Security record · archived quarter
DFP
name pending profile ingest
23Tracked holders
0Δ holders
2.69MShares held
$55.38MReported value
+0New positions
−0Exits
Momentum inputs (comparable managers): holder breadth 0.0% · share flow -0.1% · 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 | 21 | 0 | 2.70M | $55.76M | +1 | −2 |
| Q1 2026 | 23 | 0 | 2.64M | $52.92M | +1 | −1 |
| Q4 2025 | 23 | 0 | 2.69M | $55.38M | n/a | n/a |
| Q3 2025 | 1 | -1 | 130.74K | $2.83M | n/a | −1 |
| Q2 2025 | 1 | n/a | 400 | $8,212 | n/a | n/a |
| Q4 2024 | 1 | 0 | 17.89K | $356,727 | n/a | n/a |
| Q3 2024 | 1 | 0 | 17.89K | $384,635 | n/a | n/a |
| Q2 2024 | 1 | n/a | 17.89K | $343,488 | n/a | n/a |
Who holds it · Q4 2025
| # | Manager | Shares | Δ shares | Value | Their weight | Held | ||
|---|---|---|---|---|---|---|---|---|
| 1 | Raymond James Financial Inc | 1.22M | n/a | $25.32M | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 2 | Invesco Ltd. | 308.92K | n/a | $6.42M | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 3 | Wells Fargo & Company/Mn | 279.23K | n/a | $5.81M | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 4 | LPL Financial LLC | 196.02K | n/a | $4.08M | 0.0% | n/c | 1 | SEC ↗ |
| 5 | Focus Partners Wealth | 148.59K | n/a | $3.09M | 0.0% | n/c | 1 | SEC ↗ |
| 6 | Morgan Stanley ✦ | 129.17K | -1.2% | $2.69M | 0.0% | ▼ Trim | 2 | SEC ↗ ×3 |
| 7 | Ameriprise Financial Inc | 87.69K | n/a | $1.82M | 0.0% | n/c | 1 | SEC ↗ |
| 8 | Commonwealth Equity Services, Llc | 48.57K | n/a | $1.01M | 0.0% | n/c | 1 | SEC ↗ |
| 9 | Osaic Holdings, Inc. | 48.33K | n/a | $1.00M | 0.0% | n/c | 1 | SEC ↗ |
| 10 | Envestnet Asset Management Inc | 40.64K | n/a | $844,926 | 0.0% | n/c | 1 | SEC ↗ |
| 11 | Royal Bank Of Canada | 38.26K | n/a | $795,000 | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 12 | Stifel Financial Corp | 23.28K | n/a | $483,973 | 0.0% | n/c | 1 | SEC ↗ |
| 13 | Cetera Investment Advisers | 21.49K | n/a | $446,761 | 0.0% | n/c | 1 | SEC ↗ |
| 14 | Baird Financial Group, Inc. | 19.47K | n/a | $404,740 | 0.0% | n/c | 1 | SEC ↗ |
| 15 | Cerity Partners LLC | 14.30K | n/a | $297,297 | 0.0% | n/c | 1 | SEC ↗ |
| 16 | Bank Of America Corp /De/ | 12.27K | n/a | $255,092 | 0.0% | n/c | 1 | SEC ↗ |
| 17 | HighTower Advisors, LLC | 10.17K | n/a | $211,476 | 0.0% | n/c | 1 | SEC ↗ |
| 18 | UBS Group AG | 9.89K | n/a | $205,717 | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 19 | Pnc Financial Services Group, Inc. | 3.35K | n/a | $69,543 | 0.0% | n/c | 1 | SEC ↗ |
| 20 | Corient Private Wealth LP | 28.98K | n/a | $42,910 | 0.0% | n/c | 1 | SEC ↗ |
| 21 | Cwm, Llc | 1.84K | n/a | $38,000 | 0.0% | n/c | 1 | SEC ↗ |
| 22 | Northwestern Mutual Wealth… | 1.80K | n/a | $37,422 | 0.0% | n/c | 1 | SEC ↗ |
| 23 | Rockefeller Capital Management L.P. | 73 | n/a | $1,529 | 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): 79 holders, 5.39M shares, $81.61M 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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