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Security record · archived quarter

BUG

name pending profile ingest

Q2 2026 Q1 2026 Q4 2025 Q3 2025 Q2 2025 Q1 2025 Q4 2024 Q3 2024
43Tracked holders
0Δ holders
5.35MShares held
$162.89MReported value
+0New positions
−0Exits
Stable 2 quarters of rising tracked shares ●●○○○○ How these are computed → Explain this at the Research Desk →

Momentum inputs (comparable managers): holder breadth 0.0% · share flow +2.2% · 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 44 -3 5.38M $205.40M +3 −6
Q1 2026 48 +5 5.90M $148.11M +10 −5
Q4 2025 43 0 5.35M $162.89M
Q3 2025 5 -1 1.47M $51.86M +1 −2
Q2 2025 4 0 28.37K $1.05M
Q1 2025 2 +1 31.63K $1.02M +1
Q4 2024 1 -2 23.26K $746,285 −2
Q3 2024 3 +1 71.17K $2.20M +2 −1
Q2 2024 2 20.43K $604,201
Holder count
Who holds it · Q4 2025
#ManagerSharesΔ sharesValueTheir weightHeld
1 Morgan Stanley 1.34M +7.9% $40.78M 0.0% ▲ Add 2 SEC ↗
2 Morgan Stanley 1.34M +7.9% $40.78M 0.0% ▲ Add 2 SEC ↗
3 Morgan Stanley 1.34M +7.9% $40.78M 0.0% ▲ Add 2 SEC ↗
4 Morgan Stanley 1.34M +7.9% $40.78M 0.0% ▲ Add 2 SEC ↗
5 LPL Financial LLC 995.55K $30.32M 0.0% n/c 1 SEC ↗
6 Raymond James Financial Inc 382.03K $11.64M 0.0% n/c 1 SEC ↗
7 Raymond James Financial Inc 382.03K $11.64M 0.0% n/c 1 SEC ↗
8 Cetera Investment Advisers 265.22K $8.08M 0.0% n/c 1 SEC ↗
9 Mirae Asset Global Investments Co.… 262.62K $8.00M 0.0% n/c 1 SEC ↗
10 Bank Of America Corp /De/ 257.66K $7.85M 0.0% n/c 1 SEC ↗
11 Bank Of America Corp /De/ 257.66K $7.85M 0.0% n/c 1 SEC ↗
12 Bank Of America Corp /De/ 257.66K $7.85M 0.0% n/c 1 SEC ↗
13 Bank Of America Corp /De/ 257.66K $7.85M 0.0% n/c 1 SEC ↗
14 Royal Bank Of Canada 186.39K $5.68M 0.0% n/c 1 SEC ↗
15 Royal Bank Of Canada 186.39K $5.68M 0.0% n/c 1 SEC ↗
16 Royal Bank Of Canada 186.39K $5.68M 0.0% n/c 1 SEC ↗
17 Northwestern Mutual Wealth… 169.53K $5.16M 0.0% n/c 1 SEC ↗
18 Jane Street Group, Llc 148.37K $4.52M 0.0% n/c 1 SEC ↗
19 Jane Street Group, Llc 148.37K $4.52M 0.0% n/c 1 SEC ↗
20 HighTower Advisors, LLC 133.50K $4.07M 0.0% n/c 1 SEC ↗
21 D. E. Shaw & Co. 130.84K +1438.0% $3.99M 0.0% ▲ Add 2 SEC ↗
22 Envestnet Asset Management Inc 124.02K $3.78M 0.0% n/c 1 SEC ↗
23 Osaic Holdings, Inc. 116.58K $3.55M 0.0% n/c 1 SEC ↗
24 Osaic Holdings, Inc. 116.58K $3.55M 0.0% n/c 1 SEC ↗
25 Osaic Holdings, Inc. 116.58K $3.55M 0.0% n/c 1 SEC ↗
26 Osaic Holdings, Inc. 116.58K $3.55M 0.0% n/c 1 SEC ↗
27 JPMorgan Chase 113.77K -47.8% $3.47M 0.0% ▼ Trim 2 SEC ↗
28 JPMorgan Chase 113.77K -47.8% $3.47M 0.0% ▼ Trim 2 SEC ↗
29 JPMorgan Chase 113.77K -47.8% $3.47M 0.0% ▼ Trim 2 SEC ↗
30 JPMorgan Chase 113.77K -47.8% $3.47M 0.0% ▼ Trim 2 SEC ↗
31 JPMorgan Chase 113.77K -47.8% $3.47M 0.0% ▼ Trim 2 SEC ↗
32 Corient Private Wealth LP 86.98K $2.65M 0.0% n/c 1 SEC ↗
33 Corient Private Wealth LP 86.98K $2.65M 0.0% n/c 1 SEC ↗
34 Commonwealth Equity Services, Llc 86.36K $2.63M 0.0% n/c 1 SEC ↗
35 Ameriprise Financial Inc 83.44K $2.54M 0.0% n/c 1 SEC ↗
36 Susquehanna International Group, Llp 66.16K $2.02M 0.0% n/c 1 SEC ↗
37 Mml Investors Services, Llc 63.43K $1.93M 0.0% n/c 1 SEC ↗
38 Pnc Financial Services Group, Inc. 60.00K $1.83M 0.0% n/c 1 SEC ↗
39 Pnc Financial Services Group, Inc. 60.00K $1.83M 0.0% n/c 1 SEC ↗
40 Pnc Financial Services Group, Inc. 60.00K $1.83M 0.0% n/c 1 SEC ↗
41 Pnc Financial Services Group, Inc. 60.00K $1.83M 0.0% n/c 1 SEC ↗
42 Pnc Financial Services Group, Inc. 60.00K $1.83M 0.0% n/c 1 SEC ↗
43 Rockefeller Capital Management L.P. 50.76K $1.55M 0.0% n/c 1 SEC ↗
44 UBS Group AG 41.29K $1.26M 0.0% n/c 1 SEC ↗
45 UBS Group AG 41.29K $1.26M 0.0% n/c 1 SEC ↗
46 UBS Group AG 41.29K $1.26M 0.0% n/c 1 SEC ↗
47 Stifel Financial Corp 36.84K $1.12M 0.0% n/c 1 SEC ↗
48 Mariner, LLC 35.85K $1.09M 0.0% n/c 1 SEC ↗
49 Qube Research & Technologies Ltd 17.87K $544,229 0.0% n/c 1 SEC ↗
50 Wealth Enhancement Advisory… 17.41K $529,156 0.0% n/c 1 SEC ↗
51 Captrust Financial Advisors 13.82K $420,898 0.0% n/c 1 SEC ↗
52 Cwm, Llc 11.24K $342,000 0.0% n/c 1 SEC ↗
53 Baird Financial Group, Inc. 9.92K $302,041 0.0% n/c 1 SEC ↗
54 Fifth Third Bancorp 9.24K $281,572 0.0% n/c 1 SEC ↗
55 Cibc World Market Inc. 9.07K $276,303 0.0% n/c 1 SEC ↗
56 Truist Financial Corp 7.29K $221,901 0.0% n/c 1 SEC ↗
57 Truist Financial Corp 7.29K $221,901 0.0% n/c 1 SEC ↗
58 Bank Of Montreal /Can/ 7.04K $214,355 0.0% n/c 1 SEC ↗
59 Bank Of Montreal /Can/ 7.04K $214,355 0.0% n/c 1 SEC ↗
60 Fidelity (FMR) 3.83K -38.0% $116,732 0.0% ▼ Trim 3 SEC ↗
61 Barclays Plc 1.51K $46,025 0.0% n/c 1 SEC ↗
62 Simplex Trading, Llc 795 $24,215 0.0% n/c 1 SEC ↗
63 Wells Fargo & Company/Mn 750 $22,837 0.0% n/c 1 SEC ↗
64 BlackRock (passive) 650 0.0% $19,799 0.0% Held 3 SEC ↗
65 National Bank Of Canada /Fi/ 560 $16,995 0.0% n/c 1 SEC ↗
66 Us Bancorp \De\ 304 $9,260 0.0% n/c 1 SEC ↗
67 Group One Trading Llc 177 $5,391 0.0% n/c 1 SEC ↗
68 Assetmark, Inc 171 $5,209 0.0% n/c 1 SEC ↗
69 Russell Investments Group, Ltd. 38 $1,157 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): 195 holders, 14.01M shares, $298.75M 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