Security record · archived quarter
CTA
name pending profile ingest
32Tracked holders
+1Δ holders
11.62MShares held
$318.10MReported value
+1New positions
−0Exits
Momentum inputs (comparable managers):
holder breadth +3.2% ·
share flow -3.8% ·
net new positions +3.1%
— formula
Ownership fragmentation — more holders, smaller aggregate stake
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 | 36 | +4 | 18.37M | $471.61M | +8 | −4 |
| Q1 2026 | 33 | +1 | 14.92M | $447.06M | +5 | −4 |
| Q4 2025 | 32 | +1 | 11.62M | $318.10M | +1 | — |
| Q3 2025 | 2 | -1 | 755.51K | $21.13M | — | −1 |
| Q2 2025 | 1 | 0 | 64.17K | $1.72M | — | — |
| Q1 2025 | 1 | +1 | 7.34K | $217,382 | +1 | — |
Who holds it · Q4 2025
| # | Manager | Shares | Δ shares | Value | Their weight | Held | ||
|---|---|---|---|---|---|---|---|---|
| 1 | Wealth Enhancement Advisory… | 2.89M | — | $80.16M | 0.1% | n/c | 1 | SEC ↗ |
| 2 | Cwm, Llc | 2.94M | — | $80.14M | 0.2% | n/c | 1 | SEC ↗ |
| 3 | LPL Financial LLC | 1.07M | — | $29.23M | 0.0% | n/c | 1 | SEC ↗ |
| 4 | Bank Of America Corp /De/ | 1.02M | — | $27.87M | 0.0% | n/c | 1 | SEC ↗ |
| 5 | Assetmark, Inc | 563.94K | — | $15.37M | 0.0% | n/c | 1 | SEC ↗ |
| 6 | HighTower Advisors, LLC | 528.67K | — | $14.41M | 0.0% | n/c | 1 | SEC ↗ |
| 7 | Envestnet Asset Management Inc | 503.10K | — | $13.71M | 0.0% | n/c | 1 | SEC ↗ |
| 8 | Truist Financial Corp | 370.81K | — | $10.11M | 0.0% | n/c | 1 | SEC ↗ |
| 9 | Raymond James Financial Inc | 335.44K | — | $9.14M | 0.0% | n/c | 1 | SEC ↗ |
| 10 | Raymond James Financial Inc | 335.44K | — | $9.14M | 0.0% | n/c | 1 | SEC ↗ |
| 11 | Morgan Stanley ✦ | 288.27K | +1.7% | $7.86M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 12 | Morgan Stanley ✦ | 288.27K | +1.7% | $7.86M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 13 | Morgan Stanley ✦ | 288.27K | +1.7% | $7.86M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 14 | Osaic Holdings, Inc. | 237.07K | — | $6.46M | 0.0% | n/c | 1 | SEC ↗ |
| 15 | Osaic Holdings, Inc. | 237.07K | — | $6.46M | 0.0% | n/c | 1 | SEC ↗ |
| 16 | Baird Financial Group, Inc. | 159.13K | — | $4.34M | 0.0% | n/c | 1 | SEC ↗ |
| 17 | Stifel Financial Corp | 130.01K | — | $3.54M | 0.0% | n/c | 1 | SEC ↗ |
| 18 | Mml Investors Services, Llc | 116.43K | — | $3.17M | 0.0% | n/c | 1 | SEC ↗ |
| 19 | Royal Bank Of Canada | 85.88K | — | $2.34M | 0.0% | n/c | 1 | SEC ↗ |
| 20 | Royal Bank Of Canada | 85.88K | — | $2.34M | 0.0% | n/c | 1 | SEC ↗ |
| 21 | Royal Bank Of Canada | 85.88K | — | $2.34M | 0.0% | n/c | 1 | SEC ↗ |
| 22 | Citigroup Inc | 72.50K | — | $1.98M | 0.0% | n/c | 1 | SEC ↗ |
| 23 | Jane Street Group, Llc | 71.44K | — | $1.95M | 0.0% | n/c | 1 | SEC ↗ |
| 24 | Jane Street Group, Llc | 71.44K | — | $1.95M | 0.0% | n/c | 1 | SEC ↗ |
| 25 | Bank Of Nova Scotia | 66.00K | — | $1.80M | 0.0% | n/c | 1 | SEC ↗ |
| 26 | Mariner, LLC | 49.44K | — | $1.35M | 0.0% | n/c | 1 | SEC ↗ |
| 27 | Commonwealth Equity Services, Llc | 29.58K | — | $806,470 | 0.0% | n/c | 1 | SEC ↗ |
| 28 | National Bank Of Canada /Fi/ | 24.67K | — | $672,613 | 0.0% | n/c | 1 | SEC ↗ |
| 29 | Cetera Investment Advisers | 21.52K | — | $586,550 | 0.0% | n/c | 1 | SEC ↗ |
| 30 | Northwestern Mutual Wealth… | 12.24K | — | $333,608 | 0.0% | n/c | 1 | SEC ↗ |
| 31 | AQR Capital Management ✦ | 11.00K | New | $299,805 | 0.0% | New | 1 | SEC ↗ |
| 32 | Creative Planning | 10.10K | — | $275,353 | 0.0% | n/c | 1 | SEC ↗ |
| 33 | UBS Group AG | 3.74K | — | $101,980 | 0.0% | n/c | 1 | SEC ↗ |
| 34 | Bank Of Montreal /Can/ | 1.47K | — | $40,043 | 0.0% | n/c | 1 | SEC ↗ |
| 35 | Wells Fargo & Company/Mn | 844 | — | $22,996 | 0.0% | n/c | 1 | SEC ↗ |
| 36 | Wells Fargo & Company/Mn | 844 | — | $22,996 | 0.0% | n/c | 1 | SEC ↗ |
| 37 | JPMorgan Chase ✦ | 228 | -100.0% | $6,215 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 38 | Rockefeller Capital Management L.P. | 86 | — | $2,344 | 0.0% | n/c | 1 | SEC ↗ |
| 39 | Jones Financial Companies Lllp | 66 | — | $1,799 | 0.0% | n/c | 1 | SEC ↗ |
| 40 | Us Bancorp \De\ | 52 | — | $1,418 | 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
| AQR Capital Management | $299,805 | 0.0% |
Exited
| No tracked exits this quarter. |
Full-market context: across ALL 13F filers (SEC structured data, Q1 2026): 234 holders, 37.32M shares, $1.11B 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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