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Security record · archived quarter

QCLN

name pending profile ingest

Q3 2026 Q2 2026 Q1 2026 Q4 2025 Q3 2025 Q2 2025 Q1 2025 Q4 2024
47Tracked holders
+1Δ holders
2.50MShares held
$111.43MReported value
+2New positions
−1Exits
Stable 2 quarters of rising tracked shares ●●○○○○ How these are computed → Explain this at the Research Desk →

Momentum inputs (comparable managers): holder breadth +2.2% · share flow -0.2% · net new positions +2.1% · formula
Ownership fragmentation: more holders, smaller aggregate stake

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

Ownership over time
QuarterHoldersΔSharesReported valueNewExits
Q3 2026 2 0 10.76K $519,495 n/a n/a
Q2 2026 50 -1 3.60M $220.29M +2 −4
Q1 2026 53 +5 2.50M $115.98M +6 −1
Q4 2025 47 +1 2.50M $111.43M +2 −1
Q3 2025 6 0 706.20K $29.63M n/a n/a
Q2 2025 3 0 54.19K $1.77M n/a n/a
Q1 2025 2 0 90.43K $2.59M n/a n/a
Q4 2024 2 0 81.44K $2.76M n/a n/a
Q3 2024 2 0 76.07K $2.73M n/a n/a
Q2 2024 2 n/a 61.98K $2.11M n/a n/a
Holder count
Who holds it · Q4 2025
#ManagerSharesΔ sharesValueTheir weightHeld
1 Morgan Stanley ✦ 501.35K -10.5% $22.36M 0.0% ▼ Trim 2 SEC ↗ ×4
2 Wells Fargo & Company/Mn 292.99K n/a $13.06M 0.0% n/c 1 SEC ↗ ×3
3 UBS Group AG 270.11K n/a $12.04M 0.0% n/c 1 SEC ↗ ×4
4 LPL Financial LLC 250.74K n/a $11.18M 0.0% n/c 1 SEC ↗
5 Royal Bank Of Canada 179.39K n/a $8.00M 0.0% n/c 1 SEC ↗ ×4
6 Two Sigma Investments ✦ 155.50K New $6.93M 0.0% New 1 SEC ↗
7 Bank Of America Corp /De/ 123.99K n/a $5.53M 0.0% n/c 1 SEC ↗ ×3
8 First Trust Advisors Lp 82.96K n/a $3.70M 0.0% n/c 1 SEC ↗
9 Commonwealth Equity Services, Llc 70.29K n/a $3.13M 0.0% n/c 1 SEC ↗
10 Truist Financial Corp 55.12K n/a $2.46M 0.0% n/c 1 SEC ↗ ×2
11 Osaic Holdings, Inc. 53.94K n/a $2.41M 0.0% n/c 1 SEC ↗ ×3
12 Cetera Investment Advisers 46.72K n/a $2.08M 0.0% n/c 1 SEC ↗
13 Raymond James Financial Inc 44.61K n/a $1.99M 0.0% n/c 1 SEC ↗ ×2
14 Envestnet Asset Management Inc 36.62K n/a $1.63M 0.0% n/c 1 SEC ↗
15 Stifel Financial Corp 35.72K n/a $1.59M 0.0% n/c 1 SEC ↗ ×2
16 Wealthfront Advisers LLC 34.39K n/a $1.53M 0.0% n/c 1 SEC ↗
17 Ameriprise Financial Inc 30.38K n/a $1.35M 0.0% n/c 1 SEC ↗ ×2
18 Jones Financial Companies Lllp 29.04K n/a $1.29M 0.0% n/c 1 SEC ↗ ×2
19 HighTower Advisors, LLC 23.58K n/a $1.05M 0.0% n/c 1 SEC ↗
20 D. E. Shaw & Co. ✦ 21.86K -6.8% $974,701 0.0% ▼ Trim 7 SEC ↗
21 Northwestern Mutual Wealth… 19.90K n/a $887,286 0.0% n/c 1 SEC ↗
22 Susquehanna International Group, Llp 18.27K n/a $814,882 0.0% n/c 1 SEC ↗
23 Mml Investors Services, Llc 18.20K n/a $811,599 0.0% n/c 1 SEC ↗
24 Citadel Advisors ✦ 12.69K -69.0% $565,967 0.0% ▼ Trim 7 SEC ↗
25 Wealth Enhancement Advisory… 11.04K n/a $531,592 0.0% n/c 1 SEC ↗
26 Cwm, Llc 11.17K n/a $498,000 0.0% n/c 1 SEC ↗
27 Focus Partners Wealth 9.06K n/a $404,068 0.0% n/c 1 SEC ↗
28 Creative Planning 9.00K n/a $401,445 0.0% n/c 1 SEC ↗
29 Baird Financial Group, Inc. 6.84K n/a $305,146 0.0% n/c 1 SEC ↗
30 JPMorgan Chase ✦ 6.54K -44.9% $291,576 0.0% ▼ Trim 2 SEC ↗ ×4
31 Citigroup Inc 5.83K n/a $260,107 0.0% n/c 1 SEC ↗
32 Mariner, LLC 5.11K n/a $227,739 0.0% n/c 1 SEC ↗
33 Franklin Resources Inc 5.05K n/a $225,192 0.0% n/c 1 SEC ↗
34 Rockefeller Capital Management L.P. 4.06K n/a $181,253 0.0% n/c 1 SEC ↗ ×2
35 Bnp Paribas Financial Markets 3.88K n/a $173,241 0.0% n/c 1 SEC ↗
36 Bank Of Montreal /Can/ 3.02K n/a $134,624 0.0% n/c 1 SEC ↗ ×3
37 Fidelity (FMR) ✦ 2.74K -2.4% $122,259 0.0% ▼ Trim 3 SEC ↗
38 Blair William & Co/Il 1.93K n/a $86,108 0.0% n/c 1 SEC ↗
39 Pnc Financial Services Group, Inc. 1.63K n/a $72,691 0.0% n/c 1 SEC ↗ ×2
40 TD Waterhouse Canada Inc. 1.11K n/a $49,372 0.0% n/c 1 SEC ↗
41 Us Bancorp \De\ 692 n/a $30,858 0.0% n/c 1 SEC ↗
42 Russell Investments Group, Ltd. 217 n/a $9,677 0.0% n/c 1 SEC ↗
43 BlackRock ✦ (passive) 200 New $8,918 0.0% New 1 SEC ↗
44 UBS AM, a distinct business unit of… 191 n/a $8,517 0.0% n/c 1 SEC ↗
45 Simplex Trading, Llc 188 n/a $8,383 0.0% n/c 1 SEC ↗
46 Assetmark, Inc 100 n/a $4,459 0.0% n/c 1 SEC ↗
47 Fifth Third Bancorp 35 n/a $1,561 0.0% n/c 1 SEC ↗

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

New buyers

Two Sigma Investments $6.93M 0.0%
BlackRock $8,918 0.0%

Exited

Goldman Sachs Group $2.81M was 0.0%

Full-market context: across ALL 13F filers (SEC structured data, Q1 2026): 174 holders, 3.21M shares, $143.38M 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