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Security record · archived quarter

RING

name pending profile ingest

Q3 2026 Q2 2026 Q1 2026 Q4 2025 Q3 2025 Q2 2025 Q1 2025 Q4 2024
48Tracked holders
+2Δ holders
8.32MShares held
$612.54MReported value
+3New positions
−1Exits
Rising 4 quarters of rising tracked shares ●●●●○○ How these are computed → Explain this at the Research Desk →

Momentum inputs (comparable managers): holder breadth +4.3% · share flow +11.7% · net new positions +4.2% · formula
Broad accumulation: rising shares across more holders

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

Ownership over time
QuarterHoldersΔSharesReported valueNewExits
Q3 2026 2 0 6.08K $460,975 n/a n/a
Q2 2026 53 -1 5.99M $386.82M +6 −7
Q1 2026 55 +6 10.28M $799.95M +9 −3
Q4 2025 48 +2 8.32M $612.54M +3 −1
Q3 2025 6 0 1.18M $76.59M +1 −1
Q2 2025 4 +1 19.15K $838,544 +2 −1
Q1 2025 1 0 18.44K $707,244 +1 −1
Q4 2024 1 0 7.43K $208,857 n/a n/a
Q3 2024 1 0 7.43K $245,264 +1 −1
Q2 2024 1 n/a 15.05K $415,558 n/a n/a
Holder count
Who holds it · Q4 2025
#ManagerSharesΔ sharesValueTheir weightHeld
1 Envestnet Asset Management Inc 1.84M n/a $135.16M 0.0% n/c 1 SEC ↗
2 LPL Financial LLC 1.04M n/a $76.84M 0.0% n/c 1 SEC ↗
3 BlackRock ✦ (passive) 979.37K +92119.7% $72.12M 0.0% ▲ Add 3 SEC ↗ ×3
4 Morgan Stanley ✦ 646.00K -3.2% $47.57M 0.0% ▼ Trim 2 SEC ↗ ×3
5 Mml Investors Services, Llc 463.07K n/a $34.10M 0.1% n/c 1 SEC ↗
6 Allianz Asset Management GmbH 441.64K n/a $32.52M 0.0% n/c 1 SEC ↗
7 HighTower Advisors, LLC 405.78K n/a $29.88M 0.0% n/c 1 SEC ↗
8 Wells Fargo & Company/Mn 369.63K n/a $27.22M 0.0% n/c 1 SEC ↗ ×4
9 Bank Of America Corp /De/ 266.48K n/a $19.62M 0.0% n/c 1 SEC ↗ ×4
10 JPMorgan Chase ✦ 265.14K -45.2% $19.52M 0.0% ▼ Trim 2 SEC ↗ ×2
11 Cetera Investment Advisers 207.86K n/a $15.31M 0.0% n/c 1 SEC ↗
12 Raymond James Financial Inc 177.26K n/a $13.05M 0.0% n/c 1 SEC ↗ ×2
13 Bank Of Montreal /Can/ 174.79K n/a $12.87M 0.0% n/c 1 SEC ↗ ×2
14 Northwestern Mutual Wealth… 165.39K n/a $12.18M 0.0% n/c 1 SEC ↗
15 UBS Group AG 136.79K n/a $10.07M 0.0% n/c 1 SEC ↗ ×3
16 Wealthfront Advisers LLC 75.73K n/a $5.58M 0.0% n/c 1 SEC ↗
17 T. Rowe Price ✦ 73.72K New $5.43M 0.0% New 1 SEC ↗
18 Citigroup Inc 67.05K n/a $4.94M 0.0% n/c 1 SEC ↗ ×2
19 Victory Capital Management Inc 56.34K n/a $4.15M 0.0% n/c 1 SEC ↗
20 Royal Bank Of Canada 52.92K n/a $3.90M 0.0% n/c 1 SEC ↗ ×6
21 Commonwealth Equity Services, Llc 52.60K n/a $3.87M 0.0% n/c 1 SEC ↗
22 Osaic Holdings, Inc. 52.27K n/a $3.85M 0.0% n/c 1 SEC ↗ ×2
23 TD Waterhouse Canada Inc. 51.76K n/a $3.81M 0.0% n/c 1 SEC ↗
24 Marshall Wace ✦ 45.30K New $3.34M 0.0% New 1 SEC ↗ ×2
25 Jones Financial Companies Lllp 40.53K n/a $2.98M 0.0% n/c 1 SEC ↗
26 Goldman Sachs Group ✦ 33.81K New $2.49M 0.0% New 1 SEC ↗
27 Tidal Investments LLC 29.13K n/a $2.14M 0.0% n/c 1 SEC ↗
28 Susquehanna International Group, Llp 19.61K n/a $1.44M 0.0% n/c 1 SEC ↗
29 Mariner, LLC 17.91K n/a $1.32M 0.0% n/c 1 SEC ↗
30 Stifel Financial Corp 13.59K n/a $1.00M 0.0% n/c 1 SEC ↗
31 AQR Capital Management ✦ 9.40K +20.7% $692,455 0.0% ▲ Add 2 SEC ↗
32 Wealth Enhancement Advisory… 7.24K n/a $573,310 0.0% n/c 1 SEC ↗
33 Creative Planning 5.76K n/a $424,225 0.0% n/c 1 SEC ↗
34 Blair William & Co/Il 5.37K n/a $395,065 0.0% n/c 1 SEC ↗
35 Truist Financial Corp 4.87K n/a $358,841 0.0% n/c 1 SEC ↗
36 Cibc World Market Inc. 4.70K n/a $345,740 0.0% n/c 1 SEC ↗
37 UBS AM, a distinct business unit of… 4.63K n/a $341,321 0.0% n/c 1 SEC ↗
38 Northern Trust Corp 3.63K n/a $267,019 0.0% n/c 1 SEC ↗
39 Quantinno Capital Management LP 3.49K n/a $257,004 0.0% n/c 1 SEC ↗
40 Fidelity (FMR) ✦ 2.48K +81.5% $182,648 0.0% ▲ Add 3 SEC ↗
41 Rockefeller Capital Management L.P. 1.99K n/a $146,215 0.0% n/c 1 SEC ↗ ×2
42 Pnc Financial Services Group, Inc. 1.38K n/a $101,698 0.0% n/c 1 SEC ↗ ×2
43 Us Bancorp \De\ 1.15K n/a $84,760 0.0% n/c 1 SEC ↗ ×2
44 Simplex Trading, Llc 581 n/a $42,784 0.0% n/c 1 SEC ↗
45 National Bank Of Canada /Fi/ 208 n/a $15,319 0.0% n/c 1 SEC ↗
46 Assetmark, Inc 119 n/a $8,763 0.0% n/c 1 SEC ↗
47 Cwm, Llc 38 n/a $3,000 0.0% n/c 1 SEC ↗
48 Russell Investments Group, Ltd. 0 n/a $22 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

T. Rowe Price $5.43M 0.0%
Marshall Wace $3.34M 0.0%
Goldman Sachs Group $2.49M 0.0%

Exited

D. E. Shaw & Co. $1.43M was 0.0%

Full-market context: across ALL 13F filers (SEC structured data, Q1 2026): 238 holders, 14.26M shares, $1.02B 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