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Security record · archived quarter

RM

name pending profile ingest

Q2 2026 Q1 2026 Q4 2025 Q3 2025 Q2 2025 Q1 2025 Q4 2024 Q3 2024
58Tracked holders
-2Δ holders
4.72MShares held
$182.84MReported value
+0New positions
−2Exits
Stable 5 quarters of rising tracked shares ●●●●●○ How these are computed → Explain this at the Research Desk →

Momentum inputs (comparable managers): holder breadth -3.3% · share flow +1.7% · net new positions -3.4% · formula
Concentrated accumulation: rising shares among fewer holders

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

Ownership over time
QuarterHoldersΔSharesReported valueNewExits
Q2 2026 61 0 4.80M $197.53M +4 −3
Q1 2026 62 +4 4.75M $153.24M +6 −2
Q4 2025 58 -2 4.72M $182.84M n/a −2
Q3 2025 17 +2 2.84M $110.50M +2 n/a
Q2 2025 12 -2 2.75M $80.30M n/a −2
Q1 2025 11 +1 1.07M $32.36M +1 n/a
Q4 2024 10 0 1.07M $36.22M n/a n/a
Q3 2024 9 +1 877.23K $28.70M +1 n/a
Q2 2024 8 n/a 946.63K $27.21M n/a n/a
Holder count
Who holds it · Q4 2025
#ManagerSharesΔ sharesValueTheir weightHeld
1 BlackRock ✦ (passive) 1.14M +0.4% $44.15M 0.0% ▲ Add 3 SEC ↗ ×7
2 Dimensional Fund Advisors Lp 691.70K n/a $26.80M 0.0% n/c 1 SEC ↗ ×4
3 The Vanguard Group ✦ (passive) 459.35K +0.4% $17.80M 0.0% ▲ Add 3 SEC ↗ ×3
4 Renaissance Technologies ✦ 243.14K +15.8% $9.42M 0.0% ▲ Add 7 SEC ↗
5 American Century Companies Inc 235.80K n/a $9.14M 0.0% n/c 1 SEC ↗
6 Wellington Management ✦ 218.16K +9.9% $8.45M 0.0% ▲ Add 7 SEC ↗
7 Geode Capital Management ✦ (passive) 204.49K -1.9% $7.93M 0.0% ▼ Trim 7 SEC ↗ ×2
8 Charles Schwab Investment… 182.67K n/a $7.08M 0.0% n/c 1 SEC ↗
9 State Street Global Advisors ✦ (passive) 175.41K +0.5% $6.80M 0.0% ▲ Add 5 SEC ↗
10 Goldman Sachs Group ✦ 150.46K +11.7% $5.83M 0.0% ▲ Add 2 SEC ↗ ×2
11 Arrowstreet Capital ✦ 105.82K -1.3% $4.10M 0.0% ▼ Trim 7 SEC ↗
12 Northern Trust Corp 91.72K n/a $3.55M 0.0% n/c 1 SEC ↗ ×4
13 Bank of New York Mellon Corp 79.85K n/a $3.09M 0.0% n/c 1 SEC ↗ ×5
14 Sei Investments Co 72.11K n/a $2.79M 0.0% n/c 1 SEC ↗ ×2
15 Morgan Stanley ✦ 67.39K +9.0% $2.61M 0.0% ▲ Add 2 SEC ↗ ×8
16 Fidelity (FMR) ✦ 57.10K +22.9% $2.21M 0.0% ▲ Add 3 SEC ↗ ×2
17 Ameriprise Financial Inc 44.12K n/a $1.71M 0.0% n/c 1 SEC ↗ ×2
18 UBS Group AG 41.32K n/a $1.60M 0.0% n/c 1 SEC ↗ ×2
19 AQR Capital Management ✦ 40.32K +65.0% $1.56M 0.0% ▲ Add 4 SEC ↗ ×6
20 Connor, Clark & Lunn Investment… 37.64K n/a $1.46M 0.0% n/c 1 SEC ↗
21 State Of Wisconsin Investment Board 32.65K n/a $1.26M 0.0% n/c 1 SEC ↗
22 First Trust Advisors Lp 28.01K n/a $1.09M 0.0% n/c 1 SEC ↗
23 Nomura Asset Management… 26.10K n/a $1.01M 0.0% n/c 1 SEC ↗
24 Prudential Financial Inc 25.08K n/a $971,850 0.0% n/c 1 SEC ↗ ×2
25 Nuveen, LLC 21.51K n/a $833,668 0.0% n/c 1 SEC ↗ ×2
26 Barclays Plc 20.26K n/a $785,153 0.0% n/c 1 SEC ↗
27 Universal- Beteiligungs- und… 19.60K n/a $759,500 0.0% n/c 1 SEC ↗
28 Two Sigma Investments ✦ 18.12K +9.6% $702,305 0.0% ▲ Add 7 SEC ↗
29 Invesco Ltd. 15.68K n/a $607,406 0.0% n/c 1 SEC ↗ ×3
30 Bank Of America Corp /De/ 15.65K n/a $606,515 0.0% n/c 1 SEC ↗ ×3
31 Voya Investment Management Llc 14.43K n/a $559,008 0.0% n/c 1 SEC ↗
32 D. E. Shaw & Co. ✦ 14.16K -5.4% $548,816 0.0% ▼ Trim 7 SEC ↗
33 Millennium Management ✦ 13.02K -33.0% $504,641 0.0% ▼ Trim 7 SEC ↗
34 Hsbc Holdings Plc 12.83K n/a $496,470 0.0% n/c 1 SEC ↗ ×2
35 Quantinno Capital Management LP 12.19K n/a $472,324 0.0% n/c 1 SEC ↗
36 Rhumbline Advisers 12.13K n/a $470,108 0.0% n/c 1 SEC ↗
37 Allspring Global Investments… 10.72K n/a $420,574 0.0% n/c 1 SEC ↗ ×2
38 Wells Fargo & Company/Mn 10.12K n/a $392,150 0.0% n/c 1 SEC ↗
39 Alliancebernstein L.P. 9.90K n/a $383,625 0.0% n/c 1 SEC ↗
40 JPMorgan Chase ✦ 8.53K +2.7% $330,500 0.0% ▲ Add 2 SEC ↗ ×4
41 Deutsche Bank Ag\ 7.83K n/a $303,296 0.0% n/c 1 SEC ↗
42 Canada Pension Plan Investment Board 6.90K n/a $267,375 0.0% n/c 1 SEC ↗
43 Creative Planning 5.98K n/a $231,880 0.0% n/c 1 SEC ↗
44 MIRAE ASSET GLOBAL ETFS HOLDINGS… 4.21K n/a $163,060 0.0% n/c 1 SEC ↗
45 Russell Investments Group, Ltd. 3.88K n/a $150,194 0.0% n/c 1 SEC ↗ ×5
46 New York State Common Retirement… 3.47K n/a $134,385 0.0% n/c 1 SEC ↗
47 Bnp Paribas Financial Markets 3.22K n/a $124,930 0.0% n/c 1 SEC ↗
48 Cwm, Llc 1.02K n/a $40,000 0.0% n/c 1 SEC ↗
49 Citigroup Inc 940 n/a $36,426 0.0% n/c 1 SEC ↗ ×3
50 Legal & General Group Plc 828 n/a $32,085 0.0% n/c 1 SEC ↗
51 California State Teachers… 558 n/a $21,623 0.0% n/c 1 SEC ↗
52 Osaic Holdings, Inc. 321 n/a $12,451 0.0% n/c 1 SEC ↗
53 Royal Bank Of Canada 247 n/a $9,000 0.0% n/c 1 SEC ↗ ×2
54 Group One Trading Llc 100 n/a $3,875 0.0% n/c 1 SEC ↗
55 Optiver Holding B.V. 84 n/a $3,255 0.0% n/c 1 SEC ↗
56 Pnc Financial Services Group, Inc. 18 n/a $698 0.0% n/c 1 SEC ↗
57 Jones Financial Companies Lllp 9 n/a $349 0.0% n/c 1 SEC ↗
58 UBS AM, a distinct business unit of… 7 n/a $271 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

No new tracked buyers this quarter.

Exited

Citadel Advisors $413,327 was 0.0%
Marshall Wace $289,667 was 0.0%

Full-market context: across ALL 13F filers (SEC structured data, Q1 2026): 112 holders, 8.17M shares, $255.91M 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.

Insider transactions

Open-market purchases (P)

Aug 12 Lamba Lakhbir S.

Officer, Director · President and CEO · 3.50K sh @ 31.76 · $111,160

Aug 11 Lamba Lakhbir S.

Officer, Director · President and CEO · 6.50K sh @ 31.59 · $205,335

Open-market sales (S)

Sep 17 Forager Fund, L.P.

10% owner · 10.40K sh · $335,120

Sep 16 Forager Fund, L.P.

10% owner · 9.06K sh · $291,770

Sep 15 Forager Fund, L.P.

10% owner · 9.86K sh · $317,987

Sep 01 BASSWOOD CAPITAL…

Director, 10% owner · 1.16K sh · $36,682

Aug 24 Atwood Catherine R

Officer · 200 sh · $7,000

Awards, exercises and tax withholding are never counted as buys or sales here. Methodology

Beneficial ownership
Jul 29 SC 13G/A: BlackRock, Inc.

View original SEC filing ↗

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