Security record · archived quarter
SBR
name pending profile ingest
44Tracked holders
+2Δ holders
716.98KShares held
$54.02MReported value
+4New positions
−2Exits
Momentum inputs (comparable managers):
holder breadth +4.8% ·
share flow +12.1% ·
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 | 45 | +3 | 637.72K | $46.68M | +5 | −3 |
| Q1 2026 | 44 | +2 | 716.98K | $54.02M | +4 | −2 |
| Q4 2025 | 42 | -1 | 639.53K | $43.84M | n/a | −1 |
| Q3 2025 | 8 | 0 | 258.62K | $20.55M | +1 | −1 |
| Q2 2025 | 6 | +1 | 112.84K | $7.52M | +1 | n/a |
| Q1 2025 | 3 | +1 | 61.01K | $4.13M | +1 | n/a |
| Q4 2024 | 2 | -1 | 20.40K | $1.32M | n/a | −1 |
| Q3 2024 | 2 | 0 | 36.91K | $2.28M | n/a | n/a |
| Q2 2024 | 2 | n/a | 17.95K | $1.16M | n/a | n/a |
Who holds it · Q1 2026
| # | Manager | Shares | Δ shares | Value | Their weight | Held | ||
|---|---|---|---|---|---|---|---|---|
| 1 | Morgan Stanley ✦ | 135.26K | +6.1% | $10.19M | 0.0% | ▲ Add | 3 | SEC ↗ ×4 |
| 2 | Fayez Sarofim & Co | 81.35K | 0.0% | $6.13M | 0.0% | Held | 2 | SEC ↗ |
| 3 | Marshall Wace ✦ | 58.84K | New | $4.43M | 0.0% | New | 1 | SEC ↗ ×2 |
| 4 | Two Sigma Investments ✦ | 49.36K | +94.5% | $3.72M | 0.0% | ▲ Add | 8 | SEC ↗ |
| 5 | Citadel Advisors ✦ | 34.80K | -10.5% | $2.62M | 0.0% | ▼ Trim | 5 | SEC ↗ ×2 |
| 6 | Commonwealth Equity Services, Llc | 31.52K | -2.3% | $2.37M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 7 | LPL Financial LLC | 26.82K | +7.1% | $2.02M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 8 | Bank Of America Corp /De/ | 25.33K | -31.1% | $1.91M | 0.0% | ▼ Trim | 2 | SEC ↗ ×2 |
| 9 | Qube Research & Technologies Ltd | 25.06K | +18.7% | $1.89M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 10 | UBS Group AG | 21.89K | +22.7% | $1.65M | 0.0% | ▲ Add | 2 | SEC ↗ ×3 |
| 11 | Creative Planning | 17.83K | +0.7% | $1.34M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 12 | Hrt Financial Lp | 17.72K | -13.6% | $1.33M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 13 | Lazard Asset Management Llc | 17.29K | +9.8% | $1.30M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 14 | JPMorgan Chase ✦ | 16.12K | -45.2% | $1.23M | 0.0% | ▼ Trim | 3 | SEC ↗ ×4 |
| 15 | Stifel Financial Corp | 15.42K | -0.8% | $1.16M | 0.0% | ▼ Trim | 2 | SEC ↗ ×2 |
| 16 | Mercer Global Advisors Inc /Adv | 14.93K | -0.6% | $1.12M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 17 | Raymond James Financial Inc | 14.89K | -3.5% | $1.12M | 0.0% | ▼ Trim | 2 | SEC ↗ ×2 |
| 18 | BlackRock ✦ (passive) | 11.62K | +95.6% | $875,300 | 0.0% | ▲ Add | 4 | SEC ↗ |
| 19 | Osaic Holdings, Inc. | 11.30K | +1.2% | $851,133 | 0.0% | ▲ Add | 2 | SEC ↗ ×2 |
| 20 | Arrowstreet Capital ✦ | 10.27K | New | $773,591 | 0.0% | New | 1 | SEC ↗ |
| 21 | Canada Pension Plan Investment Board | 8.00K | 0.0% | $602,720 | 0.0% | Held | 2 | SEC ↗ |
| 22 | Envestnet Asset Management Inc | 7.68K | +44.2% | $578,792 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 23 | Brown Advisory Inc | 7.60K | -16.5% | $572,584 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 24 | Focus Partners Wealth | 7.03K | 0.0% | $527,400 | 0.0% | Held | 2 | SEC ↗ |
| 25 | Corient Private Wealth LP | 6.85K | New | $516,079 | 0.0% | New | 1 | SEC ↗ |
| 26 | Cetera Investment Advisers | 6.76K | +3.9% | $509,067 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 27 | State Street Global Advisors ✦ (passive) | 5.90K | -17.4% | $444,581 | 0.0% | ▼ Trim | 6 | SEC ↗ |
| 28 | HighTower Advisors, LLC | 4.82K | +1.0% | $362,497 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 29 | Wells Fargo & Company/Mn | 4.68K | +32.1% | $352,853 | 0.0% | ▲ Add | 2 | SEC ↗ ×2 |
| 30 | Ameriprise Financial Inc | 3.98K | -42.7% | $300,039 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 31 | Bnp Paribas Financial Markets | 3.49K | -25.4% | $263,238 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 32 | Captrust Financial Advisors | 3.39K | -4.7% | $255,049 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 33 | Pnc Financial Services Group, Inc. | 3.32K | 0.0% | $250,430 | 0.0% | Held | 2 | SEC ↗ ×3 |
| 34 | Royal Bank Of Canada | 2.17K | -5.3% | $163,000 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 35 | Fifth Third Bancorp | 1.28K | +55.2% | $96,586 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 36 | Us Bancorp \De\ | 1.00K | 0.0% | $75,340 | 0.0% | Held | 2 | SEC ↗ |
| 37 | Citigroup Inc | 606 | -70.5% | $45,656 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 38 | Cwm, Llc | 248 | +1.2% | $18,618 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 39 | Rockefeller Capital Management L.P. | 228 | -5.4% | $17,178 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 40 | Fidelity (FMR) ✦ | 195 | -20.4% | $14,691 | 0.0% | ▼ Trim | 4 | SEC ↗ |
| 41 | Northwestern Mutual Wealth… | 85 | New | $6,404 | 0.0% | New | 1 | SEC ↗ |
| 42 | Assetmark, Inc | 13 | 0.0% | $979 | 0.0% | Held | 2 | SEC ↗ |
| 43 | Russell Investments Group, Ltd. | 10 | 0.0% | $753 | 0.0% | Held | 2 | SEC ↗ |
| 44 | Barclays Plc | 9 | -79.5% | $678 | 0.0% | ▼ Trim | 2 | SEC ↗ |
“Their weight” = the position's share of that manager's reported 13F equity value: the conviction measure. ✦ = curated manager.
New buyers
| Marshall Wace | $4.43M | 0.0% |
| Arrowstreet Capital | $773,591 | 0.0% |
| Corient Private Wealth LP | $516,079 | 0.0% |
| Northwestern Mutual Wealth… | $6,404 | 0.0% |
Exited
| Jane Street Group, Llc | $403,740 | was 0.0% |
| Wealth Enhancement Advisory… | $278,357 | was 0.0% |
Full-market context: across ALL 13F filers (SEC structured data, Q1 2026): 152 holders, 2.61M shares, $190.61M 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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