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Security record · archived quarter

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Q2 2026 Q1 2026 Q4 2025 Q3 2025 Q2 2025 Q4 2024 Q3 2024
14Tracked holders
-1Δ holders
422.78KShares held
$77.31MReported value
+0New positions
−1Exits
Falling How these are computed → Explain this at the Research Desk →

Momentum inputs (comparable managers): holder breadth -6.7% · share flow 0.0% · net new positions -7.1% — formula
Concentrated accumulation — rising shares among fewer holders

All ownership figures: tracked 13F managers only, common-stock positions, reporting period Q4 2025

Ownership over time
QuarterHoldersΔSharesReported valueNewExits
Q2 2026 15 +2 455.57K $6.81M +2 —
Q1 2026 13 -1 393.90K $5.96M +1 −2
Q4 2025 14 -1 422.78K $77.31M — −1
Q3 2025 2 0 2.65K $50,094 +1 −1
Q2 2025 1 +1 20.98K $429,692 +1 —
Q4 2024 1 0 16.84K $366,206 — —
Q3 2024 1 +1 18.27K $408,402 +1 —
Holder count
Who holds it · Q4 2025
#ManagerSharesΔ sharesValueTheir weightHeld
1 Mercer Global Advisors Inc /Adv 115.00K — $71.83M 0.1% n/c 1 SEC ↗
2 Cetera Investment Advisers 88.49K — $1.58M 0.0% n/c 1 SEC ↗
3 Raymond James Financial Inc 61.10K — $1.09M 0.0% n/c 1 SEC ↗ ×2
4 Susquehanna International Group, Llp 50.66K — $901,784 0.0% n/c 1 SEC ↗
5 Envestnet Asset Management Inc 27.56K — $490,605 0.0% n/c 1 SEC ↗
6 LPL Financial LLC 23.49K — $418,122 0.0% n/c 1 SEC ↗
7 Mml Investors Services, Llc 18.20K — $323,926 0.0% n/c 1 SEC ↗
8 Osaic Holdings, Inc. 14.65K — $260,793 0.0% n/c 1 SEC ↗
9 Commonwealth Equity Services, Llc 12.65K — $225,140 0.0% n/c 1 SEC ↗
10 Rockefeller Capital Management L.P. 5.54K — $98,563 0.0% n/c 1 SEC ↗
11 Morgan Stanley ✦ 2.71K +3.0% $48,202 0.0% ▲ Add 2 SEC ↗ ×2
12 Royal Bank Of Canada 2.53K — $45,000 0.0% n/c 1 SEC ↗
13 UBS Group AG 193 — $3,435 0.0% n/c 1 SEC ↗
14 Wells Fargo & Company/Mn 1 — $10 0.0% n/c 1 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

Fidelity (FMR) $397 was 0.0%

Full-market context: across ALL 13F filers (SEC structured data, Q1 2026): 21 holders, 429.10K shares, $6.49M 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: Q4 2025 · Methodology · Get this via the API