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Security record · archived quarter

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Q2 2026 Q1 2026 Q4 2025 Q3 2025 Q2 2025 Q1 2025 Q4 2024
28Tracked holders
+3Δ holders
3.80MShares held
$108.85MReported value
+7New positions
−4Exits
Strongly Rising 2 quarters of rising tracked shares ●●○○○○ How these are computed → Explain this at the Research Desk →

Momentum inputs (comparable managers): holder breadth +12.0% · share flow +30.0% · net new positions +10.7% · 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 26 0 4.84M $159.26M +6 −7
Q1 2026 28 +3 3.80M $108.85M +7 −4
Q4 2025 25 -1 2.38M $74.26M +1 −2
Q3 2025 5 -1 701.63K $21.37M n/a −1
Q2 2025 3 +1 703.81K $19.21M +1 n/a
Q1 2025 1 0 37.09K $883,365 n/a n/a
Q4 2024 1 +1 3.90K $101,556 +1 n/a
Holder count
Who holds it · Q1 2026
#ManagerSharesΔ sharesValueTheir weightHeld
1 LPL Financial LLC 1.04M +51.4% $29.85M 0.0% ▲ Add 2 SEC ↗
2 Victory Capital Management Inc 689.02K New $19.72M 0.0% New 1 SEC ↗
3 Envestnet Asset Management Inc 677.10K +179.9% $19.38M 0.0% ▲ Add 2 SEC ↗
4 Raymond James Financial Inc 426.44K +17.3% $12.20M 0.0% ▲ Add 2 SEC ↗ ×2
5 BlackRock ✦ (passive) 420.21K -3.2% $12.03M 0.0% ▼ Trim 4 SEC ↗ ×2
6 Cetera Investment Advisers 127.11K +34.7% $3.64M 0.0% ▲ Add 2 SEC ↗
7 Osaic Holdings, Inc. 96.54K +52.8% $2.76M 0.0% ▲ Add 2 SEC ↗ ×2
8 Goldman Sachs Group ✦ 59.54K -47.2% $1.70M 0.0% ▼ Trim 3 SEC ↗
9 Royal Bank Of Canada 53.16K New $1.52M 0.0% New 1 SEC ↗
10 Commonwealth Equity Services, Llc 39.77K -18.9% $1.14M 0.0% ▼ Trim 2 SEC ↗
11 HighTower Advisors, LLC 37.21K -79.8% $1.06M 0.0% ▼ Trim 2 SEC ↗
12 Susquehanna International Group, Llp 31.48K -50.0% $900,986 0.0% ▼ Trim 2 SEC ↗
13 Bank Of Montreal /Can/ 25.33K +2908.4% $724,973 0.0% ▲ Add 2 SEC ↗ ×2
14 Mariner, LLC 20.30K New $581,073 0.0% New 1 SEC ↗ ×2
15 Bank Of America Corp /De/ 17.88K +35.4% $511,755 0.0% ▲ Add 2 SEC ↗ ×2
16 Jane Street Group, Llc 10.81K -3.0% $309,268 0.0% ▼ Trim 2 SEC ↗
17 JPMorgan Chase ✦ 9.46K New $261,502 0.0% New 1 SEC ↗
18 Qube Research & Technologies Ltd 8.93K -64.2% $255,519 0.0% ▼ Trim 2 SEC ↗
19 UBS Group AG 5.23K -73.7% $149,654 0.0% ▼ Trim 2 SEC ↗ ×3
20 Jones Financial Companies Lllp 1.36K New $37,685 0.0% New 1 SEC ↗
21 Cwm, Llc 1.21K New $34,516 0.0% New 1 SEC ↗
22 Simplex Trading, Llc 802 -74.6% $22,953 0.0% ▼ Trim 2 SEC ↗
23 Northwestern Mutual Wealth… 681 0.0% $19,490 0.0% Held 2 SEC ↗
24 Rockefeller Capital Management L.P. 587 New $16,800 0.0% New 1 SEC ↗
25 Group One Trading Llc 400 0.0% $11,448 0.0% Held 2 SEC ↗
26 Us Bancorp \De\ 104 0.0% $2,977 0.0% Held 2 SEC ↗
27 Fidelity (FMR) ✦ 80 -46.7% $2,273 0.0% ▼ Trim 2 SEC ↗
28 Wells Fargo & Company/Mn 7 -93.5% $197 0.0% ▼ Trim 2 SEC ↗

“Their weight” = the position's share of that manager's reported 13F equity value: the conviction measure. ✦ = curated manager.

New buyers

Victory Capital Management Inc $19.72M 0.0%
Royal Bank Of Canada $1.52M 0.0%
Mariner, LLC $581,073 0.0%
JPMorgan Chase $261,502 0.0%
Jones Financial Companies Lllp $37,685 0.0%
Cwm, Llc $34,516 0.0%
Rockefeller Capital… $16,800 0.0%

Exited

Mml Investors Services, Llc $248,506 was 0.0%
Morgan Stanley $34,228 was 0.0%
Russell Investments Group… $6,246 was 0.0%
Bnp Paribas Financial Markets $1,343 was 0.0%

Full-market context: across ALL 13F filers (SEC structured data, Q1 2026): 84 holders, 5.60M shares, $160.86M 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