Security record · archived quarter
EFAX
name pending profile ingest
26Tracked holders
0Δ holders
1.29MShares held
$65.31MReported value
+0New positions
−0Exits
Momentum inputs (comparable managers): holder breadth 0.0% · share flow +1.3% · net new positions 0.0% · formula
All ownership figures: tracked 13F managers only, common-stock positions, reporting period Q4 2025
Ownership over time
Who holds it · Q4 2025
| # | Manager | Shares | Δ shares | Value | Their weight | Held | ||
|---|---|---|---|---|---|---|---|---|
| 1 | Bank Of America Corp /De/ | 279.55K | n/a | $14.11M | 0.0% | n/c | 1 | SEC ↗ ×4 |
| 2 | Rockefeller Capital Management L.P. | 166.46K | n/a | $8.40M | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 3 | Sei Investments Co | 123.39K | n/a | $6.23M | 0.0% | n/c | 1 | SEC ↗ |
| 4 | Cerity Partners LLC | 120.64K | n/a | $6.09M | 0.0% | n/c | 1 | SEC ↗ |
| 5 | LPL Financial LLC | 119.80K | n/a | $6.05M | 0.0% | n/c | 1 | SEC ↗ |
| 6 | Susquehanna International Group, Llp | 116.69K | n/a | $5.89M | 0.0% | n/c | 1 | SEC ↗ |
| 7 | Royal Bank Of Canada | 72.41K | n/a | $3.65M | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 8 | Citadel Advisors ✦ | 72.21K | +82.0% | $3.64M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 9 | Mariner, LLC | 59.22K | n/a | $2.99M | 0.0% | n/c | 1 | SEC ↗ |
| 10 | UBS Group AG | 47.50K | n/a | $2.40M | 0.0% | n/c | 1 | SEC ↗ |
| 11 | Jane Street Group, Llc | 19.80K | n/a | $999,227 | 0.0% | n/c | 1 | SEC ↗ |
| 12 | JPMorgan Chase ✦ | 18.61K | -45.4% | $938,927 | 0.0% | ▼ Trim | 2 | SEC ↗ ×2 |
| 13 | HighTower Advisors, LLC | 15.13K | n/a | $763,551 | 0.0% | n/c | 1 | SEC ↗ |
| 14 | Osaic Holdings, Inc. | 13.08K | n/a | $660,442 | 0.0% | n/c | 1 | SEC ↗ |
| 15 | AQR Capital Management ✦ | 8.80K | 0.0% | $444,353 | 0.0% | Held | 2 | SEC ↗ |
| 16 | Envestnet Asset Management Inc | 8.37K | n/a | $422,415 | 0.0% | n/c | 1 | SEC ↗ |
| 17 | Pnc Financial Services Group, Inc. | 8.14K | n/a | $410,966 | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 18 | Commonwealth Equity Services, Llc | 7.32K | n/a | $369,310 | 0.0% | n/c | 1 | SEC ↗ |
| 19 | Creative Planning | 6.90K | n/a | $348,129 | 0.0% | n/c | 1 | SEC ↗ |
| 20 | Wealthfront Advisers LLC | 4.39K | n/a | $221,394 | 0.0% | n/c | 1 | SEC ↗ |
| 21 | Morgan Stanley ✦ | 1.70K | -0.1% | $85,994 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 22 | Northwestern Mutual Wealth… | 1.67K | n/a | $84,154 | 0.0% | n/c | 1 | SEC ↗ |
| 23 | Fidelity (FMR) ✦ | 1.27K | +4.6% | $64,258 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 24 | TD Waterhouse Canada Inc. | 718 | n/a | $36,209 | 0.0% | n/c | 1 | SEC ↗ |
| 25 | National Bank Of Canada /Fi/ | 300 | n/a | $15,129 | 0.0% | n/c | 1 | SEC ↗ |
| 26 | Assetmark, Inc | 76 | n/a | $3,835 | 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): 88 holders, 4.96M shares, $173.62M 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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