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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
33Tracked holders
+5Δ holders
5.37MShares held
$203.11MReported value
+8New positions
−3Exits
Strongly Rising 3 quarters of rising tracked shares ●●●○○○ How these are computed → Explain this at the Research Desk →

Momentum inputs (comparable managers): holder breadth +17.9% · share flow +30.0% · 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
QuarterHoldersΔSharesReported valueNewExits
Q2 2026 27 -4 4.57M $151.04M +4 −9
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 · Q1 2026
#ManagerSharesΔ sharesValueTheir weightHeld
1 Morgan Stanley ✦ 2.06M +694.6% $78.25M 0.0% ▲ Add 3 SEC ↗ ×2
2 UBS Group AG 619.45K +10.9% $23.50M 0.0% ▲ Add 2 SEC ↗ ×3
3 Susquehanna International Group, Llp 536.24K +458.2% $20.34M 0.0% ▲ Add 2 SEC ↗ ×2
4 Focus Partners Wealth 415.36K +2.0% $15.75M 0.0% ▲ Add 2 SEC ↗
5 HighTower Advisors, LLC 411.28K New $15.60M 0.0% New 1 SEC ↗
6 Mariner, LLC 176.51K New $6.70M 0.0% New 1 SEC ↗
7 Tidal Investments LLC 152.56K +18.9% $5.79M 0.0% ▲ Add 2 SEC ↗
8 Cetera Investment Advisers 145.87K +15.8% $5.53M 0.0% ▲ Add 2 SEC ↗
9 LPL Financial LLC 132.01K +29.1% $5.01M 0.0% ▲ Add 2 SEC ↗
10 Hrt Financial Lp 116.12K New $4.40M 0.0% New 1 SEC ↗
11 Citadel Advisors ✦ 101.50K -73.0% $3.85M 0.0% ▼ Trim 2 SEC ↗
12 Envestnet Asset Management Inc 99.22K +1105.3% $3.76M 0.0% ▲ Add 2 SEC ↗
13 Jane Street Group, Llc 89.18K New $3.38M 0.0% New 1 SEC ↗ ×2
14 Sei Investments Co 62.37K +9.9% $2.37M 0.0% ▲ Add 2 SEC ↗
15 Corient Private Wealth LP 70.92K New $2.28M 0.0% New 1 SEC ↗
16 Cibc World Market Inc. 26.52K -26.6% $1.01M 0.0% ▼ Trim 2 SEC ↗
17 Renaissance Technologies ✦ 26.40K New $1.00M 0.0% New 1 SEC ↗
18 IMC-Chicago, LLC 25.17K -56.9% $954,850 0.0% ▼ Trim 2 SEC ↗
19 Blair William & Co/Il 19.61K 0.0% $743,917 0.0% ▲ Add 2 SEC ↗
20 Group One Trading Llc 16.89K -2.1% $640,486 0.0% ▼ Trim 2 SEC ↗
21 JPMorgan Chase ✦ 14.92K +341.8% $582,289 0.0% ▲ Add 3 SEC ↗ ×2
22 Quantinno Capital Management LP 15.00K 0.0% $568,950 0.0% Held 2 SEC ↗
23 Goldman Sachs Group ✦ 12.50K 0.0% $474,125 0.0% Held 3 SEC ↗
24 Bank Of America Corp /De/ 6.90K +5420.0% $261,717 0.0% ▲ Add 2 SEC ↗
25 Bnp Paribas Financial Markets 4.95K +8892.7% $187,602 0.0% ▲ Add 2 SEC ↗
26 Mirae Asset Global Investments Co.… 4.00K -69.2% $151,720 0.0% ▼ Trim 2 SEC ↗
27 Qube Research & Technologies Ltd 538 New $20,406 0.0% New 1 SEC ↗
28 Bank Of Montreal /Can/ 200 0.0% $7,586 0.0% Held 2 SEC ↗
29 Cwm, Llc 104 -77.5% $3,945 0.0% ▼ Trim 2 SEC ↗
30 Osaic Holdings, Inc. 88 -96.3% $3,338 0.0% ▼ Trim 2 SEC ↗
31 Northwestern Mutual Wealth… 34 -97.8% $1,290 0.0% ▼ Trim 2 SEC ↗
32 Optiver Holding B.V. 24 New $910 0.0% New 1 SEC ↗
33 Royal Bank Of Canada 8 0.0% $0 0.0% Held 2 SEC ↗

“Their weight” = the position's share of that manager's reported 13F equity value: the conviction measure. ✦ = curated manager.

New buyers

Exited

Squarepoint Ops LLC $2.20M was 0.0%
Creative Planning $320,847 was 0.0%
Wealth Enhancement Advisory… $283,680 was 0.0%

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: Q1 2026 · Methodology · Get this via the API