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Security record · archived quarter

BAR

name pending profile ingest

Q2 2026 Q1 2026 Q4 2025 Q3 2025 Q2 2025 Q1 2025 Q4 2024 Q3 2024
37Tracked holders
-1Δ holders
7.68MShares held
$326.18MReported value
+0New positions
−1Exits
Stable 2 quarters of rising tracked shares ●●○○○○ How these are computed → Explain this at the Research Desk →

Momentum inputs (comparable managers): holder breadth -2.6% · share flow +0.4% · net new positions -2.7%formula
Concentrated accumulation — rising shares among fewer holders

All ownership figures: tracked 13F managers only, common-stock positions, reporting period Q4 2025

Ownership over time
QuarterHoldersΔSharesReported valueNewExits
Q2 2026 37 -3 7.55M $298.45M +2 −5
Q1 2026 41 +4 7.53M $347.00M +5 −1
Q4 2025 37 -1 7.68M $326.18M −1
Q3 2025 5 +1 204.04K $7.77M +1
Q2 2025 2 -1 158.81K $5.18M −1
Q1 2025 2 0 634.80K $19.58M
Q4 2024 2 +1 303.26K $7.85M +1
Q3 2024 1 -1 161.30K $4.19M −1
Q2 2024 2 91.52K $2.10M
Holder count
Who holds it · Q4 2025
#ManagerSharesΔ sharesValueTheir weightHeld
1 Bank Of America Corp /De/ 2.59M $109.91M 0.0% n/c 1 SEC ↗
2 Bank Of America Corp /De/ 2.59M $109.91M 0.0% n/c 1 SEC ↗
3 Bank Of America Corp /De/ 2.59M $109.91M 0.0% n/c 1 SEC ↗
4 Bank of New York Mellon Corp 698.69K $29.69M 0.0% n/c 1 SEC ↗
5 Bank of New York Mellon Corp 698.69K $29.69M 0.0% n/c 1 SEC ↗
6 Bank of New York Mellon Corp 698.69K $29.69M 0.0% n/c 1 SEC ↗
7 Bank of New York Mellon Corp 698.69K $29.69M 0.0% n/c 1 SEC ↗
8 Envestnet Asset Management Inc 688.47K $29.25M 0.0% n/c 1 SEC ↗
9 Royal Bank Of Canada 596.90K $25.36M 0.0% n/c 1 SEC ↗
10 Royal Bank Of Canada 596.90K $25.36M 0.0% n/c 1 SEC ↗
11 LPL Financial LLC 520.17K $22.10M 0.0% n/c 1 SEC ↗
12 Rockefeller Capital Management L.P. 463.69K $19.70M 0.0% n/c 1 SEC ↗
13 Cetera Investment Advisers 308.10K $13.09M 0.0% n/c 1 SEC ↗
14 Osaic Holdings, Inc. 292.20K $12.42M 0.0% n/c 1 SEC ↗
15 Osaic Holdings, Inc. 292.20K $12.42M 0.0% n/c 1 SEC ↗
16 Mml Investors Services, Llc 271.79K $11.55M 0.0% n/c 1 SEC ↗
17 Stifel Financial Corp 200.43K $8.52M 0.0% n/c 1 SEC ↗
18 Stifel Financial Corp 200.43K $8.52M 0.0% n/c 1 SEC ↗
19 Raymond James Financial Inc 197.14K $8.38M 0.0% n/c 1 SEC ↗
20 Raymond James Financial Inc 197.14K $8.38M 0.0% n/c 1 SEC ↗
21 Raymond James Financial Inc 197.14K $8.38M 0.0% n/c 1 SEC ↗
22 Captrust Financial Advisors 140.72K $5.98M 0.0% n/c 1 SEC ↗
23 Commonwealth Equity Services, Llc 100.99K $4.29M 0.0% n/c 1 SEC ↗
24 Renaissance Technologies 100.70K +15.1% $4.28M 0.0% ▲ Add 7 SEC ↗
25 Susquehanna International Group, Llp 90.69K $3.85M 0.0% n/c 1 SEC ↗
26 Mercer Global Advisors Inc /Adv 80.73K $3.43M 0.0% n/c 1 SEC ↗
27 HighTower Advisors, LLC 69.09K $2.94M 0.0% n/c 1 SEC ↗
28 Morgan Stanley 66.43K +3.4% $2.82M 0.0% ▲ Add 2 SEC ↗
29 Morgan Stanley 66.43K +3.4% $2.82M 0.0% ▲ Add 2 SEC ↗
30 Morgan Stanley 66.43K +3.4% $2.82M 0.0% ▲ Add 2 SEC ↗
31 Morgan Stanley 66.43K +3.4% $2.82M 0.0% ▲ Add 2 SEC ↗
32 JPMorgan Chase 61.74K +42.8% $2.62M 0.0% ▲ Add 2 SEC ↗
33 JPMorgan Chase 61.74K +42.8% $2.62M 0.0% ▲ Add 2 SEC ↗
34 JPMorgan Chase 61.74K +42.8% $2.62M 0.0% ▲ Add 2 SEC ↗
35 Corient Private Wealth LP 34.13K $1.45M 0.0% n/c 1 SEC ↗
36 Corient Private Wealth LP 34.13K $1.45M 0.0% n/c 1 SEC ↗
37 Northwestern Mutual Wealth… 19.71K $837,393 0.0% n/c 1 SEC ↗
38 Wells Fargo & Company/Mn 16.07K $683,027 0.0% n/c 1 SEC ↗
39 Wells Fargo & Company/Mn 16.07K $683,027 0.0% n/c 1 SEC ↗
40 Wells Fargo & Company/Mn 16.07K $683,027 0.0% n/c 1 SEC ↗
41 Creative Planning 11.39K $484,046 0.0% n/c 1 SEC ↗
42 Cerity Partners LLC 11.22K $476,950 0.0% n/c 1 SEC ↗
43 Truist Financial Corp 8.94K $379,776 0.0% n/c 1 SEC ↗
44 Lido Advisors, LLC 9.34K $366,988 0.0% n/c 1 SEC ↗
45 Wealth Enhancement Advisory… 7.99K $353,921 0.0% n/c 1 SEC ↗
46 Cwm, Llc 8.14K $346,000 0.0% n/c 1 SEC ↗
47 Mariner, LLC 8.07K $343,022 0.0% n/c 1 SEC ↗
48 Fidelity (FMR) 3.95K +5.8% $167,887 0.0% ▲ Add 3 SEC ↗
49 Bnp Paribas Financial Markets 1.35K $57,234 0.0% n/c 1 SEC ↗
50 UBS AM, a distinct business unit of… 433 $18,398 0.0% n/c 1 SEC ↗
51 UBS Group AG 387 $16,444 0.0% n/c 1 SEC ↗
52 National Bank Of Canada /Fi/ 230 $9,766 0.0% n/c 1 SEC ↗
53 Assetmark, Inc 209 $8,880 0.0% n/c 1 SEC ↗
54 Jones Financial Companies Lllp 68 $2,889 0.0% n/c 1 SEC ↗
55 Pnc Financial Services Group, Inc. 35 $1,487 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

Citadel Advisors $201,337 was 0.0%

Full-market context: across ALL 13F filers (SEC structured data, Q1 2026): 174 holders, 15.73M shares, $717.43M 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 · Get this via the API