Security record · archived quarter
QDIV
name pending profile ingest
11Tracked holders
0Δ holders
96.84KShares held
$3.56MReported value
+1New positions
−1Exits
Momentum inputs (comparable managers): holder breadth 0.0% · share flow -30.0% · net new positions 0.0% · formula
All ownership figures: tracked 13F managers only, common-stock positions, reporting period Q1 2026
Ownership over time
Who holds it · Q1 2026
| # | Manager | Shares | Δ shares | Value | Their weight | Held | ||
|---|---|---|---|---|---|---|---|---|
| 1 | LPL Financial LLC | 58.14K | -12.6% | $2.14M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 2 | Susquehanna International Group, Llp | 9.50K | -51.1% | $349,335 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 3 | Jane Street Group, Llc | 7.50K | -70.0% | $275,710 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 4 | Goldman Sachs Group ✦ | 7.48K | -12.1% | $275,232 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 5 | Creative Planning | 7.22K | 0.0% | $265,412 | 0.0% | Held | 2 | SEC ↗ |
| 6 | Barclays Plc | 5.20K | 0.0% | $191,235 | 0.0% | Held | 2 | SEC ↗ |
| 7 | Osaic Holdings, Inc. | 1.61K | +18.4% | $59,285 | 0.0% | ▲ Add | 2 | SEC ↗ ×2 |
| 8 | Rockefeller Capital Management L.P. | 129 | -3.0% | $4,744 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 9 | Bank Of Montreal /Can/ | 65 | -55.2% | $2,390 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 10 | Morgan Stanley ✦ | 1 | New | $59 | 0.0% | New | 1 | SEC ↗ |
| 11 | Wells Fargo & Company/Mn | 0 | n/a | $8 | 0.0% | Held | 2 | SEC ↗ |
“Their weight” = the position's share of that manager's reported 13F equity value: the conviction measure. ✦ = curated manager.
New buyers
| Morgan Stanley | $59 | 0.0% |
Exited
| Raymond James Financial Inc | $290,960 | was 0.0% |
Full-market context: across ALL 13F filers (SEC structured data, Q1 2026): 25 holders, 377.79K shares, $13.18M 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 ·
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