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Security record · archived quarter

CIK

name pending profile ingest

Q2 2026 Q1 2026 Q4 2025 Q3 2025 Q4 2024
20Tracked holders
+1Δ holders
2.83MShares held
$8.01MReported value
+1New positions
−0Exits
Rising 2 quarters of rising tracked shares ●●○○○○ How these are computed → Explain this at the Research Desk →

Momentum inputs (comparable managers): holder breadth +5.3% · share flow +0.9% · net new positions +5.0%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
QuarterHoldersΔSharesReported valueNewExits
Q2 2026 19 -2 2.65M $6.56M −2
Q1 2026 21 +1 2.64M $6.75M +2 −1
Q4 2025 20 +1 2.83M $8.01M +1
Q3 2025 1 42.48K $124,453
Q4 2024 1 +1 25.58K $73,929 +1
Holder count
Who holds it · Q4 2025
#ManagerSharesΔ sharesValueTheir weightHeld
1 LPL Financial LLC 1.41M $3.98M 0.0% n/c 1 SEC ↗
2 Invesco Ltd. 446.80K $1.26M 0.0% n/c 1 SEC ↗
3 Bank Of America Corp /De/ 319.65K $904,615 0.0% n/c 1 SEC ↗
4 Bank Of America Corp /De/ 319.65K $904,615 0.0% n/c 1 SEC ↗
5 Commonwealth Equity Services, Llc 74.47K $210,760 0.0% n/c 1 SEC ↗
6 Osaic Holdings, Inc. 74.15K $209,837 0.0% n/c 1 SEC ↗
7 Susquehanna International Group, Llp 72.04K $203,882 0.0% n/c 1 SEC ↗
8 Stifel Financial Corp 64.44K $182,357 0.0% n/c 1 SEC ↗
9 Northwestern Mutual Wealth… 61.63K $174,402 0.0% n/c 1 SEC ↗
10 Wells Fargo & Company/Mn 54.36K $153,841 0.0% n/c 1 SEC ↗
11 Wells Fargo & Company/Mn 54.36K $153,841 0.0% n/c 1 SEC ↗
12 Morgan Stanley 50.19K +18.2% $142,039 0.0% ▲ Add 2 SEC ↗
13 Morgan Stanley 50.19K +18.2% $142,039 0.0% ▲ Add 2 SEC ↗
14 Morgan Stanley 50.19K +18.2% $142,039 0.0% ▲ Add 2 SEC ↗
15 Ameriprise Financial Inc 46.33K $131,099 0.0% n/c 1 SEC ↗
16 Ameriprise Financial Inc 46.33K $131,099 0.0% n/c 1 SEC ↗
17 Mml Investors Services, Llc 34.05K $96,347 0.0% n/c 1 SEC ↗
18 Jane Street Group, Llc 33.27K $94,143 0.0% n/c 1 SEC ↗
19 Royal Bank Of Canada 28.55K $81,000 0.0% n/c 1 SEC ↗
20 Envestnet Asset Management Inc 22.74K $64,343 0.0% n/c 1 SEC ↗
21 Citadel Advisors 18.54K New $52,474 0.0% New 1 SEC ↗
22 Raymond James Financial Inc 10.60K $29,990 0.0% n/c 1 SEC ↗
23 Raymond James Financial Inc 10.60K $29,990 0.0% n/c 1 SEC ↗
24 Fifth Third Bancorp 6.30K $17,837 0.0% n/c 1 SEC ↗
25 UBS Group AG 5.09K $14,396 0.0% n/c 1 SEC ↗
26 UBS Group AG 5.09K $14,396 0.0% n/c 1 SEC ↗
27 Us Bancorp \De\ 1.00K $2,830 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 $52,474 0.0%

Exited

No tracked exits this quarter.

Full-market context: across ALL 13F filers (SEC structured data, Q1 2026): 52 holders, 4.26M shares, $10.54M 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