CET
name pending profile ingest
Momentum inputs (comparable managers): holder breadth 0.0% · share flow +1.1% · net new positions 0.0% — formula
All ownership figures: tracked 13F managers only, common-stock positions, reporting period Q4 2025
| # | Manager | Shares | Δ shares | Value | Their weight | Held | ||
|---|---|---|---|---|---|---|---|---|
| 1 | Rockefeller Capital Management L.P. | 803.73K | — | $40.76M | 0.1% | n/c | 1 | SEC ↗ |
| 2 | Raymond James Financial Inc | 323.26K | — | $16.39M | 0.0% | n/c | 1 | SEC ↗ ×3 |
| 3 | Morgan Stanley ✦ | 212.82K | +10.1% | $10.79M | 0.0% | ▲ Add | 2 | SEC ↗ ×4 |
| 4 | UBS Group AG | 57.34K | — | $2.91M | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 5 | First Trust Advisors Lp | 54.85K | — | $2.78M | 0.0% | n/c | 1 | SEC ↗ |
| 6 | Royal Bank Of Canada | 45.13K | — | $2.29M | 0.0% | n/c | 1 | SEC ↗ ×5 |
| 7 | Cetera Investment Advisers | 44.76K | — | $2.27M | 0.0% | n/c | 1 | SEC ↗ |
| 8 | HighTower Advisors, LLC | 31.16K | — | $1.58M | 0.0% | n/c | 1 | SEC ↗ |
| 9 | LPL Financial LLC | 30.93K | — | $1.57M | 0.0% | n/c | 1 | SEC ↗ |
| 10 | Wells Fargo & Company/Mn | 23.09K | — | $1.17M | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 11 | Stifel Financial Corp | 21.90K | — | $1.11M | 0.0% | n/c | 1 | SEC ↗ |
| 12 | First Manhattan Co. Llc. | 15.80K | — | $801,155 | 0.0% | n/c | 1 | SEC ↗ |
| 13 | Mercer Global Advisors Inc /Adv | 14.98K | — | $759,585 | 0.0% | n/c | 1 | SEC ↗ |
| 14 | Bank Of Montreal /Can/ | 11.83K | — | $600,088 | 0.0% | n/c | 1 | SEC ↗ |
| 15 | Osaic Holdings, Inc. | 11.72K | — | $594,547 | 0.0% | n/c | 1 | SEC ↗ |
| 16 | Pnc Financial Services Group, Inc. | 10.96K | — | $555,629 | 0.0% | n/c | 1 | SEC ↗ |
| 17 | Envestnet Asset Management Inc | 10.85K | — | $550,416 | 0.0% | n/c | 1 | SEC ↗ |
| 18 | Jane Street Group, Llc | 4.53K | — | $229,665 | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 19 | Commonwealth Equity Services, Llc | 4.22K | — | $214,010 | 0.0% | n/c | 1 | SEC ↗ |
| 20 | Bank Of America Corp /De/ | 1.17K | — | $59,331 | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 21 | Assetmark, Inc | 699 | — | $35,446 | 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): 88 holders, 3.82M shares, $184.81M reported. This is a different, older period than the tracked-universe figures above and the two are never mixed.
What else this security's tracked holders most often hold — shared-ownership counts, not fundamental relationships.
Open-market purchases (P)
Officer, Director · CEO & President · 500 sh @ 56.37 · $28,185
Open-market sales (S)
No open-market insider sales in our coverage window.
Awards, exercises and tax withholding are never counted as buys or sales here. Methodology