Security record · archived quarter
SDG
name pending profile ingest
33Tracked holders
+5Δ holders
493.04KShares held
$41.39MReported value
+5New positions
−0Exits
Momentum inputs (comparable managers):
holder breadth +17.9% ·
share flow +2.9% ·
net new positions +15.2%
— 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 | 31 | -1 | 286.35K | $25.59M | +1 | −2 |
| Q1 2026 | 33 | +5 | 493.04K | $41.39M | +5 | — |
| Q4 2025 | 28 | 0 | 479.35K | $40.39M | +1 | −1 |
| Q3 2025 | 3 | +2 | 20.41K | $1.70M | +2 | — |
| Q1 2025 | 1 | +1 | 9.10K | $658,966 | +1 | — |
| Q3 2024 | 1 | 0 | 13.72K | $1.16M | — | — |
| Q2 2024 | 1 | — | 20.60K | $1.55M | — | — |
Who holds it · Q1 2026
| # | Manager | Shares | Δ shares | Value | Their weight | Held | ||
|---|---|---|---|---|---|---|---|---|
| 1 | Cwm, Llc | 218.44K | +0.8% | $18.34M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 2 | Bank Of America Corp /De/ | 47.04K | -5.9% | $3.95M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 3 | Bank Of America Corp /De/ | 47.04K | -5.9% | $3.95M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 4 | Bank Of America Corp /De/ | 47.04K | -5.9% | $3.95M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 5 | Royal Bank Of Canada | 39.26K | +22.2% | $3.29M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 6 | Royal Bank Of Canada | 39.26K | +22.2% | $3.29M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 7 | Royal Bank Of Canada | 39.26K | +22.2% | $3.29M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 8 | LPL Financial LLC | 25.19K | -2.1% | $2.11M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 9 | Jane Street Group, Llc | 20.10K | +105.4% | $1.69M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 10 | Morgan Stanley ✦ | 13.98K | -10.3% | $1.17M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 11 | Morgan Stanley ✦ | 13.98K | -10.3% | $1.17M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 12 | Wealth Enhancement Advisory… | 13.07K | -13.7% | $1.11M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 13 | Focus Partners Wealth | 12.86K | 0.0% | $1.08M | 0.0% | Held | 2 | SEC ↗ |
| 14 | UBS Group AG | 11.19K | -3.0% | $939,602 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 15 | UBS Group AG | 11.19K | -3.0% | $939,602 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 16 | Cetera Investment Advisers | 11.18K | -1.4% | $938,134 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 17 | Osaic Holdings, Inc. | 10.70K | -7.0% | $898,005 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 18 | Osaic Holdings, Inc. | 10.70K | -7.0% | $898,005 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 19 | Osaic Holdings, Inc. | 10.70K | -7.0% | $898,005 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 20 | Susquehanna International Group, Llp | 8.13K | -6.3% | $682,702 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 21 | Commonwealth Equity Services, Llc | 7.89K | -1.1% | $662,140 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 22 | Citigroup Inc | 7.43K | -2.3% | $624,019 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 23 | Envestnet Asset Management Inc | 6.91K | -0.9% | $579,807 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 24 | Creative Planning | 6.47K | -4.3% | $543,005 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 25 | Pnc Financial Services Group, Inc. | 5.66K | -2.0% | $475,219 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 26 | Us Bancorp \De\ | 5.00K | -0.5% | $419,763 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 27 | Mariner, LLC | 4.45K | -14.4% | $373,195 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 28 | AQR Capital Management ✦ | 4.33K | -7.1% | $363,850 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 29 | Raymond James Financial Inc | 2.90K | New | $243,349 | 0.0% | New | 1 | SEC ↗ |
| 30 | Raymond James Financial Inc | 2.90K | New | $243,349 | 0.0% | New | 1 | SEC ↗ |
| 31 | Jones Financial Companies Lllp | 2.55K | +29.6% | $207,635 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 32 | Wealthfront Advisers LLC | 2.44K | -7.2% | $205,012 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 33 | Northwestern Mutual Wealth… | 1.50K | +44.7% | $126,013 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 34 | Assetmark, Inc | 1.21K | -4.0% | $101,750 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 35 | Wells Fargo & Company/Mn | 848 | +239.2% | $71,219 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 36 | Bank Of Montreal /Can/ | 835 | 0.0% | $70,100 | 0.0% | Held | 2 | SEC ↗ |
| 37 | Bank Of Montreal /Can/ | 835 | 0.0% | $70,100 | 0.0% | Held | 2 | SEC ↗ |
| 38 | Russell Investments Group, Ltd. | 600 | New | $50,372 | 0.0% | New | 1 | SEC ↗ |
| 39 | TD Waterhouse Canada Inc. | 584 | New | $49,217 | 0.0% | New | 1 | SEC ↗ |
| 40 | National Bank Of Canada /Fi/ | 124 | 0.0% | $10,404 | 0.0% | Held | 2 | SEC ↗ |
| 41 | UBS AM, a distinct business unit of… | 116 | New | $9,739 | 0.0% | New | 1 | SEC ↗ |
| 42 | JPMorgan Chase ✦ | 61 | -67.7% | $4,971 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 43 | Fidelity (FMR) ✦ | 1 | New | $85 | 0.0% | New | 1 | SEC ↗ |
“Their weight” = the position's share of that manager's reported 13F equity value — the conviction measure. ✦ = curated manager.
New buyers
| Raymond James Financial Inc | $243,349 | 0.0% |
| Raymond James Financial Inc | $243,349 | 0.0% |
| Russell Investments Group… | $50,372 | 0.0% |
| TD Waterhouse Canada Inc. | $49,217 | 0.0% |
| UBS AM, a distinct business… | $9,739 | 0.0% |
| Fidelity (FMR) | $85 | 0.0% |
Exited
| No tracked exits this quarter. |
Full-market context: across ALL 13F filers (SEC structured data, Q1 2026): 100 holders, 793.12K shares, $59.24M 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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