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Security record · archived quarter

OPAL

name pending profile ingest

Q2 2026 Q1 2026 Q4 2025 Q3 2025 Q2 2025 Q1 2025 Q4 2024 Q3 2024
40Tracked holders
+1Δ holders
10.62MShares held
$25.01MReported value
+1New positions
−0Exits
Rising 3 quarters of rising tracked shares ●●●○○○ How these are computed → Explain this at the Research Desk →

Momentum inputs (comparable managers): holder breadth +2.6% · share flow +2.4% · net new positions +2.5%formula
Broad accumulation — rising shares across more holders

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

Ownership over time
QuarterHoldersΔSharesReported valueNewExits
Q2 2026 40 -2 9.99M $21.97M +2 −4
Q1 2026 44 +4 8.77M $22.10M +6 −2
Q4 2025 40 +1 10.62M $25.01M +1
Q3 2025 11 0 3.63M $7.98M +1 −1
Q2 2025 8 0 3.12M $7.55M +1 −1
Q1 2025 5 -1 609.17K $1.12M −1
Q4 2024 6 +1 622.50K $2.11M +1
Q3 2024 4 -2 408.91K $1.49M −2
Q2 2024 6 538.62K $2.20M
Holder count
Who holds it · Q4 2025
#ManagerSharesΔ sharesValueTheir weightHeld
1 Invesco Ltd. 5.21M $12.26M 0.0% n/c 1 SEC ↗
2 Invesco Ltd. 5.21M $12.26M 0.0% n/c 1 SEC ↗
3 Invesco Ltd. 5.21M $12.26M 0.0% n/c 1 SEC ↗
4 The Vanguard Group (passive) 1.28M +10.6% $3.02M 0.0% ▲ Add 3 SEC ↗
5 The Vanguard Group (passive) 1.28M +10.6% $3.02M 0.0% ▲ Add 3 SEC ↗
6 The Vanguard Group (passive) 1.28M +10.6% $3.02M 0.0% ▲ Add 3 SEC ↗
7 BlackRock (passive) 1.13M +2.2% $2.67M 0.0% ▲ Add 3 SEC ↗
8 BlackRock (passive) 1.13M +2.2% $2.67M 0.0% ▲ Add 3 SEC ↗
9 BlackRock (passive) 1.13M +2.2% $2.67M 0.0% ▲ Add 3 SEC ↗
10 BlackRock (passive) 1.13M +2.2% $2.67M 0.0% ▲ Add 3 SEC ↗
11 BlackRock (passive) 1.13M +2.2% $2.67M 0.0% ▲ Add 3 SEC ↗
12 UBS Group AG 530.97K $1.25M 0.0% n/c 1 SEC ↗
13 UBS Group AG 530.97K $1.25M 0.0% n/c 1 SEC ↗
14 UBS Group AG 530.97K $1.25M 0.0% n/c 1 SEC ↗
15 Geode Capital Management (passive) 510.24K 0.0% $1.20M 0.0% ▼ Trim 7 SEC ↗
16 Geode Capital Management (passive) 510.24K 0.0% $1.20M 0.0% ▼ Trim 7 SEC ↗
17 Rockefeller Capital Management L.P. 453.63K $1.07M 0.0% n/c 1 SEC ↗
18 Goldman Sachs Group 315.36K +15.0% $742,673 0.0% ▲ Add 2 SEC ↗
19 State Street Global Advisors (passive) 215.96K 0.0% $508,581 0.0% ▲ Add 5 SEC ↗
20 Morgan Stanley 168.27K +38.9% $396,283 0.0% ▲ Add 2 SEC ↗
21 Morgan Stanley 168.27K +38.9% $396,283 0.0% ▲ Add 2 SEC ↗
22 Morgan Stanley 168.27K +38.9% $396,283 0.0% ▲ Add 2 SEC ↗
23 Morgan Stanley 168.27K +38.9% $396,283 0.0% ▲ Add 2 SEC ↗
24 Northern Trust Corp 162.63K $382,989 0.0% n/c 1 SEC ↗
25 Northern Trust Corp 162.63K $382,989 0.0% n/c 1 SEC ↗
26 Adage Capital Partners 115.00K 0.0% $270,825 0.0% Held 7 SEC ↗
27 AQR Capital Management 85.25K -2.7% $200,752 0.0% ▼ Trim 2 SEC ↗
28 AQR Capital Management 85.25K -2.7% $200,752 0.0% ▼ Trim 2 SEC ↗
29 AQR Capital Management 85.25K -2.7% $200,752 0.0% ▼ Trim 2 SEC ↗
30 AQR Capital Management 85.25K -2.7% $200,752 0.0% ▼ Trim 2 SEC ↗
31 AQR Capital Management 85.25K -2.7% $200,752 0.0% ▼ Trim 2 SEC ↗
32 AQR Capital Management 85.25K -2.7% $200,752 0.0% ▼ Trim 2 SEC ↗
33 Charles Schwab Investment… 53.15K $125,164 0.0% n/c 1 SEC ↗
34 Dimensional Fund Advisors Lp 38.70K $91,150 0.0% n/c 1 SEC ↗
35 Dimensional Fund Advisors Lp 38.70K $91,150 0.0% n/c 1 SEC ↗
36 New York State Common Retirement… 38.40K $90,432 0.0% n/c 1 SEC ↗
37 Wellington Management 36.60K New $86,202 0.0% New 1 SEC ↗
38 Bank of New York Mellon Corp 35.19K $82,875 0.0% n/c 1 SEC ↗
39 Bank of New York Mellon Corp 35.19K $82,875 0.0% n/c 1 SEC ↗
40 Bank of New York Mellon Corp 35.19K $82,875 0.0% n/c 1 SEC ↗
41 Barclays Plc 33.38K $78,620 0.0% n/c 1 SEC ↗
42 Nuveen, LLC 28.45K $67,007 0.0% n/c 1 SEC ↗
43 Susquehanna International Group, Llp 27.52K $64,821 0.0% n/c 1 SEC ↗
44 Wells Fargo & Company/Mn 23.20K $54,629 0.0% n/c 1 SEC ↗
45 Wells Fargo & Company/Mn 23.20K $54,629 0.0% n/c 1 SEC ↗
46 Deutsche Bank Ag\ 20.50K $48,382 0.0% n/c 1 SEC ↗
47 Rhumbline Advisers 13.78K $32,446 0.0% n/c 1 SEC ↗
48 Bank Of America Corp /De/ 13.46K $31,699 0.0% n/c 1 SEC ↗
49 Bank Of America Corp /De/ 13.46K $31,699 0.0% n/c 1 SEC ↗
50 Baird Financial Group, Inc. 13.25K $31,201 0.0% n/c 1 SEC ↗
51 Mariner, LLC 11.43K $26,923 0.0% n/c 1 SEC ↗
52 T. Rowe Price 10.82K 0.0% $26,000 0.0% Held 3 SEC ↗
53 MIRAE ASSET GLOBAL ETFS HOLDINGS… 10.04K $23,654 0.0% n/c 1 SEC ↗
54 JPMorgan Chase 8.44K -66.9% $19,883 0.0% ▼ Trim 2 SEC ↗
55 Cwm, Llc 4.91K $12,000 0.0% n/c 1 SEC ↗
56 Bnp Paribas Financial Markets 4.75K $11,196 0.0% n/c 1 SEC ↗
57 Citigroup Inc 4.30K $10,132 0.0% n/c 1 SEC ↗
58 Citigroup Inc 4.30K $10,132 0.0% n/c 1 SEC ↗
59 Pnc Financial Services Group, Inc. 3.49K $8,226 0.0% n/c 1 SEC ↗
60 Legal & General Group Plc 2.31K $5,442 0.0% n/c 1 SEC ↗
61 Russell Investments Group, Ltd. 1.75K $4,123 0.0% n/c 1 SEC ↗
62 California State Teachers… 1.30K $3,054 0.0% n/c 1 SEC ↗
63 Royal Bank Of Canada 1.02K $2,000 0.0% n/c 1 SEC ↗
64 Royal Bank Of Canada 1.02K $2,000 0.0% n/c 1 SEC ↗
65 Jones Financial Companies Lllp 600 $1,413 0.0% n/c 1 SEC ↗
66 Simplex Trading, Llc 562 $1,323 0.0% n/c 1 SEC ↗
67 Fidelity (FMR) 292 -85.7% $688 0.0% ▼ Trim 3 SEC ↗

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

New buyers

Wellington Management $86,202 0.0%

Exited

No tracked exits this quarter.

Full-market context: across ALL 13F filers (SEC structured data, Q1 2026): 77 holders, 15.86M shares, $39.70M 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