Security record · archived quarter
EOD
name pending profile ingest
19Tracked holders
0Δ holders
5.09MShares held
$29.68MReported value
+0New positions
−0Exits
Momentum inputs (comparable managers): holder breadth 0.0% · share flow +0.2% · 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 | Raymond James Financial Inc | 1.35M | n/a | $7.86M | 0.0% | n/c | 1 | SEC ↗ ×3 |
| 2 | Invesco Ltd. | 822.20K | n/a | $4.79M | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 3 | Bank Of America Corp /De/ | 712.65K | n/a | $4.15M | 0.0% | n/c | 1 | SEC ↗ |
| 4 | LPL Financial LLC | 587.01K | n/a | $3.42M | 0.0% | n/c | 1 | SEC ↗ |
| 5 | Capstone Investment Advisors, Llc | 489.31K | n/a | $2.85M | 0.0% | n/c | 1 | SEC ↗ |
| 6 | Morgan Stanley ✦ | 344.63K | +3.5% | $2.01M | 0.0% | ▲ Add | 2 | SEC ↗ ×3 |
| 7 | UBS Group AG | 315.30K | n/a | $1.84M | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 8 | Osaic Holdings, Inc. | 208.51K | n/a | $1.22M | 0.0% | n/c | 1 | SEC ↗ |
| 9 | Envestnet Asset Management Inc | 81.59K | n/a | $475,669 | 0.0% | n/c | 1 | SEC ↗ |
| 10 | Cetera Investment Advisers | 73.81K | n/a | $430,323 | 0.0% | n/c | 1 | SEC ↗ |
| 11 | Pnc Financial Services Group, Inc. | 23.55K | n/a | $137,296 | 0.0% | n/c | 1 | SEC ↗ ×3 |
| 12 | Commonwealth Equity Services, Llc | 21.28K | n/a | $124,070 | 0.0% | n/c | 1 | SEC ↗ |
| 13 | Jane Street Group, Llc | 21.08K | n/a | $122,903 | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 14 | Stifel Financial Corp | 16.45K | n/a | $95,904 | 0.0% | n/c | 1 | SEC ↗ |
| 15 | Wealth Enhancement Advisory… | 14.20K | n/a | $84,348 | 0.0% | n/c | 1 | SEC ↗ |
| 16 | Captrust Financial Advisors | 10.00K | n/a | $58,300 | 0.0% | n/c | 1 | SEC ↗ |
| 17 | Cwm, Llc | 750 | n/a | $4,000 | 0.0% | n/c | 1 | SEC ↗ |
| 18 | Royal Bank Of Canada | 722 | n/a | $4,000 | 0.0% | n/c | 1 | SEC ↗ |
| 19 | Wells Fargo & Company/Mn | 0 | n/a | $2 | 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): 65 holders, 13.63M shares, $77.99M 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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