Security record · archived quarter
SOCL
name pending profile ingest
25Tracked holders
0Δ holders
620.61KShares held
$26.87MReported value
+1New positions
−1Exits
Momentum inputs (comparable managers): holder breadth 0.0% · share flow -21.0% · net new positions 0.0% — formula
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 | 20 | -4 | 601.30K | $26.34M | — | −4 |
| Q1 2026 | 25 | 0 | 620.61K | $26.87M | +1 | −1 |
| Q4 2025 | 25 | -1 | 786.08K | $43.40M | — | −1 |
| Q3 2025 | 4 | 0 | 83.32K | $5.06M | — | — |
| Q2 2025 | 2 | +1 | 7.08K | $378,337 | +1 | — |
Who holds it · Q1 2026
| # | Manager | Shares | Δ shares | Value | Their weight | Held | ||
|---|---|---|---|---|---|---|---|---|
| 1 | Bank Of America Corp /De/ | 236.31K | +8.9% | $10.23M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 2 | Bank Of America Corp /De/ | 236.31K | +8.9% | $10.23M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 3 | Bank Of America Corp /De/ | 236.31K | +8.9% | $10.23M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 4 | Pnc Financial Services Group, Inc. | 131.68K | -43.4% | $5.70M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 5 | Pnc Financial Services Group, Inc. | 131.68K | -43.4% | $5.70M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 6 | Pnc Financial Services Group, Inc. | 131.68K | -43.4% | $5.70M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 7 | Pnc Financial Services Group, Inc. | 131.68K | -43.4% | $5.70M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 8 | Pnc Financial Services Group, Inc. | 131.68K | -43.4% | $5.70M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 9 | Pnc Financial Services Group, Inc. | 131.68K | -43.4% | $5.70M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 10 | Pnc Financial Services Group, Inc. | 131.68K | -43.4% | $5.70M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 11 | Morgan Stanley ✦ | 55.39K | -25.4% | $2.40M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 12 | Morgan Stanley ✦ | 55.39K | -25.4% | $2.40M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 13 | Daiwa Securities Group Inc. | 45.00K | -57.1% | $1.95M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 14 | LPL Financial LLC | 34.25K | +11.7% | $1.48M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 15 | Stifel Financial Corp | 22.91K | -22.5% | $991,802 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 16 | Jane Street Group, Llc | 20.54K | +232.2% | $889,172 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 17 | Susquehanna International Group, Llp | 18.48K | +115.2% | $800,146 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 18 | UBS Group AG | 17.71K | -25.1% | $766,843 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 19 | UBS Group AG | 17.71K | -25.1% | $766,843 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 20 | Osaic Holdings, Inc. | 6.72K | -2.1% | $291,300 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 21 | Osaic Holdings, Inc. | 6.72K | -2.1% | $291,300 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 22 | Ameriprise Financial Inc | 6.34K | +11.5% | $274,467 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 23 | Cetera Investment Advisers | 5.93K | -0.3% | $256,960 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 24 | Wells Fargo & Company/Mn | 4.81K | -67.1% | $208,369 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 25 | Wells Fargo & Company/Mn | 4.81K | -67.1% | $208,369 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 26 | Baird Financial Group, Inc. | 4.78K | -44.5% | $207,105 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 27 | Raymond James Financial Inc | 4.75K | -13.6% | $205,439 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 28 | Raymond James Financial Inc | 4.75K | -13.6% | $205,439 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 29 | Fidelity (FMR) ✦ | 1.49K | +1.6% | $64,613 | 0.0% | ▲ Add | 4 | SEC ↗ |
| 30 | Rockefeller Capital Management L.P. | 1.04K | -61.8% | $44,863 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 31 | Us Bancorp \De\ | 1.00K | 0.0% | $43,300 | 0.0% | Held | 2 | SEC ↗ |
| 32 | Blair William & Co/Il | 421 | +1.4% | $18,229 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 33 | Fifth Third Bancorp | 417 | +66.8% | $18,056 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 34 | Cwm, Llc | 350 | +16.7% | $15,155 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 35 | Northwestern Mutual Wealth… | 110 | 0.0% | $4,763 | 0.0% | Held | 2 | SEC ↗ |
| 36 | TD Waterhouse Canada Inc. | 100 | New | $4,317 | 0.0% | New | 1 | SEC ↗ |
| 37 | Qube Research & Technologies Ltd | 51 | 0.0% | $2,208 | 0.0% | Held | 2 | SEC ↗ |
| 38 | JPMorgan Chase ✦ | 41 | 0.0% | $1,703 | 0.0% | Held | 3 | SEC ↗ |
| 39 | JPMorgan Chase ✦ | 41 | 0.0% | $1,703 | 0.0% | Held | 3 | SEC ↗ |
“Their weight” = the position's share of that manager's reported 13F equity value — the conviction measure. ✦ = curated manager.
New buyers
| TD Waterhouse Canada Inc. | $4,317 | 0.0% |
Exited
| Commonwealth Equity Services… | $279,460 | was 0.0% |
Full-market context: across ALL 13F filers (SEC structured data, Q1 2026): 50 holders, 737.36K shares, $30.06M 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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