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Security record · archived quarter

RWM

name pending profile ingest

Q2 2026 Q1 2026 Q4 2025 Q3 2025 Q1 2025 Q4 2024 Q3 2024
16Tracked holders
+3Δ holders
1.56MShares held
$25.38MReported value
+7New positions
−4Exits
Strongly Rising 2 quarters of rising tracked shares ●●○○○○ How these are computed → Explain this at the Research Desk →

Momentum inputs (comparable managers): holder breadth +23.1% · share flow +30.0% · net new positions +18.8% · 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
QuarterHoldersΔSharesReported valueNewExits
Q2 2026 17 +2 971.63K $12.91M +3 −2
Q1 2026 16 +3 1.56M $25.38M +7 −4
Q4 2025 13 +1 656.71K $10.75M +1 n/a
Q3 2025 1 n/a 91.75K $1.54M n/a n/a
Q1 2025 1 0 249.90K $5.19M n/a n/a
Q4 2024 1 -1 102.96K $1.93M n/a −1
Q3 2024 2 +2 110.03K $2.08M +2 n/a
Holder count
Who holds it · Q1 2026
#ManagerSharesΔ sharesValueTheir weightHeld
1 Morgan Stanley ✦ 484.41K +342.9% $7.86M 0.0% ▲ Add 3 SEC ↗ ×2
2 HighTower Advisors, LLC 212.53K New $3.45M 0.0% New 1 SEC ↗
3 Hrt Financial Lp 156.41K New $2.54M 0.0% New 1 SEC ↗
4 UBS Group AG 146.19K -18.5% $2.37M 0.0% ▼ Trim 2 SEC ↗ ×2
5 Cibc World Market Inc. 109.98K New $1.78M 0.0% New 1 SEC ↗
6 IMC-Chicago, LLC 108.08K New $1.75M 0.0% New 1 SEC ↗
7 Envestnet Asset Management Inc 95.78K -3.3% $1.55M 0.0% ▼ Trim 2 SEC ↗
8 Squarepoint Ops LLC 81.81K New $1.33M 0.0% New 1 SEC ↗
9 Jane Street Group, Llc 60.71K +17.8% $984,781 0.0% ▲ Add 2 SEC ↗ ×2
10 LPL Financial LLC 46.92K New $761,119 0.0% New 1 SEC ↗
11 Susquehanna International Group, Llp 26.81K New $434,793 0.0% New 1 SEC ↗
12 Bnp Paribas Financial Markets 26.74K +1570.2% $433,723 0.0% ▲ Add 2 SEC ↗
13 Qube Research & Technologies Ltd 5.07K -84.3% $82,154 0.0% ▼ Trim 2 SEC ↗
14 Group One Trading Llc 3.34K +169.9% $54,110 0.0% ▲ Add 2 SEC ↗
15 Osaic Holdings, Inc. 50 -60.0% $811 0.0% ▼ Trim 2 SEC ↗
16 Wells Fargo & Company/Mn 1 0.0% $22 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

HighTower Advisors, LLC $3.45M 0.0%
Hrt Financial Lp $2.54M 0.0%
Cibc World Market Inc. $1.78M 0.0%
IMC-Chicago, LLC $1.75M 0.0%
Squarepoint Ops LLC $1.33M 0.0%
LPL Financial LLC $761,119 0.0%
Susquehanna International… $434,793 0.0%

Exited

Citadel Advisors $2.97M was 0.0%
Bank Of America Corp /De/ $6,548 was 0.0%
Simplex Trading, Llc $1,702 was 0.0%
Northwestern Mutual Wealth… $65 was 0.0%

Full-market context: across ALL 13F filers (SEC structured data, Q1 2026): 42 holders, 3.59M shares, $55.04M 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 · Get this via the API