Security record · archived quarter
TAN
name pending profile ingest
57Tracked holders
0Δ holders
7.39MShares held
$399.78MReported value
+8New positions
−8Exits
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
| Quarter | Holders | Δ | Shares | Reported value | New | Exits |
|---|---|---|---|---|---|---|
| Q3 2026 | 2 | 0 | 10.59K | $458,452 | n/a | −1 |
| Q2 2026 | 58 | +3 | 9.39M | $547.67M | +9 | −7 |
| 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 |
Who holds it · Q1 2026
| # | Manager | Shares | Δ shares | Value | Their weight | Held | ||
|---|---|---|---|---|---|---|---|---|
| 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 | Bank Of Montreal /Can/ | 164.24K | +3628.4% | $9.15M | 0.0% | ▲ Add | 2 | SEC ↗ ×4 |
| 7 | Barclays Plc | 150.39K | +34.0% | $8.38M | 0.0% | ▲ Add | 2 | SEC ↗ ×3 |
| 8 | Bnp Paribas Financial Markets | 105.67K | +241.1% | $5.89M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 9 | Wells Fargo & Company/Mn | 100.73K | +11.3% | $5.61M | 0.0% | ▲ Add | 2 | SEC ↗ ×3 |
| 10 | Royal Bank Of Canada | 99.31K | +5.8% | $5.53M | 0.0% | ▲ Add | 2 | SEC ↗ ×5 |
| 11 | Raymond James Financial Inc | 81.24K | +63.5% | $4.53M | 0.0% | ▲ Add | 2 | SEC ↗ ×2 |
| 12 | National Bank Of Canada /Fi/ | 58.90K | +14.8% | $3.28M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 13 | Pnc Financial Services Group, Inc. | 56.44K | -0.3% | $3.14M | 0.0% | ▼ Trim | 2 | SEC ↗ ×4 |
| 14 | Citigroup Inc | 54.42K | +23.4% | $3.03M | 0.0% | ▲ Add | 2 | SEC ↗ ×2 |
| 15 | Peak6 Llc | 47.66K | New | $2.66M | 0.1% | New | 1 | SEC ↗ |
| 16 | Commonwealth Equity Services, Llc | 41.73K | +6.6% | $2.32M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 17 | Goldman Sachs Group ✦ | 22.52K | -83.8% | $1.25M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 18 | Stifel Financial Corp | 21.91K | +12.6% | $1.22M | 0.0% | ▲ Add | 2 | SEC ↗ ×2 |
| 19 | Ameriprise Financial Inc | 15.52K | +21.6% | $862,598 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 20 | Mariner, LLC | 9.07K | +5.2% | $505,580 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 21 | Mml Investors Services, Llc | 7.38K | -20.9% | $411,044 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 22 | Northwestern Mutual Wealth… | 6.33K | -1.2% | $352,468 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 23 | Tudor Investment Corp Et Al | 5.78K | -82.3% | $321,837 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 24 | Marshall Wace ✦ | 4.82K | New | $268,522 | 0.0% | New | 1 | SEC ↗ ×2 |
| 25 | Us Bancorp \De\ | 4.03K | +3.6% | $224,511 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 26 | Fifth Third Bancorp | 2.54K | +702.2% | $141,224 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 27 | Deutsche Bank Ag\ | 2.40K | 0.0% | $133,704 | 0.0% | Held | 2 | SEC ↗ |
| 28 | Blair William & Co/Il | 2.11K | 0.0% | $117,771 | 0.0% | Held | 2 | SEC ↗ |
| 29 | Fidelity (FMR) ✦ | 1.48K | +109.6% | $82,652 | 0.0% | ▲ Add | 4 | SEC ↗ |
| 30 | Assetmark, Inc | 600 | 0.0% | $33,426 | 0.0% | Held | 2 | SEC ↗ |
| 31 | Franklin Resources Inc | 500 | 0.0% | $27,855 | 0.0% | Held | 2 | SEC ↗ |
| 32 | Jones Financial Companies Lllp | 161 | New | $8,778 | 0.0% | New | 1 | SEC ↗ |
| 33 | 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
| Peak6 Llc | $2.66M | 0.1% |
| Marshall Wace | $268,522 | 0.0% |
| Jones Financial Companies Lllp | $8,778 | 0.0% |
Exited
| D. E. Shaw & Co. | $4.04M | was 0.0% |
| 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% |
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 ·
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