Trade Filings
Managers Stocks Filings Superinvestors
Signals Institutional Buying Institutional Selling Insider Activity 13D & 13G Watch Sector Rotation
Tools Stock Screener Manager Screener Compare Managers Consensus Baskets All Research Tools Data API
Learn & AI Learn Ask the Data AI Agents
News ★ Saved
About About us Methodology Contact Disclaimer
Reader
DATA PLANS

Historical data downloads — coming with accounts.

API GATEWAY

Free read-only JSON access to the site's cached data.

Dark mode

🧭 Guided View
New to markets — prices, yields, YTD, market cap? We explain every term as you browse, in plain English. Same data, with the help built in.

⚡ Expert View
You already know the market. Just the data — clean, fast and compact, with no extra explanations. This is the default view.

Interface language
Security record · archived quarter

DSL

name pending profile ingest

Q2 2026 Q1 2026 Q4 2025 Q3 2025 Q2 2025 Q1 2025 Q4 2024 Q3 2024
34Tracked holders
0Δ holders
13.06MShares held
$147.17MReported value
+0New positions
−0Exits
Stable 3 quarters of rising tracked shares ●●●○○○ How these are computed → Explain this at the Research Desk →

Momentum inputs (comparable managers): holder breadth 0.0% · share flow -2.9% · net new positions 0.0%formula

All ownership figures: tracked 13F managers only, common-stock positions, reporting period Q4 2025

Ownership over time
QuarterHoldersΔSharesReported valueNewExits
Q2 2026 30 -1 13.66M $151.12M +2 −3
Q1 2026 32 -2 13.50M $146.21M +2 −4
Q4 2025 34 0 13.06M $147.17M
Q3 2025 1 -1 3.11M $38.22M −1
Q2 2025 1 0 15.84K $193,869
Q1 2025 1 0 3.92K $49,469
Q4 2024 1 -2 227.73K $2.86M −2
Q3 2024 3 +2 47.68K $618,939 +2
Q2 2024 1 9.69K $121,269
Holder count
Who holds it · Q4 2025
#ManagerSharesΔ sharesValueTheir weightHeld
1 Morgan Stanley 2.72M -12.7% $30.63M 0.0% ▼ Trim 2 SEC ↗
2 Morgan Stanley 2.72M -12.7% $30.63M 0.0% ▼ Trim 2 SEC ↗
3 Morgan Stanley 2.72M -12.7% $30.63M 0.0% ▼ Trim 2 SEC ↗
4 Wells Fargo & Company/Mn 2.35M $26.52M 0.0% n/c 1 SEC ↗
5 Wells Fargo & Company/Mn 2.35M $26.52M 0.0% n/c 1 SEC ↗
6 Invesco Ltd. 1.11M $12.48M 0.0% n/c 1 SEC ↗
7 UBS Group AG 1.04M $11.77M 0.0% n/c 1 SEC ↗
8 UBS Group AG 1.04M $11.77M 0.0% n/c 1 SEC ↗
9 Ameriprise Financial Inc 884.79K $9.97M 0.0% n/c 1 SEC ↗
10 Ameriprise Financial Inc 884.79K $9.97M 0.0% n/c 1 SEC ↗
11 Royal Bank Of Canada 774.09K $8.72M 0.0% n/c 1 SEC ↗
12 Royal Bank Of Canada 774.09K $8.72M 0.0% n/c 1 SEC ↗
13 Royal Bank Of Canada 774.09K $8.72M 0.0% n/c 1 SEC ↗
14 Raymond James Financial Inc 618.99K $6.98M 0.0% n/c 1 SEC ↗
15 Raymond James Financial Inc 618.99K $6.98M 0.0% n/c 1 SEC ↗
16 LPL Financial LLC 570.40K $6.43M 0.0% n/c 1 SEC ↗
17 Bank Of America Corp /De/ 453.99K $5.12M 0.0% n/c 1 SEC ↗
18 HighTower Advisors, LLC 433.90K $4.89M 0.0% n/c 1 SEC ↗
19 Balyasny Asset Management L.P. 416.58K $4.69M 0.0% n/c 1 SEC ↗
20 Stifel Financial Corp 391.10K $4.41M 0.0% n/c 1 SEC ↗
21 Stifel Financial Corp 391.10K $4.41M 0.0% n/c 1 SEC ↗
22 Cetera Investment Advisers 248.27K $2.80M 0.0% n/c 1 SEC ↗
23 Jane Street Group, Llc 231.59K $2.61M 0.0% n/c 1 SEC ↗
24 Osaic Holdings, Inc. 136.82K $1.54M 0.0% n/c 1 SEC ↗
25 Osaic Holdings, Inc. 136.82K $1.54M 0.0% n/c 1 SEC ↗
26 National Bank Of Canada /Fi/ 93.46K $1.05M 0.0% n/c 1 SEC ↗
27 First Trust Advisors Lp 86.90K $979,372 0.0% n/c 1 SEC ↗
28 Susquehanna International Group, Llp 74.81K $843,154 0.0% n/c 1 SEC ↗
29 Wealth Enhancement Advisory… 59.37K $670,819 0.0% n/c 1 SEC ↗
30 Rockefeller Capital Management L.P. 57.06K $643,105 0.0% n/c 1 SEC ↗
31 Baird Financial Group, Inc. 56.46K $636,281 0.0% n/c 1 SEC ↗
32 Cerity Partners LLC 51.40K $579,278 0.0% n/c 1 SEC ↗
33 Envestnet Asset Management Inc 32.48K $366,069 0.0% n/c 1 SEC ↗
34 Commonwealth Equity Services, Llc 31.29K $352,600 0.0% n/c 1 SEC ↗
35 Mariner, LLC 31.27K $352,431 0.0% n/c 1 SEC ↗
36 Mercer Global Advisors Inc /Adv 28.42K $320,339 0.0% n/c 1 SEC ↗
37 Nomura Holdings Inc 22.19K $250,047 0.0% n/c 1 SEC ↗
38 Mml Investors Services, Llc 12.55K $141,397 0.0% n/c 1 SEC ↗
39 Captrust Financial Advisors 11.18K $126,020 0.0% n/c 1 SEC ↗
40 Hrt Financial Lp 11.03K $124,000 0.0% n/c 1 SEC ↗
41 Cwm, Llc 6.28K $71,000 0.0% n/c 1 SEC ↗
42 Pnc Financial Services Group, Inc. 5.34K $60,238 0.0% n/c 1 SEC ↗
43 Pnc Financial Services Group, Inc. 5.34K $60,238 0.0% n/c 1 SEC ↗
44 Simplex Trading, Llc 3.12K $35,173 0.0% n/c 1 SEC ↗
45 Jones Financial Companies Lllp 848 $9,557 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): 176 holders, 28.08M shares, $263.02M 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