Security record · archived quarter
CII
name pending profile ingest
28Tracked holders
0Δ holders
5.85MShares held
$136.75MReported value
+0New positions
−0Exits
Momentum inputs (comparable managers): holder breadth 0.0% · share flow 0.0% · 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 | 30 | +4 | 6.35M | $166.09M | +5 | −1 |
| Q1 2026 | 26 | -2 | 6.27M | $131.74M | +1 | −3 |
| Q4 2025 | 28 | 0 | 5.85M | $136.75M | — | — |
| Q3 2025 | 1 | — | 699.99K | $16.10M | — | — |
Who holds it · Q4 2025
| # | Manager | Shares | Δ shares | Value | Their weight | Held | ||
|---|---|---|---|---|---|---|---|---|
| 1 | Raymond James Financial Inc | 1.05M | — | $24.58M | 0.0% | n/c | 1 | SEC ↗ |
| 2 | Raymond James Financial Inc | 1.05M | — | $24.58M | 0.0% | n/c | 1 | SEC ↗ |
| 3 | Raymond James Financial Inc | 1.05M | — | $24.58M | 0.0% | n/c | 1 | SEC ↗ |
| 4 | Wells Fargo & Company/Mn | 706.74K | — | $16.52M | 0.0% | n/c | 1 | SEC ↗ |
| 5 | Wells Fargo & Company/Mn | 706.74K | — | $16.52M | 0.0% | n/c | 1 | SEC ↗ |
| 6 | Morgan Stanley ✦ | 701.18K | +0.2% | $16.39M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 7 | Morgan Stanley ✦ | 701.18K | +0.2% | $16.39M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 8 | Morgan Stanley ✦ | 701.18K | +0.2% | $16.39M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 9 | LPL Financial LLC | 499.29K | — | $11.67M | 0.0% | n/c | 1 | SEC ↗ |
| 10 | Osaic Holdings, Inc. | 483.92K | — | $11.31M | 0.0% | n/c | 1 | SEC ↗ |
| 11 | Osaic Holdings, Inc. | 483.92K | — | $11.31M | 0.0% | n/c | 1 | SEC ↗ |
| 12 | Osaic Holdings, Inc. | 483.92K | — | $11.31M | 0.0% | n/c | 1 | SEC ↗ |
| 13 | Bank Of America Corp /De/ | 456.94K | — | $10.68M | 0.0% | n/c | 1 | SEC ↗ |
| 14 | Bank Of America Corp /De/ | 456.94K | — | $10.68M | 0.0% | n/c | 1 | SEC ↗ |
| 15 | UBS Group AG | 425.55K | — | $9.95M | 0.0% | n/c | 1 | SEC ↗ |
| 16 | UBS Group AG | 425.55K | — | $9.95M | 0.0% | n/c | 1 | SEC ↗ |
| 17 | Invesco Ltd. | 399.99K | — | $9.35M | 0.0% | n/c | 1 | SEC ↗ |
| 18 | Invesco Ltd. | 399.99K | — | $9.35M | 0.0% | n/c | 1 | SEC ↗ |
| 19 | Envestnet Asset Management Inc | 314.72K | — | $7.36M | 0.0% | n/c | 1 | SEC ↗ |
| 20 | Royal Bank Of Canada | 233.39K | — | $5.45M | 0.0% | n/c | 1 | SEC ↗ |
| 21 | Royal Bank Of Canada | 233.39K | — | $5.45M | 0.0% | n/c | 1 | SEC ↗ |
| 22 | Truist Financial Corp | 94.00K | — | $2.20M | 0.0% | n/c | 1 | SEC ↗ |
| 23 | Focus Partners Wealth | 88.70K | — | $2.07M | 0.0% | n/c | 1 | SEC ↗ |
| 24 | Cetera Investment Advisers | 80.42K | — | $1.88M | 0.0% | n/c | 1 | SEC ↗ |
| 25 | Ameriprise Financial Inc | 60.39K | — | $1.41M | 0.0% | n/c | 1 | SEC ↗ |
| 26 | Ameriprise Financial Inc | 60.39K | — | $1.41M | 0.0% | n/c | 1 | SEC ↗ |
| 27 | Stifel Financial Corp | 48.34K | — | $1.13M | 0.0% | n/c | 1 | SEC ↗ |
| 28 | First Trust Advisors Lp | 47.05K | — | $1.10M | 0.0% | n/c | 1 | SEC ↗ |
| 29 | Jane Street Group, Llc | 38.01K | — | $888,388 | 0.0% | n/c | 1 | SEC ↗ |
| 30 | Jane Street Group, Llc | 38.01K | — | $888,388 | 0.0% | n/c | 1 | SEC ↗ |
| 31 | Commonwealth Equity Services, Llc | 23.72K | — | $554,273 | 0.0% | n/c | 1 | SEC ↗ |
| 32 | Hrt Financial Lp | 21.60K | — | $504,000 | 0.0% | n/c | 1 | SEC ↗ |
| 33 | HighTower Advisors, LLC | 17.55K | — | $410,027 | 0.0% | n/c | 1 | SEC ↗ |
| 34 | Captrust Financial Advisors | 16.49K | — | $385,474 | 0.0% | n/c | 1 | SEC ↗ |
| 35 | Creative Planning | 16.36K | — | $382,425 | 0.0% | n/c | 1 | SEC ↗ |
| 36 | Mariner, LLC | 8.58K | — | $200,515 | 0.0% | n/c | 1 | SEC ↗ |
| 37 | Mirae Asset Global Investments Co.… | 5.70K | — | $133,302 | 0.0% | n/c | 1 | SEC ↗ |
| 38 | Pnc Financial Services Group, Inc. | 4.59K | — | $107,292 | 0.0% | n/c | 1 | SEC ↗ |
| 39 | Pnc Financial Services Group, Inc. | 4.59K | — | $107,292 | 0.0% | n/c | 1 | SEC ↗ |
| 40 | Pnc Financial Services Group, Inc. | 4.59K | — | $107,292 | 0.0% | n/c | 1 | SEC ↗ |
| 41 | Us Bancorp \De\ | 2.65K | — | $61,860 | 0.0% | n/c | 1 | SEC ↗ |
| 42 | Northwestern Mutual Wealth… | 2.60K | — | $60,832 | 0.0% | n/c | 1 | SEC ↗ |
| 43 | Rockefeller Capital Management L.P. | 1.01K | — | $23,557 | 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): 105 holders, 9.33M shares, $192.98M 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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