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Security record · archived quarter

POLE

name pending profile ingest

Q2 2026 Q1 2026 Q4 2025 Q3 2025 Q2 2025 Q1 2025 Q4 2024 Q3 2024
11Tracked holders
0Δ holders
4.12MShares held
$43.34MReported value
+1New positions
−1Exits
Stable 5 quarters of rising tracked shares ●●●●● How these are computed → Explain this at the Research Desk →

Momentum inputs (comparable managers): holder breadth 0.0% · share flow -1.0% · net new positions 0.0%formula

All ownership figures: tracked 13F managers only, common-stock positions, reporting period Q4 2025

Ownership over time
QuarterHoldersΔSharesReported valueNewExits
Q2 2026 12 0 3.45M $37.10M +1 −1
Q1 2026 12 +1 3.84M $40.84M +2 −1
Q4 2025 11 0 4.12M $43.34M +1 −1
Q3 2025 6 0 2.42M $25.40M
Q2 2025 3 0 1.65M $17.14M
Q1 2025 3 +1 1.65M $16.74M +1
Q4 2024 2 +1 1.49M $14.89M +1
Q3 2024 1 +1 500.00K $5.00M +1
Holder count
Who holds it · Q4 2025
#ManagerSharesΔ sharesValueTheir weightHeld
1 LMR Partners LLP 1.35M $14.19M 0.2% n/c 1 SEC ↗
2 D. E. Shaw & Co. 1.14M 0.0% $12.00M 0.0% Held 5 SEC ↗
3 Goldman Sachs Group 673.30K 0.0% $7.08M 0.0% Held 2 SEC ↗
4 Two Sigma Investments 500.00K 0.0% $5.25M 0.0% Held 6 SEC ↗
5 Toronto Dominion Bank 354.44K $3.73M 0.0% n/c 1 SEC ↗
6 JPMorgan Chase 49.87K -50.1% $525,661 0.0% ▼ Trim 2 SEC ↗
7 Geode Capital Management (passive) 19.68K New $207,385 0.0% New 1 SEC ↗
8 Susquehanna International Group, Llp 16.91K $178,284 0.0% n/c 1 SEC ↗
9 Hrt Financial Lp 10.79K $113,000 0.0% n/c 1 SEC ↗
10 UBS Group AG 6.94K $73,096 0.0% n/c 1 SEC ↗
11 UBS Group AG 6.94K $73,096 0.0% n/c 1 SEC ↗
12 Morgan Stanley 94 +19.0% $988 0.0% ▲ Add 2 SEC ↗

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

New buyers

Geode Capital Management $207,385 0.0%

Exited

Citadel Advisors $132,215 was 0.0%

Full-market context: across ALL 13F filers (SEC structured data, Q1 2026): 3 holders, 12.36K shares, $131,656 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: Q4 2025 · Methodology · Get this via the API