Security record · archived quarter
SERV
name pending profile ingest
69Tracked holders
-1Δ holders
22.65MShares held
$191.52MReported value
+8New positions
−9Exits
Momentum inputs (comparable managers):
holder breadth -1.4% ·
share flow +4.2% ·
net new positions -1.4%
· formula
Concentrated accumulation: rising shares among fewer 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 |
|---|---|---|---|---|---|---|
| Q3 2026 | 1 | -1 | 140 | $668 | n/a | −1 |
| Q2 2026 | 72 | +7 | 26.93M | $176.53M | +15 | −9 |
| Q1 2026 | 69 | -1 | 22.65M | $191.52M | +8 | −9 |
| Q4 2025 | 70 | -1 | 22.56M | $234.33M | +1 | −2 |
| Q3 2025 | 14 | +2 | 11.53M | $134.09M | +3 | −1 |
| Q2 2025 | 9 | -1 | 6.51M | $74.42M | +1 | −2 |
| Q1 2025 | 7 | +2 | 1.53M | $8.80M | +2 | n/a |
| Q4 2024 | 5 | +2 | 342.19K | $4.62M | +2 | n/a |
| Q3 2024 | 2 | 0 | 271.73K | $2.16M | n/a | n/a |
| Q2 2024 | 2 | n/a | 371.14K | $723,727 | n/a | n/a |
Who holds it · Q1 2026
| # | Manager | Shares | Δ shares | Value | Their weight | Held | ||
|---|---|---|---|---|---|---|---|---|
| 1 | BlackRock ✦ (passive) | 4.85M | +1.5% | $40.94M | 0.0% | ▲ Add | 4 | SEC ↗ ×13 |
| 2 | Vanguard Capital Management Llc | 2.77M | n/a | $23.39M | 0.0% | n/c | 1 | SEC ↗ |
| 3 | Geode Capital Management ✦ (passive) | 1.55M | +6.1% | $13.06M | 0.0% | ▲ Add | 8 | SEC ↗ ×2 |
| 4 | State Street Global Advisors ✦ (passive) | 1.29M | +3.4% | $10.87M | 0.0% | ▲ Add | 6 | SEC ↗ |
| 5 | Legal & General Group Plc | 1.11M | +31.9% | $9.79M | 0.0% | ▲ Add | 2 | SEC ↗ ×3 |
| 6 | First Trust Advisors Lp | 958.85K | -6.2% | $8.09M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 7 | Susquehanna International Group, Llp | 834.88K | -1.1% | $7.05M | 0.0% | ▼ Trim | 2 | SEC ↗ ×2 |
| 8 | Ameriprise Financial Inc | 786.05K | New | $6.63M | 0.0% | New | 1 | SEC ↗ ×3 |
| 9 | MIRAE ASSET GLOBAL ETFS HOLDINGS… | 801.05K | +3.5% | $6.63M | 0.0% | ▲ Add | 2 | SEC ↗ ×3 |
| 10 | Captrust Financial Advisors | 761.14K | +7.7% | $6.42M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 11 | Morgan Stanley ✦ | 686.95K | +59.4% | $5.80M | 0.0% | ▲ Add | 3 | SEC ↗ ×6 |
| 12 | Nuveen, LLC | 608.76K | +0.1% | $5.14M | 0.0% | ▲ Add | 2 | SEC ↗ ×2 |
| 13 | Northern Trust Corp | 532.77K | +8.7% | $4.50M | 0.0% | ▲ Add | 2 | SEC ↗ ×5 |
| 14 | Citadel Advisors ✦ | 516.89K | -25.3% | $4.36M | 0.0% | ▼ Trim | 6 | SEC ↗ ×2 |
| 15 | Charles Schwab Investment… | 511.46K | +3.3% | $4.32M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 16 | UBS Group AG | 481.82K | -9.8% | $4.07M | 0.0% | ▼ Trim | 2 | SEC ↗ ×4 |
| 17 | National Bank Of Canada /Fi/ | 338.42K | +9.6% | $2.86M | 0.0% | ▲ Add | 2 | SEC ↗ ×2 |
| 18 | LPL Financial LLC | 256.07K | +67.9% | $2.16M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 19 | Toronto Dominion Bank | 200.00K | New | $1.69M | 0.0% | New | 1 | SEC ↗ |
| 20 | Raymond James Financial Inc | 198.62K | -41.9% | $1.68M | 0.0% | ▼ Trim | 2 | SEC ↗ ×2 |
| 21 | Goldman Sachs Group ✦ | 195.53K | +28.2% | $1.65M | 0.0% | ▲ Add | 3 | SEC ↗ ×3 |
| 22 | Commonwealth Equity Services, Llc | 188.08K | +8.0% | $1.59M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 23 | Bank of New York Mellon Corp | 179.78K | +18.4% | $1.52M | 0.0% | ▲ Add | 2 | SEC ↗ ×4 |
| 24 | Hsbc Holdings Plc | 169.30K | -17.2% | $1.43M | 0.0% | ▼ Trim | 2 | SEC ↗ ×5 |
| 25 | Hrt Financial Lp | 166.71K | New | $1.41M | 0.0% | New | 1 | SEC ↗ |
| 26 | Bank Of America Corp /De/ | 154.85K | +42.3% | $1.31M | 0.0% | ▲ Add | 2 | SEC ↗ ×2 |
| 27 | Balyasny Asset Management L.P. | 149.45K | +938.4% | $1.26M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 28 | Swiss National Bank | 117.80K | +5.2% | $994,232 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 29 | UBS AM, a distinct business unit of… | 100.87K | -27.8% | $851,343 | 0.0% | ▼ Trim | 2 | SEC ↗ ×6 |
| 30 | Rhumbline Advisers | 72.89K | +7.3% | $615,215 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 31 | Wells Fargo & Company/Mn | 70.59K | -17.0% | $595,771 | 0.0% | ▼ Trim | 2 | SEC ↗ ×4 |
| 32 | Alliancebernstein L.P. | 55.20K | 0.0% | $572,976 | 0.0% | Held | 2 | SEC ↗ |
| 33 | Citigroup Inc | 66.14K | +98.9% | $558,222 | 0.0% | ▲ Add | 2 | SEC ↗ ×2 |
| 34 | Invesco Ltd. | 65.83K | +85.8% | $555,588 | 0.0% | ▲ Add | 2 | SEC ↗ ×4 |
| 35 | T. Rowe Price ✦ | 58.53K | +32.8% | $494,000 | 0.0% | ▲ Add | 4 | SEC ↗ |
| 36 | Group One Trading Llc | 57.87K | -78.2% | $488,423 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 37 | Deutsche Bank Ag\ | 56.32K | +0.9% | $475,366 | 0.0% | ▲ Add | 2 | SEC ↗ ×2 |
| 38 | California State Teachers… | 54.65K | -0.5% | $461,221 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 39 | Two Sigma Investments ✦ | 52.15K | -53.7% | $440,121 | 0.0% | ▼ Trim | 6 | SEC ↗ |
| 40 | American Century Companies Inc | 43.58K | -3.1% | $367,798 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 41 | JPMorgan Chase ✦ | 46.33K | +3.9% | $358,138 | 0.0% | ▲ Add | 3 | SEC ↗ ×3 |
| 42 | Royal Bank Of Canada | 39.32K | -3.2% | $332,000 | 0.0% | ▼ Trim | 2 | SEC ↗ ×2 |
| 43 | Zurcher Kantonalbank (Zurich… | 39.20K | +23.6% | $330,856 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 44 | Daiwa Securities Group Inc. | 33.40K | New | $281,896 | 0.0% | New | 1 | SEC ↗ |
| 45 | Quantinno Capital Management LP | 31.98K | New | $269,937 | 0.0% | New | 1 | SEC ↗ |
| 46 | Squarepoint Ops LLC | 29.91K | New | $252,449 | 0.0% | New | 1 | SEC ↗ |
| 47 | Osaic Holdings, Inc. | 28.73K | -15.4% | $242,490 | 0.0% | ▼ Trim | 2 | SEC ↗ ×2 |
| 48 | Janus Henderson Group Plc | 28.40K | 0.0% | $240,122 | 0.0% | Held | 2 | SEC ↗ |
| 49 | Bnp Paribas Financial Markets | 27.66K | +108.6% | $233,467 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 50 | Jones Financial Companies Lllp | 26.35K | +57.7% | $219,199 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 51 | Envestnet Asset Management Inc | 25.25K | +25.3% | $213,152 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 52 | Barclays Plc | 22.58K | -76.8% | $190,542 | 0.0% | ▼ Trim | 2 | SEC ↗ ×3 |
| 53 | Creative Planning | 20.66K | +12.8% | $174,361 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 54 | Manufacturers Life Insurance… | 17.71K | -6.2% | $149,472 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 55 | New York State Common Retirement… | 14.80K | 0.0% | $124,912 | 0.0% | Held | 2 | SEC ↗ |
| 56 | Wealthfront Advisers LLC | 14.79K | +28.7% | $124,836 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 57 | Sei Investments Co | 14.47K | 0.0% | $122,152 | 0.0% | Held | 2 | SEC ↗ |
| 58 | Cetera Investment Advisers | 10.94K | +1.8% | $92,291 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 59 | Russell Investments Group, Ltd. | 10.89K | +55.5% | $91,886 | 0.0% | ▲ Add | 2 | SEC ↗ ×2 |
| 60 | Voya Investment Management Llc | 10.56K | -1.9% | $89,160 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 61 | Mirae Asset Global Investments Co.… | 10.07K | +8.1% | $84,957 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 62 | HighTower Advisors, LLC | 10.02K | -13.0% | $84,535 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 63 | Fidelity (FMR) ✦ | 7.43K | -15.4% | $62,734 | 0.0% | ▼ Trim | 4 | SEC ↗ ×2 |
| 64 | Northwestern Mutual Wealth… | 4.24K | +1928.7% | $35,786 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 65 | TD Waterhouse Canada Inc. | 2.44K | New | $20,520 | 0.0% | New | 1 | SEC ↗ |
| 66 | Rockefeller Capital Management L.P. | 1.43K | -50.1% | $12,086 | 0.0% | ▼ Trim | 2 | SEC ↗ ×3 |
| 67 | BNP Paribas Asset Management… | 1.22K | New | $10,263 | 0.0% | New | 1 | SEC ↗ |
| 68 | Cwm, Llc | 673 | -80.4% | $5,680 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 69 | Us Bancorp \De\ | 293 | +110.8% | $2,473 | 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
| Ameriprise Financial Inc | $6.63M | 0.0% |
| Toronto Dominion Bank | $1.69M | 0.0% |
| Hrt Financial Lp | $1.41M | 0.0% |
| Daiwa Securities Group Inc. | $281,896 | 0.0% |
| Quantinno Capital Management… | $269,937 | 0.0% |
| Squarepoint Ops LLC | $252,449 | 0.0% |
| TD Waterhouse Canada Inc. | $20,520 | 0.0% |
| BNP Paribas Asset Management… | $10,263 | 0.0% |
Exited
| Point72 Asset Management | $2.75M | was 0.0% |
| Walleye Trading LLC | $2.21M | was 0.0% |
| IMC-Chicago, LLC | $1.36M | was 0.0% |
| D. E. Shaw & Co. | $1.19M | was 0.0% |
| Simplex Trading, Llc | $997,642 | was 0.0% |
| ProShare Advisors LLC | $118,572 | was 0.0% |
| Stifel Financial Corp | $110,911 | was 0.0% |
| Mercer Global Advisors Inc… | $106,489 | was 0.0% |
| Pnc Financial Services Group… | $12,861 | was 0.0% |
Full-market context: across ALL 13F filers (SEC structured data, Q1 2026): 194 holders, 31.02M shares, $259.25M 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.
Open-market purchases (P)
No open-market insider purchases in our coverage window.
Open-market sales (S)
Aug 19
Read Brian
Officer · 9.70K sh · $46,560
Aug 18
Read Brian
Officer · 6.13K sh · $27,948
Aug 18
Parang Touraj
Officer, Director · 18.18K sh · $82,369
Aug 18
Parang Touraj
Officer, Director · 19.81K sh · $90,334
Aug 18
Kashani Ali
Officer, Director · 45.16K sh · $205,920
Aug 17
Read Brian
Officer · 25.24K sh · $132,258
Awards, exercises and tax withholding are never counted as buys or sales here. Methodology
Jul 30
SC 13G/A: BlackRock, Inc.
Jun 08
SC 13G: DAVIDSON KEMPNER CAPITAL MANAGEMENT LP
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