ECAT
name pending profile ingest
Momentum inputs (comparable managers): holder breadth 0.0% · share flow -1.5% · net new positions 0.0% — formula
All ownership figures: tracked 13F managers only, common-stock positions, reporting period Q4 2025
| Quarter | Holders | Δ | Shares | Reported value | New | Exits |
|---|---|---|---|---|---|---|
| Q2 2026 | 24 | -2 | 9.39M | $147.68M | — | −2 |
| Q1 2026 | 27 | 0 | 9.01M | $122.33M | +3 | −3 |
| Q4 2025 | 27 | 0 | 8.86M | $136.31M | — | — |
| Q3 2025 | 3 | -1 | 3.63M | $59.58M | — | −1 |
| Q2 2025 | 3 | 0 | 1.32M | $21.28M | — | — |
| Q1 2025 | 2 | 0 | 105.65K | $1.67M | — | — |
| Q4 2024 | 2 | 0 | 105.65K | $1.73M | — | — |
| Q3 2024 | 2 | 0 | 140.57K | $2.49M | — | — |
| Q2 2024 | 2 | — | 221.24K | $3.88M | — | — |
| # | Manager | Shares | Δ shares | Value | Their weight | Held | ||
|---|---|---|---|---|---|---|---|---|
| 1 | Morgan Stanley ✦ | 2.17M | -6.5% | $33.33M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 2 | Morgan Stanley ✦ | 2.17M | -6.5% | $33.33M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 3 | Morgan Stanley ✦ | 2.17M | -6.5% | $33.33M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 4 | Morgan Stanley ✦ | 2.17M | -6.5% | $33.33M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 5 | Morgan Stanley ✦ | 2.17M | -6.5% | $33.33M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 6 | BlackRock ✦ (passive) | 1.23M | 0.0% | $18.90M | 0.0% | Held | 3 | SEC ↗ |
| 7 | BlackRock ✦ (passive) | 1.23M | 0.0% | $18.90M | 0.0% | Held | 3 | SEC ↗ |
| 8 | Royal Bank Of Canada | 1.21M | — | $18.66M | 0.0% | n/c | 1 | SEC ↗ |
| 9 | Royal Bank Of Canada | 1.21M | — | $18.66M | 0.0% | n/c | 1 | SEC ↗ |
| 10 | Invesco Ltd. | 1.04M | — | $16.02M | 0.0% | n/c | 1 | SEC ↗ |
| 11 | Invesco Ltd. | 1.04M | — | $16.02M | 0.0% | n/c | 1 | SEC ↗ |
| 12 | Bank Of America Corp /De/ | 781.91K | — | $12.03M | 0.0% | n/c | 1 | SEC ↗ |
| 13 | Bank Of America Corp /De/ | 781.91K | — | $12.03M | 0.0% | n/c | 1 | SEC ↗ |
| 14 | Bank Of America Corp /De/ | 781.91K | — | $12.03M | 0.0% | n/c | 1 | SEC ↗ |
| 15 | Wells Fargo & Company/Mn | 564.59K | — | $8.68M | 0.0% | n/c | 1 | SEC ↗ |
| 16 | Wells Fargo & Company/Mn | 564.59K | — | $8.68M | 0.0% | n/c | 1 | SEC ↗ |
| 17 | Ameriprise Financial Inc | 558.67K | — | $8.59M | 0.0% | n/c | 1 | SEC ↗ |
| 18 | Osaic Holdings, Inc. | 235.85K | — | $3.63M | 0.0% | n/c | 1 | SEC ↗ |
| 19 | Osaic Holdings, Inc. | 235.85K | — | $3.63M | 0.0% | n/c | 1 | SEC ↗ |
| 20 | LPL Financial LLC | 233.50K | — | $3.59M | 0.0% | n/c | 1 | SEC ↗ |
| 21 | UBS Group AG | 202.55K | — | $3.12M | 0.0% | n/c | 1 | SEC ↗ |
| 22 | UBS Group AG | 202.55K | — | $3.12M | 0.0% | n/c | 1 | SEC ↗ |
| 23 | UBS Group AG | 202.55K | — | $3.12M | 0.0% | n/c | 1 | SEC ↗ |
| 24 | Raymond James Financial Inc | 111.88K | — | $1.72M | 0.0% | n/c | 1 | SEC ↗ |
| 25 | Raymond James Financial Inc | 111.88K | — | $1.72M | 0.0% | n/c | 1 | SEC ↗ |
| 26 | D. E. Shaw & Co. ✦ | 98.45K | +14.6% | $1.51M | 0.0% | ▲ Add | 7 | SEC ↗ |
| 27 | Commonwealth Equity Services, Llc | 84.17K | — | $1.29M | 0.0% | n/c | 1 | SEC ↗ |
| 28 | Baird Financial Group, Inc. | 69.93K | — | $1.08M | 0.0% | n/c | 1 | SEC ↗ |
| 29 | Envestnet Asset Management Inc | 61.17K | — | $940,764 | 0.0% | n/c | 1 | SEC ↗ |
| 30 | Cetera Investment Advisers | 60.59K | — | $931,790 | 0.0% | n/c | 1 | SEC ↗ |
| 31 | Truist Financial Corp | 35.83K | — | $551,057 | 0.0% | n/c | 1 | SEC ↗ |
| 32 | Hrt Financial Lp | 24.72K | — | $380,000 | 0.0% | n/c | 1 | SEC ↗ |
| 33 | Us Bancorp \De\ | 24.01K | — | $369,289 | 0.0% | n/c | 1 | SEC ↗ |
| 34 | Focus Partners Wealth | 16.17K | — | $264,953 | 0.0% | n/c | 1 | SEC ↗ |
| 35 | Jane Street Group, Llc | 17.07K | — | $262,490 | 0.0% | n/c | 1 | SEC ↗ |
| 36 | Rockefeller Capital Management L.P. | 13.06K | — | $200,829 | 0.0% | n/c | 1 | SEC ↗ |
| 37 | Creative Planning | 13.05K | — | $200,773 | 0.0% | n/c | 1 | SEC ↗ |
| 38 | Pnc Financial Services Group, Inc. | 3.00K | — | $46,140 | 0.0% | n/c | 1 | SEC ↗ |
| 39 | Cwm, Llc | 628 | — | $10,000 | 0.0% | n/c | 1 | SEC ↗ |
| 40 | Assetmark, Inc | 427 | — | $6,567 | 0.0% | n/c | 1 | SEC ↗ |
| 41 | Jones Financial Companies Lllp | 3 | — | $46 | 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): 84 holders, 36.86M shares, $467.94M reported. This is a different, older period than the tracked-universe figures above and the two are never mixed.
What else this security's tracked holders most often hold — shared-ownership counts, not fundamental relationships.
Open-market purchases (P)
No open-market insider purchases in our coverage window.
Open-market sales (S)
10% owner · 66.50K sh · $1.02M
10% owner · 30.24K sh · $457,818
10% owner · 69.76K sh · $1.06M
10% owner · 104.31K sh · $1.59M
10% owner · 68.26K sh · $1.05M
10% owner · 45.05K sh · $698,726
10% owner · 190.53K sh · $3.01M
10% owner · 153.69K sh · $2.43M
10% owner · 120.38K sh · $1.91M
10% owner · 205.88K sh · $3.25M
Awards, exercises and tax withholding are never counted as buys or sales here. Methodology
14.8% of class · View original SEC filing ↗
15.9% of class · View original SEC filing ↗
17.0% of class · View original SEC filing ↗
18.0% of class · View original SEC filing ↗
19.1% of class · View original SEC filing ↗