Security record · archived quarter
ERC
name pending profile ingest
19Tracked holders
0Δ holders
3.74MShares held
$34.76MReported 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
| Quarter | Holders | Δ | Shares | Reported value | New | Exits |
|---|---|---|---|---|---|---|
| Q2 2026 | 19 | -3 | 3.72M | $34.28M | +1 | −4 |
| Q1 2026 | 22 | +3 | 3.67M | $33.03M | +4 | −1 |
| Q4 2025 | 19 | 0 | 3.74M | $34.76M | — | — |
| Q3 2025 | 1 | — | 588.79K | $5.64M | — | — |
| Q4 2024 | 1 | +1 | 11.62K | $106,769 | +1 | — |
Who holds it · Q4 2025
| # | Manager | Shares | Δ shares | Value | Their weight | Held | ||
|---|---|---|---|---|---|---|---|---|
| 1 | Raymond James Financial Inc | 820.33K | — | $7.63M | 0.0% | n/c | 1 | SEC ↗ |
| 2 | Raymond James Financial Inc | 820.33K | — | $7.63M | 0.0% | n/c | 1 | SEC ↗ |
| 3 | Royal Bank Of Canada | 795.45K | — | $7.40M | 0.0% | n/c | 1 | SEC ↗ |
| 4 | Royal Bank Of Canada | 795.45K | — | $7.40M | 0.0% | n/c | 1 | SEC ↗ |
| 5 | Royal Bank Of Canada | 795.45K | — | $7.40M | 0.0% | n/c | 1 | SEC ↗ |
| 6 | Morgan Stanley ✦ | 579.58K | -1.6% | $5.39M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 7 | Morgan Stanley ✦ | 579.58K | -1.6% | $5.39M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 8 | Morgan Stanley ✦ | 579.58K | -1.6% | $5.39M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 9 | Morgan Stanley ✦ | 579.58K | -1.6% | $5.39M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 10 | Invesco Ltd. | 545.51K | — | $5.07M | 0.0% | n/c | 1 | SEC ↗ |
| 11 | Invesco Ltd. | 545.51K | — | $5.07M | 0.0% | n/c | 1 | SEC ↗ |
| 12 | Ameriprise Financial Inc | 264.14K | — | $2.46M | 0.0% | n/c | 1 | SEC ↗ |
| 13 | Northwestern Mutual Wealth… | 131.58K | — | $1.22M | 0.0% | n/c | 1 | SEC ↗ |
| 14 | LPL Financial LLC | 125.64K | — | $1.17M | 0.0% | n/c | 1 | SEC ↗ |
| 15 | UBS Group AG | 106.55K | — | $990,887 | 0.0% | n/c | 1 | SEC ↗ |
| 16 | UBS Group AG | 106.55K | — | $990,887 | 0.0% | n/c | 1 | SEC ↗ |
| 17 | Osaic Holdings, Inc. | 79.84K | — | $742,678 | 0.0% | n/c | 1 | SEC ↗ |
| 18 | Osaic Holdings, Inc. | 79.84K | — | $742,678 | 0.0% | n/c | 1 | SEC ↗ |
| 19 | Bank Of America Corp /De/ | 69.70K | — | $648,173 | 0.0% | n/c | 1 | SEC ↗ |
| 20 | Bank Of America Corp /De/ | 69.70K | — | $648,173 | 0.0% | n/c | 1 | SEC ↗ |
| 21 | Stifel Financial Corp | 62.00K | — | $576,594 | 0.0% | n/c | 1 | SEC ↗ |
| 22 | Susquehanna International Group, Llp | 46.83K | — | $435,538 | 0.0% | n/c | 1 | SEC ↗ |
| 23 | Envestnet Asset Management Inc | 30.85K | — | $286,865 | 0.0% | n/c | 1 | SEC ↗ |
| 24 | Wealth Enhancement Advisory… | 23.47K | — | $219,886 | 0.0% | n/c | 1 | SEC ↗ |
| 25 | Cetera Investment Advisers | 22.76K | — | $211,656 | 0.0% | n/c | 1 | SEC ↗ |
| 26 | Mariner, LLC | 22.19K | — | $206,356 | 0.0% | n/c | 1 | SEC ↗ |
| 27 | Commonwealth Equity Services, Llc | 10.89K | — | $101,320 | 0.0% | n/c | 1 | SEC ↗ |
| 28 | Pnc Financial Services Group, Inc. | 602 | — | $5,595 | 0.0% | n/c | 1 | SEC ↗ |
| 29 | Wells Fargo & Company/Mn | 1 | — | $7 | 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): 72 holders, 9.88M shares, $60.98M 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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