Security record · archived quarter
RWX
name pending profile ingest
34Tracked holders
+2Δ holders
3.08MShares held
$82.10MReported value
+3New positions
−1Exits
Momentum inputs (comparable managers):
holder breadth +6.2% ·
share flow -5.5% ·
net new positions +5.9%
· formula
Ownership fragmentation: more holders, smaller aggregate stake
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 |
|---|---|---|---|---|---|---|
| Q3 2026 | 1 | 0 | 9.39K | $234,869 | n/a | −1 |
| Q2 2026 | 33 | -1 | 3.25M | $87.74M | +1 | −2 |
| Q1 2026 | 34 | +2 | 3.08M | $82.10M | +3 | −1 |
| Q4 2025 | 32 | 0 | 3.26M | $91.34M | n/a | n/a |
| Q3 2025 | 5 | 0 | 1.62M | $45.11M | +1 | −1 |
| Q2 2025 | 3 | +2 | 2.29M | $62.74M | +2 | n/a |
| Q1 2025 | 1 | 0 | 717.75K | $17.57M | +1 | −1 |
| Q4 2024 | 1 | 0 | 13.68K | $315,279 | n/a | n/a |
| Q3 2024 | 1 | +1 | 8.31K | $229,107 | +1 | n/a |
Who holds it · Q1 2026
| # | Manager | Shares | Δ shares | Value | Their weight | Held | ||
|---|---|---|---|---|---|---|---|---|
| 1 | Northern Trust Corp | 740.97K | +13.3% | $19.72M | 0.0% | ▲ Add | 2 | SEC ↗ ×2 |
| 2 | Morgan Stanley ✦ | 687.13K | -17.0% | $18.29M | 0.0% | ▼ Trim | 3 | SEC ↗ ×2 |
| 3 | State Street Global Advisors ✦ (passive) | 559.01K | -27.8% | $14.88M | 0.0% | ▼ Trim | 5 | SEC ↗ |
| 4 | Susquehanna International Group, Llp | 313.43K | +421.1% | $8.34M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 5 | Wells Fargo & Company/Mn | 245.95K | -12.7% | $6.55M | 0.0% | ▼ Trim | 2 | SEC ↗ ×4 |
| 6 | Assetmark, Inc | 92.93K | +2.8% | $2.47M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 7 | UBS Group AG | 90.34K | +0.4% | $2.40M | 0.0% | ▲ Add | 2 | SEC ↗ ×2 |
| 8 | Bank Of America Corp /De/ | 64.12K | -27.4% | $1.71M | 0.0% | ▼ Trim | 2 | SEC ↗ ×2 |
| 9 | Jane Street Group, Llc | 43.20K | -77.1% | $1.15M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 10 | Bank Of Montreal /Can/ | 35.92K | +27.3% | $956,271 | 0.0% | ▲ Add | 2 | SEC ↗ ×2 |
| 11 | Rockefeller Capital Management L.P. | 28.23K | 0.0% | $751,536 | 0.0% | Held | 2 | SEC ↗ |
| 12 | LPL Financial LLC | 20.31K | -14.2% | $540,630 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 13 | Royal Bank Of Canada | 19.60K | +1.4% | $521,000 | 0.0% | ▲ Add | 2 | SEC ↗ ×5 |
| 14 | Focus Partners Wealth | 14.61K | +1.7% | $388,910 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 15 | Cetera Investment Advisers | 14.51K | New | $386,164 | 0.0% | New | 1 | SEC ↗ |
| 16 | Fifth Third Bancorp | 13.94K | +557.9% | $371,089 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 17 | Ameriprise Financial Inc | 13.02K | +27.9% | $346,625 | 0.0% | ▲ Add | 2 | SEC ↗ ×2 |
| 18 | Goldman Sachs Group ✦ | 12.21K | New | $325,110 | 0.0% | New | 1 | SEC ↗ |
| 19 | Citadel Advisors ✦ | 11.71K | New | $311,773 | 0.0% | New | 1 | SEC ↗ |
| 20 | Wealth Enhancement Advisory… | 10.93K | -53.5% | $294,686 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 21 | Mercer Global Advisors Inc /Adv | 10.24K | -36.5% | $272,536 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 22 | Bank Of Nova Scotia | 8.35K | +16.7% | $222,277 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 23 | D. E. Shaw & Co. ✦ | 7.89K | 0.0% | $210,112 | 0.0% | Held | 4 | SEC ↗ |
| 24 | Northwestern Mutual Wealth… | 7.13K | +2.4% | $189,704 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 25 | Us Bancorp \De\ | 6.83K | 0.0% | $181,921 | 0.0% | Held | 2 | SEC ↗ ×2 |
| 26 | JPMorgan Chase ✦ | 3.09K | -4.4% | $80,668 | 0.0% | ▼ Trim | 3 | SEC ↗ ×2 |
| 27 | Osaic Holdings, Inc. | 2.74K | -13.5% | $73,071 | 0.0% | ▼ Trim | 2 | SEC ↗ ×2 |
| 28 | Citigroup Inc | 2.39K | 0.0% | $63,648 | 0.0% | Held | 2 | SEC ↗ |
| 29 | Pnc Financial Services Group, Inc. | 1.99K | 0.0% | $52,974 | 0.0% | Held | 2 | SEC ↗ ×2 |
| 30 | Blair William & Co/Il | 434 | 0.0% | $11,553 | 0.0% | Held | 2 | SEC ↗ |
| 31 | Jones Financial Companies Lllp | 397 | +0.2% | $10,401 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 32 | Franklin Resources Inc | 184 | 0.0% | $4,898 | 0.0% | Held | 2 | SEC ↗ |
| 33 | Qube Research & Technologies Ltd | 107 | -74.9% | $2,848 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 34 | Fidelity (FMR) ✦ | 83 | +1975.0% | $2,207 | 0.0% | ▲ Add | 3 | SEC ↗ |
“Their weight” = the position's share of that manager's reported 13F equity value: the conviction measure. ✦ = curated manager.
New buyers
| Cetera Investment Advisers | $386,164 | 0.0% |
| Goldman Sachs Group | $325,110 | 0.0% |
| Citadel Advisors | $311,773 | 0.0% |
Exited
| Barclays Plc | $16,800 | was 0.0% |
Full-market context: across ALL 13F filers (SEC structured data, Q1 2026): 115 holders, 6.35M shares, $167.01M 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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