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Security record · archived quarter

RCS

name pending profile ingest

Q2 2026 Q1 2026 Q4 2025 Q3 2025 Q2 2025 Q1 2025 Q4 2024 Q3 2024
22Tracked holders
0Δ holders
2.64MShares held
$14.71MReported value
+1New positions
−1Exits
Stable 4 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 -1.9% · 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 25 +1 1.93M $10.54M +2 −1
Q1 2026 24 +2 1.95M $10.45M +6 −4
Q4 2025 22 0 2.64M $14.71M +1 −1
Q3 2025 2 0 823.33K $6.25M — —
Q2 2025 1 0 176.79K $1.23M — —
Q1 2025 1 0 174.55K $1.09M — —
Q4 2024 1 0 12.69K $96,728 — —
Q3 2024 1 +1 40.90K $314,506 +1 —
Holder count
Who holds it · Q4 2025
#ManagerSharesΔ sharesValueTheir weightHeld
1 Morgan Stanley ✦ 678.37K -1.8% $3.78M 0.0% ▼ Trim 2 SEC ↗ ×2
2 UBS Group AG 408.27K — $2.27M 0.0% n/c 1 SEC ↗
3 LPL Financial LLC 369.58K — $2.06M 0.0% n/c 1 SEC ↗
4 Commonwealth Equity Services, Llc 327.79K — $1.83M 0.0% n/c 1 SEC ↗
5 Osaic Holdings, Inc. 287.33K — $1.60M 0.0% n/c 1 SEC ↗ ×2
6 Goldman Sachs Group ✦ 94.49K New $526,326 0.0% New 1 SEC ↗
7 Raymond James Financial Inc 90.45K — $503,808 0.0% n/c 1 SEC ↗ ×2
8 Mercer Global Advisors Inc /Adv 71.50K — $398,255 0.0% n/c 1 SEC ↗
9 Mariner, LLC 60.28K — $335,783 0.0% n/c 1 SEC ↗
10 Cetera Investment Advisers 58.02K — $323,181 0.0% n/c 1 SEC ↗
11 Bank Of America Corp /De/ 39.82K — $221,777 0.0% n/c 1 SEC ↗
12 Envestnet Asset Management Inc 25.24K — $140,565 0.0% n/c 1 SEC ↗
13 Susquehanna International Group, Llp 22.69K — $126,406 0.0% n/c 1 SEC ↗
14 Jane Street Group, Llc 20.17K — $112,336 0.0% n/c 1 SEC ↗ ×2
15 Clearbridge Investments, LLC 17.82K — $99,274 0.0% n/c 1 SEC ↗
16 Focus Partners Wealth 16.62K — $93,106 0.0% n/c 1 SEC ↗
17 Creative Planning 13.18K — $73,407 0.0% n/c 1 SEC ↗
18 First Trust Advisors Lp 12.55K — $69,913 0.0% n/c 1 SEC ↗
19 Royal Bank Of Canada 12.43K — $69,000 0.0% n/c 1 SEC ↗
20 Mml Investors Services, Llc 10.36K — $57,702 0.0% n/c 1 SEC ↗
21 Northwestern Mutual Wealth… 3.18K — $17,707 0.0% n/c 1 SEC ↗
22 Wells Fargo & Company/Mn 1 — $4 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

Goldman Sachs Group $526,326 0.0%

Exited

Citadel Advisors $1.01M was 0.0%

Full-market context: across ALL 13F filers (SEC structured data, Q1 2026): 62 holders, 4.72M shares, $17.85M 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