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Security record

PERI

name pending profile ingest

Q2 2026 Q1 2026 Q4 2025 Q3 2025 Q2 2025 Q1 2025 Q4 2024 Q3 2024
37Tracked holders
0Δ holders
4.50MShares held
$43.58MReported value
+4New positions
−4Exits
Strongly Falling How these are computed → Explain this at the Research Desk →

Momentum inputs (comparable managers): holder breadth 0.0% · share flow -22.0% · net new positions 0.0%formula

All ownership figures: tracked 13F managers only, common-stock positions, reporting period Q2 2026

Ownership over time
QuarterHoldersΔSharesReported valueNewExits
Q2 2026 37 0 4.50M $43.58M +4 −4
Q1 2026 38 0 5.77M $59.83M +5 −5
Q4 2025 38 0 5.08M $50.29M
Q3 2025 15 0 4.37M $42.04M +1 −1
Q2 2025 12 +2 3.71M $37.77M +2
Q1 2025 7 -3 1.75M $14.21M −3
Q4 2024 10 +1 2.14M $18.16M +1
Q3 2024 8 0 2.16M $16.99M +1 −1
Q2 2024 8 2.42M $20.23M
Holder count
Who holds it · Q2 2026
#ManagerSharesΔ sharesValueTheir weightHeld
1 Vanguard Capital Management Llc 1.16M -9.0% $11.10M 0.0% ▼ Trim 2 SEC ↗
2 Renaissance Technologies 1.02M -25.3% $9.93M 0.0% ▼ Trim 9 SEC ↗
3 Man Group plc 374.20K +37.6% $3.63M 0.0% ▲ Add 2 SEC ↗
4 LPL Financial LLC 318.50K +76.2% $3.09M 0.0% ▲ Add 3 SEC ↗
5 ARK Investment Management 211.98K -9.3% $2.06M 0.0% ▼ Trim 9 SEC ↗
6 Susquehanna International Group, Llp 211.93K +34.6% $2.06M 0.0% ▲ Add 2 SEC ↗
7 Morgan Stanley 199.42K -40.7% $1.94M 0.0% ▼ Trim 4 SEC ↗
8 Morgan Stanley 199.42K -40.7% $1.94M 0.0% ▼ Trim 4 SEC ↗
9 Morgan Stanley 199.42K -40.7% $1.94M 0.0% ▼ Trim 4 SEC ↗
10 Morgan Stanley 199.42K -40.7% $1.94M 0.0% ▼ Trim 4 SEC ↗
11 Captrust Financial Advisors 166.87K +7.5% $1.62M 0.0% ▲ Add 3 SEC ↗
12 Goldman Sachs Group 117.01K -18.5% $1.14M 0.0% ▼ Trim 4 SEC ↗
13 Goldman Sachs Group 117.01K -18.5% $1.14M 0.0% ▼ Trim 4 SEC ↗
14 Sei Investments Co 96.83K -41.9% $940,203 0.0% ▼ Trim 3 SEC ↗
15 Sei Investments Co 96.83K -41.9% $940,203 0.0% ▼ Trim 3 SEC ↗
16 UBS Group AG 90.02K -1.1% $874,075 0.0% ▼ Trim 3 SEC ↗
17 UBS Group AG 90.02K -1.1% $874,075 0.0% ▼ Trim 3 SEC ↗
18 New York State Common Retirement… 75.97K 0.0% $737,669 0.0% Held 3 SEC ↗
19 Jane Street Group, Llc 72.87K -79.7% $707,587 0.0% ▼ Trim 3 SEC ↗
20 Citadel Advisors 62.60K -75.0% $607,895 0.0% ▼ Trim 9 SEC ↗
21 Citadel Advisors 62.60K -75.0% $607,895 0.0% ▼ Trim 9 SEC ↗
22 D. E. Shaw & Co. 58.82K -19.5% $571,181 0.0% ▼ Trim 9 SEC ↗
23 Two Sigma Investments 43.84K -11.2% $425,725 0.0% ▼ Trim 9 SEC ↗
24 Geode Capital Management (passive) 28.31K 0.0% $274,909 0.0% Held 9 SEC ↗
25 State Street Global Advisors (passive) 27.81K +1.1% $269,996 0.0% ▲ Add 7 SEC ↗
26 Bank Of America Corp /De/ 24.56K +0.3% $238,458 0.0% ▲ Add 3 SEC ↗
27 Hrt Financial Lp 24.30K -72.3% $235,000 0.0% ▼ Trim 2 SEC ↗
28 Barclays Plc 22.98K -5.3% $223,088 0.0% ▼ Trim 3 SEC ↗
29 Barclays Plc 22.98K -5.3% $223,088 0.0% ▼ Trim 3 SEC ↗
30 Us Bancorp \De\ 15.50K New $150,505 0.0% New 1 SEC ↗
31 Simplex Trading, Llc 13.87K +206.3% $134,658 0.0% ▲ Add 2 SEC ↗
32 Cetera Investment Advisers 13.17K +0.4% $127,842 0.0% ▲ Add 3 SEC ↗
33 Squarepoint Ops LLC 12.46K -76.1% $121,025 0.0% ▼ Trim 3 SEC ↗
34 Royal Bank Of Canada 10.72K +5.4% $104,000 0.0% ▲ Add 3 SEC ↗
35 BlackRock (passive) 8.46K -7.4% $82,186 0.0% ▼ Trim 5 SEC ↗
36 BlackRock (passive) 8.46K -7.4% $82,186 0.0% ▼ Trim 5 SEC ↗
37 BlackRock (passive) 8.46K -7.4% $82,186 0.0% ▼ Trim 5 SEC ↗
38 Fidelity (FMR) 7.39K -17.4% $71,798 0.0% ▼ Trim 5 SEC ↗
39 Pnc Financial Services Group, Inc. 3.40K 0.0% $33,014 0.0% Held 3 SEC ↗
40 Pnc Financial Services Group, Inc. 3.40K 0.0% $33,014 0.0% Held 3 SEC ↗
41 Russell Investments Group, Ltd. 2.94K New $28,586 0.0% New 1 SEC ↗
42 Osaic Holdings, Inc. 2.33K -31.9% $22,605 0.0% ▼ Trim 3 SEC ↗
43 Wells Fargo & Company/Mn 1.79K -5.5% $17,342 0.0% ▼ Trim 3 SEC ↗
44 Wells Fargo & Company/Mn 1.79K -5.5% $17,342 0.0% ▼ Trim 3 SEC ↗
45 Walleye Trading LLC 564 New $5,476 0.0% New 1 SEC ↗
46 TD Waterhouse Canada Inc. 486 -9.5% $4,651 0.0% ▼ Trim 3 SEC ↗
47 Rockefeller Capital Management L.P. 212 New $2,059 0.0% New 1 SEC ↗
48 Jones Financial Companies Lllp 10 0.0% $92 0.0% Held 3 SEC ↗
49 Bnp Paribas Financial Markets 3 0.0% $29 0.0% Held 3 SEC ↗

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

New buyers

Us Bancorp \De\ $150,505 0.0%
Russell Investments Group… $28,586 0.0%
Walleye Trading LLC $5,476 0.0%
Rockefeller Capital… $2,059 0.0%

Exited

Lazard Asset Management Llc $1.57M was 0.0%
Point72 Asset Management $680,369 was 0.0%
Tidal Investments LLC $370,229 was 0.0%
IMC-Chicago, LLC $224,485 was 0.0%

Full-market context: across ALL 13F filers (SEC structured data, Q1 2026): 95 holders, 23.09M shares, $177.88M 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: Q2 2026 · Methodology · Get this via the API