| Fund | Portfolio weight | Shares | Change vs prev. quarter |
|---|---|---|---|
| Ariel Investments | 0.20% | 460,132 | TRIMMED (-3.5%) |
Source: SEC Form 13F filings for the quarter ended Jun 30, 2026. Change labels compare each fund’s 2026 Q2 filing with its previous filing. 13F filings cover long positions only and arrive up to 45 days after quarter-end.
| Institutions holding | 865 of 8,857 filers |
| Long-only filers among them | 862 |
| Change vs 2026 Q1 | +57 net · 784 entered · 727 exited |
| Shares reported, all filers | 696,778,579 |
| Reported value, all filers | $27.2B |
Source: SEC Form 13F data sets — every filer's latest report for the quarter ended Jun 30, 2026, not just the tracked funds above; changes compare with the quarter ended Mar 31, 2026. Share counts and values are summed as reported in the filings (a small number of filers report values in thousands of dollars, so value totals are as-filed sums).
1 insiders bought on the open market in the last 90 days (1 purchases, $40.7K), against 0 sales by 0 insiders ($0). Latest buy: Aug 17, 2026.
Source: SEC Form 4 filings, as of Oct 3, 2026. Open-market transactions only.
0 House members reported buying (0 purchases vs 1 sales).
Source: U.S. House Clerk STOCK Act periodic transaction reports, as of Oct 3, 2026. Reported amounts are ranges, and reports can arrive up to 45 days after the trade. Senate reports are not included yet.
Insiders
· Insider Net Buying — Last 90 days: more insider buy transactions than sell transactions
Financial Screens
· Earnings Quality (Cash Conversion) — Profits that actually come back as cash
Key figures
· Earnings Quality (Cash Conversion) — Cash conversion (3-yr avg): 2.90 · Operating cash flow: $2.5B · Net income: $1.1B
· Insider Net Buying — Buy txns: 1 · Sell txns: 0 · Buy value: $40.7K · Latest buy: Aug 17, 2026
Financial screens are computed from SEC company financial statements; red-flag models are screens, not verdicts — see Methodology.
· Insider BEST — appeared in 1 of the last 20 quarterly lists; latest 2023 Q4, ranked #26 of 50.
Open this in the GetCoattail app →Live screens, charts and backtests for every tracked stock, fund and signal — free, no sign-up.