Security record
QARP
name pending profile ingest
16Tracked holders
0Δ holders
145.27KShares held
$9.42MReported value
+1New positions
−1Exits
Momentum inputs (comparable managers): holder breadth 0.0% · share flow -15.8% · net new positions 0.0% — formula
All ownership figures: tracked 13F managers only, common-stock positions, reporting period Q2 2026
Ownership over time
Who holds it · Q2 2026
| # | Manager | Shares | Δ shares | Value | Their weight | Held | ||
|---|---|---|---|---|---|---|---|---|
| 1 | Goldman Sachs Group ✦ | 53.84K | +9.1% | $3.49M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 2 | LPL Financial LLC | 24.61K | +12.9% | $1.60M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 3 | Creative Planning | 22.83K | -3.7% | $1.48M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 4 | Susquehanna International Group, Llp | 14.05K | +6.3% | $910,980 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 5 | Bank Of America Corp /De/ | 9.49K | -42.9% | $615,271 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 6 | Osaic Holdings, Inc. | 6.73K | +0.2% | $436,230 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 7 | Royal Bank Of Canada | 6.73K | +3.5% | $436,000 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 8 | Cetera Investment Advisers | 5.48K | +28.6% | $355,473 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 9 | Morgan Stanley ✦ | 445 | 0.0% | $28,845 | 0.0% | Held | 4 | SEC ↗ |
| 10 | Wells Fargo & Company/Mn | 350 | -33.1% | $22,676 | 0.0% | ▼ Trim | 3 | SEC ↗ ×2 |
| 11 | Assetmark, Inc | 287 | 0.0% | $18,603 | 0.0% | Held | 2 | SEC ↗ |
| 12 | UBS Group AG | 228 | -14.6% | $14,779 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 13 | JPMorgan Chase ✦ | 100 | -70.2% | $6,487 | 0.0% | ▼ Trim | 4 | SEC ↗ |
| 14 | Fidelity (FMR) ✦ | 62 | 0.0% | $3,986 | 0.0% | Held | 5 | SEC ↗ |
| 15 | Northwestern Mutual Wealth… | 15 | 0.0% | $972 | 0.0% | Held | 2 | SEC ↗ |
| 16 | Citigroup Inc | 11 | New | $713 | 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
| Citigroup Inc | $713 | 0.0% |
Exited
| Commonwealth Equity Services… | $1.67M | was 0.0% |
Full-market context: across ALL 13F filers (SEC structured data, Q1 2026): 29 holders, 810.73K shares, $47.55M 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 ·
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