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Security record · archived quarter

FDD

name pending profile ingest

Q2 2026 Q1 2026 Q4 2025 Q3 2025 Q2 2025 Q1 2025 Q4 2024 Q2 2024
32Tracked holders
0Δ holders
13.96MShares held
$244.21MReported value
+1New positions
−1Exits
Falling 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 -7.3% · 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 33 -2 15.87M $294.38M +1 −3
Q1 2026 36 +4 15.94M $283.65M +5 −1
Q4 2025 32 0 13.96M $244.21M +1 −1
Q3 2025 4 +1 4.47M $72.21M +1
Q2 2025 2 0 55.80K $867,205
Q1 2025 1 0 23.93K $324,676
Q4 2024 1 +1 7.25K $81,588 +1
Q2 2024 1 73.57K $861,447
Holder count
Who holds it · Q4 2025
#ManagerSharesΔ sharesValueTheir weightHeld
1 Morgan Stanley 3.35M +2.0% $58.65M 0.0% ▲ Add 2 SEC ↗
2 Morgan Stanley 3.35M +2.0% $58.65M 0.0% ▲ Add 2 SEC ↗
3 Wells Fargo & Company/Mn 2.22M $38.79M 0.0% n/c 1 SEC ↗
4 Wells Fargo & Company/Mn 2.22M $38.79M 0.0% n/c 1 SEC ↗
5 Raymond James Financial Inc 1.72M $30.04M 0.0% n/c 1 SEC ↗
6 Raymond James Financial Inc 1.72M $30.04M 0.0% n/c 1 SEC ↗
7 Raymond James Financial Inc 1.72M $30.04M 0.0% n/c 1 SEC ↗
8 UBS Group AG 1.41M $24.75M 0.0% n/c 1 SEC ↗
9 Ameriprise Financial Inc 1.14M $19.96M 0.0% n/c 1 SEC ↗
10 Ameriprise Financial Inc 1.14M $19.96M 0.0% n/c 1 SEC ↗
11 Ameriprise Financial Inc 1.14M $19.96M 0.0% n/c 1 SEC ↗
12 LPL Financial LLC 1.09M $19.15M 0.0% n/c 1 SEC ↗
13 Osaic Holdings, Inc. 884.98K $15.49M 0.0% n/c 1 SEC ↗
14 Osaic Holdings, Inc. 884.98K $15.49M 0.0% n/c 1 SEC ↗
15 Bank Of America Corp /De/ 439.49K $7.69M 0.0% n/c 1 SEC ↗
16 Bank Of America Corp /De/ 439.49K $7.69M 0.0% n/c 1 SEC ↗
17 Bank Of America Corp /De/ 439.49K $7.69M 0.0% n/c 1 SEC ↗
18 Envestnet Asset Management Inc 342.61K $6.00M 0.0% n/c 1 SEC ↗
19 Jones Financial Companies Lllp 178.21K $3.12M 0.0% n/c 1 SEC ↗
20 Royal Bank Of Canada 169.09K $2.96M 0.0% n/c 1 SEC ↗
21 Royal Bank Of Canada 169.09K $2.96M 0.0% n/c 1 SEC ↗
22 Royal Bank Of Canada 169.09K $2.96M 0.0% n/c 1 SEC ↗
23 Royal Bank Of Canada 169.09K $2.96M 0.0% n/c 1 SEC ↗
24 Truist Financial Corp 156.32K $2.74M 0.0% n/c 1 SEC ↗
25 Cetera Investment Advisers 145.68K $2.55M 0.0% n/c 1 SEC ↗
26 Jane Street Group, Llc 141.88K $2.48M 0.0% n/c 1 SEC ↗
27 Commonwealth Equity Services, Llc 118.63K $2.08M 0.0% n/c 1 SEC ↗
28 Mml Investors Services, Llc 91.08K $1.59M 0.0% n/c 1 SEC ↗
29 Rockefeller Capital Management L.P. 90.78K $1.59M 0.0% n/c 1 SEC ↗
30 Wealth Enhancement Advisory… 65.52K $1.17M 0.0% n/c 1 SEC ↗
31 Stifel Financial Corp 36.60K $640,596 0.0% n/c 1 SEC ↗
32 Focus Partners Wealth 32.65K $571,393 0.0% n/c 1 SEC ↗
33 Northwestern Mutual Wealth… 31.49K $551,058 0.0% n/c 1 SEC ↗
34 Baird Financial Group, Inc. 28.00K $490,070 0.0% n/c 1 SEC ↗
35 Quantinno Capital Management LP 16.00K $280,000 0.0% n/c 1 SEC ↗
36 Susquehanna International Group, Llp 12.50K $218,750 0.0% n/c 1 SEC ↗
37 D. E. Shaw & Co. 11.47K -8.0% $200,778 0.0% ▼ Trim 2 SEC ↗
38 JPMorgan Chase 10.00K New $175,000 0.0% New 1 SEC ↗
39 National Bank Of Canada /Fi/ 5.00K $87,400 0.0% n/c 1 SEC ↗
40 Fidelity (FMR) 4.21K +1.0% $73,614 0.0% ▲ Add 3 SEC ↗
41 Pnc Financial Services Group, Inc. 3.65K $63,875 0.0% n/c 1 SEC ↗
42 Pnc Financial Services Group, Inc. 3.65K $63,875 0.0% n/c 1 SEC ↗
43 Blair William & Co/Il 3.00K $52,500 0.0% n/c 1 SEC ↗
44 Assetmark, Inc 1.00K $17,500 0.0% n/c 1 SEC ↗
45 Qube Research & Technologies Ltd 218 $3,815 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

JPMorgan Chase $175,000 0.0%

Exited

Citadel Advisors $18.89M was 0.0%

Full-market context: across ALL 13F filers (SEC structured data, Q1 2026): 134 holders, 26.17M shares, $450.26M 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