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Security record · archived quarter

FDMO

name pending profile ingest

Q2 2026 Q1 2026 Q4 2025 Q3 2025 Q2 2025 Q1 2025 Q4 2024 Q3 2024
24Tracked holders
0Δ holders
4.22MShares held
$354.49MReported value
+0New positions
−0Exits
Rising How these are computed → Explain this at the Research Desk →

Momentum inputs (comparable managers): holder breadth 0.0% · share flow +5.8% · 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 34 +7 5.48M $539.99M +8 −1
Q1 2026 28 +4 5.54M $443.54M +4
Q4 2025 24 0 4.22M $354.49M
Q3 2025 4 -2 1.93M $160.52M −2
Q2 2025 3 +1 1.94M $147.47M +1
Q1 2025 1 0 42.20K $2.75M +1 −1
Q4 2024 1 0 8.80K $612,575 +1 −1
Q3 2024 1 +1 37.85K $2.50M +1
Holder count
Who holds it · Q4 2025
#ManagerSharesΔ sharesValueTheir weightHeld
1 Fidelity (FMR) 2.11M +16.7% $177.07M 0.0% ▲ Add 3 SEC ↗
2 Envestnet Asset Management Inc 1.32M $110.63M 0.0% n/c 1 SEC ↗
3 Cetera Investment Advisers 195.06K $16.38M 0.0% n/c 1 SEC ↗
4 Raymond James Financial Inc 141.95K $11.92M 0.0% n/c 1 SEC ↗
5 Raymond James Financial Inc 141.95K $11.92M 0.0% n/c 1 SEC ↗
6 LPL Financial LLC 106.80K $8.97M 0.0% n/c 1 SEC ↗
7 Commonwealth Equity Services, Llc 83.35K $7.00M 0.0% n/c 1 SEC ↗
8 Cerity Partners LLC 56.85K $4.77M 0.0% n/c 1 SEC ↗
9 Cerity Partners LLC 56.85K $4.77M 0.0% n/c 1 SEC ↗
10 Osaic Holdings, Inc. 38.66K $3.25M 0.0% n/c 1 SEC ↗
11 Osaic Holdings, Inc. 38.66K $3.25M 0.0% n/c 1 SEC ↗
12 Bank Of America Corp /De/ 27.72K $2.33M 0.0% n/c 1 SEC ↗
13 Bank Of America Corp /De/ 27.72K $2.33M 0.0% n/c 1 SEC ↗
14 Bank Of America Corp /De/ 27.72K $2.33M 0.0% n/c 1 SEC ↗
15 JPMorgan Chase 27.11K -59.3% $2.28M 0.0% ▼ Trim 2 SEC ↗
16 Rockefeller Capital Management L.P. 24.41K $2.05M 0.0% n/c 1 SEC ↗
17 Rockefeller Capital Management L.P. 24.41K $2.05M 0.0% n/c 1 SEC ↗
18 Morgan Stanley 22.84K -48.1% $1.92M 0.0% ▼ Trim 2 SEC ↗
19 Morgan Stanley 22.84K -48.1% $1.92M 0.0% ▼ Trim 2 SEC ↗
20 Morgan Stanley 22.84K -48.1% $1.92M 0.0% ▼ Trim 2 SEC ↗
21 Wealth Enhancement Advisory… 19.34K $1.68M 0.0% n/c 1 SEC ↗
22 Susquehanna International Group, Llp 17.54K $1.47M 0.0% n/c 1 SEC ↗
23 Susquehanna International Group, Llp 17.54K $1.47M 0.0% n/c 1 SEC ↗
24 Royal Bank Of Canada 15.26K $1.28M 0.0% n/c 1 SEC ↗
25 Royal Bank Of Canada 15.26K $1.28M 0.0% n/c 1 SEC ↗
26 Northwestern Mutual Wealth… 6.47K $543,214 0.0% n/c 1 SEC ↗
27 Mariner, LLC 4.28K $359,360 0.0% n/c 1 SEC ↗
28 Goldman Sachs Group 3.77K -69.9% $316,109 0.0% ▼ Trim 2 SEC ↗
29 Assetmark, Inc 2.53K $212,664 0.0% n/c 1 SEC ↗
30 Cwm, Llc 629 $53,000 0.0% n/c 1 SEC ↗
31 Russell Investments Group, Ltd. 307 $25,776 0.0% n/c 1 SEC ↗
32 National Bank Of Canada /Fi/ 79 $6,623 0.0% n/c 1 SEC ↗
33 Blair William & Co/Il 6 $528 0.0% n/c 1 SEC ↗
34 Wells Fargo & Company/Mn 1 $53 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): 94 holders, 6.69M shares, $525.98M 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