8% $1.02M 0.0% ▲ Add 2 SEC ↗ ×5
34 Quantinno Capital Management LP 26.15K n/a $977,344 0.0% n/c 1 SEC ↗
35 JPMorgan Chase ✦ 24.86K -65.2% $928,981 0.0% ▼ Trim 2 SEC ↗ ×5
36 UBS Group AG 23.81K n/a $889,667 0.0% n/c 1 SEC ↗ ×3
37 State Of Wisconsin Investment Board 21.75K n/a $812,910 0.0% n/c 1 SEC ↗
38 Invesco Ltd. 21.11K n/a $788,918 0.0% n/c 1 SEC ↗ ×4
39 Sei Investments Co 20.78K n/a $776,547 0.0% n/c 1 SEC ↗ ×2
40 Point72 Asset Management ✦ 15.13K +17.5% $565,445 0.0% ▲ Add 2 SEC ↗
41 Rhumbline Advisers 14.57K n/a $544,586 0.0% n/c 1 SEC ↗
42 Pnc Financial Services Group, Inc. 12.10K n/a $452,178 0.0% n/c 1 SEC ↗ ×2
43 Alliancebernstein L.P. 10.41K n/a $389,022 0.0% n/c 1 SEC ↗
44 Us Bancorp \De\ 10.01K n/a $374,036 0.0% n/c 1 SEC ↗
45 Osaic Holdings, Inc. 7.98K n/a $298,119 0.0% n/c 1 SEC ↗ ×2
46 Deutsche Bank Ag\ 7.54K n/a $281,732 0.0% n/c 1 SEC ↗
47 T. Rowe Price ✦ 6.64K +13.1% $249,000 0.0% ▲ Add 6 SEC ↗
48 Susquehanna International Group, Llp 6.24K n/a $233,077 0.0% n/c 1 SEC ↗
49 MIRAE ASSET GLOBAL ETFS HOLDINGS… 5.12K n/a $191,148 0.0% n/c 1 SEC ↗
50 Bnp Paribas Financial Markets 4.24K n/a $158,561 0.0% n/c 1 SEC ↗
51 New York State Common Retirement… 4.09K n/a $152,993 0.0% n/c 1 SEC ↗
52 Russell Investments Group, Ltd. 4.01K n/a $150,039 0.0% n/c 1 SEC ↗ ×4
53 Legal & General Group Plc 1.88K n/a $70,144 0.0% n/c 1 SEC ↗ ×2
54 Cwm, Llc 1.07K n/a $40,000 0.0% n/c 1 SEC ↗
55 Rockefeller Capital Management L.P. 1.01K n/a $37,931 0.0% n/c 1 SEC ↗
56 Royal Bank Of Canada 895 n/a $33,000 0.0% n/c 1 SEC ↗ ×3
57 California State Teachers… 680 n/a $25,412 0.0% n/c 1 SEC ↗
58 Jones Financial Companies Lllp 401 n/a $14,967 0.0% n/c 1 SEC ↗
59 TD Waterhouse Canada Inc. 150 n/a $5,606 0.0% n/c 1 SEC ↗
60 Optiver Holding B.V. 60 n/a $2,242 0.0% n/c 1 SEC ↗
61 Assetmark, Inc 35 n/a $1,308 0.0% n/c 1 SEC ↗

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

New buyers

No new tracked buyers this quarter.

Exited

No tracked exits this quarter.

Full-market context: across ALL 13F filers (SEC structured data, Q1 2026): 150 holders, 10.13M shares, $457.91M 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: Q4 2025 · Methodology · Get this via the API