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Security record · archived quarter

YMAR

name pending profile ingest

Q2 2026 Q1 2026 Q4 2025 Q3 2025 Q2 2025 Q1 2025 Q4 2024 Q2 2024
12Tracked holders
+2Δ holders
825.99KShares held
$22.60MReported value
+4New positions
−2Exits
Strongly Rising 3 quarters of rising tracked shares ●●●○○○ How these are computed → Explain this at the Research Desk →

Momentum inputs (comparable managers): holder breadth +20.0% · share flow +9.7% · net new positions +16.7% — formula
Broad accumulation — rising shares across more holders

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

Ownership over time
QuarterHoldersΔSharesReported valueNewExits
Q2 2026 12 0 877.59K $25.15M +3 −3
Q1 2026 12 +2 825.99K $22.60M +4 −2
Q4 2025 10 -1 753.12K $20.35M — −1
Q3 2025 1 0 40.13K $1.05M — —
Q2 2025 1 0 23.05K $587,929 — —
Q1 2025 1 0 23.12K $554,210 — —
Q4 2024 1 +1 31.29K $713,190 +1 —
Q2 2024 1 — 25.63K $594,155 — —
Holder count
Who holds it · Q1 2026
#ManagerSharesΔ sharesValueTheir weightHeld
1 Commonwealth Equity Services, Llc 267.09K +5.9% $7.31M 0.0% ▲ Add 2 SEC ↗
2 Raymond James Financial Inc 210.82K +18.5% $5.77M 0.0% ▲ Add 2 SEC ↗ ×2
3 Cetera Investment Advisers 109.21K +7.6% $2.99M 0.0% ▲ Add 2 SEC ↗
4 Osaic Holdings, Inc. 99.13K -15.0% $2.71M 0.0% ▼ Trim 2 SEC ↗ ×2
5 LPL Financial LLC 48.51K -3.1% $1.33M 0.0% ▼ Trim 2 SEC ↗
6 Citadel Advisors ✦ 31.84K New $870,812 0.0% New 1 SEC ↗
7 Wealth Enhancement Advisory… 29.63K +86.2% $815,686 0.0% ▲ Add 2 SEC ↗
8 Mariner, LLC 10.88K -19.2% $297,455 0.0% ▼ Trim 2 SEC ↗
9 Envestnet Asset Management Inc 9.90K New $270,759 0.0% New 1 SEC ↗
10 Rockefeller Capital Management L.P. 7.17K 0.0% $196,006 0.0% Held 2 SEC ↗
11 JPMorgan Chase ✦ 1.72K New $46,249 0.0% New 1 SEC ↗
12 Assetmark, Inc 105 New $2,872 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

Citadel Advisors $870,812 0.0%
Envestnet Asset Management Inc $270,759 0.0%
JPMorgan Chase $46,249 0.0%
Assetmark, Inc $2,872 0.0%

Exited

Susquehanna International… $265,779 was 0.0%
Hrt Financial Lp $227,000 was 0.0%

Full-market context: across ALL 13F filers (SEC structured data, Q1 2026): 63 holders, 2.79M shares, $57.79M 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