Security record · archived quarter
FDIS
name pending profile ingest
52Tracked holders
+1Δ holders
5.20MShares held
$532.07MReported value
+1New positions
−0Exits
Momentum inputs (comparable managers):
holder breadth +2.0% ·
share flow +1.1% ·
net new positions +1.9%
· formula
Broad accumulation: rising shares across more holders
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 | 51 | +2 | 3.68M | $378.06M | +4 | −3 |
| Q1 2026 | 51 | -1 | 4.52M | $421.60M | +5 | −6 |
| Q4 2025 | 52 | +1 | 5.20M | $532.07M | +1 | n/a |
| Q3 2025 | 7 | +1 | 338.81K | $34.85M | +2 | −1 |
| Q2 2025 | 4 | -1 | 117.33K | $11.04M | +1 | −2 |
| Q1 2025 | 3 | 0 | 163.42K | $13.81M | n/a | n/a |
| Q4 2024 | 3 | 0 | 117.04K | $11.41M | +1 | −1 |
| Q3 2024 | 3 | -1 | 108.83K | $9.62M | n/a | −1 |
| Q2 2024 | 4 | n/a | 155.22K | $12.57M | n/a | n/a |
Who holds it · Q4 2025
| # | Manager | Shares | Δ shares | Value | Their weight | Held | ||
|---|---|---|---|---|---|---|---|---|
| 1 | Lido Advisors, LLC | 1.48M | n/a | $152.64M | 0.6% | n/c | 1 | SEC ↗ ×4 |
| 2 | Charles Schwab Investment… | 1.25M | n/a | $127.24M | 0.0% | n/c | 1 | SEC ↗ |
| 3 | Bank Of America Corp /De/ | 852.42K | n/a | $87.08M | 0.0% | n/c | 1 | SEC ↗ ×4 |
| 4 | Assetmark, Inc | 212.09K | n/a | $21.67M | 0.0% | n/c | 1 | SEC ↗ |
| 5 | Morgan Stanley ✦ | 204.01K | +12.2% | $20.84M | 0.0% | ▲ Add | 2 | SEC ↗ ×3 |
| 6 | Commonwealth Equity Services, Llc | 156.29K | n/a | $15.97M | 0.0% | n/c | 1 | SEC ↗ |
| 7 | LPL Financial LLC | 133.44K | n/a | $13.63M | 0.0% | n/c | 1 | SEC ↗ |
| 8 | Envestnet Asset Management Inc | 120.72K | n/a | $12.33M | 0.0% | n/c | 1 | SEC ↗ |
| 9 | Osaic Holdings, Inc. | 79.04K | n/a | $8.10M | 0.0% | n/c | 1 | SEC ↗ ×4 |
| 10 | HighTower Advisors, LLC | 71.15K | n/a | $7.27M | 0.0% | n/c | 1 | SEC ↗ |
| 11 | Fisher Asset Management ✦ | 67.42K | -1.7% | $6.89M | 0.0% | ▼ Trim | 7 | SEC ↗ |
| 12 | Stifel Financial Corp | 60.66K | n/a | $6.20M | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 13 | Two Sigma Investments ✦ | 57.90K | +135.4% | $5.92M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 14 | Northwestern Mutual Wealth… | 56.80K | n/a | $5.80M | 0.0% | n/c | 1 | SEC ↗ |
| 15 | Cetera Investment Advisers | 55.19K | n/a | $5.64M | 0.0% | n/c | 1 | SEC ↗ |
| 16 | Fidelity (FMR) ✦ | 53.32K | +11.5% | $5.45M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 17 | Mariner, LLC | 38.13K | n/a | $3.90M | 0.0% | n/c | 1 | SEC ↗ |
| 18 | Citigroup Inc | 35.48K | n/a | $3.62M | 0.0% | n/c | 1 | SEC ↗ |
| 19 | Wells Fargo & Company/Mn | 32.22K | n/a | $3.29M | 0.0% | n/c | 1 | SEC ↗ ×4 |
| 20 | Royal Bank Of Canada | 22.85K | n/a | $2.33M | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 21 | UBS Group AG | 22.69K | n/a | $2.32M | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 22 | Susquehanna International Group, Llp | 22.11K | n/a | $2.26M | 0.0% | n/c | 1 | SEC ↗ |
| 23 | Rockefeller Capital Management L.P. | 14.77K | n/a | $1.51M | 0.0% | n/c | 1 | SEC ↗ |
| 24 | Raymond James Financial Inc | 13.89K | n/a | $1.42M | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 25 | Jones Financial Companies Lllp | 12.85K | n/a | $1.31M | 0.0% | n/c | 1 | SEC ↗ |
| 26 | Wealth Enhancement Advisory… | 8.02K | n/a | $837,223 | 0.0% | n/c | 1 | SEC ↗ |
| 27 | Hrt Financial Lp | 7.13K | n/a | $728,000 | 0.0% | n/c | 1 | SEC ↗ |
| 28 | Creative Planning | 6.55K | n/a | $668,910 | 0.0% | n/c | 1 | SEC ↗ |
| 29 | Point72 Asset Management ✦ | 6.28K | New | $641,565 | 0.0% | New | 1 | SEC ↗ |
| 30 | Mercer Global Advisors Inc /Adv | 6.24K | n/a | $637,630 | 0.0% | n/c | 1 | SEC ↗ |
| 31 | Ameriprise Financial Inc | 5.11K | n/a | $521,798 | 0.0% | n/c | 1 | SEC ↗ |
| 32 | Quantinno Capital Management LP | 4.69K | n/a | $479,497 | 0.0% | n/c | 1 | SEC ↗ |
| 33 | Bank of New York Mellon Corp | 4.46K | n/a | $455,451 | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 34 | Mml Investors Services, Llc | 4.13K | n/a | $422,169 | 0.0% | n/c | 1 | SEC ↗ |
| 35 | Northern Trust Corp | 2.88K | n/a | $294,323 | 0.0% | n/c | 1 | SEC ↗ |
| 36 | Franklin Resources Inc | 2.88K | n/a | $294,119 | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 37 | Corient Private Wealth LP | 2.52K | n/a | $257,343 | 0.0% | n/c | 1 | SEC ↗ |
| 38 | Marshall Wace ✦ | 2.49K | -82.1% | $254,174 | 0.0% | ▼ Trim | 2 | SEC ↗ ×2 |
| 39 | Jane Street Group, Llc | 2.19K | n/a | $223,322 | 0.0% | n/c | 1 | SEC ↗ |
| 40 | Captrust Financial Advisors | 1.97K | n/a | $201,153 | 0.0% | n/c | 1 | SEC ↗ |
| 41 | Pnc Financial Services Group, Inc. | 1.37K | n/a | $140,164 | 0.0% | n/c | 1 | SEC ↗ |
| 42 | JPMorgan Chase ✦ | 1.30K | -34.3% | $133,337 | 0.0% | ▼ Trim | 2 | SEC ↗ ×3 |
| 43 | Deutsche Bank Ag\ | 847 | n/a | $86,530 | 0.0% | n/c | 1 | SEC ↗ |
| 44 | National Bank Of Canada /Fi/ | 284 | n/a | $29,013 | 0.0% | n/c | 1 | SEC ↗ |
| 45 | Fifth Third Bancorp | 257 | n/a | $26,255 | 0.0% | n/c | 1 | SEC ↗ |
| 46 | Russell Investments Group, Ltd. | 257 | n/a | $26,214 | 0.0% | n/c | 1 | SEC ↗ |
| 47 | TD Waterhouse Canada Inc. | 250 | n/a | $25,540 | 0.0% | n/c | 1 | SEC ↗ |
| 48 | Bank Of Montreal /Can/ | 171 | n/a | $17,469 | 0.0% | n/c | 1 | SEC ↗ |
| 49 | Blair William & Co/Il | 171 | n/a | $17,469 | 0.0% | n/c | 1 | SEC ↗ |
| 50 | BlackRock ✦ (passive) | 100 | +9900.0% | $10,215 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 51 | Cwm, Llc | 94 | n/a | $10,000 | 0.0% | n/c | 1 | SEC ↗ |
| 52 | Us Bancorp \De\ | 54 | n/a | $5,517 | 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
| Point72 Asset Management | $641,565 | 0.0% |
Exited
| No tracked exits this quarter. |
Full-market context: across ALL 13F filers (SEC structured data, Q1 2026): 229 holders, 7.51M shares, $682.53M 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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