Security record · archived quarter
DOL
name pending profile ingest
35Tracked holders
+1Δ holders
5.75MShares held
$378.65MReported value
+2New positions
−1Exits
Momentum inputs (comparable managers):
holder breadth +2.9% ·
share flow -5.1% ·
net new positions +2.9%
· 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 | 35 | -2 | 5.86M | $435.91M | +1 | −4 |
| Q1 2026 | 39 | +4 | 5.88M | $398.96M | +4 | n/a |
| Q4 2025 | 35 | +1 | 5.75M | $378.65M | +2 | −1 |
| Q3 2025 | 4 | 0 | 1.75M | $108.90M | n/a | n/a |
| Q2 2025 | 1 | n/a | 1.60K | $95,419 | n/a | n/a |
| Q4 2024 | 1 | 0 | 24.11K | $1.19M | n/a | n/a |
| Q3 2024 | 1 | 0 | 6.92K | $373,282 | n/a | n/a |
| Q2 2024 | 1 | n/a | 31.25K | $1.59M | n/a | n/a |
Who holds it · Q4 2025
| # | Manager | Shares | Δ shares | Value | Their weight | Held | ||
|---|---|---|---|---|---|---|---|---|
| 1 | Creative Planning | 2.66M | n/a | $175.41M | 0.1% | n/c | 1 | SEC ↗ ×2 |
| 2 | Morgan Stanley ✦ | 1.02M | +3.5% | $67.45M | 0.0% | ▲ Add | 2 | SEC ↗ ×2 |
| 3 | JPMorgan Chase ✦ | 371.57K | -49.6% | $24.47M | 0.0% | ▼ Trim | 2 | SEC ↗ ×2 |
| 4 | Royal Bank Of Canada | 330.36K | n/a | $21.75M | 0.0% | n/c | 1 | SEC ↗ ×3 |
| 5 | LPL Financial LLC | 237.12K | n/a | $15.61M | 0.0% | n/c | 1 | SEC ↗ |
| 6 | Bank Of America Corp /De/ | 199.21K | n/a | $13.12M | 0.0% | n/c | 1 | SEC ↗ ×3 |
| 7 | Commonwealth Equity Services, Llc | 119.88K | n/a | $7.89M | 0.0% | n/c | 1 | SEC ↗ |
| 8 | Cetera Investment Advisers | 86.68K | n/a | $5.71M | 0.0% | n/c | 1 | SEC ↗ |
| 9 | Osaic Holdings, Inc. | 82.94K | n/a | $5.46M | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 10 | Mml Investors Services, Llc | 75.25K | n/a | $4.96M | 0.0% | n/c | 1 | SEC ↗ |
| 11 | UBS Group AG | 69.60K | n/a | $4.58M | 0.0% | n/c | 1 | SEC ↗ |
| 12 | Northwestern Mutual Wealth… | 64.83K | n/a | $4.27M | 0.0% | n/c | 1 | SEC ↗ |
| 13 | Wells Fargo & Company/Mn | 57.48K | n/a | $3.79M | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 14 | Rockefeller Capital Management L.P. | 46.70K | n/a | $3.07M | 0.0% | n/c | 1 | SEC ↗ |
| 15 | Raymond James Financial Inc | 42.89K | n/a | $2.82M | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 16 | Citadel Advisors ✦ | 37.40K | New | $2.46M | 0.0% | New | 1 | SEC ↗ |
| 17 | Mariner, LLC | 34.70K | n/a | $2.29M | 0.0% | n/c | 1 | SEC ↗ |
| 18 | Jane Street Group, Llc | 31.95K | n/a | $2.10M | 0.0% | n/c | 1 | SEC ↗ |
| 19 | Cwm, Llc | 30.05K | n/a | $1.98M | 0.0% | n/c | 1 | SEC ↗ |
| 20 | Envestnet Asset Management Inc | 29.40K | n/a | $1.94M | 0.0% | n/c | 1 | SEC ↗ |
| 21 | Corient Private Wealth LP | 23.25K | n/a | $1.53M | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 22 | Ameriprise Financial Inc | 21.18K | n/a | $1.39M | 0.0% | n/c | 1 | SEC ↗ |
| 23 | Wealth Enhancement Advisory… | 11.16K | n/a | $751,414 | 0.0% | n/c | 1 | SEC ↗ |
| 24 | Focus Partners Wealth | 10.16K | n/a | $668,764 | 0.0% | n/c | 1 | SEC ↗ |
| 25 | Jones Financial Companies Lllp | 8.54K | n/a | $562,130 | 0.0% | n/c | 1 | SEC ↗ |
| 26 | Stifel Financial Corp | 8.48K | n/a | $558,128 | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 27 | HighTower Advisors, LLC | 8.09K | n/a | $532,929 | 0.0% | n/c | 1 | SEC ↗ |
| 28 | BlackRock ✦ (passive) | 7.37K | New | $485,380 | 0.0% | New | 1 | SEC ↗ ×2 |
| 29 | Cerity Partners LLC | 4.65K | n/a | $305,958 | 0.0% | n/c | 1 | SEC ↗ |
| 30 | Fifth Third Bancorp | 3.41K | n/a | $224,351 | 0.0% | n/c | 1 | SEC ↗ |
| 31 | National Bank Of Canada /Fi/ | 3.04K | n/a | $199,905 | 0.0% | n/c | 1 | SEC ↗ |
| 32 | Fidelity (FMR) ✦ | 2.21K | +0.6% | $145,191 | 0.0% | ▲ Add | 3 | SEC ↗ ×2 |
| 33 | Assetmark, Inc | 1.60K | n/a | $105,360 | 0.0% | n/c | 1 | SEC ↗ |
| 34 | Pnc Financial Services Group, Inc. | 632 | n/a | $41,617 | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 35 | Blair William & Co/Il | 179 | n/a | $11,787 | 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 | $2.46M | 0.0% |
| BlackRock | $485,380 | 0.0% |
Exited
| Goldman Sachs Group | $1.24M | was 0.0% |
Full-market context: across ALL 13F filers (SEC structured data, Q1 2026): 108 holders, 7.33M shares, $497.16M 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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