★
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

OFRM

name pending profile ingest

Q2 2026 Q1 2026
45Tracked holders
+3Δ holders
12.42MShares held
$247.93MReported value
+13New positions
−9Exits
Rising How these are computed → Explain this at the Research Desk →

Momentum inputs (comparable managers): holder breadth +7.1% · share flow +6.3% · net new positions +8.9% — formula
Broad accumulation — rising shares across more holders

All ownership figures: tracked 13F managers only, common-stock positions, reporting period Q2 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 —
Holder count
Who holds it · Q2 2026
#ManagerSharesΔ sharesValueTheir weightHeld
1 Millennium Management ✦ 2.06M +58.1% $42.12M 0.0% ▲ Add 2 SEC ↗
2 Bamco Inc /Ny/ 1.75M +0.2% $35.90M 0.1% ▲ Add 2 SEC ↗
3 Fidelity (FMR) ✦ 1.27M -1.6% $25.93M 0.0% ▼ Trim 2 SEC ↗
4 Alliancebernstein L.P. 1.56M +21.9% $25.46M 0.0% ▲ Add 2 SEC ↗
5 BlackRock ✦ (passive) 859.18K +225.9% $17.60M 0.0% ▲ Add 2 SEC ↗ ×5
6 Massachusetts Financial Services Co… 717.59K -0.7% $14.70M 0.0% ▼ Trim 2 SEC ↗ ×2
7 Federated Hermes, Inc. 600.00K 0.0% $12.29M 0.0% Held 2 SEC ↗
8 Alyeska Investment Group, L.P. 500.00K 0.0% $10.24M 0.0% Held 2 SEC ↗
9 Vanguard Capital Management Llc 466.43K +2.1% $9.55M 0.0% ▲ Add 2 SEC ↗
10 Nuveen, LLC 335.62K New $6.87M 0.0% New 1 SEC ↗ ×2
11 UBS Group AG 327.37K +13.3% $6.70M 0.0% ▲ Add 2 SEC ↗ ×3
12 Norges Bank ✦ (passive) 325.00K New $6.66M 0.0% New 1 SEC ↗
13 Geode Capital Management ✦ (passive) 302.54K +145.2% $6.20M 0.0% ▲ Add 2 SEC ↗ ×2
14 State Street Global Advisors ✦ (passive) 165.78K +285.5% $3.40M 0.0% ▲ Add 2 SEC ↗
15 State Of Wisconsin Investment Board 152.33K +4.8% $3.12M 0.0% ▲ Add 2 SEC ↗
16 Lazard Asset Management Llc 125.39K -48.1% $2.57M 0.0% ▼ Trim 2 SEC ↗
17 Sei Investments Co 110.71K +1.3% $2.27M 0.0% ▲ Add 2 SEC ↗
18 New York State Common Retirement… 109.00K +219.9% $2.23M 0.0% ▲ Add 2 SEC ↗
19 Tudor Investment Corp Et Al 104.30K New $2.14M 0.0% New 1 SEC ↗
20 Deutsche Bank Ag\ 102.99K +3.0% $2.11M 0.0% ▲ Add 2 SEC ↗ ×2
21 Charles Schwab Investment… 100.39K +44.2% $2.06M 0.0% ▲ Add 2 SEC ↗
22 Northern Trust Corp 100.18K +313.0% $2.05M 0.0% ▲ Add 2 SEC ↗ ×2
23 Bank of New York Mellon Corp 38.12K New $780,805 0.0% New 1 SEC ↗ ×4
24 Susquehanna International Group, Llp 35.09K New $718,602 0.0% New 1 SEC ↗
25 Blair William & Co/Il 26.64K New $545,608 0.0% New 1 SEC ↗
26 Balyasny Asset Management L.P. 25.64K -92.9% $525,005 0.0% ▼ Trim 2 SEC ↗
27 Stifel Financial Corp 21.92K +36.7% $448,984 0.0% ▲ Add 2 SEC ↗
28 Morgan Stanley ✦ 16.30K +3.8% $333,927 0.0% ▲ Add 2 SEC ↗ ×6
29 Royal Bank Of Canada 15.06K +3.5% $309,000 0.0% ▲ Add 2 SEC ↗ ×2
30 Rhumbline Advisers 14.26K New $292,062 0.0% New 1 SEC ↗
31 Wells Fargo & Company/Mn 12.38K +1202.8% $253,481 0.0% ▲ Add 2 SEC ↗ ×3
32 Universal- Beteiligungs- und… 11.53K -34.9% $236,175 0.0% ▼ Trim 2 SEC ↗
33 Citigroup Inc 11.31K New $231,608 0.0% New 1 SEC ↗ ×2
34 T. Rowe Price ✦ 10.81K New $222,000 0.0% New 1 SEC ↗
35 Bank Of America Corp /De/ 9.98K -86.1% $204,309 0.0% ▼ Trim 2 SEC ↗
36 Simplex Trading, Llc 9.75K +13.7% $199,618 0.0% ▲ Add 2 SEC ↗
37 MIRAE ASSET GLOBAL ETFS HOLDINGS… 5.96K New $122,061 0.0% New 1 SEC ↗
38 JPMorgan Chase ✦ 5.39K New $110,367 0.0% New 1 SEC ↗
39 Barclays Plc 4.01K +2021.7% $82,124 0.0% ▲ Add 2 SEC ↗ ×2
40 Bnp Paribas Financial Markets 2.50K New $51,200 0.0% New 1 SEC ↗
41 Russell Investments Group, Ltd. 2.40K New $49,191 0.0% New 1 SEC ↗ ×3
42 Legal & General Group Plc 1.26K +26.0% $25,805 0.0% ▲ Add 2 SEC ↗
43 Jones Financial Companies Lllp 947 -74.4% $20,152 0.0% ▼ Trim 2 SEC ↗
44 Osaic Holdings, Inc. 620 -11.4% $12,697 0.0% ▼ Trim 2 SEC ↗
45 Pnc Financial Services Group, Inc. 600 -2.8% $12,288 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

Nuveen, LLC $6.87M 0.0%
Norges Bank $6.66M 0.0%
Tudor Investment Corp Et Al $2.14M 0.0%
Bank of New York Mellon Corp $780,805 0.0%
Susquehanna International… $718,602 0.0%
Blair William & Co/Il $545,608 0.0%
Rhumbline Advisers $292,062 0.0%
Citigroup Inc $231,608 0.0%
T. Rowe Price $222,000 0.0%
MIRAE ASSET GLOBAL ETFS… $122,061 0.0%
JPMorgan Chase $110,367 0.0%
Bnp Paribas Financial Markets $51,200 0.0%

Exited

Manufacturers Life Insurance… $7.96M was 0.0%
Citadel Advisors $7.09M was 0.0%
Marshall Wace $3.66M was 0.0%
Soros Fund Management $2.45M was 0.0%
Squarepoint Ops LLC $1.69M was 0.0%
Goldman Sachs Group $996,304 was 0.0%
D. E. Shaw & Co. $408,750 was 0.0%
Raymond James Financial Inc $327,115 was 0.0%
TD Waterhouse Canada Inc. $11,103 was 0.0%

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 Curtis Cassandra Nicole

Officer, Director · 75 sh · $1,351

Aug 10 Folena Chris

Officer · 724 sh · $13,039

Aug 10 Waldman Lawrence Steven

Officer · 1.21K sh · $21,720

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: Q2 2026 · Methodology · Get this via the API