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Security record

RM

name pending profile ingest

Q2 2026 Q1 2026 Q4 2025 Q3 2025 Q2 2025 Q1 2025 Q4 2024 Q3 2024
61Tracked holders
0Δ holders
4.80MShares held
$197.53MReported value
+4New positions
−3Exits
Stable 7 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 +0.4% · net new positions +1.6% — formula

All ownership figures: tracked 13F managers only, common-stock positions, reporting period Q2 2026

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 — −2
Q3 2025 17 +2 2.84M $110.50M +2 —
Q2 2025 12 -2 2.75M $80.30M — −2
Q1 2025 11 +1 1.07M $32.36M +1 —
Q4 2024 10 0 1.07M $36.22M — —
Q3 2024 9 +1 877.23K $28.70M +1 —
Q2 2024 8 — 946.63K $27.21M — —
Holder count
Who holds it · Q2 2026
#ManagerSharesΔ sharesValueTheir weightHeld
1 BlackRock ✦ (passive) 1.15M +1.5% $47.51M 0.0% ▲ Add 5 SEC ↗ ×7
2 Dimensional Fund Advisors Lp 690.61K -0.2% $28.45M 0.0% ▼ Trim 3 SEC ↗ ×4
3 Vanguard Capital Management Llc 335.59K -2.7% $13.83M 0.0% ▼ Trim 2 SEC ↗
4 American Century Companies Inc 289.16K +10.8% $11.91M 0.0% ▲ Add 3 SEC ↗
5 Geode Capital Management ✦ (passive) 225.10K +5.9% $9.28M 0.0% ▲ Add 9 SEC ↗ ×2
6 Renaissance Technologies ✦ 185.54K -16.9% $7.64M 0.0% ▼ Trim 9 SEC ↗
7 State Street Global Advisors ✦ (passive) 173.24K -0.4% $7.14M 0.0% ▼ Trim 7 SEC ↗
8 Goldman Sachs Group ✦ 156.54K -3.8% $6.45M 0.0% ▼ Trim 4 SEC ↗ ×2
9 Wellington Management ✦ 124.79K -21.8% $5.14M 0.0% ▼ Trim 9 SEC ↗
10 Charles Schwab Investment… 122.20K -23.5% $5.03M 0.0% ▼ Trim 3 SEC ↗
11 Arrowstreet Capital ✦ 111.88K +3.2% $4.61M 0.0% ▲ Add 9 SEC ↗
12 Morgan Stanley ✦ 109.55K +30.7% $4.51M 0.0% ▲ Add 4 SEC ↗ ×6
13 Northern Trust Corp 89.94K -2.9% $3.71M 0.0% ▼ Trim 3 SEC ↗ ×3
14 Bank of New York Mellon Corp 76.78K +1.2% $3.16M 0.0% ▲ Add 3 SEC ↗ ×5
15 Sei Investments Co 74.81K -52.4% $3.08M 0.0% ▼ Trim 3 SEC ↗ ×2
16 AQR Capital Management ✦ 71.38K +12.2% $2.94M 0.0% ▲ Add 6 SEC ↗ ×5
17 Fidelity (FMR) ✦ 65.66K +4.9% $2.71M 0.0% ▲ Add 5 SEC ↗ ×2
18 Ameriprise Financial Inc 56.75K +23.1% $2.34M 0.0% ▲ Add 3 SEC ↗ ×2
19 Man Group plc 55.05K New $2.27M 0.0% New 1 SEC ↗
20 Creative Planning 47.83K +307.9% $1.97M 0.0% ▲ Add 3 SEC ↗ ×2
21 Citadel Advisors ✦ 43.29K +440.7% $1.78M 0.0% ▲ Add 2 SEC ↗
22 Lazard Asset Management Llc 38.95K +25.1% $1.60M 0.0% ▲ Add 2 SEC ↗
23 UBS Group AG 38.48K +10.3% $1.59M 0.0% ▲ Add 3 SEC ↗ ×2
24 State Of Wisconsin Investment Board 37.67K +10.6% $1.55M 0.0% ▲ Add 3 SEC ↗
25 Connor, Clark & Lunn Investment… 33.12K -1.5% $1.36M 0.0% ▼ Trim 3 SEC ↗ ×2
26 Quantinno Capital Management LP 28.53K +20.8% $1.18M 0.0% ▲ Add 3 SEC ↗
27 First Trust Advisors Lp 27.92K +0.6% $1.15M 0.0% ▲ Add 3 SEC ↗
28 Norges Bank ✦ (passive) 27.50K New $1.13M 0.0% New 1 SEC ↗
29 Nomura Asset Management… 26.10K 0.0% $1.07M 0.0% Held 3 SEC ↗
30 Two Sigma Investments ✦ 22.08K -26.8% $909,820 0.0% ▼ Trim 9 SEC ↗
31 Nuveen, LLC 21.61K 0.0% $890,538 0.0% Held 3 SEC ↗ ×2
32 Universal- Beteiligungs- und… 19.60K 0.0% $807,520 0.0% Held 3 SEC ↗
33 JPMorgan Chase ✦ 17.26K +29.0% $716,940 0.0% ▲ Add 4 SEC ↗ ×4
34 D. E. Shaw & Co. ✦ 16.44K +21.4% $677,246 0.0% ▲ Add 9 SEC ↗
35 Prudential Financial Inc 15.96K -24.6% $657,758 0.0% ▼ Trim 3 SEC ↗
36 Voya Investment Management Llc 15.89K +10.7% $654,503 0.0% ▲ Add 3 SEC ↗
37 Franklin Resources Inc 14.79K +1.9% $609,389 0.0% ▲ Add 2 SEC ↗ ×2
38 Bank Of America Corp /De/ 14.33K +26.0% $590,519 0.0% ▲ Add 3 SEC ↗
39 Invesco Ltd. 12.67K -13.7% $521,962 0.0% ▼ Trim 3 SEC ↗ ×3
40 Allspring Global Investments… 12.17K +3.0% $515,273 0.0% ▲ Add 3 SEC ↗ ×2
41 Rhumbline Advisers 11.23K -6.9% $462,503 0.0% ▼ Trim 3 SEC ↗
42 Barclays Plc 8.74K -7.3% $359,964 0.0% ▼ Trim 3 SEC ↗ ×2
43 Alliancebernstein L.P. 11.10K +12.1% $357,975 0.0% ▲ Add 3 SEC ↗
44 Bnp Paribas Financial Markets 8.58K +27.3% $353,496 0.0% ▲ Add 3 SEC ↗
45 Deutsche Bank Ag\ 8.56K +53.4% $352,754 0.0% ▲ Add 3 SEC ↗ ×2
46 Russell Investments Group, Ltd. 7.73K +94.5% $318,312 0.0% ▲ Add 3 SEC ↗ ×5
47 Wells Fargo & Company/Mn 7.72K +112.3% $317,941 0.0% ▲ Add 3 SEC ↗ ×3
48 Canada Pension Plan Investment Board 6.90K 0.0% $284,280 0.0% Held 3 SEC ↗
49 T. Rowe Price ✦ 6.42K 0.0% $265,000 0.0% Held 2 SEC ↗
50 Victory Capital Management Inc 4.94K New $203,652 0.0% New 1 SEC ↗
51 Citigroup Inc 4.80K +694.0% $197,595 0.0% ▲ Add 3 SEC ↗ ×3
52 MIRAE ASSET GLOBAL ETFS HOLDINGS… 4.03K -6.4% $166,160 0.0% ▼ Trim 3 SEC ↗
53 New York State Common Retirement… 3.47K 0.0% $142,882 0.0% Held 3 SEC ↗
54 Legal & General Group Plc 812 0.0% $33,454 0.0% Held 3 SEC ↗
55 UBS AM, a distinct business unit of… 475 0.0% $19,570 0.0% Held 3 SEC ↗
56 Osaic Holdings, Inc. 348 +62.6% $14,347 0.0% ▲ Add 3 SEC ↗
57 Royal Bank Of Canada 265 +5200.0% $11,000 0.0% ▲ Add 3 SEC ↗
58 Pnc Financial Services Group, Inc. 68 -16.1% $2,802 0.0% ▼ Trim 3 SEC ↗
59 Fifth Third Bancorp 58 0.0% $2,390 0.0% Held 2 SEC ↗
60 Us Bancorp \De\ 55 New $2,266 0.0% New 1 SEC ↗
61 Optiver Holding B.V. 28 -72.0% $1,154 0.0% ▼ Trim 3 SEC ↗

“Their weight” = the position's share of that manager's reported 13F equity value — the conviction measure. ✦ = curated manager.

New buyers

Man Group plc $2.27M 0.0%
Norges Bank $1.13M 0.0%
Victory Capital Management Inc $203,652 0.0%
Us Bancorp \De\ $2,266 0.0%

Exited

Millennium Management $913,094 was 0.0%
Marshall Wace $375,390 was 0.0%
Jones Financial Companies Lllp $282 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: Q2 2026 · Methodology · Get this via the API