Security record · archived quarter
FISR
name pending profile ingest
11Tracked holders
0Δ holders
5.76MShares held
$149.31MReported value
+0New positions
−0Exits
Momentum inputs (comparable managers): holder breadth 0.0% · share flow -0.8% · net new positions 0.0% · formula
All ownership figures: tracked 13F managers only, common-stock positions, reporting period Q4 2025
Ownership over time
Who holds it · Q4 2025
| # | Manager | Shares | Δ shares | Value | Their weight | Held | ||
|---|---|---|---|---|---|---|---|---|
| 1 | LPL Financial LLC | 3.25M | n/a | $84.11M | 0.0% | n/c | 1 | SEC ↗ |
| 2 | Envestnet Asset Management Inc | 1.85M | n/a | $47.92M | 0.0% | n/c | 1 | SEC ↗ |
| 3 | HighTower Advisors, LLC | 369.09K | n/a | $9.56M | 0.0% | n/c | 1 | SEC ↗ |
| 4 | Raymond James Financial Inc | 140.09K | n/a | $3.63M | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 5 | Mml Investors Services, Llc | 98.08K | n/a | $2.54M | 0.0% | n/c | 1 | SEC ↗ |
| 6 | Citadel Advisors ✦ | 23.16K | -68.8% | $600,205 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 7 | Morgan Stanley ✦ | 15.04K | +18.2% | $389,668 | 0.0% | ▲ Add | 2 | SEC ↗ ×2 |
| 8 | Osaic Holdings, Inc. | 8.45K | n/a | $218,947 | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 9 | Royal Bank Of Canada | 6.33K | n/a | $164,000 | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 10 | Bank Of America Corp /De/ | 3.33K | n/a | $86,254 | 0.0% | n/c | 1 | SEC ↗ |
| 11 | Wells Fargo & Company/Mn | 3.10K | n/a | $80,347 | 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): 80 holders, 18.09M shares, $439.37M 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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