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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
50Tracked holders
+4Δ holders
40.91MShares held
$507.05MReported value
+13New positions
−9Exits
Strongly Rising 3 quarters of rising tracked shares ●●●○○○ How these are computed → Explain this at the Research Desk →

Momentum inputs (comparable managers): holder breadth +8.7% · share flow +30.0% · net new positions +8.0% · 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
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 · Q1 2026
#ManagerSharesΔ sharesValueTheir weightHeld
1 California State Teachers… 20.22M New $250.56M 0.3% New 1 SEC ↗
2 UBS Group AG 4.27M +2798.3% $52.93M 0.0% ▲ Add 2 SEC ↗ ×3
3 Franklin Resources Inc 2.41M +37.5% $29.89M 0.0% ▲ Add 2 SEC ↗ ×2
4 BlackRock ✦ (passive) 1.73M +92357.2% $21.42M 0.0% ▲ Add 3 SEC ↗ ×4
5 JPMorgan Chase ✦ 1.61M +443.7% $20.19M 0.0% ▲ Add 3 SEC ↗ ×3
6 Two Sigma Investments ✦ 1.27M +204.5% $15.79M 0.0% ▲ Add 2 SEC ↗
7 Bank Of America Corp /De/ 1.10M +54.5% $13.61M 0.0% ▲ Add 2 SEC ↗ ×3
8 Soros Fund Management ✦ 1.00M New $12.45M 0.2% New 1 SEC ↗
9 Rockefeller Capital Management L.P. 922.66K +47.9% $11.43M 0.0% ▲ Add 2 SEC ↗ ×2
10 Royal Bank Of Canada 826.32K +179.0% $10.24M 0.0% ▲ Add 2 SEC ↗ ×2
11 T. Rowe Price ✦ 738.85K +86.4% $9.15M 0.0% ▲ Add 3 SEC ↗
12 Wells Fargo & Company/Mn 718.51K +887.0% $8.90M 0.0% ▲ Add 2 SEC ↗ ×2
13 Raymond James Financial Inc 697.03K +76.7% $8.64M 0.0% ▲ Add 2 SEC ↗ ×3
14 Morgan Stanley ✦ 453.80K +83.9% $5.62M 0.0% ▲ Add 3 SEC ↗
15 Cerity Partners LLC 318.19K +42.7% $3.94M 0.0% ▲ Add 2 SEC ↗ ×2
16 Sumitomo Mitsui Trust Group, Inc. 258.47K New $3.20M 0.0% New 1 SEC ↗
17 HighTower Advisors, LLC 225.03K +64.5% $2.79M 0.0% ▲ Add 2 SEC ↗
18 Invesco Ltd. 197.54K -6.0% $2.45M 0.0% ▼ Trim 2 SEC ↗
19 Cwm, Llc 185.23K +100.9% $2.29M 0.0% ▲ Add 2 SEC ↗
20 Stifel Financial Corp 171.38K +250.4% $2.12M 0.0% ▲ Add 2 SEC ↗
21 LPL Financial LLC 150.20K +67.0% $1.86M 0.0% ▲ Add 2 SEC ↗
22 Bank of New York Mellon Corp 145.15K +16.7% $1.80M 0.0% ▲ Add 2 SEC ↗ ×2
23 Focus Partners Wealth 129.12K New $1.60M 0.0% New 1 SEC ↗
24 Northern Trust Corp 112.40K +20.1% $1.39M 0.0% ▲ Add 2 SEC ↗
25 Manufacturers Life Insurance… 109.81K +753.8% $1.36M 0.0% ▲ Add 2 SEC ↗
26 Goldman Sachs Group ✦ 92.56K -37.9% $1.15M 0.0% ▼ Trim 2 SEC ↗ ×2
27 Osaic Holdings, Inc. 91.89K +504.8% $1.14M 0.0% ▲ Add 2 SEC ↗
28 Ameriprise Financial Inc 89.58K +21.9% $1.11M 0.0% ▲ Add 2 SEC ↗ ×3
29 Bank Of Montreal /Can/ 86.86K New $1.08M 0.0% New 1 SEC ↗ ×2
30 Wealth Enhancement Advisory… 81.09K +9.6% $931,678 0.0% ▲ Add 2 SEC ↗
31 Man Group plc 55.49K New $687,521 0.0% New 1 SEC ↗
32 Truist Financial Corp 52.53K +240.7% $650,807 0.0% ▲ Add 2 SEC ↗
33 Toronto Dominion Bank 50.00K New $619,500 0.0% New 1 SEC ↗
34 Envestnet Asset Management Inc 49.57K +75.3% $614,123 0.0% ▲ Add 2 SEC ↗
35 Susquehanna International Group, Llp 35.95K +83.6% $445,445 0.0% ▲ Add 2 SEC ↗
36 Corient Private Wealth LP 30.20K +29.2% $374,178 0.0% ▲ Add 2 SEC ↗
37 Creative Planning 30.02K New $371,997 0.0% New 1 SEC ↗
38 Lido Advisors, LLC 24.89K +71.1% $318,369 0.0% ▲ Add 2 SEC ↗
39 Squarepoint Ops LLC 24.18K +2.7% $299,528 0.0% ▲ Add 2 SEC ↗
40 Mariner, LLC 23.92K -57.8% $296,406 0.0% ▼ Trim 2 SEC ↗
41 Blair William & Co/Il 22.62K +52.7% $280,212 0.0% ▲ Add 2 SEC ↗
42 Balyasny Asset Management L.P. 18.20K -89.2% $225,535 0.0% ▼ Trim 2 SEC ↗
43 Quantinno Capital Management LP 14.85K New $184,004 0.0% New 1 SEC ↗
44 Nomura Holdings Inc 12.50K -14.9% $154,875 0.0% ▼ Trim 2 SEC ↗
45 AQR Capital Management ✦ 11.00K New $136,290 0.0% New 1 SEC ↗
46 Barclays Plc 10.56K New $130,863 0.0% New 1 SEC ↗ ×2
47 Northwestern Mutual Wealth… 9.51K -34.1% $117,804 0.0% ▼ Trim 2 SEC ↗
48 Jones Financial Companies Lllp 4.68K +162.3% $57,485 0.0% ▲ Add 2 SEC ↗
49 Bnp Paribas Financial Markets 3.61K New $44,716 0.0% New 1 SEC ↗
50 Us Bancorp \De\ 1.15K New $14,261 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

Millennium Management $7.43M was 0.0%
Jane Street Group, Llc $3.05M was 0.0%
Renaissance Technologies $1.60M was 0.0%
Citadel Advisors $541,993 was 0.0%
Cetera Investment Advisers $522,233 was 0.0%
Tudor Investment Corp Et Al $469,584 was 0.0%
Commonwealth Equity Services… $408,650 was 0.0%
Hrt Financial Lp $348,000 was 0.0%
Mercer Global Advisors Inc… $321,756 was 0.0%

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: Q1 2026 · Methodology · Get this via the API