Security record · archived quarter
EVT
name pending profile ingest
32Tracked holders
0Δ holders
7.18MShares held
$180.80MReported value
+0New positions
−0Exits
Momentum inputs (comparable managers): holder breadth 0.0% · share flow +0.1% · 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 | 1.00M | — | $25.25M | 0.0% | n/c | 1 | SEC ↗ ×3 |
| 2 | Morgan Stanley ✦ | 946.95K | +0.7% | $23.84M | 0.0% | ▲ Add | 2 | SEC ↗ ×3 |
| 3 | Bank Of America Corp /De/ | 916.38K | — | $23.07M | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 4 | UBS Group AG | 838.70K | — | $21.12M | 0.0% | n/c | 1 | SEC ↗ |
| 5 | Wells Fargo & Company/Mn | 716.78K | — | $18.05M | 0.0% | n/c | 1 | SEC ↗ ×3 |
| 6 | LPL Financial LLC | 505.97K | — | $12.74M | 0.0% | n/c | 1 | SEC ↗ |
| 7 | Ameriprise Financial Inc | 360.62K | — | $9.08M | 0.0% | n/c | 1 | SEC ↗ |
| 8 | Osaic Holdings, Inc. | 268.99K | — | $6.77M | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 9 | Royal Bank Of Canada | 223.58K | — | $5.63M | 0.0% | n/c | 1 | SEC ↗ |
| 10 | Rockefeller Capital Management L.P. | 206.09K | — | $5.19M | 0.0% | n/c | 1 | SEC ↗ |
| 11 | Wealth Enhancement Advisory… | 193.50K | — | $4.97M | 0.0% | n/c | 1 | SEC ↗ |
| 12 | Cetera Investment Advisers | 150.65K | — | $3.79M | 0.0% | n/c | 1 | SEC ↗ |
| 13 | First Trust Advisors Lp | 145.88K | — | $3.67M | 0.0% | n/c | 1 | SEC ↗ |
| 14 | Commonwealth Equity Services, Llc | 119.56K | — | $3.01M | 0.0% | n/c | 1 | SEC ↗ |
| 15 | Two Sigma Investments ✦ | 109.57K | 0.0% | $2.76M | 0.0% | Held | 3 | SEC ↗ |
| 16 | HighTower Advisors, LLC | 55.29K | — | $1.39M | 0.0% | n/c | 1 | SEC ↗ |
| 17 | Corient Private Wealth LP | 53.67K | — | $1.35M | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 18 | Stifel Financial Corp | 51.78K | — | $1.30M | 0.0% | n/c | 1 | SEC ↗ ×3 |
| 19 | Mml Investors Services, Llc | 47.47K | — | $1.20M | 0.0% | n/c | 1 | SEC ↗ |
| 20 | Mariner, LLC | 44.56K | — | $1.12M | 0.0% | n/c | 1 | SEC ↗ |
| 21 | Allspring Global Investments… | 41.55K | — | $1.05M | 0.0% | n/c | 1 | SEC ↗ |
| 22 | Creative Planning | 26.50K | — | $667,238 | 0.0% | n/c | 1 | SEC ↗ |
| 23 | Baird Financial Group, Inc. | 26.09K | — | $656,820 | 0.0% | n/c | 1 | SEC ↗ |
| 24 | AQR Capital Management ✦ | 22.50K | 0.0% | $566,676 | 0.0% | Held | 3 | SEC ↗ |
| 25 | Pnc Financial Services Group, Inc. | 19.73K | — | $496,926 | 0.0% | n/c | 1 | SEC ↗ ×3 |
| 26 | Focus Partners Wealth | 18.84K | — | $474,265 | 0.0% | n/c | 1 | SEC ↗ |
| 27 | Cerity Partners LLC | 13.87K | — | $349,342 | 0.0% | n/c | 1 | SEC ↗ |
| 28 | Jane Street Group, Llc | 13.51K | — | $340,257 | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 29 | Envestnet Asset Management Inc | 12.82K | — | $322,861 | 0.0% | n/c | 1 | SEC ↗ |
| 30 | Cwm, Llc | 11.91K | — | $300,000 | 0.0% | n/c | 1 | SEC ↗ |
| 31 | Kayne Anderson Rudnick Investment… | 10.00K | — | $251,800 | 0.0% | n/c | 1 | SEC ↗ |
| 32 | Assetmark, Inc | 168 | — | $4,230 | 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): 144 holders, 13.78M shares, $334.80M 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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