Security record · archived quarter
CATH
name pending profile ingest
45Tracked holders
+2Δ holders
3.14MShares held
$258.09MReported value
+2New positions
−0Exits
Momentum inputs (comparable managers):
holder breadth +4.7% ·
share flow +1.9% ·
net new positions +4.4%
— formula
Broad accumulation — rising shares across more holders
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 | 42 | 0 | 3.00M | $265.74M | +1 | −1 |
| Q1 2026 | 43 | -3 | 3.10M | $242.29M | — | −3 |
| Q4 2025 | 45 | +2 | 3.14M | $258.09M | +2 | — |
| Q3 2025 | 2 | 0 | 474.36K | $38.45M | — | — |
| Q2 2025 | 1 | — | 1.23K | $92,668 | — | — |
Who holds it · Q4 2025
| # | Manager | Shares | Δ shares | Value | Their weight | Held | ||
|---|---|---|---|---|---|---|---|---|
| 1 | Morgan Stanley ✦ | 512.44K | +8.4% | $42.14M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 2 | Morgan Stanley ✦ | 512.44K | +8.4% | $42.14M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 3 | Morgan Stanley ✦ | 512.44K | +8.4% | $42.14M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 4 | Bank Of America Corp /De/ | 431.91K | — | $35.51M | 0.0% | n/c | 1 | SEC ↗ |
| 5 | Bank Of America Corp /De/ | 431.91K | — | $35.51M | 0.0% | n/c | 1 | SEC ↗ |
| 6 | Bank Of America Corp /De/ | 431.91K | — | $35.51M | 0.0% | n/c | 1 | SEC ↗ |
| 7 | Corient Private Wealth LP | 294.86K | — | $24.25M | 0.0% | n/c | 1 | SEC ↗ |
| 8 | Corient Private Wealth LP | 294.86K | — | $24.25M | 0.0% | n/c | 1 | SEC ↗ |
| 9 | Truist Financial Corp | 272.07K | — | $22.37M | 0.0% | n/c | 1 | SEC ↗ |
| 10 | Truist Financial Corp | 272.07K | — | $22.37M | 0.0% | n/c | 1 | SEC ↗ |
| 11 | Wells Fargo & Company/Mn | 169.47K | — | $13.93M | 0.0% | n/c | 1 | SEC ↗ |
| 12 | Wells Fargo & Company/Mn | 169.47K | — | $13.93M | 0.0% | n/c | 1 | SEC ↗ |
| 13 | LPL Financial LLC | 148.42K | — | $12.20M | 0.0% | n/c | 1 | SEC ↗ |
| 14 | Cwm, Llc | 147.62K | — | $12.14M | 0.0% | n/c | 1 | SEC ↗ |
| 15 | Aristotle Capital Management, LLC | 131.27K | — | $10.79M | 0.0% | n/c | 1 | SEC ↗ |
| 16 | Captrust Financial Advisors | 100.43K | — | $8.26M | 0.0% | n/c | 1 | SEC ↗ |
| 17 | Ameriprise Financial Inc | 97.62K | — | $8.01M | 0.0% | n/c | 1 | SEC ↗ |
| 18 | Royal Bank Of Canada | 69.12K | — | $5.68M | 0.0% | n/c | 1 | SEC ↗ |
| 19 | Royal Bank Of Canada | 69.12K | — | $5.68M | 0.0% | n/c | 1 | SEC ↗ |
| 20 | Royal Bank Of Canada | 69.12K | — | $5.68M | 0.0% | n/c | 1 | SEC ↗ |
| 21 | Northwestern Mutual Wealth… | 66.99K | — | $5.51M | 0.0% | n/c | 1 | SEC ↗ |
| 22 | Cerity Partners LLC | 62.34K | — | $5.13M | 0.0% | n/c | 1 | SEC ↗ |
| 23 | Fifth Third Bancorp | 59.76K | — | $4.91M | 0.0% | n/c | 1 | SEC ↗ |
| 24 | Raymond James Financial Inc | 58.13K | — | $4.78M | 0.0% | n/c | 1 | SEC ↗ |
| 25 | Raymond James Financial Inc | 58.13K | — | $4.78M | 0.0% | n/c | 1 | SEC ↗ |
| 26 | Baird Financial Group, Inc. | 53.40K | — | $4.39M | 0.0% | n/c | 1 | SEC ↗ |
| 27 | Sei Investments Co | 49.05K | — | $4.03M | 0.0% | n/c | 1 | SEC ↗ |
| 28 | Mariner, LLC | 45.62K | — | $3.75M | 0.0% | n/c | 1 | SEC ↗ |
| 29 | Envestnet Asset Management Inc | 41.41K | — | $3.40M | 0.0% | n/c | 1 | SEC ↗ |
| 30 | Chevy Chase Trust Holdings, LLC | 35.45K | — | $2.91M | 0.0% | n/c | 1 | SEC ↗ |
| 31 | Mml Investors Services, Llc | 34.10K | — | $2.80M | 0.0% | n/c | 1 | SEC ↗ |
| 32 | Creative Planning | 32.97K | — | $2.71M | 0.0% | n/c | 1 | SEC ↗ |
| 33 | Commonwealth Equity Services, Llc | 25.45K | — | $2.09M | 0.0% | n/c | 1 | SEC ↗ |
| 34 | UBS Group AG | 24.82K | — | $2.04M | 0.0% | n/c | 1 | SEC ↗ |
| 35 | HighTower Advisors, LLC | 19.91K | — | $1.64M | 0.0% | n/c | 1 | SEC ↗ |
| 36 | Jones Financial Companies Lllp | 19.31K | — | $1.59M | 0.0% | n/c | 1 | SEC ↗ |
| 37 | Brown Advisory Inc | 18.56K | — | $1.53M | 0.0% | n/c | 1 | SEC ↗ |
| 38 | Mercer Global Advisors Inc /Adv | 17.75K | — | $1.46M | 0.0% | n/c | 1 | SEC ↗ |
| 39 | Stifel Financial Corp | 16.09K | — | $1.32M | 0.0% | n/c | 1 | SEC ↗ |
| 40 | Stifel Financial Corp | 16.09K | — | $1.32M | 0.0% | n/c | 1 | SEC ↗ |
| 41 | Osaic Holdings, Inc. | 13.79K | — | $1.13M | 0.0% | n/c | 1 | SEC ↗ |
| 42 | Osaic Holdings, Inc. | 13.79K | — | $1.13M | 0.0% | n/c | 1 | SEC ↗ |
| 43 | Citadel Advisors ✦ | 11.66K | New | $958,928 | 0.0% | New | 1 | SEC ↗ |
| 44 | Northern Trust Corp | 10.21K | — | $839,617 | 0.0% | n/c | 1 | SEC ↗ |
| 45 | Susquehanna International Group, Llp | 9.60K | — | $789,294 | 0.0% | n/c | 1 | SEC ↗ |
| 46 | Susquehanna International Group, Llp | 9.60K | — | $789,294 | 0.0% | n/c | 1 | SEC ↗ |
| 47 | Fidelity (FMR) ✦ | 8.39K | +426.2% | $689,735 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 48 | Cetera Investment Advisers | 7.86K | — | $646,219 | 0.0% | n/c | 1 | SEC ↗ |
| 49 | Lido Advisors, LLC | 6.15K | — | $505,530 | 0.0% | n/c | 1 | SEC ↗ |
| 50 | Jane Street Group, Llc | 4.40K | — | $361,469 | 0.0% | n/c | 1 | SEC ↗ |
| 51 | Financial Engines Advisors L.L.C. | 3.93K | — | $323,069 | 0.0% | n/c | 1 | SEC ↗ |
| 52 | Wealth Enhancement Advisory… | 3.23K | — | $270,136 | 0.0% | n/c | 1 | SEC ↗ |
| 53 | Bank Julius Baer & Co. Ltd, Zurich | 1.95K | — | $160,472 | 0.0% | n/c | 1 | SEC ↗ |
| 54 | Pnc Financial Services Group, Inc. | 578 | — | $47,527 | 0.0% | n/c | 1 | SEC ↗ |
| 55 | Us Bancorp \De\ | 416 | — | $34,206 | 0.0% | n/c | 1 | SEC ↗ |
| 56 | Assetmark, Inc | 218 | — | $17,925 | 0.0% | n/c | 1 | SEC ↗ |
| 57 | JPMorgan Chase ✦ | 199 | New | $16,363 | 0.0% | New | 1 | SEC ↗ |
| 58 | Russell Investments Group, Ltd. | 39 | — | $3,207 | 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
| Citadel Advisors | $958,928 | 0.0% |
| JPMorgan Chase | $16,363 | 0.0% |
Exited
| No tracked exits this quarter. |
Full-market context: across ALL 13F filers (SEC structured data, Q1 2026): 201 holders, 7.08M shares, $553.01M 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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