FINS
name pending profile ingest
Momentum inputs (comparable managers): holder breadth 0.0% · share flow -1.9% · net new positions 0.0% · formula
All ownership figures: tracked 13F managers only, common-stock positions, reporting period Q4 2025
| # | Manager | Shares | Δ shares | Value | Their weight | Held | ||
|---|---|---|---|---|---|---|---|---|
| 1 | Wells Fargo & Company/Mn | 1.30M | n/a | $17.19M | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 2 | UBS Group AG | 720.27K | n/a | $9.51M | 0.0% | n/c | 1 | SEC ↗ |
| 3 | Morgan Stanley ✦ | 655.58K | -12.0% | $8.66M | 0.0% | ▼ Trim | 2 | SEC ↗ ×2 |
| 4 | Stifel Financial Corp | 418.16K | n/a | $5.52M | 0.0% | n/c | 1 | SEC ↗ |
| 5 | Royal Bank Of Canada | 409.55K | n/a | $5.41M | 0.0% | n/c | 1 | SEC ↗ |
| 6 | Envestnet Asset Management Inc | 363.95K | n/a | $4.81M | 0.0% | n/c | 1 | SEC ↗ |
| 7 | First Trust Advisors Lp | 187.33K | n/a | $2.47M | 0.0% | n/c | 1 | SEC ↗ |
| 8 | LPL Financial LLC | 183.12K | n/a | $2.42M | 0.0% | n/c | 1 | SEC ↗ |
| 9 | Raymond James Financial Inc | 80.08K | n/a | $1.06M | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 10 | Osaic Holdings, Inc. | 71.18K | n/a | $940,343 | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 11 | Focus Partners Wealth | 70.78K | n/a | $934,991 | 0.0% | n/c | 1 | SEC ↗ |
| 12 | Corient Private Wealth LP | 60.00K | n/a | $792,600 | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 13 | Cetera Investment Advisers | 56.75K | n/a | $749,636 | 0.0% | n/c | 1 | SEC ↗ |
| 14 | Invesco Ltd. | 39.73K | n/a | $524,794 | 0.0% | n/c | 1 | SEC ↗ |
| 15 | Wealth Enhancement Advisory… | 24.37K | n/a | $322,415 | 0.0% | n/c | 1 | SEC ↗ |
| 16 | Rockefeller Capital Management L.P. | 18.19K | n/a | $240,241 | 0.0% | n/c | 1 | SEC ↗ |
| 17 | Lido Advisors, LLC | 13.47K | n/a | $176,552 | 0.0% | n/c | 1 | SEC ↗ |
| 18 | Susquehanna International Group, Llp | 11.43K | n/a | $150,964 | 0.0% | n/c | 1 | SEC ↗ |
| 19 | Commonwealth Equity Services, Llc | 10.19K | n/a | $134,590 | 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): 43 holders, 22.00M shares, $141.32M 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.
Open-market purchases (P)
Officer · President · 418 sh @ 11.92 · $4,983
Other · 1.00K sh @ 11.90 · $11,900
Other · 1.00K sh @ 12.53 · $12,530
Open-market sales (S)
No open-market insider sales in our coverage window.
Awards, exercises and tax withholding are never counted as buys or sales here. Methodology