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Security record · archived quarter

OTF

name pending profile ingest

Q3 2026 Q2 2026 Q1 2026 Q4 2025 Q3 2025 Q2 2025
46Tracked holders
+4Δ holders
8.11MShares held
$117.88MReported value
+4New positions
−0Exits
Strongly Rising 2 quarters of rising tracked shares ●●○○○○ How these are computed → Explain this at the Research Desk →

Momentum inputs (comparable managers): holder breadth +9.5% · share flow +10.7% · net new positions +8.7% · 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
Q3 2026 1 -1 113.89K $1.07M n/a −1
Q2 2026 53 +6 29.19M $303.08M +12 −7
Q1 2026 50 +4 40.91M $507.05M +13 −9
Q4 2025 46 +4 8.11M $117.88M +4 n/a
Q3 2025 5 +2 1.39M $19.15M +3 −1
Q2 2025 1 +1 27.64K $421,495 +1 n/a
Holder count
Who holds it · Q4 2025
#ManagerSharesΔ sharesValueTheir weightHeld
1 Franklin Resources Inc 1.75M n/a $25.51M 0.0% n/c 1 SEC ↗
2 Bank Of America Corp /De/ 710.95K n/a $10.34M 0.0% n/c 1 SEC ↗ ×3
3 Rockefeller Capital Management L.P. 624.04K n/a $9.07M 0.0% n/c 1 SEC ↗ ×2
4 Millennium Management ✦ 511.25K -49.9% $7.43M 0.0% ▼ Trim 2 SEC ↗
5 Two Sigma Investments ✦ 418.41K New $6.08M 0.0% New 1 SEC ↗
6 T. Rowe Price ✦ 396.45K +144.4% $5.76M 0.0% ▲ Add 2 SEC ↗
7 Raymond James Financial Inc 394.55K n/a $5.74M 0.0% n/c 1 SEC ↗ ×3
8 JPMorgan Chase ✦ 296.20K +170.6% $4.31M 0.0% ▲ Add 2 SEC ↗ ×4
9 Royal Bank Of Canada 296.13K n/a $4.31M 0.0% n/c 1 SEC ↗ ×2
10 Morgan Stanley ✦ 246.72K +165.1% $3.59M 0.0% ▲ Add 2 SEC ↗ ×6
11 Cerity Partners LLC 222.98K n/a $3.24M 0.0% n/c 1 SEC ↗
12 Invesco Ltd. 210.26K n/a $3.06M 0.0% n/c 1 SEC ↗ ×2
13 Jane Street Group, Llc 209.50K n/a $3.05M 0.0% n/c 1 SEC ↗ ×2
14 Balyasny Asset Management L.P. 168.49K n/a $2.45M 0.0% n/c 1 SEC ↗
15 Goldman Sachs Group ✦ 149.01K New $2.17M 0.0% New 1 SEC ↗ ×2
16 UBS Group AG 147.39K n/a $2.14M 0.0% n/c 1 SEC ↗ ×3
17 HighTower Advisors, LLC 136.81K n/a $1.99M 0.0% n/c 1 SEC ↗
18 Bank of New York Mellon Corp 124.42K n/a $1.81M 0.0% n/c 1 SEC ↗ ×2
19 Renaissance Technologies ✦ 110.36K New $1.60M 0.0% New 1 SEC ↗
20 Northern Trust Corp 93.55K n/a $1.36M 0.0% n/c 1 SEC ↗
21 Cwm, Llc 92.21K n/a $1.34M 0.0% n/c 1 SEC ↗
22 LPL Financial LLC 89.94K n/a $1.31M 0.0% n/c 1 SEC ↗
23 Ameriprise Financial Inc 73.52K n/a $1.07M 0.0% n/c 1 SEC ↗ ×2
24 Wells Fargo & Company/Mn 72.80K n/a $1.06M 0.0% n/c 1 SEC ↗ ×2
25 Wealth Enhancement Advisory… 73.99K n/a $1.04M 0.0% n/c 1 SEC ↗
26 Mariner, LLC 56.62K n/a $823,313 0.0% n/c 1 SEC ↗
27 Stifel Financial Corp 48.90K n/a $711,050 0.0% n/c 1 SEC ↗
28 Citadel Advisors ✦ 37.28K New $541,993 0.0% New 1 SEC ↗
29 Cetera Investment Advisers 35.92K n/a $522,233 0.0% n/c 1 SEC ↗
30 Tudor Investment Corp Et Al 32.30K n/a $469,584 0.0% n/c 1 SEC ↗
31 Envestnet Asset Management Inc 28.27K n/a $411,002 0.0% n/c 1 SEC ↗
32 Commonwealth Equity Services, Llc 28.11K n/a $408,650 0.0% n/c 1 SEC ↗
33 Hrt Financial Lp 23.95K n/a $348,000 0.0% n/c 1 SEC ↗
34 Squarepoint Ops LLC 23.55K n/a $342,402 0.0% n/c 1 SEC ↗
35 Corient Private Wealth LP 23.37K n/a $339,802 0.0% n/c 1 SEC ↗ ×2
36 Mercer Global Advisors Inc /Adv 22.13K n/a $321,756 0.0% n/c 1 SEC ↗
37 Susquehanna International Group, Llp 19.58K n/a $284,679 0.0% n/c 1 SEC ↗
38 Truist Financial Corp 15.42K n/a $224,175 0.0% n/c 1 SEC ↗
39 Osaic Holdings, Inc. 15.19K n/a $220,919 0.0% n/c 1 SEC ↗
40 Blair William & Co/Il 14.81K n/a $215,294 0.0% n/c 1 SEC ↗
41 Nomura Holdings Inc 14.70K n/a $213,665 0.0% n/c 1 SEC ↗
42 Northwestern Mutual Wealth… 14.44K n/a $209,943 0.0% n/c 1 SEC ↗
43 Lido Advisors, LLC 14.54K n/a $207,744 0.0% n/c 1 SEC ↗
44 Manufacturers Life Insurance… 12.86K n/a $187,013 0.0% n/c 1 SEC ↗
45 BlackRock ✦ (passive) 1.87K +216.9% $27,190 0.0% ▲ Add 2 SEC ↗
46 Jones Financial Companies Lllp 1.79K n/a $25,968 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

Two Sigma Investments $6.08M 0.0%
Goldman Sachs Group $2.17M 0.0%
Renaissance Technologies $1.60M 0.0%
Citadel Advisors $541,993 0.0%

Exited

No tracked exits this quarter.

Full-market context: across ALL 13F filers (SEC structured data, Q1 2026): 166 holders, 162.72M shares, $1.97B 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)

Aug 28 Kaye Eric A.

Director · 1.00K sh @ 11.37 · $11,370

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

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