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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
2.23MShares held
$20.56MReported value
+4New positions
−4Exits
Stable 5 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 +1.0% · net new positions 0.0%formula

All ownership figures: tracked 13F managers only, common-stock positions, reporting period Q1 2026

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 · Q1 2026
#ManagerSharesΔ sharesValueTheir weightHeld
1 LPL Financial LLC 314.79K +1.9% $2.90M 0.0% ▲ Add 2 SEC ↗
2 Corient Private Wealth LP 255.48K -54.6% $2.35M 0.0% ▼ Trim 2 SEC ↗
3 Raymond James Financial Inc 237.60K +5.1% $2.19M 0.0% ▲ Add 2 SEC ↗
4 Raymond James Financial Inc 237.60K +5.1% $2.19M 0.0% ▲ Add 2 SEC ↗
5 Legal & General Group Plc 229.53K +12.4% $2.12M 0.0% ▲ Add 2 SEC ↗
6 Two Sigma Investments 197.25K -30.6% $1.82M 0.0% ▼ Trim 8 SEC ↗
7 Sumitomo Mitsui Trust Group, Inc. 156.15K +0.1% $1.44M 0.0% ▲ Add 2 SEC ↗
8 Marshall Wace 152.86K New $1.41M 0.0% New 1 SEC ↗
9 Marshall Wace 152.86K New $1.41M 0.0% New 1 SEC ↗
10 Morgan Stanley 147.75K +721.0% $1.36M 0.0% ▲ Add 3 SEC ↗
11 Morgan Stanley 147.75K +721.0% $1.36M 0.0% ▲ Add 3 SEC ↗
12 Morgan Stanley 147.75K +721.0% $1.36M 0.0% ▲ Add 3 SEC ↗
13 Millennium Management 116.67K New $1.07M 0.0% New 1 SEC ↗
14 BlackRock (passive) 112.23K -42.6% $1.03M 0.0% ▼ Trim 4 SEC ↗
15 UBS Group AG 100.40K +296.9% $924,647 0.0% ▲ Add 2 SEC ↗
16 UBS Group AG 100.40K +296.9% $924,647 0.0% ▲ Add 2 SEC ↗
17 Citadel Advisors 62.35K +161.5% $574,280 0.0% ▲ Add 8 SEC ↗
18 Bank Of America Corp /De/ 25.81K -7.8% $237,719 0.0% ▼ Trim 2 SEC ↗
19 IMC-Chicago, LLC 21.28K New $196,026 0.0% New 1 SEC ↗
20 Jane Street Group, Llc 19.94K -42.9% $183,647 0.0% ▼ Trim 2 SEC ↗
21 Jane Street Group, Llc 19.94K -42.9% $183,647 0.0% ▼ Trim 2 SEC ↗
22 Jane Street Group, Llc 19.94K -42.9% $183,647 0.0% ▼ Trim 2 SEC ↗
23 Royal Bank Of Canada 17.83K -11.4% $164,000 0.0% ▼ Trim 2 SEC ↗
24 Qube Research & Technologies Ltd 16.41K New $151,118 0.0% New 1 SEC ↗
25 Wells Fargo & Company/Mn 15.20K +13.6% $139,951 0.0% ▲ Add 2 SEC ↗
26 Wells Fargo & Company/Mn 15.20K +13.6% $139,951 0.0% ▲ Add 2 SEC ↗
27 Pnc Financial Services Group, Inc. 13.00K 0.0% $119,730 0.0% Held 2 SEC ↗
28 Pnc Financial Services Group, Inc. 13.00K 0.0% $119,730 0.0% Held 2 SEC ↗
29 Pnc Financial Services Group, Inc. 13.00K 0.0% $119,730 0.0% Held 2 SEC ↗
30 Northern Trust Corp 10.17K -53.6% $93,694 0.0% ▼ Trim 2 SEC ↗
31 Northern Trust Corp 10.17K -53.6% $93,694 0.0% ▼ Trim 2 SEC ↗
32 Osaic Holdings, Inc. 4.31K -86.5% $39,727 0.0% ▼ Trim 2 SEC ↗
33 Rockefeller Capital Management L.P. 3.23K +3.3% $29,791 0.0% ▲ Add 2 SEC ↗
34 Bnp Paribas Financial Markets 1.31K -92.9% $12,065 0.0% ▼ Trim 2 SEC ↗
35 Jones Financial Companies Lllp 500 0.0% $4,405 0.0% Held 2 SEC ↗
36 Cwm, Llc 400 0.0% $3,684 0.0% Held 2 SEC ↗
37 Danske Bank A/S 6 +50.0% $55 0.0% ▲ Add 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 $1.41M 0.0%
Marshall Wace $1.41M 0.0%
Millennium Management $1.07M 0.0%
IMC-Chicago, LLC $196,026 0.0%
Qube Research & Technologies… $151,118 0.0%

Exited

Simplex Trading, Llc $218,374 was 0.0%
Assetmark, Inc $15,216 was 0.0%
Group One Trading Llc $11,437 was 0.0%
JPMorgan Chase $951 was 0.0%

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: Q1 2026 · Methodology · Get this via the API