EOT
name pending profile ingest
Momentum inputs (comparable managers):
holder breadth +5.6% ·
share flow +1.2% ·
net new positions +5.3%
· formula
Broad accumulation: rising shares across more holders
All ownership figures: tracked 13F managers only, common-stock positions, reporting period Q4 2025
| # | Manager | Shares | Δ shares | Value | Their weight | Held | ||
|---|---|---|---|---|---|---|---|---|
| 1 | Raymond James Financial Inc | 383.58K | n/a | $6.49M | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 2 | Jones Financial Companies Lllp | 333.75K | n/a | $5.64M | 0.0% | n/c | 1 | SEC ↗ |
| 3 | UBS Group AG | 185.12K | n/a | $3.13M | 0.0% | n/c | 1 | SEC ↗ |
| 4 | Morgan Stanley ✦ | 119.40K | +3.3% | $2.02M | 0.0% | ▲ Add | 2 | SEC ↗ ×3 |
| 5 | LPL Financial LLC | 90.74K | n/a | $1.53M | 0.0% | n/c | 1 | SEC ↗ |
| 6 | Royal Bank Of Canada | 89.80K | n/a | $1.52M | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 7 | Bank Of America Corp /De/ | 76.95K | n/a | $1.30M | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 8 | Invesco Ltd. | 61.07K | n/a | $1.03M | 0.0% | n/c | 1 | SEC ↗ |
| 9 | Allspring Global Investments… | 56.12K | n/a | $948,972 | 0.0% | n/c | 1 | SEC ↗ |
| 10 | Wells Fargo & Company/Mn | 39.90K | n/a | $674,697 | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 11 | Ameriprise Financial Inc | 27.80K | n/a | $470,052 | 0.0% | n/c | 1 | SEC ↗ |
| 12 | Commonwealth Equity Services, Llc | 26.53K | n/a | $448,590 | 0.0% | n/c | 1 | SEC ↗ |
| 13 | Baird Financial Group, Inc. | 22.16K | n/a | $374,692 | 0.0% | n/c | 1 | SEC ↗ |
| 14 | HighTower Advisors, LLC | 15.94K | n/a | $269,545 | 0.0% | n/c | 1 | SEC ↗ |
| 15 | Citadel Advisors ✦ | 15.42K | New | $260,803 | 0.0% | New | 1 | SEC ↗ |
| 16 | Creative Planning | 11.38K | n/a | $192,470 | 0.0% | n/c | 1 | SEC ↗ |
| 17 | Balyasny Asset Management L.P. | 10.93K | n/a | $184,742 | 0.0% | n/c | 1 | SEC ↗ |
| 18 | Rockefeller Capital Management L.P. | 4.91K | n/a | $83,062 | 0.0% | n/c | 1 | SEC ↗ |
| 19 | Osaic Holdings, Inc. | 2.00K | n/a | $33,909 | 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
| Citadel Advisors | $260,803 | 0.0% |
Exited
| No tracked exits this quarter. |
Full-market context: across ALL 13F filers (SEC structured data, Q1 2026): 47 holders, 3.54M shares, $57.96M 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.