Security record · archived quarter
RTM
name pending profile ingest
22Tracked holders
+1Δ holders
1.04MShares held
$40.08MReported value
+3New positions
−2Exits
Momentum inputs (comparable managers):
holder breadth +4.8% ·
share flow +15.7% ·
net new positions +4.5%
— formula
Broad accumulation — rising shares across more holders
All ownership figures: tracked 13F managers only, common-stock positions, reporting period Q1 2026
Ownership over time
| Quarter | Holders | Δ | Shares | Reported value | New | Exits |
|---|---|---|---|---|---|---|
| Q2 2026 | 21 | -1 | 1.01M | $38.88M | +1 | −2 |
| Q1 2026 | 22 | +1 | 1.04M | $40.08M | +3 | −2 |
| Q4 2025 | 21 | -1 | 896.05K | $30.52M | — | −1 |
| Q3 2025 | 5 | 0 | 153.79K | $5.04M | — | — |
| Q2 2025 | 2 | -1 | 23.99K | $777,488 | — | −1 |
| Q1 2025 | 2 | +1 | 51.19K | $1.62M | +1 | — |
| Q4 2024 | 1 | +1 | 20.89K | $680,224 | +1 | — |
| Q2 2024 | 1 | — | 8.67K | $298,959 | — | — |
Who holds it · Q1 2026
| # | Manager | Shares | Δ shares | Value | Their weight | Held | ||
|---|---|---|---|---|---|---|---|---|
| 1 | Bank Of America Corp /De/ | 306.66K | +23.3% | $11.86M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 2 | Bank Of America Corp /De/ | 306.66K | +23.3% | $11.86M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 3 | Cetera Investment Advisers | 197.28K | -0.3% | $7.63M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 4 | Raymond James Financial Inc | 112.08K | +4.0% | $4.33M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 5 | Raymond James Financial Inc | 112.08K | +4.0% | $4.33M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 6 | LPL Financial LLC | 95.88K | -3.6% | $3.71M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 7 | Royal Bank Of Canada | 84.75K | +90.6% | $3.28M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 8 | Royal Bank Of Canada | 84.75K | +90.6% | $3.28M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 9 | Morgan Stanley ✦ | 76.16K | +7.6% | $2.94M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 10 | Morgan Stanley ✦ | 76.16K | +7.6% | $2.94M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 11 | Morgan Stanley ✦ | 76.16K | +7.6% | $2.94M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 12 | Susquehanna International Group, Llp | 30.70K | New | $1.19M | 0.0% | New | 1 | SEC ↗ |
| 13 | Susquehanna International Group, Llp | 30.70K | New | $1.19M | 0.0% | New | 1 | SEC ↗ |
| 14 | Wells Fargo & Company/Mn | 29.59K | +221.8% | $1.14M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 15 | Wells Fargo & Company/Mn | 29.59K | +221.8% | $1.14M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 16 | Osaic Holdings, Inc. | 29.06K | +20.5% | $1.12M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 17 | Osaic Holdings, Inc. | 29.06K | +20.5% | $1.12M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 18 | Envestnet Asset Management Inc | 17.03K | +42.4% | $658,574 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 19 | UBS Group AG | 16.21K | +2.6% | $626,798 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 20 | Lido Advisors, LLC | 8.82K | +4.4% | $340,851 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 21 | JPMorgan Chase ✦ | 7.87K | -8.0% | $298,751 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 22 | IMC-Chicago, LLC | 6.92K | New | $267,368 | 0.0% | New | 1 | SEC ↗ |
| 23 | Jones Financial Companies Lllp | 6.74K | +234.8% | $256,142 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 24 | Ameriprise Financial Inc | 5.43K | New | $210,033 | 0.0% | New | 1 | SEC ↗ |
| 25 | Ameriprise Financial Inc | 5.43K | New | $210,033 | 0.0% | New | 1 | SEC ↗ |
| 26 | Fidelity (FMR) ✦ | 1.98K | +0.1% | $76,560 | 0.0% | ▲ Add | 4 | SEC ↗ |
| 27 | Blair William & Co/Il | 1.51K | 0.0% | $58,384 | 0.0% | Held | 2 | SEC ↗ |
| 28 | Rockefeller Capital Management L.P. | 1.45K | 0.0% | $56,141 | 0.0% | Held | 2 | SEC ↗ |
| 29 | Northwestern Mutual Wealth… | 500 | 0.0% | $19,332 | 0.0% | Held | 2 | SEC ↗ |
| 30 | Us Bancorp \De\ | 200 | -60.4% | $7,733 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 31 | Qube Research & Technologies Ltd | 88 | +6.0% | $3,403 | 0.0% | ▲ Add | 2 | SEC ↗ |
“Their weight” = the position's share of that manager's reported 13F equity value — the conviction measure. ✦ = curated manager.
New buyers
| Susquehanna International… | $1.19M | 0.0% |
| Susquehanna International… | $1.19M | 0.0% |
| IMC-Chicago, LLC | $267,368 | 0.0% |
| Ameriprise Financial Inc | $210,033 | 0.0% |
| Ameriprise Financial Inc | $210,033 | 0.0% |
Exited
| Goldman Sachs Group | $1.37M | was 0.0% |
| Cwm, Llc | $26,000 | was 0.0% |
Full-market context: across ALL 13F filers (SEC structured data, Q1 2026): 69 holders, 1.81M shares, $69.13M 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: Q1 2026 ·
Methodology ·
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