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Security record · archived quarter

SPUS

name pending profile ingest

Q2 2026 Q1 2026 Q4 2025 Q3 2025 Q2 2025 Q1 2025 Q4 2024 Q3 2024
37Tracked holders
+3Δ holders
2.41MShares held
$115.53MReported value
+6New positions
−3Exits
Rising 3 quarters of rising tracked shares ●●●○○○ How these are computed → Explain this at the Research Desk →

Momentum inputs (comparable managers): holder breadth +8.8% · share flow +1.6% · net new positions +8.1%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 41 +5 2.93M $168.07M +6 −1
Q1 2026 37 +3 2.41M $115.53M +6 −3
Q4 2025 33 +1 2.13M $108.83M +2 −1
Q3 2025 5 0 106.59K $5.27M +1 −1
Q2 2025 3 0 84.20K $3.74M +1 −1
Q1 2025 2 +1 382.57K $14.90M +1
Q4 2024 1 0 216.50K $9.29M
Q3 2024 1 -1 148.00K $6.18M −1
Q2 2024 2 45.96K $1.86M
Holder count
Who holds it · Q1 2026
#ManagerSharesΔ sharesValueTheir weightHeld
1 Manufacturers Life Insurance… 1.34M +7.5% $64.50M 0.1% ▲ Add 2 SEC ↗
2 Schroder Investment Management Group 238.00K $11.10M 0.0% n/c 1 SEC ↗
3 Bank Of America Corp /De/ 107.86K +9.2% $5.19M 0.0% ▲ Add 2 SEC ↗
4 Bank Of America Corp /De/ 107.86K +9.2% $5.19M 0.0% ▲ Add 2 SEC ↗
5 Tidal Investments LLC 106.44K +35.1% $5.13M 0.0% ▲ Add 2 SEC ↗
6 Two Sigma Investments 74.70K -41.4% $3.60M 0.0% ▼ Trim 8 SEC ↗
7 LPL Financial LLC 61.76K +12.5% $2.97M 0.0% ▲ Add 2 SEC ↗
8 Focus Partners Wealth 57.65K +2.2% $2.78M 0.0% ▲ Add 2 SEC ↗
9 Envestnet Asset Management Inc 55.22K +21.5% $2.66M 0.0% ▲ Add 2 SEC ↗
10 Royal Bank Of Canada 49.70K -45.0% $2.39M 0.0% ▼ Trim 2 SEC ↗
11 Truist Financial Corp 35.99K +2.5% $1.73M 0.0% ▲ Add 2 SEC ↗
12 Wealth Enhancement Advisory… 27.73K -43.8% $1.35M 0.0% ▼ Trim 2 SEC ↗
13 Corient Private Wealth LP 24.41K New $1.18M 0.0% New 1 SEC ↗
14 Cetera Investment Advisers 24.16K +212.1% $1.16M 0.0% ▲ Add 2 SEC ↗
15 Cibc World Market Inc. 21.93K +19.5% $1.06M 0.0% ▲ Add 2 SEC ↗
16 Susquehanna International Group, Llp 20.73K +1.5% $998,598 0.0% ▲ Add 2 SEC ↗
17 Raymond James Financial Inc 18.64K -14.4% $897,654 0.0% ▼ Trim 2 SEC ↗
18 Mariner, LLC 16.05K -66.9% $773,219 0.0% ▼ Trim 2 SEC ↗
19 Mariner, LLC 16.05K -66.9% $773,219 0.0% ▼ Trim 2 SEC ↗
20 1832 Asset Management L.P. 15.33K +14.4% $738,389 0.0% ▲ Add 2 SEC ↗
21 Hrt Financial Lp 14.50K New $698,000 0.0% New 1 SEC ↗
22 UBS Group AG 12.78K +280.6% $615,485 0.0% ▲ Add 2 SEC ↗
23 UBS Group AG 12.78K +280.6% $615,485 0.0% ▲ Add 2 SEC ↗
24 Pnc Financial Services Group, Inc. 10.85K +138.1% $522,602 0.0% ▲ Add 2 SEC ↗
25 Mml Investors Services, Llc 9.60K +37.3% $462,199 0.0% ▲ Add 2 SEC ↗
26 HighTower Advisors, LLC 8.68K New $417,981 0.0% New 1 SEC ↗
27 Hsbc Holdings Plc 8.50K New $409,360 0.0% New 1 SEC ↗
28 Fifth Third Bancorp 8.14K 0.0% $392,022 0.0% Held 2 SEC ↗
29 National Bank Of Canada /Fi/ 7.79K +6.7% $375,166 0.0% ▲ Add 2 SEC ↗
30 Creative Planning 7.19K -0.1% $346,111 0.0% ▼ Trim 2 SEC ↗
31 Cwm, Llc 6.59K +28.6% $317,278 0.0% ▲ Add 2 SEC ↗
32 Osaic Holdings, Inc. 4.27K -31.8% $205,661 0.0% ▼ Trim 2 SEC ↗
33 Bank Of Montreal /Can/ 3.87K +41.6% $186,138 0.0% ▲ Add 2 SEC ↗
34 Northwestern Mutual Wealth… 3.12K -48.2% $150,067 0.0% ▼ Trim 2 SEC ↗
35 TD Waterhouse Canada Inc. 2.84K -31.1% $137,801 0.0% ▼ Trim 2 SEC ↗
36 Morgan Stanley 1.29K -4.1% $62,352 0.0% ▼ Trim 3 SEC ↗
37 Morgan Stanley 1.29K -4.1% $62,352 0.0% ▼ Trim 3 SEC ↗
38 Fidelity (FMR) 309 -13.7% $14,864 0.0% ▼ Trim 4 SEC ↗
39 JPMorgan Chase 254 New $11,849 0.0% New 1 SEC ↗
40 UBS AM, a distinct business unit of… 13 New $626 0.0% New 1 SEC ↗
41 BlackRock (passive) 1 0.0% $34 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

Corient Private Wealth LP $1.18M 0.0%
Hrt Financial Lp $698,000 0.0%
HighTower Advisors, LLC $417,981 0.0%
Hsbc Holdings Plc $409,360 0.0%
JPMorgan Chase $11,849 0.0%
UBS AM, a distinct business… $626 0.0%

Exited

Citadel Advisors $1.24M was 0.0%
Qube Research & Technologies… $1.20M was 0.0%
Renaissance Technologies $326,848 was 0.0%

Full-market context: across ALL 13F filers (SEC structured data, Q1 2026): 79 holders, 3.54M shares, $169.44M 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