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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
0Δ holders
7.39MShares held
$399.78MReported value
+8New positions
−8Exits
Strongly Rising 5 quarters of rising tracked shares ●●●●●○ How these are computed → Explain this at the Research Desk →

Momentum inputs (comparable managers): holder breadth 0.0% · share flow +30.0% · net new positions 0.0% · formula

All ownership figures: tracked 13F managers only, common-stock positions, reporting period Q1 2026

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 · Q1 2026
#ManagerSharesΔ sharesValueTheir weightHeld
1 JPMorgan Chase ✦ 3.96M +1001.1% $209.21M 0.0% ▲ Add 3 SEC ↗ ×7
2 Morgan Stanley ✦ 442.28K -5.3% $24.64M 0.0% ▼ Trim 3 SEC ↗ ×6
3 Bank Of America Corp /De/ 325.36K +9.5% $18.13M 0.0% ▲ Add 2 SEC ↗ ×4
4 LPL Financial LLC 307.90K +1.1% $17.15M 0.0% ▲ Add 2 SEC ↗
5 Millennium Management ✦ 239.37K +1029.0% $13.34M 0.0% ▲ Add 3 SEC ↗
6 LMR Partners LLP 233.21K +3295.1% $12.99M 0.2% ▲ Add 2 SEC ↗ ×2
7 UBS Group AG 177.82K +83.1% $9.91M 0.0% ▲ Add 2 SEC ↗ ×4
8 Bank Of Montreal /Can/ 164.24K +3628.4% $9.15M 0.0% ▲ Add 2 SEC ↗ ×4
9 Susquehanna International Group, Llp 162.44K New $9.05M 0.0% New 1 SEC ↗ ×2
10 Barclays Plc 150.39K +34.0% $8.38M 0.0% ▲ Add 2 SEC ↗ ×3
11 Bnp Paribas Financial Markets 105.67K +241.1% $5.89M 0.0% ▲ Add 2 SEC ↗
12 Wells Fargo & Company/Mn 100.73K +11.3% $5.61M 0.0% ▲ Add 2 SEC ↗ ×3
13 Royal Bank Of Canada 99.31K +5.8% $5.53M 0.0% ▲ Add 2 SEC ↗ ×5
14 Osaic Holdings, Inc. 89.33K +1.2% $4.98M 0.0% ▲ Add 2 SEC ↗ ×3
15 Raymond James Financial Inc 81.24K +63.5% $4.53M 0.0% ▲ Add 2 SEC ↗ ×2
16 Jane Street Group, Llc 79.02K -40.9% $4.40M 0.0% ▼ Trim 2 SEC ↗ ×2
17 Mirae Asset Global Investments Co.… 68.41K +304.9% $3.81M 0.0% ▲ Add 2 SEC ↗
18 National Bank Of Canada /Fi/ 58.90K +14.8% $3.28M 0.0% ▲ Add 2 SEC ↗
19 Pnc Financial Services Group, Inc. 56.44K -0.3% $3.14M 0.0% ▼ Trim 2 SEC ↗ ×4
20 Citigroup Inc 54.42K +23.4% $3.03M 0.0% ▲ Add 2 SEC ↗ ×2
21 Peak6 Llc 47.66K New $2.66M 0.1% New 1 SEC ↗
22 Cetera Investment Advisers 42.95K +14.7% $2.39M 0.0% ▲ Add 2 SEC ↗
23 Commonwealth Equity Services, Llc 41.73K +6.6% $2.32M 0.0% ▲ Add 2 SEC ↗
24 Simplex Trading, Llc 35.06K New $1.95M 0.1% New 1 SEC ↗
25 Envestnet Asset Management Inc 29.79K +20.6% $1.66M 0.0% ▲ Add 2 SEC ↗
26 Goldman Sachs Group ✦ 22.52K -83.8% $1.25M 0.0% ▼ Trim 3 SEC ↗
27 Stifel Financial Corp 21.91K +12.6% $1.22M 0.0% ▲ Add 2 SEC ↗ ×2
28 Hrt Financial Lp 20.20K -60.9% $1.12M 0.0% ▼ Trim 2 SEC ↗
29 Ameriprise Financial Inc 15.52K +21.6% $862,598 0.0% ▲ Add 2 SEC ↗
30 Focus Partners Wealth 15.34K +32.8% $854,508 0.0% ▲ Add 2 SEC ↗
31 HighTower Advisors, LLC 14.89K +7.5% $829,248 0.0% ▲ Add 2 SEC ↗
32 Cerity Partners LLC 13.36K -3.6% $744,480 0.0% ▼ Trim 2 SEC ↗
33 Wealthfront Advisers LLC 9.62K +17.2% $535,930 0.0% ▲ Add 2 SEC ↗
34 Mariner, LLC 9.07K +5.2% $505,580 0.0% ▲ Add 2 SEC ↗
35 Mml Investors Services, Llc 7.38K -20.9% $411,044 0.0% ▼ Trim 2 SEC ↗
36 Squarepoint Ops LLC 6.90K New $384,622 0.0% New 1 SEC ↗
37 Cibc World Market Inc. 6.89K +4.5% $383,953 0.0% ▲ Add 2 SEC ↗
38 Corient Private Wealth LP 16.05K -48.3% $356,361 0.0% ▼ Trim 2 SEC ↗
39 Northwestern Mutual Wealth… 6.33K -1.2% $352,468 0.0% ▼ Trim 2 SEC ↗
40 Wealth Enhancement Advisory… 5.99K -37.3% $328,354 0.0% ▼ Trim 2 SEC ↗
41 Tudor Investment Corp Et Al 5.78K -82.3% $321,837 0.0% ▼ Trim 2 SEC ↗
42 Cwm, Llc 5.69K +38.4% $317,190 0.0% ▲ Add 2 SEC ↗
43 Marshall Wace ✦ 4.82K New $268,522 0.0% New 1 SEC ↗ ×2
44 Rockefeller Capital Management L.P. 4.27K +0.4% $237,692 0.0% ▲ Add 2 SEC ↗
45 Creative Planning 4.10K New $228,469 0.0% New 1 SEC ↗
46 Us Bancorp \De\ 4.03K +3.6% $224,511 0.0% ▲ Add 2 SEC ↗
47 Baird Financial Group, Inc. 3.71K New $206,740 0.0% New 1 SEC ↗ ×2
48 Fifth Third Bancorp 2.54K +702.2% $141,224 0.0% ▲ Add 2 SEC ↗
49 Deutsche Bank Ag\ 2.40K 0.0% $133,704 0.0% Held 2 SEC ↗
50 Blair William & Co/Il 2.11K 0.0% $117,771 0.0% Held 2 SEC ↗
51 BlackRock ✦ (passive) 1.85K +212.9% $102,840 0.0% ▲ Add 4 SEC ↗ ×2
52 Fidelity (FMR) ✦ 1.48K +109.6% $82,652 0.0% ▲ Add 4 SEC ↗
53 TD Waterhouse Canada Inc. 915 0.0% $51,253 0.0% Held 2 SEC ↗
54 Assetmark, Inc 600 0.0% $33,426 0.0% Held 2 SEC ↗
55 Franklin Resources Inc 500 0.0% $27,855 0.0% Held 2 SEC ↗
56 Jones Financial Companies Lllp 161 New $8,778 0.0% New 1 SEC ↗
57 UBS AM, a distinct business unit of… 119 0.0% $6,629 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… $9.05M 0.0%
Peak6 Llc $2.66M 0.1%
Simplex Trading, Llc $1.95M 0.1%
Squarepoint Ops LLC $384,622 0.0%
Marshall Wace $268,522 0.0%
Creative Planning $228,469 0.0%
Baird Financial Group, Inc. $206,740 0.0%
Jones Financial Companies Lllp $8,778 0.0%

Exited

Citadel Advisors $9.91M was 0.0%
D. E. Shaw & Co. $4.04M was 0.0%
IMC-Chicago, LLC $3.09M was 0.1%
Group One Trading Llc $2.14M was 0.1%
Balyasny Asset Management L.P. $2.00M was 0.0%
Walleye Trading LLC $684,733 was 0.0%
Mercer Global Advisors Inc… $580,182 was 0.0%
Qube Research & Technologies… $23,430 was 0.0%

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: Q1 2026 · Methodology · Get this via the API