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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
13Tracked holders
-1Δ holders
393.90KShares held
$5.96MReported value
+1New positions
−2Exits
Falling How these are computed → Explain this at the Research Desk →

Momentum inputs (comparable managers): holder breadth -7.1% · share flow -6.8% · net new positions -7.7% · formula
Broad distribution: falling shares and fewer holders

All ownership figures: tracked 13F managers only, common-stock positions, reporting period Q1 2026

Ownership over time
QuarterHoldersΔSharesReported valueNewExits
Q2 2026 15 +2 455.57K $6.81M +2 n/a
Q1 2026 13 -1 393.90K $5.96M +1 −2
Q4 2025 14 -1 422.78K $77.31M n/a −1
Q3 2025 2 0 2.65K $50,094 +1 −1
Q2 2025 1 +1 20.98K $429,692 +1 n/a
Q4 2024 1 0 16.84K $366,206 n/a n/a
Q3 2024 1 +1 18.27K $408,402 +1 n/a
Holder count
Who holds it · Q1 2026
#ManagerSharesΔ sharesValueTheir weightHeld
1 Rockefeller Capital Management L.P. 138.34K +2398.4% $2.09M 0.0% ▲ Add 2 SEC ↗
2 Cetera Investment Advisers 96.24K +8.8% $1.46M 0.0% ▲ Add 2 SEC ↗
3 Raymond James Financial Inc 51.19K -16.2% $774,505 0.0% ▼ Trim 2 SEC ↗ ×2
4 Envestnet Asset Management Inc 21.20K -23.1% $320,701 0.0% ▼ Trim 2 SEC ↗
5 Susquehanna International Group, Llp 18.61K -63.3% $281,584 0.0% ▼ Trim 2 SEC ↗
6 LPL Financial LLC 17.98K -23.4% $272,098 0.0% ▼ Trim 2 SEC ↗
7 Commonwealth Equity Services, Llc 13.44K +6.2% $203,310 0.0% ▲ Add 2 SEC ↗
8 Citadel Advisors ✦ 12.42K New $187,854 0.0% New 1 SEC ↗
9 Mml Investors Services, Llc 11.60K -36.3% $175,438 0.0% ▼ Trim 2 SEC ↗
10 Osaic Holdings, Inc. 9.76K -33.4% $147,658 0.0% ▼ Trim 2 SEC ↗
11 Morgan Stanley ✦ 2.85K +5.4% $43,198 0.0% ▲ Add 3 SEC ↗ ×2
12 Royal Bank Of Canada 283 -88.8% $4,000 0.0% ▼ Trim 2 SEC ↗
13 Wells Fargo & Company/Mn 0 -100.0% $2 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

Citadel Advisors $187,854 0.0%

Exited

Mercer Global Advisors Inc… $71.83M was 0.1%
UBS Group AG $3,435 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: Q1 2026 · Methodology · Get this via the API