Security record · archived quarter
SHE
name pending profile ingest
40Tracked holders
+1Δ holders
426.01KShares held
$54.37MReported value
+2New positions
−1Exits
Momentum inputs (comparable managers):
holder breadth +2.6% ·
share flow -12.0% ·
net new positions +2.5%
· formula
Ownership fragmentation: more holders, smaller aggregate stake
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 | 0 | 4.81K | $762,947 | n/a | −1 |
| Q2 2026 | 38 | 0 | 418.94K | $64.65M | +2 | −3 |
| Q1 2026 | 40 | +1 | 426.01K | $54.37M | +2 | −1 |
| Q4 2025 | 39 | 0 | 484.24K | $63.98M | n/a | n/a |
| Q3 2025 | 3 | 0 | 174.98K | $22.30M | n/a | n/a |
| Q2 2025 | 1 | -1 | 2.55K | $318,548 | n/a | −1 |
| Q1 2025 | 1 | 0 | 9.62K | $1.10M | n/a | n/a |
| Q4 2024 | 1 | +1 | 4.49K | $520,402 | +1 | n/a |
Who holds it · Q1 2026
| # | Manager | Shares | Δ shares | Value | Their weight | Held | ||
|---|---|---|---|---|---|---|---|---|
| 1 | Morgan Stanley ✦ | 93.22K | -2.7% | $11.91M | 0.0% | ▼ Trim | 3 | SEC ↗ ×3 |
| 2 | LPL Financial LLC | 48.98K | -59.6% | $6.26M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 3 | Bank Of America Corp /De/ | 45.42K | -3.6% | $5.80M | 0.0% | ▼ Trim | 2 | SEC ↗ ×3 |
| 4 | JPMorgan Chase ✦ | 37.50K | -0.1% | $4.68M | 0.0% | ▼ Trim | 3 | SEC ↗ ×2 |
| 5 | Cetera Investment Advisers | 28.65K | -1.1% | $3.66M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 6 | Susquehanna International Group, Llp | 20.55K | +592.5% | $2.63M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 7 | UBS Group AG | 19.06K | -11.0% | $2.44M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 8 | Wells Fargo & Company/Mn | 12.34K | +4.0% | $1.58M | 0.0% | ▲ Add | 2 | SEC ↗ ×2 |
| 9 | Royal Bank Of Canada | 12.32K | +5.6% | $1.57M | 0.0% | ▲ Add | 2 | SEC ↗ ×2 |
| 10 | Commonwealth Equity Services, Llc | 12.06K | +0.7% | $1.54M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 11 | Raymond James Financial Inc | 11.13K | +8.6% | $1.42M | 0.0% | ▲ Add | 2 | SEC ↗ ×3 |
| 12 | Osaic Holdings, Inc. | 9.81K | -9.6% | $1.25M | 0.0% | ▼ Trim | 2 | SEC ↗ ×3 |
| 13 | Jones Financial Companies Lllp | 9.70K | +56.4% | $1.22M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 14 | Wealthfront Advisers LLC | 6.28K | +1.9% | $802,131 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 15 | Sei Investments Co | 6.21K | +0.1% | $793,570 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 16 | Citigroup Inc | 4.97K | +9.4% | $635,049 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 17 | Wealth Enhancement Advisory… | 4.41K | -19.9% | $571,070 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 18 | Mercer Global Advisors Inc /Adv | 4.39K | -5.2% | $561,083 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 19 | Captrust Financial Advisors | 3.93K | +1.7% | $502,153 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 20 | Ameriprise Financial Inc | 3.56K | -30.8% | $497,063 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 21 | Focus Partners Wealth | 3.74K | +5.7% | $478,263 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 22 | Bank of New York Mellon Corp | 3.02K | +7.1% | $385,717 | 0.0% | ▲ Add | 2 | SEC ↗ ×2 |
| 23 | Mariner, LLC | 2.89K | -3.8% | $369,661 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 24 | HighTower Advisors, LLC | 2.61K | +6.2% | $333,509 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 25 | Fidelity (FMR) ✦ | 2.47K | -4.5% | $315,612 | 0.0% | ▼ Trim | 4 | SEC ↗ |
| 26 | Envestnet Asset Management Inc | 2.42K | -24.9% | $309,545 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 27 | Creative Planning | 2.26K | +13.0% | $288,565 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 28 | Truist Financial Corp | 2.16K | +7.1% | $275,685 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 29 | Blair William & Co/Il | 1.91K | +0.6% | $243,902 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 30 | Cerity Partners LLC | 1.90K | New | $243,350 | 0.0% | New | 1 | SEC ↗ |
| 31 | Assetmark, Inc | 1.67K | -6.3% | $212,802 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 32 | Northwestern Mutual Wealth… | 1.05K | +0.2% | $133,821 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 33 | Rockefeller Capital Management L.P. | 724 | 0.0% | $92,534 | 0.0% | Held | 2 | SEC ↗ |
| 34 | Bank Of Montreal /Can/ | 700 | 0.0% | $89,467 | 0.0% | Held | 2 | SEC ↗ |
| 35 | Fifth Third Bancorp | 615 | New | $78,631 | 0.0% | New | 1 | SEC ↗ |
| 36 | Cwm, Llc | 497 | -51.0% | $63,521 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 37 | Russell Investments Group, Ltd. | 383 | -11.8% | $48,951 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 38 | Pnc Financial Services Group, Inc. | 290 | +2.8% | $37,065 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 39 | Franklin Resources Inc | 118 | -43.8% | $15,081 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 40 | National Bank Of Canada /Fi/ | 100 | 0.0% | $12,782 | 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
| Cerity Partners LLC | $243,350 | 0.0% |
| Fifth Third Bancorp | $78,631 | 0.0% |
Exited
| Optiver Holding B.V. | $44,244 | was 0.0% |
Full-market context: across ALL 13F filers (SEC structured data, Q1 2026): 126 holders, 903.45K shares, $108.67M 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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