Security record · archived quarter
CFO
name pending profile ingest
27Tracked holders
0Δ holders
2.49MShares held
$183.62MReported value
+0New positions
−0Exits
Momentum inputs (comparable managers): holder breadth 0.0% · share flow -1.4% · 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 | 27 | +1 | 2.36M | $188.63M | +1 | — |
| Q1 2026 | 27 | 0 | 2.46M | $182.60M | +1 | −1 |
| Q4 2025 | 27 | 0 | 2.49M | $183.62M | — | — |
| Q3 2025 | 6 | +1 | 331.22K | $24.44M | +1 | — |
| Q2 2025 | 2 | +1 | 33.17K | $2.36M | +1 | — |
| Q4 2024 | 1 | 0 | 50.76K | $3.50M | — | — |
| Q3 2024 | 1 | 0 | 13.64K | $951,796 | — | — |
| Q2 2024 | 1 | — | 21.70K | $1.39M | — | — |
Who holds it · Q4 2025
| # | Manager | Shares | Δ shares | Value | Their weight | Held | ||
|---|---|---|---|---|---|---|---|---|
| 1 | Cetera Investment Advisers | 429.81K | — | $31.74M | 0.0% | n/c | 1 | SEC ↗ |
| 2 | Raymond James Financial Inc | 392.53K | — | $28.99M | 0.0% | n/c | 1 | SEC ↗ |
| 3 | Raymond James Financial Inc | 392.53K | — | $28.99M | 0.0% | n/c | 1 | SEC ↗ |
| 4 | LPL Financial LLC | 324.69K | — | $23.98M | 0.0% | n/c | 1 | SEC ↗ |
| 5 | Morgan Stanley ✦ | 259.25K | -8.4% | $19.14M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 6 | Morgan Stanley ✦ | 259.25K | -8.4% | $19.14M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 7 | Morgan Stanley ✦ | 259.25K | -8.4% | $19.14M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 8 | Royal Bank Of Canada | 246.36K | — | $18.19M | 0.0% | n/c | 1 | SEC ↗ |
| 9 | Royal Bank Of Canada | 246.36K | — | $18.19M | 0.0% | n/c | 1 | SEC ↗ |
| 10 | Stifel Financial Corp | 169.30K | — | $12.50M | 0.0% | n/c | 1 | SEC ↗ |
| 11 | Commonwealth Equity Services, Llc | 169.13K | — | $12.49M | 0.0% | n/c | 1 | SEC ↗ |
| 12 | Bank Of America Corp /De/ | 142.88K | — | $10.55M | 0.0% | n/c | 1 | SEC ↗ |
| 13 | Bank Of America Corp /De/ | 142.88K | — | $10.55M | 0.0% | n/c | 1 | SEC ↗ |
| 14 | Wells Fargo & Company/Mn | 96.78K | — | $7.15M | 0.0% | n/c | 1 | SEC ↗ |
| 15 | Wells Fargo & Company/Mn | 96.78K | — | $7.15M | 0.0% | n/c | 1 | SEC ↗ |
| 16 | Creative Planning | 67.12K | — | $4.96M | 0.0% | n/c | 1 | SEC ↗ |
| 17 | UBS Group AG | 33.45K | — | $2.47M | 0.0% | n/c | 1 | SEC ↗ |
| 18 | UBS Group AG | 33.45K | — | $2.47M | 0.0% | n/c | 1 | SEC ↗ |
| 19 | Susquehanna International Group, Llp | 28.94K | — | $2.14M | 0.0% | n/c | 1 | SEC ↗ |
| 20 | Susquehanna International Group, Llp | 28.94K | — | $2.14M | 0.0% | n/c | 1 | SEC ↗ |
| 21 | Goldman Sachs Group ✦ | 27.84K | +56.8% | $2.06M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 22 | Ameriprise Financial Inc | 23.84K | — | $1.76M | 0.0% | n/c | 1 | SEC ↗ |
| 23 | Truist Financial Corp | 16.66K | — | $1.23M | 0.0% | n/c | 1 | SEC ↗ |
| 24 | Osaic Holdings, Inc. | 15.48K | — | $1.14M | 0.0% | n/c | 1 | SEC ↗ |
| 25 | Osaic Holdings, Inc. | 15.48K | — | $1.14M | 0.0% | n/c | 1 | SEC ↗ |
| 26 | Northwestern Mutual Wealth… | 14.27K | — | $1.05M | 0.0% | n/c | 1 | SEC ↗ |
| 27 | Envestnet Asset Management Inc | 10.39K | — | $767,639 | 0.0% | n/c | 1 | SEC ↗ |
| 28 | Cerity Partners LLC | 4.60K | — | $339,755 | 0.0% | n/c | 1 | SEC ↗ |
| 29 | BlackRock ✦ (passive) | 4.60K | 0.0% | $339,755 | 0.0% | Held | 2 | SEC ↗ |
| 30 | Hrt Financial Lp | 3.82K | — | $281,000 | 0.0% | n/c | 1 | SEC ↗ |
| 31 | Citadel Advisors ✦ | 3.08K | -87.5% | $227,660 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 32 | Cwm, Llc | 840 | — | $62,000 | 0.0% | n/c | 1 | SEC ↗ |
| 33 | Fidelity (FMR) ✦ | 756 | +11.0% | $55,813 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 34 | JPMorgan Chase ✦ | 135 | -50.0% | $9,969 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 35 | Qube Research & Technologies Ltd | 50 | — | $3,692 | 0.0% | n/c | 1 | SEC ↗ |
| 36 | Assetmark, Inc | 26 | — | $1,920 | 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): 67 holders, 3.09M shares, $223.95M 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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