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Security record · archived quarter

FDEC

name pending profile ingest

Q2 2026 Q1 2026 Q4 2025 Q3 2025 Q2 2025 Q1 2025 Q4 2024 Q3 2024
22Tracked holders
0Δ holders
3.03MShares held
$155.00MReported value
+0New positions
−0Exits
Stable How these are computed → Explain this at the Research Desk →

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
QuarterHoldersΔSharesReported valueNewExits
Q2 2026 25 -1 2.39M $130.27M +2 −3
Q1 2026 27 +5 3.04M $150.92M +5
Q4 2025 22 0 3.03M $155.00M
Q3 2025 2 -1 11.18K $550,454 −1
Q2 2025 2 0 13.94K $650,717
Q1 2025 2 +1 23.26K $1.01M +1
Q4 2024 1 0 21.35K $951,855
Q3 2024 1 0 17.13K $749,879
Q2 2024 1 22.63K $962,864
Holder count
Who holds it · Q4 2025
#ManagerSharesΔ sharesValueTheir weightHeld
1 Envestnet Asset Management Inc 520.65K $26.65M 0.0% n/c 1 SEC ↗
2 Raymond James Financial Inc 417.30K $21.36M 0.0% n/c 1 SEC ↗
3 Raymond James Financial Inc 417.30K $21.36M 0.0% n/c 1 SEC ↗
4 Cetera Investment Advisers 374.35K $19.16M 0.0% n/c 1 SEC ↗
5 Cwm, Llc 365.75K $18.72M 0.1% n/c 1 SEC ↗
6 Commonwealth Equity Services, Llc 294.46K $15.07M 0.0% n/c 1 SEC ↗
7 Assetmark, Inc 254.75K $13.04M 0.0% n/c 1 SEC ↗
8 LPL Financial LLC 236.58K $12.11M 0.0% n/c 1 SEC ↗
9 Osaic Holdings, Inc. 154.68K $7.92M 0.0% n/c 1 SEC ↗
10 Osaic Holdings, Inc. 154.68K $7.92M 0.0% n/c 1 SEC ↗
11 Truist Financial Corp 99.93K $5.11M 0.0% n/c 1 SEC ↗
12 Mml Investors Services, Llc 58.56K $3.00M 0.0% n/c 1 SEC ↗
13 Rockefeller Capital Management L.P. 40.88K $2.09M 0.0% n/c 1 SEC ↗
14 HighTower Advisors, LLC 34.40K $1.76M 0.0% n/c 1 SEC ↗
15 Susquehanna International Group, Llp 28.47K $1.46M 0.0% n/c 1 SEC ↗
16 Royal Bank Of Canada 27.37K $1.40M 0.0% n/c 1 SEC ↗
17 Royal Bank Of Canada 27.37K $1.40M 0.0% n/c 1 SEC ↗
18 Jane Street Group, Llc 26.81K $1.37M 0.0% n/c 1 SEC ↗
19 Wealth Enhancement Advisory… 26.20K $1.35M 0.0% n/c 1 SEC ↗
20 Mariner, LLC 23.14K $1.18M 0.0% n/c 1 SEC ↗
21 Mariner, LLC 23.14K $1.18M 0.0% n/c 1 SEC ↗
22 Captrust Financial Advisors 14.77K $755,919 0.0% n/c 1 SEC ↗
23 AQR Capital Management 14.60K +52.1% $747,269 0.0% ▲ Add 4 SEC ↗
24 Pnc Financial Services Group, Inc. 12.59K $644,187 0.0% n/c 1 SEC ↗
25 Morgan Stanley 1.58K 0.0% $80,818 0.0% Held 2 SEC ↗
26 Wells Fargo & Company/Mn 325 $16,634 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): 152 holders, 6.46M shares, $306.78M 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