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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
53Tracked holders
+5Δ holders
2.50MShares held
$115.98MReported value
+6New positions
−1Exits
Rising How these are computed → Explain this at the Research Desk →

Momentum inputs (comparable managers): holder breadth +10.4% · share flow -4.0% · net new positions +9.4% · formula
Ownership fragmentation: more holders, smaller aggregate stake

All ownership figures: tracked 13F managers only, common-stock positions, reporting period Q1 2026

Ownership over time
QuarterHoldersΔSharesReported valueNewExits
Q3 2026 2 0 10.76K $519,495 n/a −1
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 · Q1 2026
#ManagerSharesΔ sharesValueTheir weightHeld
1 Morgan Stanley ✦ 414.32K -17.4% $19.25M 0.0% ▼ Trim 3 SEC ↗ ×4
2 Wells Fargo & Company/Mn 342.77K +17.0% $15.93M 0.0% ▲ Add 2 SEC ↗ ×2
3 LPL Financial LLC 260.56K +3.9% $12.11M 0.0% ▲ Add 2 SEC ↗
4 UBS Group AG 249.75K -7.5% $11.61M 0.0% ▼ Trim 2 SEC ↗ ×3
5 Royal Bank Of Canada 165.93K -7.5% $7.71M 0.0% ▼ Trim 2 SEC ↗ ×4
6 Bank Of America Corp /De/ 120.69K -2.7% $5.61M 0.0% ▼ Trim 2 SEC ↗ ×2
7 CIBC Bancorp USA Inc. 101.50K n/a $4.72M 0.0% n/c 1 SEC ↗ ×2
8 First Trust Advisors Lp 76.44K -7.9% $3.55M 0.0% ▼ Trim 2 SEC ↗
9 Two Sigma Investments ✦ 75.80K -51.2% $3.52M 0.0% ▼ Trim 2 SEC ↗
10 Commonwealth Equity Services, Llc 60.68K -13.7% $2.82M 0.0% ▼ Trim 2 SEC ↗
11 Goldman Sachs Group ✦ 59.29K New $2.76M 0.0% New 1 SEC ↗
12 Susquehanna International Group, Llp 45.49K +148.9% $2.11M 0.0% ▲ Add 2 SEC ↗ ×2
13 Cetera Investment Advisers 44.44K -4.9% $2.06M 0.0% ▼ Trim 2 SEC ↗
14 Truist Financial Corp 42.66K -22.6% $1.98M 0.0% ▼ Trim 2 SEC ↗ ×2
15 Raymond James Financial Inc 41.85K -6.2% $1.94M 0.0% ▼ Trim 2 SEC ↗ ×2
16 Envestnet Asset Management Inc 36.27K -0.9% $1.69M 0.0% ▼ Trim 2 SEC ↗
17 Wealthfront Advisers LLC 34.50K +0.3% $1.60M 0.0% ▲ Add 2 SEC ↗
18 Jones Financial Companies Lllp 33.27K +14.6% $1.52M 0.0% ▲ Add 2 SEC ↗ ×2
19 Stifel Financial Corp 31.46K -11.9% $1.46M 0.0% ▼ Trim 2 SEC ↗ ×2
20 Osaic Holdings, Inc. 29.24K -45.8% $1.36M 0.0% ▼ Trim 2 SEC ↗ ×2
21 Ameriprise Financial Inc 26.13K -14.0% $1.21M 0.0% ▼ Trim 2 SEC ↗ ×2
22 HighTower Advisors, LLC 22.64K -4.0% $1.05M 0.0% ▼ Trim 2 SEC ↗
23 D. E. Shaw & Co. ✦ 20.36K -6.9% $946,036 0.0% ▼ Trim 8 SEC ↗
24 Northwestern Mutual Wealth… 19.81K -0.4% $920,734 0.0% ▼ Trim 2 SEC ↗
25 Mml Investors Services, Llc 14.03K -22.9% $652,063 0.0% ▼ Trim 2 SEC ↗
26 Cwm, Llc 13.99K +25.2% $649,907 0.0% ▲ Add 2 SEC ↗
27 Wealth Enhancement Advisory… 9.58K -13.2% $445,641 0.0% ▼ Trim 2 SEC ↗
28 Mercer Global Advisors Inc /Adv 9.33K New $433,547 0.0% New 1 SEC ↗
29 Focus Partners Wealth 9.07K +0.1% $421,643 0.0% ▲ Add 2 SEC ↗
30 Creative Planning 8.88K -1.4% $412,507 0.0% ▼ Trim 2 SEC ↗
31 Hrt Financial Lp 8.79K New $408,000 0.0% New 1 SEC ↗
32 Franklin Resources Inc 7.20K +42.6% $334,584 0.0% ▲ Add 2 SEC ↗
33 Citigroup Inc 6.79K +16.4% $315,578 0.0% ▲ Add 2 SEC ↗
34 Baird Financial Group, Inc. 6.34K -7.3% $294,759 0.0% ▼ Trim 2 SEC ↗
35 Mariner, LLC 5.29K +3.7% $245,994 0.0% ▲ Add 2 SEC ↗
36 Bnp Paribas Financial Markets 4.97K +27.9% $230,863 0.0% ▲ Add 2 SEC ↗
37 JPMorgan Chase ✦ 5.27K -19.3% $230,135 0.0% ▼ Trim 3 SEC ↗ ×3
38 Jane Street Group, Llc 4.84K New $224,775 0.0% New 1 SEC ↗
39 Citadel Advisors ✦ 4.49K -64.6% $208,743 0.0% ▼ Trim 8 SEC ↗
40 Rockefeller Capital Management L.P. 4.26K +4.8% $198,000 0.0% ▲ Add 2 SEC ↗ ×2
41 Fifth Third Bancorp 3.61K +10217.1% $167,798 0.0% ▲ Add 2 SEC ↗
42 Fidelity (FMR) ✦ 3.08K +12.3% $143,107 0.0% ▲ Add 4 SEC ↗
43 Bank Of Montreal /Can/ 2.95K -2.2% $137,225 0.0% ▼ Trim 2 SEC ↗ ×3
44 Blair William & Co/Il 1.88K -2.6% $87,410 0.0% ▼ Trim 2 SEC ↗
45 Pnc Financial Services Group, Inc. 1.63K 0.0% $75,755 0.0% Held 2 SEC ↗ ×2
46 Russell Investments Group, Ltd. 1.61K +640.5% $74,660 0.0% ▲ Add 2 SEC ↗
47 TD Waterhouse Canada Inc. 1.11K 0.0% $51,888 0.0% Held 2 SEC ↗
48 Us Bancorp \De\ 692 0.0% $32,157 0.0% Held 2 SEC ↗
49 Toronto Dominion Bank 573 New $26,627 0.0% New 1 SEC ↗
50 BlackRock ✦ (passive) 200 0.0% $9,294 0.0% Held 2 SEC ↗
51 UBS AM, a distinct business unit of… 191 0.0% $8,876 0.0% Held 2 SEC ↗
52 Assetmark, Inc 176 +76.0% $8,179 0.0% ▲ Add 2 SEC ↗
53 National Bank Of Canada /Fi/ 121 New $5,527 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

Simplex Trading, Llc $8,383 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: Q1 2026 · Methodology · Get this via the API