Security record · archived quarter
BTO
name pending profile ingest
19Tracked holders
0Δ holders
2.74MShares held
$95.96MReported value
+0New positions
−0Exits
Momentum inputs (comparable managers): holder breadth 0.0% · share flow -1.0% · 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 |
|---|---|---|---|---|---|---|
| Q2 2026 | 22 | +1 | 2.83M | $111.66M | +1 | — |
| Q1 2026 | 22 | +3 | 2.75M | $98.55M | +3 | — |
| Q4 2025 | 19 | 0 | 2.74M | $95.96M | — | — |
| Q3 2025 | 1 | — | 1.22M | $43.83M | — | — |
Who holds it · Q4 2025
| # | Manager | Shares | Δ shares | Value | Their weight | Held | ||
|---|---|---|---|---|---|---|---|---|
| 1 | Morgan Stanley ✦ | 1.19M | -2.4% | $41.73M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 2 | Morgan Stanley ✦ | 1.19M | -2.4% | $41.73M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 3 | Morgan Stanley ✦ | 1.19M | -2.4% | $41.73M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 4 | Morgan Stanley ✦ | 1.19M | -2.4% | $41.73M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 5 | Morgan Stanley ✦ | 1.19M | -2.4% | $41.73M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 6 | Wells Fargo & Company/Mn | 667.19K | — | $23.41M | 0.0% | n/c | 1 | SEC ↗ |
| 7 | Wells Fargo & Company/Mn | 667.19K | — | $23.41M | 0.0% | n/c | 1 | SEC ↗ |
| 8 | Royal Bank Of Canada | 259.36K | — | $9.10M | 0.0% | n/c | 1 | SEC ↗ |
| 9 | Royal Bank Of Canada | 259.36K | — | $9.10M | 0.0% | n/c | 1 | SEC ↗ |
| 10 | Raymond James Financial Inc | 176.31K | — | $6.19M | 0.0% | n/c | 1 | SEC ↗ |
| 11 | Raymond James Financial Inc | 176.31K | — | $6.19M | 0.0% | n/c | 1 | SEC ↗ |
| 12 | LPL Financial LLC | 129.78K | — | $4.55M | 0.0% | n/c | 1 | SEC ↗ |
| 13 | Stifel Financial Corp | 86.73K | — | $3.04M | 0.0% | n/c | 1 | SEC ↗ |
| 14 | UBS Group AG | 47.67K | — | $1.67M | 0.0% | n/c | 1 | SEC ↗ |
| 15 | Bank Of America Corp /De/ | 43.84K | — | $1.54M | 0.0% | n/c | 1 | SEC ↗ |
| 16 | Bank Of America Corp /De/ | 43.84K | — | $1.54M | 0.0% | n/c | 1 | SEC ↗ |
| 17 | Mariner, LLC | 27.77K | — | $973,997 | 0.0% | n/c | 1 | SEC ↗ |
| 18 | HighTower Advisors, LLC | 26.17K | — | $918,000 | 0.0% | n/c | 1 | SEC ↗ |
| 19 | Ameriprise Financial Inc | 24.54K | — | $860,853 | 0.0% | n/c | 1 | SEC ↗ |
| 20 | Osaic Holdings, Inc. | 16.46K | — | $577,594 | 0.0% | n/c | 1 | SEC ↗ |
| 21 | Osaic Holdings, Inc. | 16.46K | — | $577,594 | 0.0% | n/c | 1 | SEC ↗ |
| 22 | Commonwealth Equity Services, Llc | 13.80K | — | $484,170 | 0.0% | n/c | 1 | SEC ↗ |
| 23 | Focus Partners Wealth | 10.00K | — | $350,883 | 0.0% | n/c | 1 | SEC ↗ |
| 24 | Cetera Investment Advisers | 7.10K | — | $249,085 | 0.0% | n/c | 1 | SEC ↗ |
| 25 | Creative Planning | 6.60K | — | $231,482 | 0.0% | n/c | 1 | SEC ↗ |
| 26 | Pnc Financial Services Group, Inc. | 1.82K | — | $63,740 | 0.0% | n/c | 1 | SEC ↗ |
| 27 | Cwm, Llc | 514 | — | $18,000 | 0.0% | n/c | 1 | SEC ↗ |
| 28 | Northwestern Mutual Wealth… | 154 | — | $5,402 | 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): 76 holders, 4.07M shares, $136.82M 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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