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Security record · archived quarter

SH

name pending profile ingest

Q2 2026 Q1 2026 Q4 2025 Q3 2025 Q2 2025 Q1 2025 Q4 2024
28Tracked holders
+1Δ holders
2.38MShares held
$85.63MReported value
+1New positions
−0Exits
Stable 2 quarters of rising tracked shares ●●○○○○ How these are computed → Explain this at the Research Desk →

Momentum inputs (comparable managers): holder breadth +3.7% · share flow -2.4% · net new positions +3.6% · formula
Ownership fragmentation: more holders, smaller aggregate stake

All ownership figures: tracked 13F managers only, common-stock positions, reporting period Q4 2025

Ownership over time
QuarterHoldersΔSharesReported valueNewExits
Q2 2026 28 -4 4.58M $151.31M +4 −8
Q1 2026 33 +5 5.37M $203.11M +8 −3
Q4 2025 28 +1 2.38M $85.63M +1 n/a
Q3 2025 3 -1 709.01K $26.21M n/a −1
Q2 2025 1 -1 6.68K $265,062 +1 −2
Q1 2025 2 +1 172.23K $7.67M +1 n/a
Q4 2024 1 +1 83.45K $3.54M +1 n/a
Holder count
Who holds it · Q4 2025
#ManagerSharesΔ sharesValueTheir weightHeld
1 UBS Group AG 558.35K n/a $20.12M 0.0% n/c 1 SEC ↗
2 Focus Partners Wealth 407.26K n/a $14.67M 0.0% n/c 1 SEC ↗
3 Citadel Advisors ✦ 376.02K New $13.55M 0.0% New 1 SEC ↗
4 Morgan Stanley ✦ 259.63K -62.0% $9.35M 0.0% ▼ Trim 2 SEC ↗ ×3
5 Tidal Investments LLC 128.35K n/a $4.62M 0.0% n/c 1 SEC ↗
6 Cetera Investment Advisers 125.94K n/a $4.54M 0.0% n/c 1 SEC ↗
7 LPL Financial LLC 102.28K n/a $3.69M 0.0% n/c 1 SEC ↗
8 Susquehanna International Group, Llp 96.06K n/a $3.46M 0.0% n/c 1 SEC ↗
9 Squarepoint Ops LLC 61.05K n/a $2.20M 0.0% n/c 1 SEC ↗
10 IMC-Chicago, LLC 58.35K n/a $2.10M 0.0% n/c 1 SEC ↗
11 Sei Investments Co 56.74K n/a $2.04M 0.0% n/c 1 SEC ↗
12 Cibc World Market Inc. 36.11K n/a $1.30M 0.0% n/c 1 SEC ↗
13 Blair William & Co/Il 19.61K n/a $706,580 0.0% n/c 1 SEC ↗
14 Group One Trading Llc 17.26K n/a $621,770 0.0% n/c 1 SEC ↗
15 Quantinno Capital Management LP 15.00K n/a $540,450 0.0% n/c 1 SEC ↗
16 Mirae Asset Global Investments Co.… 13.00K n/a $468,390 0.0% n/c 1 SEC ↗
17 Goldman Sachs Group ✦ 12.50K 0.0% $450,375 0.0% Held 2 SEC ↗
18 Creative Planning 8.90K n/a $320,847 0.0% n/c 1 SEC ↗
19 Envestnet Asset Management Inc 8.23K n/a $296,599 0.0% n/c 1 SEC ↗
20 Wealth Enhancement Advisory… 7.98K n/a $283,680 0.0% n/c 1 SEC ↗
21 JPMorgan Chase ✦ 3.38K -73.1% $121,673 0.0% ▼ Trim 2 SEC ↗
22 Osaic Holdings, Inc. 2.38K n/a $85,691 0.0% n/c 1 SEC ↗ ×2
23 Northwestern Mutual Wealth… 1.52K n/a $54,838 0.0% n/c 1 SEC ↗
24 Cwm, Llc 462 n/a $17,000 0.0% n/c 1 SEC ↗
25 Bank Of Montreal /Can/ 200 n/a $7,206 0.0% n/c 1 SEC ↗
26 Bank Of America Corp /De/ 125 n/a $4,504 0.0% n/c 1 SEC ↗
27 Bnp Paribas Financial Markets 55 n/a $1,982 0.0% n/c 1 SEC ↗
28 Royal Bank Of Canada 8 n/a $0 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

Citadel Advisors $13.55M 0.0%

Exited

No tracked exits this quarter.

Full-market context: across ALL 13F filers (SEC structured data, Q1 2026): 143 holders, 17.88M shares, $672.28M 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