ROM
name pending profile ingest
Momentum inputs (comparable managers): holder breadth 0.0% · share flow -22.5% · net new positions 0.0% — formula
All ownership figures: tracked 13F managers only, common-stock positions, reporting period Q1 2026
| Quarter | Holders | Δ | Shares | Reported value | New | Exits |
|---|---|---|---|---|---|---|
| Q2 2026 | 19 | -3 | 223.09K | $34.62M | +2 | −6 |
| Q1 2026 | 23 | 0 | 248.55K | $19.49M | +3 | −3 |
| Q4 2025 | 23 | 0 | 320.58K | $30.23M | — | — |
| Q3 2025 | 3 | 0 | 176.31K | $16.34M | — | — |
| Q2 2025 | 2 | 0 | 194.95K | $14.84M | — | — |
| Q1 2025 | 2 | +1 | 218.37K | $11.67M | +1 | — |
| Q4 2024 | 1 | 0 | 4.26K | $296,910 | — | — |
| Q3 2024 | 1 | +1 | 1.39K | $93,294 | +1 | — |
| # | Manager | Shares | Δ shares | Value | Their weight | Held | ||
|---|---|---|---|---|---|---|---|---|
| 1 | Gotham Asset Management ✦ | 127.16K | -26.0% | $9.97M | 0.0% | ▼ Trim | 5 | SEC ↗ |
| 2 | Commonwealth Equity Services, Llc | 20.54K | +2.0% | $1.61M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 3 | Creative Planning | 19.96K | +166.2% | $1.56M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 4 | Susquehanna International Group, Llp | 13.02K | +120.2% | $1.02M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 5 | Envestnet Asset Management Inc | 12.46K | -73.4% | $976,792 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 6 | Mariner, LLC | 9.42K | 0.0% | $738,528 | 0.0% | Held | 2 | SEC ↗ |
| 7 | HighTower Advisors, LLC | 8.62K | 0.0% | $676,041 | 0.0% | Held | 2 | SEC ↗ |
| 8 | Bank Of America Corp /De/ | 7.25K | +9.8% | $568,400 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 9 | Jane Street Group, Llc | 7.24K | New | $567,851 | 0.0% | New | 1 | SEC ↗ |
| 10 | Hrt Financial Lp | 5.59K | New | $438,000 | 0.0% | New | 1 | SEC ↗ |
| 11 | Quantinno Capital Management LP | 5.29K | -11.3% | $414,540 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 12 | Northwestern Mutual Wealth… | 4.58K | 0.0% | $359,072 | 0.0% | Held | 2 | SEC ↗ |
| 13 | LPL Financial LLC | 3.56K | -31.4% | $278,790 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 14 | Lido Advisors, LLC | 2.95K | -3.3% | $231,232 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 15 | Pnc Financial Services Group, Inc. | 350 | -65.0% | $27,440 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 16 | Simplex Trading, Llc | 194 | New | $15,209 | 0.0% | New | 1 | SEC ↗ |
| 17 | UBS Group AG | 124 | +26.5% | $9,721 | 0.0% | ▲ Add | 2 | SEC ↗ ×2 |
| 18 | Franklin Resources Inc | 100 | 0.0% | $7,840 | 0.0% | Held | 2 | SEC ↗ |
| 19 | Royal Bank Of Canada | 64 | -91.0% | $5,000 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 20 | Osaic Holdings, Inc. | 48 | -99.6% | $3,898 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 21 | Qube Research & Technologies Ltd | 36 | -59.5% | $2,822 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 22 | Morgan Stanley ✦ | 2 | 0.0% | $168 | 0.0% | Held | 3 | SEC ↗ |
| 23 | Wells Fargo & Company/Mn | 1 | 0.0% | $60 | 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
| Jane Street Group, Llc | $567,851 | 0.0% |
| Hrt Financial Lp | $438,000 | 0.0% |
| Simplex Trading, Llc | $15,209 | 0.0% |
Exited
| Cerity Partners LLC | $603,520 | was 0.0% |
| Citadel Advisors | $510,257 | was 0.0% |
| Group One Trading Llc | $25,650 | was 0.0% |
Full-market context: across ALL 13F filers (SEC structured data, Q1 2026): 59 holders, 628.42K shares, $48.97M reported. This is a different, older period than the tracked-universe figures above and the two are never mixed.
What else this security's tracked holders most often hold — shared-ownership counts, not fundamental relationships.