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Security record · archived quarter

BOE

name pending profile ingest

Q2 2026 Q1 2026 Q4 2025 Q3 2025
27Tracked holders
0Δ holders
12.65MShares held
$148.11MReported value
+0New positions
−0Exits
Stable How these are computed → Explain this at the Research Desk →

Momentum inputs (comparable managers): holder breadth 0.0% · share flow +1.8% · net new positions 0.0%formula

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

Ownership over time
QuarterHoldersΔSharesReported valueNewExits
Q2 2026 27 -1 13.73M $165.94M +2 −3
Q1 2026 29 +2 13.33M $146.09M +3 −1
Q4 2025 27 0 12.65M $148.11M
Q3 2025 1 7.30M $84.46M
Holder count
Who holds it · Q4 2025
#ManagerSharesΔ sharesValueTheir weightHeld
1 Morgan Stanley 7.52M +3.0% $88.06M 0.0% ▲ Add 2 SEC ↗
2 Morgan Stanley 7.52M +3.0% $88.06M 0.0% ▲ Add 2 SEC ↗
3 Morgan Stanley 7.52M +3.0% $88.06M 0.0% ▲ Add 2 SEC ↗
4 Morgan Stanley 7.52M +3.0% $88.06M 0.0% ▲ Add 2 SEC ↗
5 Morgan Stanley 7.52M +3.0% $88.06M 0.0% ▲ Add 2 SEC ↗
6 Morgan Stanley 7.52M +3.0% $88.06M 0.0% ▲ Add 2 SEC ↗
7 Lazard Asset Management Llc 888.39K $10.40M 0.0% n/c 1 SEC ↗
8 Invesco Ltd. 782.33K $9.16M 0.0% n/c 1 SEC ↗
9 Invesco Ltd. 782.33K $9.16M 0.0% n/c 1 SEC ↗
10 Wells Fargo & Company/Mn 774.10K $9.06M 0.0% n/c 1 SEC ↗
11 Wells Fargo & Company/Mn 774.10K $9.06M 0.0% n/c 1 SEC ↗
12 Raymond James Financial Inc 637.34K $7.46M 0.0% n/c 1 SEC ↗
13 Raymond James Financial Inc 637.34K $7.46M 0.0% n/c 1 SEC ↗
14 LPL Financial LLC 456.64K $5.35M 0.0% n/c 1 SEC ↗
15 Allspring Global Investments… 325.85K $3.82M 0.0% n/c 1 SEC ↗
16 Royal Bank Of Canada 259.05K $3.03M 0.0% n/c 1 SEC ↗
17 Royal Bank Of Canada 259.05K $3.03M 0.0% n/c 1 SEC ↗
18 Royal Bank Of Canada 259.05K $3.03M 0.0% n/c 1 SEC ↗
19 Bank Of America Corp /De/ 191.95K $2.25M 0.0% n/c 1 SEC ↗
20 Bank Of America Corp /De/ 191.95K $2.25M 0.0% n/c 1 SEC ↗
21 Envestnet Asset Management Inc 163.22K $1.91M 0.0% n/c 1 SEC ↗
22 UBS Group AG 150.58K $1.76M 0.0% n/c 1 SEC ↗
23 UBS Group AG 150.58K $1.76M 0.0% n/c 1 SEC ↗
24 Osaic Holdings, Inc. 127.22K $1.49M 0.0% n/c 1 SEC ↗
25 Osaic Holdings, Inc. 127.22K $1.49M 0.0% n/c 1 SEC ↗
26 Osaic Holdings, Inc. 127.22K $1.49M 0.0% n/c 1 SEC ↗
27 Cetera Investment Advisers 83.07K $972,796 0.0% n/c 1 SEC ↗
28 Ameriprise Financial Inc 70.07K $820,497 0.0% n/c 1 SEC ↗
29 Rockefeller Capital Management L.P. 55.97K $655,420 0.0% n/c 1 SEC ↗
30 Stifel Financial Corp 38.19K $447,222 0.0% n/c 1 SEC ↗
31 Stifel Financial Corp 38.19K $447,222 0.0% n/c 1 SEC ↗
32 Commonwealth Equity Services, Llc 37.71K $441,620 0.0% n/c 1 SEC ↗
33 Mariner, LLC 19.88K $232,783 0.0% n/c 1 SEC ↗
34 Pnc Financial Services Group, Inc. 17.81K $208,532 0.0% n/c 1 SEC ↗
35 Jane Street Group, Llc 17.02K $199,363 0.0% n/c 1 SEC ↗
36 Jane Street Group, Llc 17.02K $199,363 0.0% n/c 1 SEC ↗
37 Wealth Enhancement Advisory… 13.39K $158,862 0.0% n/c 1 SEC ↗
38 Mml Investors Services, Llc 12.40K $145,191 0.0% n/c 1 SEC ↗
39 Us Bancorp \De\ 4.41K $51,606 0.0% n/c 1 SEC ↗
40 Us Bancorp \De\ 4.41K $51,606 0.0% n/c 1 SEC ↗
41 Cwm, Llc 1.05K $12,000 0.0% n/c 1 SEC ↗
42 Northwestern Mutual Wealth… 500 $5,855 0.0% n/c 1 SEC ↗
43 Assetmark, Inc 288 $3,372 0.0% n/c 1 SEC ↗
44 National Bank Of Canada /Fi/ 5 $59 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): 120 holders, 20.42M shares, $218.78M 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