BGR
name pending profile ingest
Momentum inputs (comparable managers): holder breadth 0.0% · share flow 0.0% · 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 | Morgan Stanley ✦ | 1.14M | +0.1% | $15.48M | 0.0% | ▲ Add | 2 | SEC ↗ ×5 |
| 2 | Wells Fargo & Company/Mn | 338.31K | — | $4.58M | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 3 | Invesco Ltd. | 311.98K | — | $4.22M | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 4 | Raymond James Financial Inc | 284.35K | — | $3.85M | 0.0% | n/c | 1 | SEC ↗ ×3 |
| 5 | UBS Group AG | 225.95K | — | $3.06M | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 6 | LPL Financial LLC | 190.72K | — | $2.58M | 0.0% | n/c | 1 | SEC ↗ |
| 7 | Truist Financial Corp | 167.14K | — | $2.26M | 0.0% | n/c | 1 | SEC ↗ |
| 8 | Bank Of America Corp /De/ | 128.99K | — | $1.75M | 0.0% | n/c | 1 | SEC ↗ |
| 9 | Royal Bank Of Canada | 120.00K | — | $1.62M | 0.0% | n/c | 1 | SEC ↗ |
| 10 | Osaic Holdings, Inc. | 63.07K | — | $853,932 | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 11 | Cetera Investment Advisers | 61.59K | — | $833,936 | 0.0% | n/c | 1 | SEC ↗ |
| 12 | Wealth Enhancement Advisory… | 61.10K | — | $830,312 | 0.0% | n/c | 1 | SEC ↗ |
| 13 | Stifel Financial Corp | 38.58K | — | $522,391 | 0.0% | n/c | 1 | SEC ↗ |
| 14 | Creative Planning | 36.44K | — | $493,365 | 0.0% | n/c | 1 | SEC ↗ |
| 15 | Commonwealth Equity Services, Llc | 22.85K | — | $309,446 | 0.0% | n/c | 1 | SEC ↗ |
| 16 | Allspring Global Investments… | 16.95K | — | $229,571 | 0.0% | n/c | 1 | SEC ↗ |
| 17 | Jane Street Group, Llc | 16.72K | — | $226,348 | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 18 | Ameriprise Financial Inc | 15.97K | — | $216,221 | 0.0% | n/c | 1 | SEC ↗ |
| 19 | Mariner, LLC | 15.20K | — | $205,789 | 0.0% | n/c | 1 | SEC ↗ |
| 20 | HighTower Advisors, LLC | 13.60K | — | $184,162 | 0.0% | n/c | 1 | SEC ↗ |
| 21 | Mml Investors Services, Llc | 12.81K | — | $173,396 | 0.0% | n/c | 1 | SEC ↗ |
| 22 | Rockefeller Capital Management L.P. | 5.28K | — | $71,466 | 0.0% | n/c | 1 | SEC ↗ |
| 23 | Pnc Financial Services Group, Inc. | 5.09K | — | $68,932 | 0.0% | n/c | 1 | SEC ↗ |
| 24 | Assetmark, Inc | 2.00K | — | $27,066 | 0.0% | n/c | 1 | SEC ↗ |
| 25 | Russell Investments Group, Ltd. | 2 | — | $27 | 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): 85 holders, 5.92M shares, $101.22M 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.