Security record · archived quarter
TRND
name pending profile ingest
12Tracked holders
0Δ holders
857.65KShares held
$28.34MReported value
+0New positions
−0Exits
Momentum inputs (comparable managers): holder breadth 0.0% · share flow +1.4% · net new positions 0.0% · formula
All ownership figures: tracked 13F managers only, common-stock positions, reporting period Q1 2026
Ownership over time
Who holds it · Q1 2026
| # | Manager | Shares | Δ shares | Value | Their weight | Held | ||
|---|---|---|---|---|---|---|---|---|
| 1 | Commonwealth Equity Services, Llc | 431.12K | +0.6% | $14.25M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 2 | Bank Of America Corp /De/ | 188.40K | +0.3% | $6.23M | 0.0% | ▲ Add | 2 | SEC ↗ ×2 |
| 3 | LPL Financial LLC | 118.55K | -3.3% | $3.92M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 4 | Cetera Investment Advisers | 46.91K | +13.8% | $1.55M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 5 | Raymond James Financial Inc | 19.61K | 0.0% | $647,958 | 0.0% | Held | 2 | SEC ↗ ×2 |
| 6 | Royal Bank Of Canada | 17.88K | +1244.1% | $591,000 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 7 | Susquehanna International Group, Llp | 15.45K | -29.6% | $510,634 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 8 | Envestnet Asset Management Inc | 10.30K | -11.0% | $340,277 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 9 | Osaic Holdings, Inc. | 6.10K | -21.3% | $201,609 | 0.0% | ▼ Trim | 2 | SEC ↗ ×2 |
| 10 | Wells Fargo & Company/Mn | 2.50K | 0.0% | $82,572 | 0.0% | Held | 2 | SEC ↗ |
| 11 | Rockefeller Capital Management L.P. | 753 | 0.0% | $24,881 | 0.0% | Held | 2 | SEC ↗ |
| 12 | UBS Group AG | 77 | +24.2% | $2,544 | 0.0% | ▲ Add | 2 | SEC ↗ |
“Their weight” = the position's share of that manager's reported 13F equity value: the conviction measure. ✦ = curated manager.
New buyers
| No new tracked buyers this quarter. |
Exited
| No tracked exits this quarter. |
Full-market context: across ALL 13F filers (SEC structured data, Q1 2026): 23 holders, 1.10M shares, $34.97M 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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