SCM
name pending profile ingest
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
| Quarter | Holders | Δ | Shares | Reported value | New | Exits |
|---|---|---|---|---|---|---|
| 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 | — | — |
| # | Manager | Shares | Δ shares | Value | Their weight | Held | ||
|---|---|---|---|---|---|---|---|---|
| 1 | Corient Private Wealth LP | 562.33K | — | $7.13M | 0.0% | n/c | 1 | SEC ↗ |
| 2 | Corient Private Wealth LP | 562.33K | — | $7.13M | 0.0% | n/c | 1 | SEC ↗ |
| 3 | LPL Financial LLC | 309.05K | — | $3.92M | 0.0% | n/c | 1 | SEC ↗ |
| 4 | Two Sigma Investments ✦ | 284.10K | +26.1% | $3.60M | 0.0% | ▲ Add | 7 | SEC ↗ |
| 5 | Raymond James Financial Inc | 226.16K | — | $2.87M | 0.0% | n/c | 1 | SEC ↗ |
| 6 | Raymond James Financial Inc | 226.16K | — | $2.87M | 0.0% | n/c | 1 | SEC ↗ |
| 7 | Legal & General Group Plc | 204.28K | — | $2.59M | 0.0% | n/c | 1 | SEC ↗ |
| 8 | BlackRock ✦ (passive) | 195.54K | -3.4% | $2.48M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 9 | Sumitomo Mitsui Trust Group, Inc. | 156.05K | — | $1.98M | 0.0% | n/c | 1 | SEC ↗ |
| 10 | Jane Street Group, Llc | 34.93K | — | $442,899 | 0.0% | n/c | 1 | SEC ↗ |
| 11 | Jane Street Group, Llc | 34.93K | — | $442,899 | 0.0% | n/c | 1 | SEC ↗ |
| 12 | Jane Street Group, Llc | 34.93K | — | $442,899 | 0.0% | n/c | 1 | SEC ↗ |
| 13 | Osaic Holdings, Inc. | 31.84K | — | $403,750 | 0.0% | n/c | 1 | SEC ↗ |
| 14 | Osaic Holdings, Inc. | 31.84K | — | $403,750 | 0.0% | n/c | 1 | SEC ↗ |
| 15 | Bank Of America Corp /De/ | 27.98K | — | $354,812 | 0.0% | n/c | 1 | SEC ↗ |
| 16 | Bank Of America Corp /De/ | 27.98K | — | $354,812 | 0.0% | n/c | 1 | SEC ↗ |
| 17 | UBS Group AG | 25.30K | — | $320,766 | 0.0% | n/c | 1 | SEC ↗ |
| 18 | UBS Group AG | 25.30K | — | $320,766 | 0.0% | n/c | 1 | SEC ↗ |
| 19 | Citadel Advisors ✦ | 23.84K | -52.3% | $302,304 | 0.0% | ▼ Trim | 7 | SEC ↗ |
| 20 | Northern Trust Corp | 21.93K | — | $278,098 | 0.0% | n/c | 1 | SEC ↗ |
| 21 | Northern Trust Corp | 21.93K | — | $278,098 | 0.0% | n/c | 1 | SEC ↗ |
| 22 | Royal Bank Of Canada | 20.12K | — | $255,000 | 0.0% | n/c | 1 | SEC ↗ |
| 23 | Bnp Paribas Financial Markets | 18.36K | — | $232,830 | 0.0% | n/c | 1 | SEC ↗ |
| 24 | Morgan Stanley ✦ | 18.00K | -30.1% | $228,190 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 25 | Morgan Stanley ✦ | 18.00K | -30.1% | $228,190 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 26 | Morgan Stanley ✦ | 18.00K | -30.1% | $228,190 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 27 | Simplex Trading, Llc | 17.22K | — | $218,374 | 0.0% | n/c | 1 | SEC ↗ |
| 28 | Wells Fargo & Company/Mn | 13.38K | — | $169,668 | 0.0% | n/c | 1 | SEC ↗ |
| 29 | Wells Fargo & Company/Mn | 13.38K | — | $169,668 | 0.0% | n/c | 1 | SEC ↗ |
| 30 | Pnc Financial Services Group, Inc. | 13.00K | — | $164,840 | 0.0% | n/c | 1 | SEC ↗ |
| 31 | Pnc Financial Services Group, Inc. | 13.00K | — | $164,840 | 0.0% | n/c | 1 | SEC ↗ |
| 32 | Pnc Financial Services Group, Inc. | 13.00K | — | $164,840 | 0.0% | n/c | 1 | SEC ↗ |
| 33 | Rockefeller Capital Management L.P. | 3.13K | — | $39,696 | 0.0% | n/c | 1 | SEC ↗ |
| 34 | Assetmark, Inc | 1.20K | — | $15,216 | 0.0% | n/c | 1 | SEC ↗ |
| 35 | Group One Trading Llc | 902 | — | $11,437 | 0.0% | n/c | 1 | SEC ↗ |
| 36 | Jones Financial Companies Lllp | 500 | — | $6,340 | 0.0% | n/c | 1 | SEC ↗ |
| 37 | Cwm, Llc | 400 | — | $5,000 | 0.0% | n/c | 1 | SEC ↗ |
| 38 | JPMorgan Chase ✦ | 75 | -98.3% | $951 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 39 | 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.
What else this security's tracked holders most often hold — shared-ownership counts, not fundamental relationships.