USD
name pending profile ingest
Momentum inputs (comparable managers):
holder breadth +30.0% ·
share flow -28.5% ·
net new positions +20.0%
— formula
Ownership fragmentation — more holders, smaller aggregate stake
All ownership figures: tracked 13F managers only, common-stock positions, reporting period Q2 2026
| Quarter | Holders | Δ | Shares | Reported value | New | Exits |
|---|---|---|---|---|---|---|
| Q2 2026 | 24 | +9 | 8.95M | $34.35M | +10 | −1 |
| Q1 2026 | 15 | -3 | 12.52M | $20.11M | +3 | −6 |
| Q4 2025 | 18 | 0 | 15.09M | $28.53M | +1 | −1 |
| Q3 2025 | 3 | +1 | 52.02K | $5.15M | +1 | — |
| Q4 2024 | 1 | 0 | 44.09K | $2.87M | — | — |
| Q3 2024 | 1 | 0 | 31.28K | $3.75M | — | — |
| Q2 2024 | 1 | — | 3.65K | $507,788 | — | — |
| # | Manager | Shares | Δ shares | Value | Their weight | Held | ||
|---|---|---|---|---|---|---|---|---|
| 1 | Mariner, LLC | 8.70M | -29.6% | $9.11M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 2 | Mercer Global Advisors Inc /Adv | 81.68K | New | $8.52M | 0.0% | New | 1 | SEC ↗ |
| 3 | Blair William & Co/Il | 58.18K | -0.4% | $6.07M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 4 | Quantinno Capital Management LP | 16.95K | -21.6% | $1.77M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 5 | Focus Partners Wealth | 15.24K | -23.0% | $1.59M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 6 | Creative Planning | 10.41K | +10.3% | $1.09M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 7 | Susquehanna International Group, Llp | 9.77K | -28.3% | $1.02M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 8 | Citadel Advisors ✦ | 9.42K | New | $982,233 | 0.0% | New | 1 | SEC ↗ |
| 9 | Wealth Enhancement Advisory… | 8.35K | -5.3% | $809,325 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 10 | Hrt Financial Lp | 6.99K | -40.5% | $729,000 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 11 | JPMorgan Chase ✦ | 7.34K | -1.6% | $719,810 | 0.0% | ▼ Trim | 4 | SEC ↗ |
| 12 | Jane Street Group, Llc | 5.06K | New | $527,869 | 0.0% | New | 1 | SEC ↗ |
| 13 | Jane Street Group, Llc | 5.06K | New | $527,869 | 0.0% | New | 1 | SEC ↗ |
| 14 | HighTower Advisors, LLC | 3.21K | New | $334,546 | 0.0% | New | 1 | SEC ↗ |
| 15 | LPL Financial LLC | 3.07K | New | $319,661 | 0.0% | New | 1 | SEC ↗ |
| 16 | Lido Advisors, LLC | 2.48K | New | $258,921 | 0.0% | New | 1 | SEC ↗ |
| 17 | Franklin Resources Inc | 1.94K | -10.2% | $201,847 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 18 | Osaic Holdings, Inc. | 1.00K | +40.9% | $104,260 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 19 | Morgan Stanley ✦ | 921 | +106.5% | $96,090 | 0.0% | ▲ Add | 4 | SEC ↗ |
| 20 | Morgan Stanley ✦ | 921 | +106.5% | $96,090 | 0.0% | ▲ Add | 4 | SEC ↗ |
| 21 | Morgan Stanley ✦ | 921 | +106.5% | $96,090 | 0.0% | ▲ Add | 4 | SEC ↗ |
| 22 | Fifth Third Bancorp | 869 | New | $90,602 | 0.0% | New | 1 | SEC ↗ |
| 23 | Belvedere Trading LLC | 102 | New | $10,635 | 0.0% | New | 1 | SEC ↗ |
| 24 | Rockefeller Capital Management L.P. | 20 | New | $2,085 | 0.0% | New | 1 | SEC ↗ |
| 25 | UBS Group AG | 7 | New | $730 | 0.0% | New | 1 | SEC ↗ |
| 26 | Citigroup Inc | 2 | 0.0% | $209 | 0.0% | Held | 3 | SEC ↗ |
| 27 | Wells Fargo & Company/Mn | 1 | 0.0% | $123 | 0.0% | Held | 3 | SEC ↗ |
“Their weight” = the position's share of that manager's reported 13F equity value — the conviction measure. ✦ = curated manager.
New buyers
| Mercer Global Advisors Inc… | $8.52M | 0.0% |
| Citadel Advisors | $982,233 | 0.0% |
| Jane Street Group, Llc | $527,869 | 0.0% |
| Jane Street Group, Llc | $527,869 | 0.0% |
| HighTower Advisors, LLC | $334,546 | 0.0% |
| LPL Financial LLC | $319,661 | 0.0% |
| Lido Advisors, LLC | $258,921 | 0.0% |
| Fifth Third Bancorp | $90,602 | 0.0% |
| Belvedere Trading LLC | $10,635 | 0.0% |
| Rockefeller Capital… | $2,085 | 0.0% |
| UBS Group AG | $730 | 0.0% |
Exited
| Qube Research & Technologies… | $40,901 | was 0.0% |
Full-market context: across ALL 13F filers (SEC structured data, Q1 2026): 55 holders, 15.02M shares, $91.44M reported. This is a different, older period than the tracked-universe figures above and the two are never mixed.
What else this security's tracked holders most often hold — shared-ownership counts, not fundamental relationships.