★
Trade Filings
Managers Stocks Filings Superinvestors
Signals Institutional Buying Institutional Selling Insider Activity 13D & 13G Watch Sector Rotation
Tools Stock Screener Manager Screener Compare Managers Consensus Baskets All Research Tools Data API
Learn & AI Learn Ask the Data AI Agents
News ★ Saved
About About us Methodology Contact Disclaimer
Reader
DATA PLANS

Historical data downloads: coming with accounts.

API GATEWAY

Free read-only JSON access to the site's cached data.

Dark mode

Guided View
New to markets (prices, yields, YTD, market cap)? We explain every term as you browse, in plain English. Same data, with the help built in.

Expert View
You already know the market. Just the data: clean, fast and compact, with no extra explanations. This is the default view.

Interface language
Security record · archived quarter

OFRM

name pending profile ingest

Q2 2026 Q1 2026
43Tracked holders
+42Δ holders
11.80MShares held
$192.94MReported value
+42New positions
−0Exits
Strongly Rising How these are computed → Explain this at the Research Desk →

Momentum inputs (comparable managers): holder breadth +30.0% · share flow +30.0% · net new positions +20.0% · formula
Broad accumulation: rising shares across more holders

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

Ownership over time
QuarterHoldersΔSharesReported valueNewExits
Q2 2026 45 +3 12.42M $247.93M +13 −9
Q1 2026 43 +42 11.80M $192.94M +42 n/a
Holder count
Who holds it · Q1 2026
#ManagerSharesΔ sharesValueTheir weightHeld
1 Bamco Inc /Ny/ 1.75M New $28.61M 0.1% New 1 SEC ↗
2 Millennium Management ✦ 1.30M New $21.26M 0.0% New 1 SEC ↗
3 Fidelity (FMR) ✦ 1.29M New $21.03M 0.0% New 1 SEC ↗ ×2
4 Alliancebernstein L.P. 1.28M New $20.89M 0.0% New 1 SEC ↗
5 Massachusetts Financial Services Co… 722.58K New $11.81M 0.0% New 1 SEC ↗ ×2
6 Federated Hermes, Inc. 600.00K New $9.81M 0.0% New 1 SEC ↗
7 Alyeska Investment Group, L.P. 500.00K New $8.18M 0.0% New 1 SEC ↗
8 Manufacturers Life Insurance… 486.64K New $7.96M 0.0% New 1 SEC ↗
9 Vanguard Capital Management Llc 456.90K n/a $7.47M 0.0% n/c 1 SEC ↗
10 Janus Henderson Group Plc 446.00K New $7.29M 0.0% New 1 SEC ↗
11 Citadel Advisors ✦ 433.89K New $7.09M 0.0% New 1 SEC ↗
12 Balyasny Asset Management L.P. 361.64K New $5.91M 0.0% New 1 SEC ↗
13 UBS Group AG 288.87K New $4.72M 0.0% New 1 SEC ↗ ×3
14 BlackRock ✦ (passive) 263.61K New $4.31M 0.0% New 1 SEC ↗ ×4
15 Lazard Asset Management Llc 241.65K New $3.95M 0.0% New 1 SEC ↗
16 Marshall Wace ✦ 223.93K New $3.66M 0.0% New 1 SEC ↗ ×3
17 Soros Fund Management ✦ 150.00K New $2.45M 0.0% New 1 SEC ↗
18 State Of Wisconsin Investment Board 145.40K New $2.38M 0.0% New 1 SEC ↗
19 Geode Capital Management ✦ (passive) 123.40K New $2.02M 0.0% New 1 SEC ↗ ×2
20 Sei Investments Co 109.26K New $1.79M 0.0% New 1 SEC ↗
21 Squarepoint Ops LLC 103.08K New $1.69M 0.0% New 1 SEC ↗
22 Deutsche Bank Ag\ 100.00K New $1.64M 0.0% New 1 SEC ↗
23 Bank Of America Corp /De/ 71.89K New $1.18M 0.0% New 1 SEC ↗ ×3
24 Charles Schwab Investment… 69.61K New $1.14M 0.0% New 1 SEC ↗
25 Goldman Sachs Group ✦ 60.94K New $996,304 0.0% New 1 SEC ↗
26 State Street Global Advisors ✦ (passive) 43.00K New $703,050 0.0% New 1 SEC ↗
27 New York State Common Retirement… 34.07K New $557,028 0.0% New 1 SEC ↗
28 D. E. Shaw & Co. ✦ 25.00K New $408,750 0.0% New 1 SEC ↗
29 Northern Trust Corp 24.25K New $396,553 0.0% New 1 SEC ↗
30 Raymond James Financial Inc 20.01K New $327,115 0.0% New 1 SEC ↗ ×2
31 Universal- Beteiligungs- und… 17.73K New $289,804 0.0% New 1 SEC ↗
32 Stifel Financial Corp 16.04K New $262,256 0.0% New 1 SEC ↗
33 Morgan Stanley ✦ 15.71K New $256,859 0.0% New 1 SEC ↗ ×3
34 Royal Bank Of Canada 14.55K New $238,000 0.0% New 1 SEC ↗ ×2
35 Simplex Trading, Llc 8.57K New $140,201 0.0% New 1 SEC ↗
36 Jones Financial Companies Lllp 3.70K New $56,401 0.0% New 1 SEC ↗
37 Legal & General Group Plc 1.00K New $16,273 0.0% New 1 SEC ↗
38 Wells Fargo & Company/Mn 950 New $15,533 0.0% New 1 SEC ↗ ×2
39 Osaic Holdings, Inc. 700 New $11,444 0.0% New 1 SEC ↗
40 TD Waterhouse Canada Inc. 704 New $11,103 0.0% New 1 SEC ↗
41 Pnc Financial Services Group, Inc. 617 New $10,088 0.0% New 1 SEC ↗ ×2
42 Barclays Plc 189 New $3,090 0.0% New 1 SEC ↗
43 Cwm, Llc 100 New $1,635 0.0% New 1 SEC ↗

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

New buyers

Exited

No tracked exits this quarter.

Full-market context: across ALL 13F filers (SEC structured data, Q1 2026): 93 holders, 16.76M shares, $274.02M 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.

Insider transactions

Open-market purchases (P)

No open-market insider purchases in our coverage window.

Open-market sales (S)

Sep 14 Curtis Cassandra Nicole

Officer, Director · 68 sh · $1,155

Sep 14 Folena Chris

Officer · 662 sh · $11,241

Sep 14 Waldman Lawrence Steven

Officer · 1.10K sh · $18,712

Aug 10 Folena Chris

Officer · 724 sh · $13,039

Aug 10 Waldman Lawrence Steven

Officer · 1.21K sh · $21,720

Aug 10 Curtis Cassandra Nicole

Officer, Director · 75 sh · $1,351

Awards, exercises and tax withholding are never counted as buys or sales here. Methodology

Beneficial ownership
Aug 12 SC 13G/A: WESTWOOD HOLDINGS GROUP INC

View original SEC filing ↗

Jun 11 SC 13G: INTEGRATED CORE STRATEGIES (US) LLC

View original SEC filing ↗

May 27 SC 13G: WESTWOOD HOLDINGS GROUP INC

View original SEC filing ↗

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