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Security record · archived quarter

SCM

name pending profile ingest

Q2 2026 Q1 2026 Q4 2025 Q3 2025 Q2 2025 Q1 2025 Q4 2024 Q3 2024
26Tracked holders
0Δ holders
2.21MShares held
$28.02MReported value
+0New positions
−0Exits
Stable 4 quarters of rising tracked shares ●●●●○○ How these are computed → Explain this at the Research Desk →

Momentum inputs (comparable managers): holder breadth 0.0% · share flow +0.6% · net new positions 0.0% — formula

All ownership figures: tracked 13F managers only, common-stock positions, reporting period Q4 2025

Ownership over time
QuarterHoldersΔSharesReported valueNewExits
Q2 2026 25 0 1.76M $14.84M +4 −4
Q1 2026 26 0 2.23M $20.56M +4 −4
Q4 2025 26 0 2.21M $28.02M — —
Q3 2025 5 0 507.78K $6.63M — —
Q2 2025 3 0 394.12K $5.49M — —
Q1 2025 2 -1 377.05K $5.28M — −1
Q4 2024 3 -1 288.48K $3.97M — −1
Q3 2024 4 0 524.82K $7.18M — —
Q2 2024 4 — 731.90K $10.05M — —
Holder count
Who holds it · Q4 2025
#ManagerSharesΔ sharesValueTheir weightHeld
1 Corient Private Wealth LP 562.33K — $7.13M 0.0% n/c 1 SEC ↗ ×2
2 LPL Financial LLC 309.05K — $3.92M 0.0% n/c 1 SEC ↗
3 Two Sigma Investments ✦ 284.10K +26.1% $3.60M 0.0% ▲ Add 7 SEC ↗
4 Raymond James Financial Inc 226.16K — $2.87M 0.0% n/c 1 SEC ↗ ×2
5 Legal & General Group Plc 204.28K — $2.59M 0.0% n/c 1 SEC ↗
6 BlackRock ✦ (passive) 195.54K -3.4% $2.48M 0.0% ▼ Trim 3 SEC ↗
7 Sumitomo Mitsui Trust Group, Inc. 156.05K — $1.98M 0.0% n/c 1 SEC ↗
8 Jane Street Group, Llc 34.93K — $442,899 0.0% n/c 1 SEC ↗ ×3
9 Osaic Holdings, Inc. 31.84K — $403,750 0.0% n/c 1 SEC ↗ ×2
10 Bank Of America Corp /De/ 27.98K — $354,812 0.0% n/c 1 SEC ↗ ×2
11 UBS Group AG 25.30K — $320,766 0.0% n/c 1 SEC ↗ ×2
12 Citadel Advisors ✦ 23.84K -52.3% $302,304 0.0% ▼ Trim 7 SEC ↗
13 Northern Trust Corp 21.93K — $278,098 0.0% n/c 1 SEC ↗ ×2
14 Royal Bank Of Canada 20.12K — $255,000 0.0% n/c 1 SEC ↗
15 Bnp Paribas Financial Markets 18.36K — $232,830 0.0% n/c 1 SEC ↗
16 Morgan Stanley ✦ 18.00K -30.1% $228,190 0.0% ▼ Trim 2 SEC ↗ ×3
17 Simplex Trading, Llc 17.22K — $218,374 0.0% n/c 1 SEC ↗
18 Wells Fargo & Company/Mn 13.38K — $169,668 0.0% n/c 1 SEC ↗ ×2
19 Pnc Financial Services Group, Inc. 13.00K — $164,840 0.0% n/c 1 SEC ↗ ×3
20 Rockefeller Capital Management L.P. 3.13K — $39,696 0.0% n/c 1 SEC ↗
21 Assetmark, Inc 1.20K — $15,216 0.0% n/c 1 SEC ↗
22 Group One Trading Llc 902 — $11,437 0.0% n/c 1 SEC ↗
23 Jones Financial Companies Lllp 500 — $6,340 0.0% n/c 1 SEC ↗
24 Cwm, Llc 400 — $5,000 0.0% n/c 1 SEC ↗
25 JPMorgan Chase ✦ 75 -98.3% $951 0.0% ▼ Trim 2 SEC ↗
26 Danske Bank A/S 4 — $51 0.0% n/c 1 SEC ↗

“Their weight” = the position's share of that manager's reported 13F equity value — the conviction measure. ✦ = curated manager.

New buyers

No new tracked buyers this quarter.

Exited

No tracked exits this quarter.

Full-market context: across ALL 13F filers (SEC structured data, Q1 2026): 63 holders, 4.08M shares, $37.54M 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.

Insider transactions

Open-market purchases (P)

Sep 16 Arnoult J Tim

Director · 1.00K sh @ 7.97 · $7,970

Open-market sales (S)

No open-market insider sales in our coverage window.

Awards, exercises and tax withholding are never counted as buys or sales here. Methodology

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: Q4 2025 · Methodology · Get this via the API