Security record · archived quarter
AIA
name pending profile ingest
34Tracked holders
0Δ holders
863.18KShares held
$79.20MReported value
+2New positions
−2Exits
Momentum inputs (comparable managers): holder breadth 0.0% · share flow +5.9% · 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 |
|---|---|---|---|---|---|---|
| Q3 2026 | 2 | 0 | 54.85K | $7.63M | n/a | −1 |
| Q2 2026 | 49 | +5 | 2.86M | $404.66M | +7 | −2 |
| Q1 2026 | 45 | +10 | 2.03M | $214.83M | +13 | −3 |
| Q4 2025 | 34 | 0 | 863.18K | $79.20M | +2 | −2 |
| Q3 2025 | 5 | 0 | 156.29K | $14.79M | n/a | n/a |
| Q2 2025 | 2 | -1 | 3.19K | $258,500 | n/a | −1 |
| Q1 2025 | 2 | 0 | 14.96K | $1.08M | n/a | n/a |
| Q4 2024 | 2 | 0 | 87.84K | $5.96M | n/a | n/a |
| Q3 2024 | 2 | 0 | 59.72K | $4.32M | n/a | n/a |
| Q2 2024 | 2 | n/a | 19.61K | $1.32M | n/a | n/a |
Who holds it · Q4 2025
| # | Manager | Shares | Δ shares | Value | Their weight | Held | ||
|---|---|---|---|---|---|---|---|---|
| 1 | Morgan Stanley ✦ | 144.55K | +10.6% | $14.09M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 2 | Ameriprise Financial Inc | 126.62K | n/a | $12.34M | 0.0% | n/c | 1 | SEC ↗ |
| 3 | LPL Financial LLC | 93.57K | n/a | $9.12M | 0.0% | n/c | 1 | SEC ↗ |
| 4 | Wells Fargo & Company/Mn | 68.87K | n/a | $6.72M | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 5 | Creative Planning | 57.62K | n/a | $5.62M | 0.0% | n/c | 1 | SEC ↗ |
| 6 | Wealth Enhancement Advisory… | 41.35K | n/a | $4.32M | 0.0% | n/c | 1 | SEC ↗ |
| 7 | UBS Group AG | 41.90K | n/a | $4.09M | 0.0% | n/c | 1 | SEC ↗ ×3 |
| 8 | D. E. Shaw & Co. ✦ | 37.18K | New | $3.63M | 0.0% | New | 1 | SEC ↗ |
| 9 | Focus Partners Wealth | 34.04K | n/a | $3.32M | 0.0% | n/c | 1 | SEC ↗ |
| 10 | Mml Investors Services, Llc | 25.88K | n/a | $2.52M | 0.0% | n/c | 1 | SEC ↗ |
| 11 | Marshall Wace ✦ | 22.49K | New | $2.19M | 0.0% | New | 1 | SEC ↗ ×2 |
| 12 | Envestnet Asset Management Inc | 20.30K | n/a | $1.98M | 0.0% | n/c | 1 | SEC ↗ |
| 13 | Bank Of America Corp /De/ | 19.43K | n/a | $1.89M | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 14 | Raymond James Financial Inc | 18.80K | n/a | $1.83M | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 15 | Lido Advisors, LLC | 8.56K | n/a | $826,054 | 0.0% | n/c | 1 | SEC ↗ |
| 16 | Royal Bank Of Canada | 7.03K | n/a | $685,000 | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 17 | Cibc World Market Inc. | 5.52K | n/a | $538,548 | 0.0% | n/c | 1 | SEC ↗ |
| 18 | Jones Financial Companies Lllp | 4.95K | n/a | $482,470 | 0.0% | n/c | 1 | SEC ↗ |
| 19 | Cetera Investment Advisers | 3.97K | n/a | $387,272 | 0.0% | n/c | 1 | SEC ↗ |
| 20 | Osaic Holdings, Inc. | 3.79K | n/a | $369,894 | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 21 | Barclays Plc | 3.76K | n/a | $366,633 | 0.0% | n/c | 1 | SEC ↗ |
| 22 | Bank Of Montreal /Can/ | 3.64K | n/a | $354,499 | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 23 | Citigroup Inc | 3.20K | n/a | $312,321 | 0.0% | n/c | 1 | SEC ↗ |
| 24 | Rockefeller Capital Management L.P. | 3.00K | n/a | $292,060 | 0.0% | n/c | 1 | SEC ↗ |
| 25 | Mercer Global Advisors Inc /Adv | 56.22K | n/a | $237,118 | 0.0% | n/c | 1 | SEC ↗ |
| 26 | Truist Financial Corp | 2.41K | n/a | $235,289 | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 27 | Northwestern Mutual Wealth… | 1.25K | n/a | $121,691 | 0.0% | n/c | 1 | SEC ↗ |
| 28 | Cwm, Llc | 1.24K | n/a | $121,000 | 0.0% | n/c | 1 | SEC ↗ |
| 29 | Assetmark, Inc | 763 | n/a | $74,399 | 0.0% | n/c | 1 | SEC ↗ |
| 30 | National Bank Of Canada /Fi/ | 620 | n/a | $60,357 | 0.0% | n/c | 1 | SEC ↗ |
| 31 | Fidelity (FMR) ✦ | 493 | -26.8% | $48,064 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 32 | Us Bancorp \De\ | 83 | n/a | $8,093 | 0.0% | n/c | 1 | SEC ↗ |
| 33 | Blair William & Co/Il | 66 | n/a | $6,436 | 0.0% | n/c | 1 | SEC ↗ |
| 34 | JPMorgan Chase ✦ | 25 | -50.0% | $2,438 | 0.0% | ▼ Trim | 2 | SEC ↗ |
“Their weight” = the position's share of that manager's reported 13F equity value: the conviction measure. ✦ = curated manager.
New buyers
| D. E. Shaw & Co. | $3.63M | 0.0% |
| Marshall Wace | $2.19M | 0.0% |
Exited
| Citadel Advisors | $1.36M | was 0.0% |
| Goldman Sachs Group | $992,922 | was 0.0% |
Full-market context: across ALL 13F filers (SEC structured data, Q1 2026): 123 holders, 2.96M shares, $305.79M 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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