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Security record · archived quarter

TAN

name pending profile ingest

Q3 2026 Q2 2026 Q1 2026 Q4 2025 Q3 2025 Q2 2025 Q1 2025 Q4 2024
57Tracked holders
+1Δ holders
3.29MShares held
$160.97MReported value
+1New positions
−0Exits
Rising 4 quarters of rising tracked shares ●●●●○○ How these are computed → Explain this at the Research Desk →

Momentum inputs (comparable managers): holder breadth +1.8% · share flow +2.5% · net new positions +1.8% · formula
Broad accumulation: rising shares across more holders

All ownership figures: tracked 13F managers only, common-stock positions, reporting period Q4 2025

Ownership over time
QuarterHoldersΔSharesReported valueNewExits
Q3 2026 3 0 10.94K $474,149 n/a n/a
Q2 2026 59 +3 9.40M $548.56M +9 −6
Q1 2026 57 0 7.39M $399.78M +8 −8
Q4 2025 57 +1 3.29M $160.97M +1 n/a
Q3 2025 7 -1 1.19M $51.92M +1 −2
Q2 2025 5 +1 275.46K $9.44M +1 n/a
Q1 2025 2 0 46.66K $1.42M +1 −1
Q4 2024 2 -1 32.99K $1.09M +1 −2
Q3 2024 3 +2 314.99K $13.58M +2 n/a
Q2 2024 1 n/a 156.55K $6.29M n/a n/a
Holder count
Who holds it · Q4 2025
#ManagerSharesΔ sharesValueTheir weightHeld
1 Morgan Stanley ✦ 466.87K +1.6% $22.93M 0.0% ▲ Add 2 SEC ↗ ×5
2 JPMorgan Chase ✦ 359.24K +206.7% $17.65M 0.0% ▲ Add 2 SEC ↗ ×6
3 LPL Financial LLC 304.40K n/a $14.95M 0.0% n/c 1 SEC ↗
4 Bank Of America Corp /De/ 297.15K n/a $14.60M 0.0% n/c 1 SEC ↗ ×5
5 Citadel Advisors ✦ 201.83K New $9.91M 0.0% New 1 SEC ↗
6 Goldman Sachs Group ✦ 138.89K +1.9% $6.82M 0.0% ▲ Add 2 SEC ↗
7 Jane Street Group, Llc 133.63K n/a $6.56M 0.0% n/c 1 SEC ↗ ×2
8 Barclays Plc 112.27K n/a $5.51M 0.0% n/c 1 SEC ↗ ×3
9 UBS Group AG 97.11K n/a $4.77M 0.0% n/c 1 SEC ↗ ×3
10 Royal Bank Of Canada 93.86K n/a $4.61M 0.0% n/c 1 SEC ↗ ×5
11 Wells Fargo & Company/Mn 90.47K n/a $4.44M 0.0% n/c 1 SEC ↗ ×3
12 Osaic Holdings, Inc. 88.25K n/a $4.33M 0.0% n/c 1 SEC ↗ ×4
13 D. E. Shaw & Co. ✦ 82.17K -38.4% $4.04M 0.0% ▼ Trim 4 SEC ↗
14 IMC-Chicago, LLC 62.88K n/a $3.09M 0.1% n/c 1 SEC ↗
15 Pnc Financial Services Group, Inc. 56.58K n/a $2.78M 0.0% n/c 1 SEC ↗ ×4
16 Hrt Financial Lp 51.72K n/a $2.54M 0.0% n/c 1 SEC ↗
17 National Bank Of Canada /Fi/ 51.29K n/a $2.52M 0.0% n/c 1 SEC ↗
18 Raymond James Financial Inc 49.67K n/a $2.44M 0.0% n/c 1 SEC ↗ ×2
19 Citigroup Inc 44.09K n/a $2.17M 0.0% n/c 1 SEC ↗ ×2
20 Group One Trading Llc 43.49K n/a $2.14M 0.1% n/c 1 SEC ↗
21 Balyasny Asset Management L.P. 40.72K n/a $2.00M 0.0% n/c 1 SEC ↗
22 Commonwealth Equity Services, Llc 39.13K n/a $1.92M 0.0% n/c 1 SEC ↗
23 Cetera Investment Advisers 37.45K n/a $1.84M 0.0% n/c 1 SEC ↗
24 Tudor Investment Corp Et Al 32.63K n/a $1.60M 0.0% n/c 1 SEC ↗
25 Corient Private Wealth LP 31.08K n/a $1.53M 0.0% n/c 1 SEC ↗ ×2
26 Bnp Paribas Financial Markets 30.98K n/a $1.52M 0.0% n/c 1 SEC ↗
27 Envestnet Asset Management Inc 24.70K n/a $1.21M 0.0% n/c 1 SEC ↗
28 Millennium Management ✦ 21.20K -93.8% $1.04M 0.0% ▼ Trim 2 SEC ↗
29 Stifel Financial Corp 19.46K n/a $955,948 0.0% n/c 1 SEC ↗ ×3
30 Mirae Asset Global Investments Co.… 16.90K n/a $830,030 0.0% n/c 1 SEC ↗
31 Cerity Partners LLC 13.86K n/a $699,387 0.0% n/c 1 SEC ↗
32 Walleye Trading LLC 13.94K n/a $684,733 0.0% n/c 1 SEC ↗
33 HighTower Advisors, LLC 13.85K n/a $680,267 0.0% n/c 1 SEC ↗
34 Ameriprise Financial Inc 12.77K n/a $627,052 0.0% n/c 1 SEC ↗
35 Mercer Global Advisors Inc /Adv 22.18K n/a $580,182 0.0% n/c 1 SEC ↗
36 Wealth Enhancement Advisory… 9.54K n/a $491,465 0.0% n/c 1 SEC ↗
37 Mml Investors Services, Llc 9.32K n/a $457,924 0.0% n/c 1 SEC ↗
38 Focus Partners Wealth 11.55K n/a $443,402 0.0% n/c 1 SEC ↗
39 Mariner, LLC 8.63K n/a $423,703 0.0% n/c 1 SEC ↗
40 Wealthfront Advisers LLC 8.21K n/a $403,226 0.0% n/c 1 SEC ↗
41 LMR Partners LLP 6.87K n/a $337,405 0.0% n/c 1 SEC ↗
42 Cibc World Market Inc. 6.59K n/a $323,799 0.0% n/c 1 SEC ↗
43 Northwestern Mutual Wealth… 6.40K n/a $314,457 0.0% n/c 1 SEC ↗
44 Bank Of Montreal /Can/ 4.41K n/a $216,374 0.0% n/c 1 SEC ↗ ×4
45 Rockefeller Capital Management L.P. 4.25K n/a $208,740 0.0% n/c 1 SEC ↗
46 Cwm, Llc 4.11K n/a $202,000 0.0% n/c 1 SEC ↗
47 Us Bancorp \De\ 3.89K n/a $191,028 0.0% n/c 1 SEC ↗
48 Deutsche Bank Ag\ 2.40K n/a $117,888 0.0% n/c 1 SEC ↗
49 Blair William & Co/Il 2.11K n/a $103,840 0.0% n/c 1 SEC ↗
50 TD Waterhouse Canada Inc. 915 n/a $44,945 0.0% n/c 1 SEC ↗
51 Fidelity (FMR) ✦ 708 +0.4% $34,764 0.0% ▲ Add 3 SEC ↗
52 Assetmark, Inc 600 n/a $29,472 0.0% n/c 1 SEC ↗
53 BlackRock ✦ (passive) 590 -54.7% $28,956 0.0% ▼ Trim 3 SEC ↗
54 Franklin Resources Inc 500 n/a $24,560 0.0% n/c 1 SEC ↗
55 Qube Research & Technologies Ltd 477 n/a $23,430 0.0% n/c 1 SEC ↗
56 Fifth Third Bancorp 316 n/a $15,522 0.0% n/c 1 SEC ↗
57 UBS AM, a distinct business unit of… 119 n/a $5,845 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

Citadel Advisors $9.91M 0.0%

Exited

No tracked exits this quarter.

Full-market context: across ALL 13F filers (SEC structured data, Q1 2026): 241 holders, 8.06M shares, $339.23M 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 · Get this via the API