CNEQ
name pending profile ingest
All ownership figures: tracked 13F managers only, common-stock positions, reporting period Q4 2025
| # | Manager | Shares | Δ shares | Value | Their weight | Held | ||
|---|---|---|---|---|---|---|---|---|
| 1 | LPL Financial LLC | 1.08M | n/a | $36.98M | 0.0% | n/c | 1 | SEC ↗ |
| 2 | Raymond James Financial Inc | 569.92K | n/a | $19.59M | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 3 | Commonwealth Equity Services, Llc | 206.28K | n/a | $7.09M | 0.0% | n/c | 1 | SEC ↗ |
| 4 | Truist Financial Corp | 190.86K | n/a | $6.56M | 0.0% | n/c | 1 | SEC ↗ |
| 5 | Envestnet Asset Management Inc | 110.39K | n/a | $3.80M | 0.0% | n/c | 1 | SEC ↗ |
| 6 | Stifel Financial Corp | 32.62K | n/a | $1.12M | 0.0% | n/c | 1 | SEC ↗ |
| 7 | Rockefeller Capital Management L.P. | 15.75K | n/a | $541,485 | 0.0% | n/c | 1 | SEC ↗ |
| 8 | Royal Bank Of Canada | 10.87K | n/a | $374,000 | 0.0% | n/c | 1 | SEC ↗ |
| 9 | HighTower Advisors, LLC | 10.22K | n/a | $351,313 | 0.0% | n/c | 1 | SEC ↗ |
| 10 | Osaic Holdings, Inc. | 6.45K | n/a | $221,837 | 0.0% | n/c | 1 | SEC ↗ |
| 11 | UBS Group AG | 460 | n/a | $15,815 | 0.0% | n/c | 1 | SEC ↗ |
| 12 | Northwestern Mutual Wealth… | 98 | n/a | $3,369 | 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): 62 holders, 9.81M shares, $316.72M 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.