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Security record

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Q2 2026 Q1 2026 Q4 2025 Q3 2025 Q2 2025 Q1 2025 Q4 2024 Q3 2024
19Tracked holders
+1Δ holders
2.03MShares held
$79.57MReported value
+5New positions
−5Exits
Strongly Rising How these are computed → Explain this at the Research Desk →

Momentum inputs (comparable managers): holder breadth +5.6% · share flow +27.6% · net new positions 0.0% — formula
Broad accumulation — rising shares across more holders

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

Ownership over time
QuarterHoldersΔSharesReported valueNewExits
Q2 2026 19 +1 2.03M $79.57M +5 −5
Q1 2026 20 +1 1.98M $66.70M +6 −5
Q4 2025 19 +1 2.71M $99.68M +2 −1
Q3 2025 1 0 21.99K $697,303 — —
Q2 2025 1 -2 25.67K $770,237 — −2
Q1 2025 3 +2 66.84K $1.96M +2 —
Q4 2024 1 -1 34.07K $1.01M — −1
Q3 2024 2 +1 66.78K $2.19M +1 —
Q2 2024 1 — 22.94K $720,190 — —
Holder count
Who holds it · Q2 2026
#ManagerSharesΔ sharesValueTheir weightHeld
1 LPL Financial LLC 698.17K +51.3% $27.33M 0.0% ▲ Add 3 SEC ↗
2 Wealth Enhancement Advisory… 388.93K +5.0% $15.41M 0.0% ▲ Add 3 SEC ↗
3 Raymond James Financial Inc 312.60K +15.7% $12.24M 0.0% ▲ Add 3 SEC ↗ ×2
4 Cibc World Market Inc. 191.69K +7.9% $7.50M 0.0% ▲ Add 3 SEC ↗
5 Royal Bank Of Canada 69.16K +137.4% $2.71M 0.0% ▲ Add 3 SEC ↗ ×3
6 Osaic Holdings, Inc. 66.79K +71.9% $2.62M 0.0% ▲ Add 3 SEC ↗ ×2
7 Stifel Financial Corp 55.28K +1.2% $2.16M 0.0% ▲ Add 3 SEC ↗
8 D. E. Shaw & Co. ✦ 53.28K New $2.09M 0.0% New 1 SEC ↗
9 Bank Of Montreal /Can/ 37.20K New $1.35M 0.0% New 1 SEC ↗ ×2
10 Mml Investors Services, Llc 34.28K New $1.34M 0.0% New 1 SEC ↗
11 Envestnet Asset Management Inc 31.72K +36.8% $1.24M 0.0% ▲ Add 2 SEC ↗
12 Susquehanna International Group, Llp 24.93K -39.4% $976,010 0.0% ▼ Trim 3 SEC ↗
13 National Bank Of Canada /Fi/ 17.21K +858.9% $672,684 0.0% ▲ Add 3 SEC ↗
14 Citadel Advisors ✦ 15.72K -50.4% $615,360 0.0% ▼ Trim 2 SEC ↗
15 Commonwealth Equity Services, Llc 15.58K -46.8% $609,950 0.0% ▼ Trim 3 SEC ↗
16 Jane Street Group, Llc 10.75K -43.0% $420,862 0.0% ▼ Trim 3 SEC ↗
17 Focus Partners Wealth 6.46K New $252,922 0.0% New 1 SEC ↗
18 Morgan Stanley ✦ 631 +0.2% $24,721 0.0% ▲ Add 3 SEC ↗ ×2
19 Jones Financial Companies Lllp 379 New $14,849 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

HighTower Advisors, LLC $12.72M was 0.0%
Hrt Financial Lp $1.43M was 0.0%
UBS Group AG $6,799 was 0.0%
Rockefeller Capital… $6,732 was 0.0%
Assetmark, Inc $2,525 was 0.0%

Full-market context: across ALL 13F filers (SEC structured data, Q1 2026): 60 holders, 3.79M shares, $122.88M 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