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Security record · archived quarter

BIZD

name pending profile ingest

Q3 2026 Q2 2026 Q1 2026 Q4 2025 Q3 2025 Q2 2025 Q1 2025 Q4 2024
46Tracked holders
-3Δ holders
30.22MShares held
$428.68MReported value
+0New positions
−3Exits
Stable 2 quarters of rising tracked shares ●●○○○○ How these are computed → Explain this at the Research Desk →

Momentum inputs (comparable managers): holder breadth -6.1% · share flow +7.6% · net new positions -6.5% · 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
Q3 2026 2 +1 41.04K $499,589 +1 −1
Q2 2026 45 0 35.99M $455.74M +5 −6
Q1 2026 47 0 32.72M $418.76M +7 −7
Q4 2025 46 -3 30.22M $428.68M n/a −3
Q3 2025 8 +3 6.55M $97.80M +3 n/a
Q2 2025 2 -1 19.38K $315,522 +1 −2
Q1 2025 2 -1 303.40K $5.08M +1 −2
Q4 2024 3 +1 568.99K $9.46M +2 −1
Q3 2024 2 -1 417.83K $6.92M n/a −1
Q2 2024 3 n/a 1.51M $25.84M n/a n/a
Holder count
Who holds it · Q4 2025
#ManagerSharesΔ sharesValueTheir weightHeld
1 Morgan Stanley ✦ 6.35M +7.5% $90.09M 0.0% ▲ Add 2 SEC ↗ ×3
2 Bank Of America Corp /De/ 5.83M n/a $82.67M 0.0% n/c 1 SEC ↗ ×4
3 Wells Fargo & Company/Mn 4.41M n/a $62.58M 0.0% n/c 1 SEC ↗ ×2
4 LPL Financial LLC 2.56M n/a $36.35M 0.0% n/c 1 SEC ↗
5 Two Sigma Investments ✦ 2.25M +6447.1% $31.94M 0.1% ▲ Add 2 SEC ↗
6 Bank Julius Baer & Co. Ltd, Zurich 1.67M n/a $23.70M 0.1% n/c 1 SEC ↗
7 Raymond James Financial Inc 1.40M n/a $19.89M 0.0% n/c 1 SEC ↗ ×3
8 UBS Group AG 699.06K n/a $9.91M 0.0% n/c 1 SEC ↗ ×2
9 Lido Advisors, LLC 574.70K n/a $8.32M 0.0% n/c 1 SEC ↗ ×2
10 Royal Bank Of Canada 493.27K n/a $7.00M 0.0% n/c 1 SEC ↗ ×5
11 Stifel Financial Corp 397.53K n/a $5.64M 0.0% n/c 1 SEC ↗ ×2
12 Cwm, Llc 367.95K n/a $5.22M 0.0% n/c 1 SEC ↗
13 FIL Ltd 357.73K n/a $5.07M 0.0% n/c 1 SEC ↗
14 Mariner, LLC 309.08K n/a $4.38M 0.0% n/c 1 SEC ↗
15 Envestnet Asset Management Inc 292.44K n/a $4.15M 0.0% n/c 1 SEC ↗
16 Commonwealth Equity Services, Llc 281.56K n/a $3.99M 0.0% n/c 1 SEC ↗
17 Cerity Partners LLC 268.22K n/a $3.80M 0.0% n/c 1 SEC ↗
18 Cetera Investment Advisers 239.86K n/a $3.40M 0.0% n/c 1 SEC ↗
19 Susquehanna International Group, Llp 202.87K n/a $2.88M 0.0% n/c 1 SEC ↗ ×2
20 Osaic Holdings, Inc. 182.90K n/a $2.59M 0.0% n/c 1 SEC ↗ ×2
21 HighTower Advisors, LLC 128.44K n/a $1.82M 0.0% n/c 1 SEC ↗
22 Hsbc Holdings Plc 100.00K n/a $1.42M 0.0% n/c 1 SEC ↗ ×2
23 Captrust Financial Advisors 91.91K n/a $1.30M 0.0% n/c 1 SEC ↗
24 Balyasny Asset Management L.P. 87.16K n/a $1.24M 0.0% n/c 1 SEC ↗
25 Mml Investors Services, Llc 72.13K n/a $1.02M 0.0% n/c 1 SEC ↗
26 Goldman Sachs Group ✦ 69.27K +435.1% $982,199 0.0% ▲ Add 2 SEC ↗ ×2
27 Wealth Enhancement Advisory… 67.78K n/a $971,976 0.0% n/c 1 SEC ↗
28 Creative Planning 67.60K n/a $958,565 0.0% n/c 1 SEC ↗
29 Focus Partners Wealth 65.42K n/a $927,722 0.0% n/c 1 SEC ↗
30 Rockefeller Capital Management L.P. 56.55K n/a $801,910 0.0% n/c 1 SEC ↗
31 Cibc World Market Inc. 52.32K n/a $741,898 0.0% n/c 1 SEC ↗
32 Truist Financial Corp 50.87K n/a $721,299 0.0% n/c 1 SEC ↗ ×2
33 Simplex Trading, Llc 36.77K n/a $521,370 0.0% n/c 1 SEC ↗
34 Northwestern Mutual Wealth… 31.22K n/a $442,743 0.0% n/c 1 SEC ↗
35 Corient Private Wealth LP 21.93K n/a $310,994 0.0% n/c 1 SEC ↗ ×2
36 Brown Advisory Inc 16.58K n/a $235,161 0.0% n/c 1 SEC ↗
37 Jane Street Group, Llc 13.98K n/a $198,208 0.0% n/c 1 SEC ↗
38 Us Bancorp \De\ 13.07K n/a $185,290 0.0% n/c 1 SEC ↗
39 Mercer Global Advisors Inc /Adv 10.43K n/a $147,924 0.0% n/c 1 SEC ↗
40 Bank Of Montreal /Can/ 6.50K n/a $92,198 0.0% n/c 1 SEC ↗
41 JPMorgan Chase ✦ 3.41K -95.0% $48,297 0.0% ▼ Trim 2 SEC ↗
42 Blair William & Co/Il 1.19K n/a $16,846 0.0% n/c 1 SEC ↗
43 Pnc Financial Services Group, Inc. 250 n/a $3,545 0.0% n/c 1 SEC ↗
44 Qube Research & Technologies Ltd 231 n/a $3,276 0.0% n/c 1 SEC ↗
45 Fidelity (FMR) ✦ 73 -93.3% $1,036 0.0% ▼ Trim 3 SEC ↗
46 Assetmark, Inc 71 n/a $1,007 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

Marshall Wace $5.15M was 0.0%
D. E. Shaw & Co. $2.36M was 0.0%
AQR Capital Management $287,849 was 0.0%

Full-market context: across ALL 13F filers (SEC structured data, Q1 2026): 233 holders, 57.31M shares, $673.91M 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