Security record · archived quarter
SPGM
name pending profile ingest
42Tracked holders
+4Δ holders
4.02MShares held
$303.91MReported value
+5New positions
−1Exits
Momentum inputs (comparable managers):
holder breadth +10.5% ·
share flow -17.5% ·
net new positions +9.5%
· 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 | 75.55K | $6.57M | n/a | −1 |
| Q2 2026 | 36 | -4 | 4.74M | $405.81M | +1 | −6 |
| Q1 2026 | 42 | +4 | 4.02M | $303.91M | +5 | −1 |
| Q4 2025 | 38 | +1 | 4.87M | $373.64M | +1 | n/a |
| Q3 2025 | 5 | 0 | 493.43K | $36.96M | n/a | n/a |
| Q2 2025 | 2 | 0 | 37.09K | $2.56M | n/a | n/a |
| Q1 2025 | 1 | +1 | 143.62K | $8.96M | +1 | n/a |
| Q2 2024 | 1 | n/a | 6.33K | $385,041 | n/a | n/a |
Who holds it · Q1 2026
| # | Manager | Shares | Δ shares | Value | Their weight | Held | ||
|---|---|---|---|---|---|---|---|---|
| 1 | LPL Financial LLC | 2.20M | +0.1% | $166.22M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 2 | Mariner, LLC | 247.26K | -8.4% | $18.72M | 0.0% | ▼ Trim | 2 | SEC ↗ ×3 |
| 3 | Osaic Holdings, Inc. | 216.22K | +17.6% | $16.37M | 0.0% | ▲ Add | 2 | SEC ↗ ×2 |
| 4 | Wealth Enhancement Advisory… | 181.33K | +23.5% | $13.83M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 5 | Jane Street Group, Llc | 177.38K | +133.0% | $13.43M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 6 | Morgan Stanley ✦ | 170.65K | +3.4% | $12.92M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 7 | Bank Of America Corp /De/ | 167.88K | -19.4% | $12.71M | 0.0% | ▼ Trim | 2 | SEC ↗ ×3 |
| 8 | Northwestern Mutual Wealth… | 98.73K | -4.6% | $7.47M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 9 | UBS Group AG | 94.05K | +69.5% | $7.12M | 0.0% | ▲ Add | 2 | SEC ↗ ×2 |
| 10 | JPMorgan Chase ✦ | 89.66K | -1.9% | $6.58M | 0.0% | ▼ Trim | 3 | SEC ↗ ×2 |
| 11 | Raymond James Financial Inc | 53.18K | +7.7% | $4.03M | 0.0% | ▲ Add | 2 | SEC ↗ ×2 |
| 12 | Cwm, Llc | 32.85K | -3.9% | $2.49M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 13 | Citadel Advisors ✦ | 30.63K | +120.5% | $2.32M | 0.0% | ▲ Add | 5 | SEC ↗ |
| 14 | Corient Private Wealth LP | 30.06K | -50.0% | $2.28M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 15 | Susquehanna International Group, Llp | 25.02K | New | $1.89M | 0.0% | New | 1 | SEC ↗ |
| 16 | HighTower Advisors, LLC | 23.66K | -96.6% | $1.79M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 17 | Envestnet Asset Management Inc | 23.35K | +1.5% | $1.77M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 18 | Truist Financial Corp | 22.79K | -2.9% | $1.73M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 19 | Ameriprise Financial Inc | 22.48K | +24.3% | $1.70M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 20 | Mercer Global Advisors Inc /Adv | 19.19K | -0.7% | $1.45M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 21 | Royal Bank Of Canada | 13.63K | -65.8% | $1.03M | 0.0% | ▼ Trim | 2 | SEC ↗ ×3 |
| 22 | Commonwealth Equity Services, Llc | 11.29K | +34.4% | $855,050 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 23 | Hrt Financial Lp | 8.41K | New | $636,000 | 0.0% | New | 1 | SEC ↗ |
| 24 | Cetera Investment Advisers | 8.31K | -56.5% | $628,923 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 25 | Stifel Financial Corp | 6.66K | -10.4% | $504,228 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 26 | Captrust Financial Advisors | 6.63K | -8.8% | $502,109 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 27 | BlackRock ✦ (passive) | 6.53K | -92.6% | $494,235 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 28 | Goldman Sachs Group ✦ | 6.03K | -97.6% | $456,153 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 29 | Financial Engines Advisors L.L.C. | 5.00K | -2.1% | $378,171 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 30 | Quantinno Capital Management LP | 4.97K | +2.0% | $376,434 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 31 | Creative Planning | 4.61K | +25.3% | $349,265 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 32 | Bank of New York Mellon Corp | 4.03K | +0.6% | $304,753 | 0.0% | ▲ Add | 2 | SEC ↗ ×2 |
| 33 | Fidelity (FMR) ✦ | 2.28K | +3.3% | $172,837 | 0.0% | ▲ Add | 4 | SEC ↗ |
| 34 | Jones Financial Companies Lllp | 1.60K | +12.7% | $118,019 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 35 | UBS AM, a distinct business unit of… | 1.28K | +89.8% | $96,833 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 36 | Franklin Resources Inc | 880 | New | $66,625 | 0.0% | New | 1 | SEC ↗ |
| 37 | Rockefeller Capital Management L.P. | 746 | -22.5% | $56,524 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 38 | Citigroup Inc | 312 | New | $23,622 | 0.0% | New | 1 | SEC ↗ |
| 39 | Wells Fargo & Company/Mn | 300 | +40.2% | $22,693 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 40 | Assetmark, Inc | 124 | -3.9% | $9,388 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 41 | Simplex Trading, Llc | 71 | New | $5,375 | 0.0% | New | 1 | SEC ↗ |
| 42 | Pnc Financial Services Group, Inc. | 20 | 0.0% | $1,514 | 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
| Susquehanna International… | $1.89M | 0.0% |
| Hrt Financial Lp | $636,000 | 0.0% |
| Franklin Resources Inc | $66,625 | 0.0% |
| Citigroup Inc | $23,622 | 0.0% |
| Simplex Trading, Llc | $5,375 | 0.0% |
Exited
| Qube Research & Technologies… | $9,128 | was 0.0% |
Full-market context: across ALL 13F filers (SEC structured data, Q1 2026): 168 holders, 10.50M shares, $717.29M 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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