Security record · archived quarter
OPAL
name pending profile ingest
44Tracked holders
+4Δ holders
8.77MShares held
$22.10MReported value
+6New positions
−2Exits
Momentum inputs (comparable managers):
holder breadth +10.0% ·
share flow -15.2% ·
net new positions +9.1%
· formula
Ownership fragmentation: more holders, smaller aggregate stake
All ownership figures: tracked 13F managers only, common-stock positions, reporting period Q1 2026
Ownership over time
| Quarter | Holders | Δ | Shares | Reported value | New | Exits |
|---|---|---|---|---|---|---|
| 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 | n/a |
| 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 | n/a | −1 |
| Q4 2024 | 6 | +1 | 622.50K | $2.11M | +1 | n/a |
| Q3 2024 | 4 | -2 | 408.91K | $1.49M | n/a | −2 |
| Q2 2024 | 6 | n/a | 538.62K | $2.20M | n/a | n/a |
Who holds it · Q1 2026
| # | Manager | Shares | Δ shares | Value | Their weight | Held | ||
|---|---|---|---|---|---|---|---|---|
| 1 | Invesco Ltd. | 3.21M | -38.3% | $8.09M | 0.0% | ▼ Trim | 2 | SEC ↗ ×3 |
| 2 | BlackRock ✦ (passive) | 1.25M | +10.5% | $3.15M | 0.0% | ▲ Add | 4 | SEC ↗ ×5 |
| 3 | Vanguard Capital Management Llc | 1.01M | n/a | $2.54M | 0.0% | n/c | 1 | SEC ↗ |
| 4 | Geode Capital Management ✦ (passive) | 522.20K | +2.3% | $1.32M | 0.0% | ▲ Add | 8 | SEC ↗ ×2 |
| 5 | UBS Group AG | 481.95K | -9.2% | $1.21M | 0.0% | ▼ Trim | 2 | SEC ↗ ×2 |
| 6 | Rockefeller Capital Management L.P. | 453.63K | 0.0% | $1.14M | 0.0% | Held | 2 | SEC ↗ |
| 7 | Goldman Sachs Group ✦ | 257.39K | -18.4% | $648,623 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 8 | Marshall Wace ✦ | 224.44K | New | $565,600 | 0.0% | New | 1 | SEC ↗ ×2 |
| 9 | State Street Global Advisors ✦ (passive) | 224.13K | +3.8% | $564,803 | 0.0% | ▲ Add | 6 | SEC ↗ |
| 10 | Northern Trust Corp | 174.13K | +7.1% | $438,818 | 0.0% | ▲ Add | 2 | SEC ↗ ×3 |
| 11 | Citadel Advisors ✦ | 164.07K | New | $413,449 | 0.0% | New | 1 | SEC ↗ ×2 |
| 12 | Adage Capital Partners ✦ | 115.00K | 0.0% | $289,800 | 0.0% | Held | 8 | SEC ↗ |
| 13 | Morgan Stanley ✦ | 103.00K | -38.8% | $259,553 | 0.0% | ▼ Trim | 3 | SEC ↗ ×5 |
| 14 | Susquehanna International Group, Llp | 86.16K | +213.0% | $217,133 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 15 | AQR Capital Management ✦ | 64.22K | -24.7% | $161,832 | 0.0% | ▼ Trim | 3 | SEC ↗ ×6 |
| 16 | Jane Street Group, Llc | 48.81K | New | $122,998 | 0.0% | New | 1 | SEC ↗ ×2 |
| 17 | Bank of New York Mellon Corp | 41.74K | +18.6% | $105,182 | 0.0% | ▲ Add | 2 | SEC ↗ ×3 |
| 18 | Charles Schwab Investment… | 39.68K | -25.3% | $99,989 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 19 | New York State Common Retirement… | 38.40K | 0.0% | $96,768 | 0.0% | Held | 2 | SEC ↗ |
| 20 | Wellington Management ✦ | 36.60K | 0.0% | $92,242 | 0.0% | Held | 2 | SEC ↗ |
| 21 | Dimensional Fund Advisors Lp | 33.64K | -13.1% | $84,765 | 0.0% | ▼ Trim | 2 | SEC ↗ ×2 |
| 22 | Nuveen, LLC | 28.45K | 0.0% | $71,702 | 0.0% | Held | 2 | SEC ↗ |
| 23 | Deutsche Bank Ag\ | 20.50K | 0.0% | $51,663 | 0.0% | Held | 2 | SEC ↗ |
| 24 | Bank Of America Corp /De/ | 16.85K | +25.2% | $42,452 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 25 | Squarepoint Ops LLC | 16.65K | New | $41,966 | 0.0% | New | 1 | SEC ↗ |
| 26 | Rhumbline Advisers | 13.97K | +1.4% | $35,201 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 27 | Baird Financial Group, Inc. | 13.25K | 0.0% | $33,387 | 0.0% | Held | 2 | SEC ↗ |
| 28 | Renaissance Technologies ✦ | 11.70K | New | $29,484 | 0.0% | New | 1 | SEC ↗ |
| 29 | T. Rowe Price ✦ | 10.82K | 0.0% | $28,000 | 0.0% | Held | 4 | SEC ↗ |
| 30 | MIRAE ASSET GLOBAL ETFS HOLDINGS… | 10.28K | +2.4% | $25,911 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 31 | JPMorgan Chase ✦ | 8.88K | +5.1% | $20,415 | 0.0% | ▲ Add | 3 | SEC ↗ ×2 |
| 32 | Wells Fargo & Company/Mn | 7.72K | -66.7% | $19,444 | 0.0% | ▼ Trim | 2 | SEC ↗ ×2 |
| 33 | Pnc Financial Services Group, Inc. | 7.15K | +104.8% | $18,028 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 34 | Barclays Plc | 5.09K | -84.8% | $12,824 | 0.0% | ▼ Trim | 2 | SEC ↗ ×2 |
| 35 | Bnp Paribas Financial Markets | 4.96K | +4.3% | $12,492 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 36 | Citigroup Inc | 4.81K | +11.8% | $12,124 | 0.0% | ▲ Add | 2 | SEC ↗ ×2 |
| 37 | Cwm, Llc | 3.66K | -25.5% | $9,221 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 38 | Legal & General Group Plc | 1.93K | -16.6% | $4,846 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 39 | Russell Investments Group, Ltd. | 1.83K | +4.3% | $4,601 | 0.0% | ▲ Add | 2 | SEC ↗ ×2 |
| 40 | Osaic Holdings, Inc. | 1.40K | New | $3,528 | 0.0% | New | 1 | SEC ↗ |
| 41 | California State Teachers… | 1.14K | -11.8% | $2,883 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 42 | Jones Financial Companies Lllp | 100 | -83.3% | $223 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 43 | Fidelity (FMR) ✦ | 4 | -98.6% | $10 | 0.0% | ▼ Trim | 4 | SEC ↗ |
| 44 | Royal Bank Of Canada | 136 | -86.6% | $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
| Marshall Wace | $565,600 | 0.0% |
| Citadel Advisors | $413,449 | 0.0% |
| Jane Street Group, Llc | $122,998 | 0.0% |
| Squarepoint Ops LLC | $41,966 | 0.0% |
| Renaissance Technologies | $29,484 | 0.0% |
| Osaic Holdings, Inc. | $3,528 | 0.0% |
Exited
| Mariner, LLC | $26,923 | was 0.0% |
| Simplex Trading, Llc | $1,323 | was 0.0% |
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.
Open-market purchases (P)
Sep 03
Comora Adam
Officer · Co-Chief Executive… · 20.00K sh @ 2.08 · $41,600
Sep 01
Comora Adam
Officer · Co-Chief Executive… · 50.00K sh @ 1.93 · $96,500
Open-market sales (S)
No open-market insider sales in our coverage window.
Awards, exercises and tax withholding are never counted as buys or sales here. Methodology
Aug 13
SC 13G/A: Invesco Ltd.
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 ·
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