Morningstar

Quarter history

Tracked value counts one filer from each family. Net bought is the share change from the previous quarter. History follows the CUSIP on the latest information table, and it starts when that filer’s CIK exists, so a renamed issuer or a new CIK is shorter than ten years.

• Q2 2026100 filers · $156$3.0B+$253M
• Q1 2026104 filers · $169$2.9B−$4.9M
• Q4 2025105 filers · $217$3.7B+$138M
• Q3 2025105 filers · $232$3.8B−$633M
• Q2 2025106 filers · $314$5.7B+$128M
• Q1 2025106 filers · $300$5.3B−$111M
• Q4 2024100 filers · $337$6.1B+$158M
• Q3 202493 filers · $319$5.6B+$69.8M
• Q2 202495 filers · $296$5.1B+$135M
• Q1 202490 filers · $308$5.2B+$134M
• Q4 202389 filers · $286$4.6B−$56.7M
• Q3 202388 filers · $234$3.8B+$279M
• Q2 202385 filers · $196$2.9B+$74.8M
• Q1 202385 filers · $203$3.0B−$58.2M
• Q4 202289 filers · $217$3.2B+$508M
• Q3 202289 filers · $212$2.6B−$132M
• Q2 202284 filers · $242$3.1B+$166M
• Q1 202288 filers · $273$3.4B+$419M
• Q4 202191 filers · $342$3.8B−$29.8M
• Q3 202184 filers · $259$2.9B−$7.5M
• Q2 202183 filers · $257$2.9B−$103M
• Q1 202183 filers · $225$2.6B−$126M
• Q4 202082 filers · $232$2.8B−$70.8M
• Q3 202082 filers · $161$2.0B−$4.9M
• Q2 202073 filers · $141$1.8B+$82.9M
• Q1 202071 filers · $116$1.4B−$7.6M
• Q4 201976 filers · $151$1.8B−$23.3M
• Q3 201976 filers · $146$1.8B+$62.3M
• Q2 201973 filers · $145$1.7B+$107M
• Q1 201973 filers · $126$1.4B+$23.4M
• Q4 201873 filers · $110$1.2B+$74.3M
• Q3 201872 filers · $126$1.3B+$112M
• Q2 201865 filers · $128$1.2B+$75.7M
• Q1 201861 filers · $96$813M−$2.9M
• Q4 201763 filers · $97$828M−$1.9M
• Q3 201761 filers · $85$728M+$21.0M
• Q2 201756 filers · $78$650M−$23.3M
• Q1 201760 filers · $79$676M+$71.8M
• Q4 201659 filers · $74$560M−$14.7M
• Q3 201662 filers · $79$610M+$25.2M
• Q2 201662 filers · $82$599M—

Who owns it

• BlackRockPassive · 0.1% of their software2,536,665 shares$750M+$27.6M
• Morgan StanleyGeneralist · 0.4% of their software2,020,233 shares$598M+$25.7M
• Bank of AmericaGeneralist · 0.7% of their software1,526,590 shares$452M−$53.2M
• BamcoGeneralist · 5.9% of their software1,306,937 shares$387MFlat
• Kayne Anderson Rudnick Investment ManagementGeneralist · 6.8% of their software1,129,104 shares$334M−$30.1M
• Massachusetts Financial Services COGeneralist · 0.9% of their software1,099,502 shares$325MFlat
• Wellington Management GroupGeneralist · 0.6% of their software945,354 shares$280M+$47.9M
• State StreetPassive · 0.1% of their software775,595 shares$229MFlat
• Wasatch AdvisorsGeneralist · 6.3% of their software610,925 shares$181M+$15.1M
• GeodePassive · 0.1% of their software486,974 shares$145M+$8.5M
• FidelityGeneralist · 0.1% of their software361,257 shares$107M−$26.6M
• Bank of New York MellonPassive · 0.2% of their software327,902 shares$97.0M−$9.6M
• Norges BankGeneralist · 0.1% of their software324,445 shares$96.0MNew · +$100M
• Millennium ManagementGeneralist · 1.0% of their software320,186 shares$94.7M+$59.9M
• Allspring Global Investments HoldingsGeneralist · 1.5% of their software282,534 shares$83.6M−$2.8M
• DimensionalPassive · 0.3% of their software272,075 shares$80.5M+$1.5M
• JPMorgan ChaseGeneralist · 0.1% of their software244,017 shares$72.2M−$5.9M
• Northern TrustPassive · 0.1% of their software194,286 shares$57.5M+$7.0M
• Charles Schwab Investment ManagementPassive · 0.1% of their software186,720 shares$55.2M+$786K
• Renaissance TechnologiesGeneralist · 0.8% of their software176,870 shares$52.3M−$3.0M
• M&GGeneralist · 3.7% of their software173,105 shares$51.2M+$1.0M
• Goldman SachsGeneralist · 0.1% of their software170,596 shares$50.5M−$13.3M
• American Capital ManagementGeneralist · 3.8% of their software144,823 shares$42.8MFlat
• Sei Investments COGeneralist · 0.5% of their software128,016 shares$37.9MFlat
• Principal Financial GroupGeneralist · 0.2% of their software109,940 shares$32.5M−$24.0M
• Praesidium Investment Management CompanySpecialist · 8.0% of their software98,766 shares$29.2M−$12.8M
• Wells FargoGeneralist · 0.1% of their software89,828 shares$26.6M−$3.8M
• Citadel AdvisorsGeneralist · 0.3% of their software85,910 shares$25.4M+$26.5M
• UBS Asset ManagementGeneralist · 0.0% of their software82,474 shares · Not in the total$24.4M+$9.7M
• Rhumbline AdvisersGeneralist · 0.2% of their software75,749 shares$22.4MFlat
• Envestnet Asset ManagementGeneralist · 0.2% of their software72,997 shares$21.6M−$2.4M
• Nordea Investment Management AbGeneralist · 0.1% of their software58,474 shares$17.3M−$2.1M
• Swiss National BankGeneralist · 0.1% of their software54,700 shares$16.2M+$1.3M
• California Public Employees Retirement SystemGeneralist · 0.1% of their software49,368 shares$14.6M+$910K
• Legal & GeneralPassive · 0.0% of their software48,380 shares$14.3M+$1.5M
• InvescoPassive · 0.0% of their software44,970 shares$13.3M+$1.2M
• Bank of MontrealGeneralist · 0.1% of their software42,189 shares$12.6M+$8.9M
• AlliancebernsteinGeneralist · 0.0% of their software35,476 shares$10.5MFlat
• First Trust AdvisorsGeneralist · 0.1% of their software33,788 shares$10.0M+$1.4M
• Assenagon Asset ManagementGeneralist · 0.2% of their software31,658 shares$9.4MNew · +$9.8M
• AmeripriseGeneralist · 0.0% of their software29,711 shares$8.8MFlat
• California State Teachers Retirement SystemGeneralist · 0.1% of their software27,040 shares$8.0MFlat
• Bank of Nova ScotiaGeneralist · 0.2% of their software24,935 shares$7.4M−$5.1M
• State Board of Administration of Florida Retirement SystemGeneralist · 0.1% of their software24,883 shares$7.4M−$542K
• Manufacturers Life Insurance Company, TheGeneralist · 0.1% of their software23,118 shares$6.8MFlat
• Balyasny Asset ManagementGeneralist · 0.4% of their software23,024 shares$6.8M−$3.5M
• Russell Investments GroupGeneralist · 0.1% of their software22,088 shares$6.5MFlat
• Fisher Asset ManagementGeneralist · 0.0% of their software20,008 shares$5.9MFlat
• Man GroupGeneralist · 0.2% of their software19,083 shares$5.6M+$510K
• Stifel FinancialGeneralist · 0.1% of their software18,770 shares$5.6MFlat
• New York State Common Retirement FundGeneralist · 0.1% of their software17,851 shares$5.3MFlat
• Ensign Peak AdvisorsGeneralist · 0.1% of their software17,675 shares$5.2M+$1.3M
• Daiwa Securities GroupGeneralist · 0.4% of their software16,465 shares$4.9MFlat
• Arrowstreet Capital, Limited PartnershipGeneralist · 0.0% of their software15,233 shares$4.5M+$1.1M
• Neuberger Berman GroupGeneralist · 0.0% of their software15,212 shares$4.5MFlat
• Canada Pension Plan Investment BoardGeneralist · 0.0% of their software14,958 shares$4.4MFlat
• National Bank of CanadaGeneralist · 0.1% of their software14,108 shares$4.2M−$4.4M
• Qube Research & TechnologiesGeneralist · 0.1% of their software14,168 shares$4.2M+$1.0M
• Victory Capital ManagementGeneralist · 0.1% of their software14,054 shares$4.2MFlat
• 1832 Asset ManagementGeneralist · 0.1% of their software13,900 shares$4.1M+$833K
• BarclaysGeneralist · 0.0% of their software13,812 shares$4.1M−$6.5M
• Voya Investment ManagementGeneralist · 0.0% of their software13,241 shares$3.9M+$731K
• Prudential FinancialGeneralist · 0.1% of their software12,830 shares$3.8MFlat
• Corient Private WealthGeneralist · 0.1% of their software11,847 shares$3.5MFlat
• Bnp Paribas Asset Management HoldingGeneralist · 0.1% of their software11,387 shares$3.4MFlat
• UBS GroupGeneralist · 0.0% of their software11,168 shares$3.3M−$2.6M
• State of Wisconsin Investment BoardGeneralist · 0.1% of their software10,980 shares$3.2MFlat
• US Bancorp deGeneralist · 0.1% of their software9,722 shares$2.9MFlat
• CitigroupGeneralist · 0.0% of their software6,937 shares$2.1M−$1.7M
• Zurcher Kantonalbank (Zurich Cantonalbank)Generalist · 0.1% of their software6,505 shares$1.9MFlat
• Aqr Capital ManagementGeneralist · 0.0% of their software6,376 shares$1.9M−$1.4M
• Cerity PartnersGeneralist · 0.1% of their software5,403 shares$1.6M−$1.6M
• Bnp Paribas Financial MarketsGeneralist · 0.0% of their software5,117 shares$1.5MFlat
• American Century CompaniesGeneralist · 0.0% of their software5,115 shares$1.5M+$826K
• Blair William & Co/ilGeneralist · 0.0% of their software4,619 shares$1.4MFlat
• LPl FinancialGeneralist · 0.0% of their software4,030 shares$1.2MFlat
• Quantinno Capital ManagementGeneralist · 0.2% of their software3,787 shares$1.1M+$574K
• Royal Bank of CanadaGeneralist · 0.0% of their software3,519 shares$1.0M+$834K
• Pictet Asset Management Holding SAGeneralist · 0.0% of their software3,470 shares$1.0MFlat
• Creative PlanningGeneralist · 0.0% of their software2,934 shares$868KFlat
• HSBCGeneralist · 0.0% of their software2,542 shares$751KFlat
• Jane Street GroupGeneralist · 0.0% of their software2,498 shares$739K−$3.4M
• Federated HermesGeneralist · 0.0% of their software2,260 shares$669KFlat
• Franklin ResourcesGeneralist · 0.0% of their software1,937 shares$573KFlat
• Deutsche BankGeneralist · 0.0% of their software1,822 shares$539KFlat
• Pnc Financial Services GroupGeneralist · 0.0% of their software1,377 shares$407KFlat
• MarinerGeneralist · 0.0% of their software1,368 shares$405KFlat
• Squarepoint OpsGeneralist · 0.0% of their software1,320 shares$391KNew
• ProShare AdvisorsGeneralist · 0.0% of their software1,230 shares$364KFlat
• Susquehanna International GroupGeneralist · 0.0% of their software826 shares$244KNew
• Brown Brothers Harriman & COGeneralist · 0.0% of their software412 shares$122KFlat
• Fifth Third BancorpGeneralist · 0.0% of their software364 shares$108KFlat
• Mirae Asset Global Etfs HoldingsGeneralist · 0.0% of their software227 shares$67K—
• Jones Financial Companies LllpGeneralist · 0.0% of their software43 shares$13KFlat
• Migdal Insurance & Financial HoldingsGeneralist · 0.0% of their software24 shares$7KNew
• Mitsubishi Ufj Asset ManagementGeneralist · 0.0% of their software15 shares$4KFlat