FID
name pending profile ingest
Momentum inputs (comparable managers):
holder breadth -5.3% ·
share flow -1.1% ·
net new positions -5.6%
· formula
Broad distribution: falling shares and fewer holders
All ownership figures: tracked 13F managers only, common-stock positions, reporting period Q4 2025
| # | Manager | Shares | Δ shares | Value | Their weight | Held | ||
|---|---|---|---|---|---|---|---|---|
| 1 | LPL Financial LLC | 1.12M | n/a | $23.00M | 0.0% | n/c | 1 | SEC ↗ |
| 2 | Envestnet Asset Management Inc | 270.81K | n/a | $5.57M | 0.0% | n/c | 1 | SEC ↗ |
| 3 | Raymond James Financial Inc | 205.76K | n/a | $4.23M | 0.0% | n/c | 1 | SEC ↗ ×3 |
| 4 | Stifel Financial Corp | 198.05K | n/a | $4.07M | 0.0% | n/c | 1 | SEC ↗ |
| 5 | Commonwealth Equity Services, Llc | 148.75K | n/a | $3.06M | 0.0% | n/c | 1 | SEC ↗ |
| 6 | Cetera Investment Advisers | 111.22K | n/a | $2.29M | 0.0% | n/c | 1 | SEC ↗ |
| 7 | Osaic Holdings, Inc. | 91.53K | n/a | $1.88M | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 8 | Royal Bank Of Canada | 57.55K | n/a | $1.18M | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 9 | Mml Investors Services, Llc | 23.30K | n/a | $478,785 | 0.0% | n/c | 1 | SEC ↗ |
| 10 | Jane Street Group, Llc | 21.13K | n/a | $434,242 | 0.0% | n/c | 1 | SEC ↗ |
| 11 | JPMorgan Chase ✦ | 6.75K | New | $138,613 | 0.0% | New | 1 | SEC ↗ |
| 12 | Fidelity (FMR) ✦ | 5.77K | -3.9% | $118,652 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 13 | Rockefeller Capital Management L.P. | 4.31K | n/a | $88,515 | 0.0% | n/c | 1 | SEC ↗ |
| 14 | Morgan Stanley ✦ | 3.44K | 0.0% | $70,723 | 0.0% | Held | 2 | SEC ↗ ×2 |
| 15 | Pnc Financial Services Group, Inc. | 3.10K | n/a | $63,664 | 0.0% | n/c | 1 | SEC ↗ |
| 16 | Cwm, Llc | 1.12K | n/a | $23,000 | 0.0% | n/c | 1 | SEC ↗ |
| 17 | National Bank Of Canada /Fi/ | 170 | n/a | $3,485 | 0.0% | n/c | 1 | SEC ↗ |
| 18 | Wells Fargo & Company/Mn | 1 | n/a | $11 | 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 | $138,613 | 0.0% |
Exited
| Citadel Advisors | $410,410 | was 0.0% |
| Goldman Sachs Group | $229,308 | was 0.0% |
Full-market context: across ALL 13F filers (SEC structured data, Q1 2026): 70 holders, 6.41M shares, $123.13M reported. This is a different, older period than the tracked-universe figures above and the two are never mixed.
What else this security's tracked holders most often hold: shared-ownership counts, not fundamental relationships.