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Security record · archived quarter

DRIV

name pending profile ingest

Q3 2026 Q2 2026 Q1 2026 Q4 2025 Q3 2025 Q2 2025 Q1 2025 Q4 2024
37Tracked holders
+1Δ holders
1.86MShares held
$55.17MReported value
+1New positions
−0Exits
Stable 2 quarters of rising tracked shares ●●○○○○ How these are computed → Explain this at the Research Desk →

Momentum inputs (comparable managers): holder breadth +2.8% · share flow -0.7% · net new positions +2.7% · 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
QuarterHoldersΔSharesReported valueNewExits
Q3 2026 2 0 20.36K $666,344 n/a n/a
Q2 2026 40 +8 2.14M $82.40M +8 n/a
Q1 2026 33 -4 1.86M $56.79M n/a −4
Q4 2025 37 +1 1.86M $55.17M +1 n/a
Q3 2025 5 0 70.30K $1.99M n/a n/a
Q2 2025 3 0 51.14K $1.19M n/a n/a
Q1 2025 2 0 54.24K $1.15M n/a n/a
Q4 2024 2 0 53.46K $1.23M n/a n/a
Q3 2024 2 0 57.47K $1.35M n/a n/a
Q2 2024 2 n/a 45.81K $1.08M n/a n/a
Holder count
Who holds it · Q4 2025
#ManagerSharesΔ sharesValueTheir weightHeld
1 Bank Of America Corp /De/ 781.37K n/a $23.12M 0.0% n/c 1 SEC ↗ ×5
2 LPL Financial LLC 272.92K n/a $8.07M 0.0% n/c 1 SEC ↗
3 Mirae Asset Global Investments Co.… 140.10K n/a $4.14M 0.0% n/c 1 SEC ↗
4 Northwestern Mutual Wealth… 74.75K n/a $2.21M 0.0% n/c 1 SEC ↗
5 Osaic Holdings, Inc. 72.94K n/a $2.16M 0.0% n/c 1 SEC ↗ ×4
6 Susquehanna International Group, Llp 70.51K n/a $2.09M 0.0% n/c 1 SEC ↗
7 Envestnet Asset Management Inc 56.70K n/a $1.68M 0.0% n/c 1 SEC ↗
8 Raymond James Financial Inc 48.42K n/a $1.43M 0.0% n/c 1 SEC ↗ ×2
9 Cetera Investment Advisers 45.53K n/a $1.35M 0.0% n/c 1 SEC ↗
10 Commonwealth Equity Services, Llc 33.32K n/a $985,722 0.0% n/c 1 SEC ↗
11 Royal Bank Of Canada 32.72K n/a $968,000 0.0% n/c 1 SEC ↗ ×4
12 Wells Fargo & Company/Mn 23.19K n/a $686,001 0.0% n/c 1 SEC ↗ ×2
13 Optiver Holding B.V. 20.00K n/a $598,800 0.0% n/c 1 SEC ↗
14 D. E. Shaw & Co. ✦ 19.08K -4.4% $564,329 0.0% ▼ Trim 7 SEC ↗
15 Wealth Enhancement Advisory… 15.91K n/a $501,036 0.0% n/c 1 SEC ↗
16 Creative Planning 15.87K n/a $469,383 0.0% n/c 1 SEC ↗
17 Morgan Stanley ✦ 14.85K -25.1% $439,226 0.0% ▼ Trim 2 SEC ↗ ×3
18 Stifel Financial Corp 14.57K n/a $431,167 0.0% n/c 1 SEC ↗
19 Citadel Advisors ✦ 13.95K -50.0% $412,626 0.0% ▼ Trim 7 SEC ↗
20 Hrt Financial Lp 13.88K n/a $410,000 0.0% n/c 1 SEC ↗
21 Pnc Financial Services Group, Inc. 9.92K n/a $293,581 0.0% n/c 1 SEC ↗ ×4
22 Wealthfront Advisers LLC 9.75K n/a $288,407 0.0% n/c 1 SEC ↗
23 Cwm, Llc 8.45K n/a $250,000 0.0% n/c 1 SEC ↗
24 Mml Investors Services, Llc 7.79K n/a $230,516 0.0% n/c 1 SEC ↗
25 Jones Financial Companies Lllp 7.63K n/a $225,846 0.0% n/c 1 SEC ↗
26 Ameriprise Financial Inc 7.44K n/a $220,225 0.0% n/c 1 SEC ↗
27 HighTower Advisors, LLC 6.99K n/a $206,788 0.0% n/c 1 SEC ↗
28 AQR Capital Management ✦ 6.79K New $200,752 0.0% New 1 SEC ↗
29 TD Waterhouse Canada Inc. 5.84K n/a $172,428 0.0% n/c 1 SEC ↗
30 UBS Group AG 3.41K n/a $100,848 0.0% n/c 1 SEC ↗ ×2
31 Barclays Plc 3.00K n/a $88,750 0.0% n/c 1 SEC ↗
32 Fidelity (FMR) ✦ 2.73K +42.5% $80,752 0.0% ▲ Add 3 SEC ↗
33 Bank Of Montreal /Can/ 1.74K n/a $51,533 0.0% n/c 1 SEC ↗ ×4
34 Rockefeller Capital Management L.P. 879 n/a $26,031 0.0% n/c 1 SEC ↗
35 JPMorgan Chase ✦ 398 -45.0% $11,774 0.0% ▼ Trim 2 SEC ↗
36 Qube Research & Technologies Ltd 243 n/a $7,189 0.0% n/c 1 SEC ↗
37 Us Bancorp \De\ 177 n/a $5,236 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 $200,752 0.0%

Exited

No tracked exits this quarter.

Full-market context: across ALL 13F filers (SEC structured data, Q1 2026): 131 holders, 2.43M shares, $67.63M 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