★
Trade Filings
Managers Stocks Filings Superinvestors
Signals Institutional Buying Institutional Selling Insider Activity 13D & 13G Watch Sector Rotation
Tools Stock Screener Manager Screener Compare Managers Consensus Baskets All Research Tools Data API
Learn & AI Learn Ask the Data AI Agents
News ★ Saved
About About us Methodology Contact Disclaimer
Reader
DATA PLANS

Historical data downloads — coming with accounts.

API GATEWAY

Free read-only JSON access to the site's cached data.

Dark mode

Guided View
New to markets (prices, yields, YTD, market cap)? We explain every term as you browse, in plain English. Same data, with the help built in.

Expert View
You already know the market. Just the data: clean, fast and compact, with no extra explanations. This is the default view.

Interface language
Security record · archived quarter

ETW

name pending profile ingest

Q2 2026 Q1 2026 Q4 2025 Q3 2025 Q2 2025 Q1 2025 Q2 2024
38Tracked holders
0Δ holders
12.82MShares held
$118.19MReported value
+0New positions
−0Exits
Stable 4 quarters of rising tracked shares ●●●●○○ How these are computed → Explain this at the Research Desk →

Momentum inputs (comparable managers): holder breadth 0.0% · share flow -0.6% · net new positions 0.0% — formula

All ownership figures: tracked 13F managers only, common-stock positions, reporting period Q4 2025

Ownership over time
QuarterHoldersΔSharesReported valueNewExits
Q2 2026 37 0 13.05M $125.78M +3 −4
Q1 2026 39 0 12.91M $113.34M +3 −3
Q4 2025 38 0 12.82M $118.19M — —
Q3 2025 4 -1 2.19M $19.79M — −1
Q2 2025 3 +2 318.77K $2.76M +2 —
Q1 2025 1 +1 93.19K $768,834 +1 —
Q2 2024 1 — 37.62K $311,093 — —
Holder count
Who holds it · Q4 2025
#ManagerSharesΔ sharesValueTheir weightHeld
1 Bank Of America Corp /De/ 2.21M — $20.34M 0.0% n/c 1 SEC ↗ ×2
2 Morgan Stanley ✦ 1.93M +2.9% $17.83M 0.0% ▲ Add 2 SEC ↗ ×3
3 Raymond James Financial Inc 1.60M — $14.71M 0.0% n/c 1 SEC ↗ ×2
4 Invesco Ltd. 1.59M — $14.66M 0.0% n/c 1 SEC ↗ ×2
5 Royal Bank Of Canada 950.73K — $8.77M 0.0% n/c 1 SEC ↗ ×3
6 LPL Financial LLC 789.36K — $7.28M 0.0% n/c 1 SEC ↗
7 UBS Group AG 478.29K — $4.41M 0.0% n/c 1 SEC ↗ ×3
8 Ameriprise Financial Inc 465.48K — $4.29M 0.0% n/c 1 SEC ↗
9 Osaic Holdings, Inc. 407.89K — $3.76M 0.0% n/c 1 SEC ↗ ×2
10 Wells Fargo & Company/Mn 293.74K — $2.71M 0.0% n/c 1 SEC ↗ ×2
11 Rockefeller Capital Management L.P. 291.29K — $2.69M 0.0% n/c 1 SEC ↗
12 Franklin Resources Inc 260.85K — $2.41M 0.0% n/c 1 SEC ↗
13 Envestnet Asset Management Inc 260.34K — $2.40M 0.0% n/c 1 SEC ↗
14 Cetera Investment Advisers 150.29K — $1.39M 0.0% n/c 1 SEC ↗
15 Two Sigma Investments ✦ 146.82K -46.9% $1.35M 0.0% ▼ Trim 3 SEC ↗
16 Stifel Financial Corp 126.88K — $1.17M 0.0% n/c 1 SEC ↗
17 Jane Street Group, Llc 118.07K — $1.09M 0.0% n/c 1 SEC ↗ ×2
18 Wealth Enhancement Advisory… 85.98K — $802,202 0.0% n/c 1 SEC ↗
19 Commonwealth Equity Services, Llc 79.28K — $730,910 0.0% n/c 1 SEC ↗
20 Mercer Global Advisors Inc /Adv 74.20K — $684,141 0.0% n/c 1 SEC ↗
21 Pnc Financial Services Group, Inc. 56.59K — $521,714 0.0% n/c 1 SEC ↗ ×3
22 HighTower Advisors, LLC 55.67K — $513,298 0.0% n/c 1 SEC ↗
23 Lido Advisors, LLC 50.00K — $452,500 0.0% n/c 1 SEC ↗
24 Mml Investors Services, Llc 40.27K — $371,305 0.0% n/c 1 SEC ↗
25 Creative Planning 38.72K — $358,428 0.0% n/c 1 SEC ↗
26 Citigroup Inc 37.67K — $347,301 0.0% n/c 1 SEC ↗
27 Northwestern Mutual Wealth… 32.32K — $298,009 0.0% n/c 1 SEC ↗
28 GAMCO Investors ✦ 30.96K 0.0% $285,483 0.0% Held 3 SEC ↗
29 Mariner, LLC 27.25K — $251,233 0.0% n/c 1 SEC ↗
30 Corient Private Wealth LP 25.62K — $236,716 0.0% n/c 1 SEC ↗ ×2
31 Susquehanna International Group, Llp 22.57K — $208,049 0.0% n/c 1 SEC ↗
32 Truist Financial Corp 21.71K — $200,183 0.0% n/c 1 SEC ↗ ×2
33 Cerity Partners LLC 19.45K — $179,329 0.0% n/c 1 SEC ↗
34 Allspring Global Investments… 17.28K — $159,358 0.0% n/c 1 SEC ↗
35 Hrt Financial Lp 16.80K — $154,000 0.0% n/c 1 SEC ↗
36 Focus Partners Wealth 16.35K — $150,739 0.0% n/c 1 SEC ↗
37 Cwm, Llc 4.95K — $46,000 0.0% n/c 1 SEC ↗
38 JPMorgan Chase ✦ 220 -50.0% $2,028 0.0% ▼ Trim 2 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): 169 holders, 26.27M shares, $224.94M 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 · Get this via the API