AEF
name pending profile ingest
Momentum inputs (comparable managers): holder breadth 0.0% · share flow +8.9% · net new positions 0.0% · formula
All ownership figures: tracked 13F managers only, common-stock positions, reporting period Q4 2025
| # | Manager | Shares | Δ shares | Value | Their weight | Held | ||
|---|---|---|---|---|---|---|---|---|
| 1 | Allspring Global Investments… | 2.84M | n/a | $19.89M | 0.0% | n/c | 1 | SEC ↗ |
| 2 | Morgan Stanley ✦ | 1.76M | +47.5% | $12.29M | 0.0% | ▲ Add | 2 | SEC ↗ ×4 |
| 3 | Lazard Asset Management Llc | 1.44M | n/a | $10.11M | 0.0% | n/c | 1 | SEC ↗ |
| 4 | Envestnet Asset Management Inc | 220.88K | n/a | $1.55M | 0.0% | n/c | 1 | SEC ↗ |
| 5 | Bank Of America Corp /De/ | 194.84K | n/a | $1.36M | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 6 | LPL Financial LLC | 143.51K | n/a | $1.00M | 0.0% | n/c | 1 | SEC ↗ |
| 7 | Commonwealth Equity Services, Llc | 62.52K | n/a | $437,650 | 0.0% | n/c | 1 | SEC ↗ |
| 8 | Rockefeller Capital Management L.P. | 47.14K | n/a | $329,978 | 0.0% | n/c | 1 | SEC ↗ |
| 9 | Invesco Ltd. | 39.21K | n/a | $274,470 | 0.0% | n/c | 1 | SEC ↗ |
| 10 | Mml Investors Services, Llc | 18.32K | n/a | $128,228 | 0.0% | n/c | 1 | SEC ↗ |
| 11 | Raymond James Financial Inc | 18.08K | n/a | $126,546 | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 12 | Blair William & Co/Il | 16.55K | n/a | $115,826 | 0.0% | n/c | 1 | SEC ↗ |
| 13 | Royal Bank Of Canada | 12.97K | n/a | $91,000 | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 14 | Jane Street Group, Llc | 11.93K | n/a | $83,503 | 0.0% | n/c | 1 | SEC ↗ |
| 15 | Focus Partners Wealth | 11.79K | n/a | $82,571 | 0.0% | n/c | 1 | SEC ↗ |
| 16 | Creative Planning | 11.73K | n/a | $82,134 | 0.0% | n/c | 1 | SEC ↗ |
| 17 | Wealth Enhancement Advisory… | 10.07K | n/a | $73,590 | 0.0% | n/c | 1 | SEC ↗ |
| 18 | Cetera Investment Advisers | 10.40K | n/a | $72,784 | 0.0% | n/c | 1 | SEC ↗ |
| 19 | Osaic Holdings, Inc. | 9.66K | n/a | $67,663 | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 20 | Us Bancorp \De\ | 3.40K | n/a | $23,765 | 0.0% | n/c | 1 | SEC ↗ |
| 21 | Pnc Financial Services Group, Inc. | 2.77K | n/a | $19,390 | 0.0% | n/c | 1 | SEC ↗ |
| 22 | UBS Group AG | 2.05K | n/a | $14,343 | 0.0% | n/c | 1 | SEC ↗ |
| 23 | Cwm, Llc | 1.49K | n/a | $10,000 | 0.0% | n/c | 1 | SEC ↗ |
| 24 | Wells Fargo & Company/Mn | 1.14K | n/a | $7,960 | 0.0% | n/c | 1 | SEC ↗ |
| 25 | Northwestern Mutual Wealth… | 540 | n/a | $3,780 | 0.0% | n/c | 1 | SEC ↗ |
“Their weight” = the position's share of that manager's reported 13F equity value: the conviction measure. ✦ = curated manager.
New buyers
| No new tracked buyers this quarter. |
Exited
| No tracked exits this quarter. |
Full-market context: across ALL 13F filers (SEC structured data, Q1 2026): 63 holders, 21.37M shares, $155.70M reported. This is a different, older period than the tracked-universe figures above and the two are never mixed.
What else this security's tracked holders most often hold: shared-ownership counts, not fundamental relationships.
Open-market purchases (P)
Director · 2.00K sh @ 9.73 · $19,452
Director · 4.50K sh @ 9.63 · $43,335
Open-market sales (S)
No open-market insider sales in our coverage window.
Awards, exercises and tax withholding are never counted as buys or sales here. Methodology