Security record · archived quarter
DWAS
name pending profile ingest
39Tracked holders
0Δ holders
6.07MShares held
$593.88MReported value
+0New positions
−0Exits
Momentum inputs (comparable managers): holder breadth 0.0% · share flow +1.4% · 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 | 40 | -2 | 1.92M | $242.55M | +1 | −3 |
| Q1 2026 | 43 | +4 | 1.95M | $193.41M | +5 | −1 |
| Q4 2025 | 39 | 0 | 6.07M | $593.88M | — | — |
| Q3 2025 | 7 | -1 | 458.55K | $42.26M | — | −1 |
| Q2 2025 | 5 | +1 | 23.77K | $2.02M | +1 | — |
| Q1 2025 | 2 | +2 | 16.31K | $1.27M | +2 | — |
Who holds it · Q4 2025
| # | Manager | Shares | Δ shares | Value | Their weight | Held | ||
|---|---|---|---|---|---|---|---|---|
| 1 | Wealth Enhancement Advisory… | 4.52M | — | $443.62M | 0.6% | n/c | 1 | SEC ↗ |
| 2 | Morgan Stanley ✦ | 326.94K | +4.6% | $31.64M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 3 | Morgan Stanley ✦ | 326.94K | +4.6% | $31.64M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 4 | Morgan Stanley ✦ | 326.94K | +4.6% | $31.64M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 5 | Goldman Sachs Group ✦ | 192.94K | +53.3% | $18.67M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 6 | Royal Bank Of Canada | 133.78K | — | $12.95M | 0.0% | n/c | 1 | SEC ↗ |
| 7 | Royal Bank Of Canada | 133.78K | — | $12.95M | 0.0% | n/c | 1 | SEC ↗ |
| 8 | Royal Bank Of Canada | 133.78K | — | $12.95M | 0.0% | n/c | 1 | SEC ↗ |
| 9 | LPL Financial LLC | 129.09K | — | $12.49M | 0.0% | n/c | 1 | SEC ↗ |
| 10 | Wells Fargo & Company/Mn | 127.36K | — | $12.32M | 0.0% | n/c | 1 | SEC ↗ |
| 11 | Wells Fargo & Company/Mn | 127.36K | — | $12.32M | 0.0% | n/c | 1 | SEC ↗ |
| 12 | Bank Of America Corp /De/ | 111.97K | — | $10.83M | 0.0% | n/c | 1 | SEC ↗ |
| 13 | Bank Of America Corp /De/ | 111.97K | — | $10.83M | 0.0% | n/c | 1 | SEC ↗ |
| 14 | Stifel Financial Corp | 111.64K | — | $10.80M | 0.0% | n/c | 1 | SEC ↗ |
| 15 | Bnp Paribas Financial Markets | 100.00K | — | $9.68M | 0.0% | n/c | 1 | SEC ↗ |
| 16 | UBS Group AG | 83.51K | — | $8.08M | 0.0% | n/c | 1 | SEC ↗ |
| 17 | UBS Group AG | 83.51K | — | $8.08M | 0.0% | n/c | 1 | SEC ↗ |
| 18 | UBS Group AG | 83.51K | — | $8.08M | 0.0% | n/c | 1 | SEC ↗ |
| 19 | Raymond James Financial Inc | 67.68K | — | $6.55M | 0.0% | n/c | 1 | SEC ↗ |
| 20 | Raymond James Financial Inc | 67.68K | — | $6.55M | 0.0% | n/c | 1 | SEC ↗ |
| 21 | Baird Financial Group, Inc. | 31.26K | — | $3.03M | 0.0% | n/c | 1 | SEC ↗ |
| 22 | Cetera Investment Advisers | 18.40K | — | $1.78M | 0.0% | n/c | 1 | SEC ↗ |
| 23 | Commonwealth Equity Services, Llc | 15.37K | — | $1.49M | 0.0% | n/c | 1 | SEC ↗ |
| 24 | Northwestern Mutual Wealth… | 14.61K | — | $1.41M | 0.0% | n/c | 1 | SEC ↗ |
| 25 | Mml Investors Services, Llc | 11.66K | — | $1.13M | 0.0% | n/c | 1 | SEC ↗ |
| 26 | Quantinno Capital Management LP | 9.09K | — | $879,692 | 0.0% | n/c | 1 | SEC ↗ |
| 27 | Envestnet Asset Management Inc | 7.59K | — | $734,035 | 0.0% | n/c | 1 | SEC ↗ |
| 28 | AQR Capital Management ✦ | 7.44K | +21.8% | $719,995 | 0.0% | ▲ Add | 4 | SEC ↗ |
| 29 | JPMorgan Chase ✦ | 7.18K | +68.7% | $694,781 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 30 | JPMorgan Chase ✦ | 7.18K | +68.7% | $694,781 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 31 | Osaic Holdings, Inc. | 6.82K | — | $659,768 | 0.0% | n/c | 1 | SEC ↗ |
| 32 | Osaic Holdings, Inc. | 6.82K | — | $659,768 | 0.0% | n/c | 1 | SEC ↗ |
| 33 | Cwm, Llc | 5.75K | — | $556,000 | 0.0% | n/c | 1 | SEC ↗ |
| 34 | Citadel Advisors ✦ | 4.39K | -12.0% | $424,411 | 0.0% | ▼ Trim | 4 | SEC ↗ |
| 35 | Creative Planning | 3.86K | — | $373,803 | 0.0% | n/c | 1 | SEC ↗ |
| 36 | Focus Partners Wealth | 3.52K | — | $340,245 | 0.0% | n/c | 1 | SEC ↗ |
| 37 | Ameriprise Financial Inc | 3.21K | — | $310,229 | 0.0% | n/c | 1 | SEC ↗ |
| 38 | Mercer Global Advisors Inc /Adv | 3.11K | — | $301,133 | 0.0% | n/c | 1 | SEC ↗ |
| 39 | BlackRock ✦ (passive) | 2.89K | -4.4% | $279,711 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 40 | Mariner, LLC | 2.69K | — | $260,015 | 0.0% | n/c | 1 | SEC ↗ |
| 41 | National Bank Of Canada /Fi/ | 2.55K | — | $246,662 | 0.0% | n/c | 1 | SEC ↗ |
| 42 | Cibc World Market Inc. | 2.50K | — | $241,538 | 0.0% | n/c | 1 | SEC ↗ |
| 43 | Fidelity (FMR) ✦ | 1.92K | +3.0% | $185,870 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 44 | Jones Financial Companies Lllp | 1.00K | — | $96,867 | 0.0% | n/c | 1 | SEC ↗ |
| 45 | Jones Financial Companies Lllp | 1.00K | — | $96,867 | 0.0% | n/c | 1 | SEC ↗ |
| 46 | Rockefeller Capital Management L.P. | 461 | — | $44,610 | 0.0% | n/c | 1 | SEC ↗ |
| 47 | Assetmark, Inc | 375 | — | $36,287 | 0.0% | n/c | 1 | SEC ↗ |
| 48 | Russell Investments Group, Ltd. | 96 | — | $9,289 | 0.0% | n/c | 1 | SEC ↗ |
| 49 | Citigroup Inc | 66 | — | $6,386 | 0.0% | n/c | 1 | SEC ↗ |
| 50 | Pnc Financial Services Group, Inc. | 50 | — | $4,838 | 0.0% | n/c | 1 | SEC ↗ |
| 51 | Qube Research & Technologies Ltd | 2 | — | $194 | 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): 100 holders, 2.46M shares, $237.44M 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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