Security record · archived quarter
FEX
name pending profile ingest
38Tracked holders
0Δ holders
4.72MShares held
$560.09MReported value
+0New positions
−0Exits
Momentum inputs (comparable managers): holder breadth 0.0% · share flow -1.2% · net new positions 0.0% — formula
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 | 44 | +2 | 4.51M | $631.15M | +3 | −1 |
| Q1 2026 | 43 | +5 | 4.61M | $561.62M | +5 | — |
| Q4 2025 | 38 | 0 | 4.72M | $560.09M | — | — |
| Q3 2025 | 7 | +1 | 1.22M | $143.00M | +1 | — |
| Q2 2025 | 3 | +1 | 40.00K | $4.40M | +1 | — |
| Q4 2024 | 1 | 0 | 16.27K | $1.70M | — | — |
| Q3 2024 | 1 | 0 | 12.02K | $1.25M | — | — |
| Q2 2024 | 1 | — | 30.85K | $2.99M | — | — |
Who holds it · Q4 2025
| # | Manager | Shares | Δ shares | Value | Their weight | Held | ||
|---|---|---|---|---|---|---|---|---|
| 1 | Morgan Stanley ✦ | 1.11M | -1.9% | $131.43M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 2 | Morgan Stanley ✦ | 1.11M | -1.9% | $131.43M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 3 | Morgan Stanley ✦ | 1.11M | -1.9% | $131.43M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 4 | LPL Financial LLC | 995.61K | — | $118.10M | 0.0% | n/c | 1 | SEC ↗ |
| 5 | Wells Fargo & Company/Mn | 503.14K | — | $59.68M | 0.0% | n/c | 1 | SEC ↗ |
| 6 | Wells Fargo & Company/Mn | 503.14K | — | $59.68M | 0.0% | n/c | 1 | SEC ↗ |
| 7 | Raymond James Financial Inc | 306.17K | — | $36.32M | 0.0% | n/c | 1 | SEC ↗ |
| 8 | Raymond James Financial Inc | 306.17K | — | $36.32M | 0.0% | n/c | 1 | SEC ↗ |
| 9 | Raymond James Financial Inc | 306.17K | — | $36.32M | 0.0% | n/c | 1 | SEC ↗ |
| 10 | Bank Of America Corp /De/ | 227.88K | — | $27.03M | 0.0% | n/c | 1 | SEC ↗ |
| 11 | Bank Of America Corp /De/ | 227.88K | — | $27.03M | 0.0% | n/c | 1 | SEC ↗ |
| 12 | Bank Of America Corp /De/ | 227.88K | — | $27.03M | 0.0% | n/c | 1 | SEC ↗ |
| 13 | Royal Bank Of Canada | 225.42K | — | $26.74M | 0.0% | n/c | 1 | SEC ↗ |
| 14 | Royal Bank Of Canada | 225.42K | — | $26.74M | 0.0% | n/c | 1 | SEC ↗ |
| 15 | Royal Bank Of Canada | 225.42K | — | $26.74M | 0.0% | n/c | 1 | SEC ↗ |
| 16 | Commonwealth Equity Services, Llc | 213.87K | — | $25.37M | 0.0% | n/c | 1 | SEC ↗ |
| 17 | UBS Group AG | 200.43K | — | $23.77M | 0.0% | n/c | 1 | SEC ↗ |
| 18 | Truist Financial Corp | 175.36K | — | $20.80M | 0.0% | n/c | 1 | SEC ↗ |
| 19 | Truist Financial Corp | 175.36K | — | $20.80M | 0.0% | n/c | 1 | SEC ↗ |
| 20 | Osaic Holdings, Inc. | 161.66K | — | $19.18M | 0.0% | n/c | 1 | SEC ↗ |
| 21 | Osaic Holdings, Inc. | 161.66K | — | $19.18M | 0.0% | n/c | 1 | SEC ↗ |
| 22 | Cetera Investment Advisers | 114.67K | — | $13.60M | 0.0% | n/c | 1 | SEC ↗ |
| 23 | Us Bancorp \De\ | 78.88K | — | $9.36M | 0.0% | n/c | 1 | SEC ↗ |
| 24 | Envestnet Asset Management Inc | 60.31K | — | $7.15M | 0.0% | n/c | 1 | SEC ↗ |
| 25 | Northwestern Mutual Wealth… | 55.78K | — | $6.62M | 0.0% | n/c | 1 | SEC ↗ |
| 26 | First Trust Advisors Lp | 47.35K | — | $5.62M | 0.0% | n/c | 1 | SEC ↗ |
| 27 | Rockefeller Capital Management L.P. | 46.61K | — | $5.53M | 0.0% | n/c | 1 | SEC ↗ |
| 28 | Goldman Sachs Group ✦ | 34.51K | -9.6% | $4.09M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 29 | Baird Financial Group, Inc. | 23.70K | — | $2.81M | 0.0% | n/c | 1 | SEC ↗ |
| 30 | HighTower Advisors, LLC | 17.86K | — | $2.12M | 0.0% | n/c | 1 | SEC ↗ |
| 31 | Captrust Financial Advisors | 16.21K | — | $1.92M | 0.0% | n/c | 1 | SEC ↗ |
| 32 | Creative Planning | 15.24K | — | $1.81M | 0.0% | n/c | 1 | SEC ↗ |
| 33 | Stifel Financial Corp | 13.27K | — | $1.57M | 0.0% | n/c | 1 | SEC ↗ |
| 34 | Stifel Financial Corp | 13.27K | — | $1.57M | 0.0% | n/c | 1 | SEC ↗ |
| 35 | Focus Partners Wealth | 11.74K | — | $1.39M | 0.0% | n/c | 1 | SEC ↗ |
| 36 | Fidelity (FMR) ✦ | 8.54K | +0.3% | $1.01M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 37 | JPMorgan Chase ✦ | 8.46K | -56.7% | $1.00M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 38 | JPMorgan Chase ✦ | 8.46K | -56.7% | $1.00M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 39 | Mml Investors Services, Llc | 7.81K | — | $926,801 | 0.0% | n/c | 1 | SEC ↗ |
| 40 | Jones Financial Companies Lllp | 7.80K | — | $924,967 | 0.0% | n/c | 1 | SEC ↗ |
| 41 | Lido Advisors, LLC | 7.26K | — | $847,787 | 0.0% | n/c | 1 | SEC ↗ |
| 42 | Citadel Advisors ✦ | 4.63K | -79.9% | $549,313 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 43 | Cwm, Llc | 4.16K | — | $494,000 | 0.0% | n/c | 1 | SEC ↗ |
| 44 | Mercer Global Advisors Inc /Adv | 3.95K | — | $468,338 | 0.0% | n/c | 1 | SEC ↗ |
| 45 | Pnc Financial Services Group, Inc. | 3.46K | — | $410,365 | 0.0% | n/c | 1 | SEC ↗ |
| 46 | Pnc Financial Services Group, Inc. | 3.46K | — | $410,365 | 0.0% | n/c | 1 | SEC ↗ |
| 47 | Mariner, LLC | 3.25K | — | $385,547 | 0.0% | n/c | 1 | SEC ↗ |
| 48 | Wealth Enhancement Advisory… | 3.02K | — | $370,999 | 0.0% | n/c | 1 | SEC ↗ |
| 49 | AQR Capital Management ✦ | 2.21K | -24.8% | $261,668 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 50 | BlackRock ✦ (passive) | 2.04K | 0.0% | $241,859 | 0.0% | Held | 3 | SEC ↗ |
| 51 | Assetmark, Inc | 1.23K | — | $145,898 | 0.0% | n/c | 1 | SEC ↗ |
| 52 | Russell Investments Group, Ltd. | 300 | — | $35,585 | 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): 227 holders, 7.03M shares, $780.80M 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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