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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
27Tracked holders
0Δ holders
4.91MShares held
$161.53MReported value
+6New positions
−6Exits
Strongly Rising 3 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 +29.1% · net new positions 0.0%formula

All ownership figures: tracked 13F managers only, common-stock positions, reporting period Q2 2026

Ownership over time
QuarterHoldersΔSharesReported valueNewExits
Q2 2026 27 0 4.91M $161.53M +6 −6
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 −1
Q2 2025 3 +1 703.81K $19.21M +1
Q1 2025 1 0 37.09K $883,365
Q4 2024 1 +1 3.90K $101,556 +1
Holder count
Who holds it · Q2 2026
#ManagerSharesΔ sharesValueTheir weightHeld
1 LPL Financial LLC 1.21M +15.8% $39.77M 0.0% ▲ Add 3 SEC ↗
2 Envestnet Asset Management Inc 788.41K +16.4% $25.95M 0.0% ▲ Add 3 SEC ↗
3 Victory Capital Management Inc 689.02K 0.0% $22.68M 0.0% Held 2 SEC ↗
4 Raymond James Financial Inc 518.63K +21.6% $17.07M 0.0% ▲ Add 3 SEC ↗
5 Raymond James Financial Inc 518.63K +21.6% $17.07M 0.0% ▲ Add 3 SEC ↗
6 BlackRock (passive) 425.07K +1.2% $13.99M 0.0% ▲ Add 5 SEC ↗
7 BlackRock (passive) 425.07K +1.2% $13.99M 0.0% ▲ Add 5 SEC ↗
8 Mirae Asset Global Investments Co.… 393.12K New $12.94M 0.0% New 1 SEC ↗
9 Cetera Investment Advisers 204.32K +60.8% $6.73M 0.0% ▲ Add 3 SEC ↗
10 Two Sigma Investments 154.20K New $5.08M 0.0% New 1 SEC ↗
11 Osaic Holdings, Inc. 113.95K +18.0% $3.75M 0.0% ▲ Add 3 SEC ↗
12 Osaic Holdings, Inc. 113.95K +18.0% $3.75M 0.0% ▲ Add 3 SEC ↗
13 JPMorgan Chase 88.14K +831.6% $2.87M 0.0% ▲ Add 2 SEC ↗
14 JPMorgan Chase 88.14K +831.6% $2.87M 0.0% ▲ Add 2 SEC ↗
15 Goldman Sachs Group 84.07K +41.2% $2.77M 0.0% ▲ Add 4 SEC ↗
16 HighTower Advisors, LLC 68.86K +85.1% $2.27M 0.0% ▲ Add 3 SEC ↗
17 D. E. Shaw & Co. 44.09K New $1.45M 0.0% New 1 SEC ↗
18 Commonwealth Equity Services, Llc 42.35K +6.5% $1.39M 0.0% ▲ Add 3 SEC ↗
19 Bank Of Montreal /Can/ 25.33K 0.0% $833,897 0.0% Held 3 SEC ↗
20 Bank Of Montreal /Can/ 25.33K 0.0% $833,897 0.0% Held 3 SEC ↗
21 Bank Of America Corp /De/ 24.62K +37.7% $810,589 0.0% ▲ Add 3 SEC ↗
22 Bank Of America Corp /De/ 24.62K +37.7% $810,589 0.0% ▲ Add 3 SEC ↗
23 Hrt Financial Lp 9.67K New $318,000 0.0% New 1 SEC ↗
24 Mml Investors Services, Llc 9.20K New $302,708 0.0% New 1 SEC ↗
25 Mariner, LLC 6.84K -66.3% $225,105 0.0% ▼ Trim 2 SEC ↗
26 Fidelity (FMR) 3.23K +3932.5% $106,188 0.0% ▲ Add 3 SEC ↗
27 UBS Group AG 2.09K -60.1% $68,737 0.0% ▼ Trim 3 SEC ↗
28 UBS Group AG 2.09K -60.1% $68,737 0.0% ▼ Trim 3 SEC ↗
29 Northwestern Mutual Wealth… 1.96K +188.2% $64,622 0.0% ▲ Add 3 SEC ↗
30 Simplex Trading, Llc 1.34K +67.1% $44,112 0.0% ▲ Add 3 SEC ↗
31 Rockefeller Capital Management L.P. 555 -5.5% $18,271 0.0% ▼ Trim 2 SEC ↗
32 Qube Research & Technologies Ltd 340 -96.2% $11,193 0.0% ▼ Trim 3 SEC ↗
33 Wells Fargo & Company/Mn 172 +2357.1% $5,669 0.0% ▲ Add 3 SEC ↗
34 Wells Fargo & Company/Mn 172 +2357.1% $5,669 0.0% ▲ Add 3 SEC ↗
35 Morgan Stanley 1 New $34 0.0% New 1 SEC ↗

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

New buyers

Mirae Asset Global… $12.94M 0.0%
Two Sigma Investments $5.08M 0.0%
D. E. Shaw & Co. $1.45M 0.0%
Hrt Financial Lp $318,000 0.0%
Mml Investors Services, Llc $302,708 0.0%
Morgan Stanley $34 0.0%

Exited

Royal Bank Of Canada $1.52M was 0.0%
Susquehanna International… $900,986 was 0.0%
Jane Street Group, Llc $309,268 was 0.0%
Jones Financial Companies Lllp $37,685 was 0.0%
Group One Trading Llc $11,448 was 0.0%
Us Bancorp \De\ $2,977 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: Q2 2026 · Methodology · Get this via the API