Security record · archived quarter
AEF
name pending profile ingest
25Tracked holders
0Δ holders
6.89MShares held
$48.25MReported value
+0New positions
−0Exits
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
Ownership over time
| Quarter | Holders | Δ | Shares | Reported value | New | Exits |
|---|---|---|---|---|---|---|
| Q2 2026 | 19 | -5 | 6.76M | $64.89M | — | −5 |
| Q1 2026 | 25 | 0 | 6.53M | $47.63M | +2 | −2 |
| Q4 2025 | 25 | 0 | 6.89M | $48.25M | — | — |
| Q3 2025 | 1 | -1 | 1.19M | $7.71M | — | −1 |
| Q2 2025 | 1 | +1 | 17.80K | $105,708 | +1 | — |
Who holds it · Q4 2025
| # | Manager | Shares | Δ shares | Value | Their weight | Held | ||
|---|---|---|---|---|---|---|---|---|
| 1 | Allspring Global Investments… | 2.84M | — | $19.89M | 0.0% | n/c | 1 | SEC ↗ |
| 2 | Morgan Stanley ✦ | 1.76M | +47.5% | $12.29M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 3 | Morgan Stanley ✦ | 1.76M | +47.5% | $12.29M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 4 | Morgan Stanley ✦ | 1.76M | +47.5% | $12.29M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 5 | Morgan Stanley ✦ | 1.76M | +47.5% | $12.29M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 6 | Lazard Asset Management Llc | 1.44M | — | $10.11M | 0.0% | n/c | 1 | SEC ↗ |
| 7 | Envestnet Asset Management Inc | 220.88K | — | $1.55M | 0.0% | n/c | 1 | SEC ↗ |
| 8 | Bank Of America Corp /De/ | 194.84K | — | $1.36M | 0.0% | n/c | 1 | SEC ↗ |
| 9 | Bank Of America Corp /De/ | 194.84K | — | $1.36M | 0.0% | n/c | 1 | SEC ↗ |
| 10 | LPL Financial LLC | 143.51K | — | $1.00M | 0.0% | n/c | 1 | SEC ↗ |
| 11 | Commonwealth Equity Services, Llc | 62.52K | — | $437,650 | 0.0% | n/c | 1 | SEC ↗ |
| 12 | Rockefeller Capital Management L.P. | 47.14K | — | $329,978 | 0.0% | n/c | 1 | SEC ↗ |
| 13 | Invesco Ltd. | 39.21K | — | $274,470 | 0.0% | n/c | 1 | SEC ↗ |
| 14 | Mml Investors Services, Llc | 18.32K | — | $128,228 | 0.0% | n/c | 1 | SEC ↗ |
| 15 | Raymond James Financial Inc | 18.08K | — | $126,546 | 0.0% | n/c | 1 | SEC ↗ |
| 16 | Raymond James Financial Inc | 18.08K | — | $126,546 | 0.0% | n/c | 1 | SEC ↗ |
| 17 | Blair William & Co/Il | 16.55K | — | $115,826 | 0.0% | n/c | 1 | SEC ↗ |
| 18 | Royal Bank Of Canada | 12.97K | — | $91,000 | 0.0% | n/c | 1 | SEC ↗ |
| 19 | Royal Bank Of Canada | 12.97K | — | $91,000 | 0.0% | n/c | 1 | SEC ↗ |
| 20 | Jane Street Group, Llc | 11.93K | — | $83,503 | 0.0% | n/c | 1 | SEC ↗ |
| 21 | Focus Partners Wealth | 11.79K | — | $82,571 | 0.0% | n/c | 1 | SEC ↗ |
| 22 | Creative Planning | 11.73K | — | $82,134 | 0.0% | n/c | 1 | SEC ↗ |
| 23 | Wealth Enhancement Advisory… | 10.07K | — | $73,590 | 0.0% | n/c | 1 | SEC ↗ |
| 24 | Cetera Investment Advisers | 10.40K | — | $72,784 | 0.0% | n/c | 1 | SEC ↗ |
| 25 | Osaic Holdings, Inc. | 9.66K | — | $67,663 | 0.0% | n/c | 1 | SEC ↗ |
| 26 | Osaic Holdings, Inc. | 9.66K | — | $67,663 | 0.0% | n/c | 1 | SEC ↗ |
| 27 | Us Bancorp \De\ | 3.40K | — | $23,765 | 0.0% | n/c | 1 | SEC ↗ |
| 28 | Pnc Financial Services Group, Inc. | 2.77K | — | $19,390 | 0.0% | n/c | 1 | SEC ↗ |
| 29 | UBS Group AG | 2.05K | — | $14,343 | 0.0% | n/c | 1 | SEC ↗ |
| 30 | Cwm, Llc | 1.49K | — | $10,000 | 0.0% | n/c | 1 | SEC ↗ |
| 31 | Wells Fargo & Company/Mn | 1.14K | — | $7,960 | 0.0% | n/c | 1 | SEC ↗ |
| 32 | Northwestern Mutual Wealth… | 540 | — | $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.
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: Q4 2025 ·
Methodology ·
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