Sector: financefintech
Conviction from: S&P
52-week range: 20.6733.66
A global independent investment-management firm that offers exchange-traded funds, mutual funds and other investment products and strategies to retail and institutional clients.
3 tracked filer(s) hold this · 0 opened, 0 added, 3 trimmed in 30-JUN-2026
Aggregate 13FScore 63 — mean of 3 scored holder(s). Higher = the smart money in this name has the better track record.
| Filer | 13FScore | This quarter | Shares | Value | % of their book |
|---|
| Nelson Peltz / Trian | 50 | Trimmed -45% | 1,625,472 | $42,896,206 | 1.0% |
| Paul Tudor Jones / Tudor | 63 | Trimmed -38% | 64,460 | $1,701,099 | 0.0% |
| Steve Cohen / Point72 | 76 | Trimmed -97% | 44,000 | $1,161,160 | 0.0% |
Beyond 13F — activists, insiders, politicians & research
2 disclosed trade(s) by 1 filer(s).
11 disclosed trade(s) by 1 filer(s).
| Trade date | Who | Type | Amount | |
|---|
| 2026-07-01 | Trump, Donald J President | SELL | $250,001 - $500,000 | PTR |
| 2026-07-01 | Trump, Donald J President | SELL | $1,000,001 - $5,000,000 | PTR |
| 2026-07-01 | Trump, Donald J President | SELL | $100,001 - $250,000 | PTR |
| 2026-07-01 | Trump, Donald J President | SELL | $100,001 - $250,000 | PTR |
| 2026-07-01 | Trump, Donald J President | SELL | $100,001 - $250,000 | PTR |
| 2026-07-01 | Trump, Donald J President | BUY | $250,001 - $500,000 | PTR |
| 2026-05-14 | Trump, Donald J President | BUY | $100,001 - $250,000 | PTR |
| 2026-05-14 | Trump, Donald J President | SELL | $1,000,001 - $5,000,000 | PTR |
| 2026-05-14 | Trump, Donald J President | BUY | $500,001 - $1,000,000 | PTR |
| 2026-05-14 | Trump, Donald J President | BUY | $100,001 - $250,000 | PTR |
| 2026-05-14 | Trump, Donald J President | SELL | $1,001 - $15,000 | PTR |