Trade Filings
Managers Stocks Filings Superinvestors
Signals Institutional Buying Institutional Selling Insider Activity 13D & 13G Watch Sector Rotation
Tools Stock Screener Manager Screener Compare Managers Consensus Baskets All Research Tools Data API
Learn & AI Learn Ask the Data AI Agents
News ★ Saved
About About us Methodology Contact Disclaimer
Reader
DATA PLANS

Historical data downloads — coming with accounts.

API GATEWAY

Free read-only JSON access to the site's cached data.

Dark mode

🧭 Guided View
New to markets — prices, yields, YTD, market cap? We explain every term as you browse, in plain English. Same data, with the help built in.

⚡ Expert View
You already know the market. Just the data — clean, fast and compact, with no extra explanations. This is the default view.

Interface language
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 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.

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: Q4 2025 · Methodology · Get this via the API