Security record · archived quarter
SRFM
name pending profile ingest
26Tracked holders
-1Δ holders
5.94MShares held
$11.52MReported value
+1New positions
−2Exits
Momentum inputs (comparable managers):
holder breadth -3.7% ·
share flow +2.8% ·
net new positions -3.8%
— formula
Concentrated accumulation — rising shares among fewer holders
All ownership figures: tracked 13F managers only, common-stock positions, reporting period Q4 2025
Ownership over time
| Quarter | Holders | Δ | Shares | Reported value | New | Exits |
|---|---|---|---|---|---|---|
| Q2 2026 | 26 | +1 | 16.59M | $19.24M | +4 | −3 |
| Q1 2026 | 25 | -1 | 6.36M | $7.32M | +5 | −6 |
| Q4 2025 | 26 | -1 | 5.94M | $11.52M | +1 | −2 |
| Q3 2025 | 10 | 0 | 3.86M | $16.55M | +2 | −2 |
| Q2 2025 | 7 | +2 | 1.00M | $3.70M | +3 | −1 |
| Q1 2025 | 3 | 0 | 529.62K | $1.41M | — | — |
| Q4 2024 | 3 | +1 | 193.84K | $1.04M | +1 | — |
| Q3 2024 | 1 | -1 | 89.00K | $119,279 | — | −1 |
| Q2 2024 | 2 | — | 638.54K | $245,513 | — | — |
Who holds it · Q4 2025
| # | Manager | Shares | Δ shares | Value | Their weight | Held | ||
|---|---|---|---|---|---|---|---|---|
| 1 | The Vanguard Group ✦ (passive) | 2.79M | +47.7% | $5.41M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 2 | The Vanguard Group ✦ (passive) | 2.79M | +47.7% | $5.41M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 3 | The Vanguard Group ✦ (passive) | 2.79M | +47.7% | $5.41M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 4 | Geode Capital Management ✦ (passive) | 552.37K | +103.6% | $1.07M | 0.0% | ▲ Add | 7 | SEC ↗ |
| 5 | Geode Capital Management ✦ (passive) | 552.37K | +103.6% | $1.07M | 0.0% | ▲ Add | 7 | SEC ↗ |
| 6 | BlackRock ✦ (passive) | 415.85K | +45.7% | $806,743 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 7 | BlackRock ✦ (passive) | 415.85K | +45.7% | $806,743 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 8 | BlackRock ✦ (passive) | 415.85K | +45.7% | $806,743 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 9 | BlackRock ✦ (passive) | 415.85K | +45.7% | $806,743 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 10 | Focus Partners Wealth | 387.83K | — | $752,392 | 0.0% | n/c | 1 | SEC ↗ |
| 11 | UBS Group AG | 325.61K | — | $631,681 | 0.0% | n/c | 1 | SEC ↗ |
| 12 | UBS Group AG | 325.61K | — | $631,681 | 0.0% | n/c | 1 | SEC ↗ |
| 13 | UBS Group AG | 325.61K | — | $631,681 | 0.0% | n/c | 1 | SEC ↗ |
| 14 | Jane Street Group, Llc | 288.16K | — | $559,028 | 0.0% | n/c | 1 | SEC ↗ |
| 15 | LPL Financial LLC | 281.55K | — | $546,203 | 0.0% | n/c | 1 | SEC ↗ |
| 16 | Raymond James Financial Inc | 201.75K | — | $391,405 | 0.0% | n/c | 1 | SEC ↗ |
| 17 | Raymond James Financial Inc | 201.75K | — | $391,405 | 0.0% | n/c | 1 | SEC ↗ |
| 18 | Susquehanna International Group, Llp | 168.76K | — | $327,404 | 0.0% | n/c | 1 | SEC ↗ |
| 19 | State Street Global Advisors ✦ (passive) | 126.40K | 0.0% | $245,218 | 0.0% | Held | 5 | SEC ↗ |
| 20 | Northern Trust Corp | 90.99K | — | $176,528 | 0.0% | n/c | 1 | SEC ↗ |
| 21 | Osaic Holdings, Inc. | 53.39K | — | $103,570 | 0.0% | n/c | 1 | SEC ↗ |
| 22 | Osaic Holdings, Inc. | 53.39K | — | $103,570 | 0.0% | n/c | 1 | SEC ↗ |
| 23 | Morgan Stanley ✦ | 49.44K | +570.1% | $95,908 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 24 | Morgan Stanley ✦ | 49.44K | +570.1% | $95,908 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 25 | Barclays Plc | 46.23K | — | $89,692 | 0.0% | n/c | 1 | SEC ↗ |
| 26 | Commonwealth Equity Services, Llc | 38.30K | — | $74,310 | 0.0% | n/c | 1 | SEC ↗ |
| 27 | Millennium Management ✦ | 38.10K | -92.2% | $73,912 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 28 | T. Rowe Price ✦ | 22.90K | New | $45,000 | 0.0% | New | 1 | SEC ↗ |
| 29 | Goldman Sachs Group ✦ | 18.96K | -67.8% | $36,780 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 30 | Cetera Investment Advisers | 16.21K | — | $31,444 | 0.0% | n/c | 1 | SEC ↗ |
| 31 | Wells Fargo & Company/Mn | 10.00K | — | $19,400 | 0.0% | n/c | 1 | SEC ↗ |
| 32 | JPMorgan Chase ✦ | 6.60K | -50.0% | $12,804 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 33 | Jones Financial Companies Lllp | 5.89K | — | $11,430 | 0.0% | n/c | 1 | SEC ↗ |
| 34 | Bnp Paribas Financial Markets | 2.41K | — | $4,681 | 0.0% | n/c | 1 | SEC ↗ |
| 35 | Bank Of America Corp /De/ | 1.83K | — | $3,554 | 0.0% | n/c | 1 | SEC ↗ |
| 36 | Northwestern Mutual Wealth… | 144 | — | $279 | 0.0% | n/c | 1 | SEC ↗ |
| 37 | Rockefeller Capital Management L.P. | 93 | — | $180 | 0.0% | n/c | 1 | SEC ↗ |
“Their weight” = the position's share of that manager's reported 13F equity value — the conviction measure. ✦ = curated manager.
New buyers
| T. Rowe Price | $45,000 | 0.0% |
Exited
| Renaissance Technologies | $3.09M | was 0.0% |
| Fidelity (FMR) | $1,073 | was 0.0% |
Full-market context: across ALL 13F filers (SEC structured data, Q1 2026): 62 holders, 12.06M shares, $13.90M 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: Q4 2025 ·
Methodology ·
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