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Security record · archived quarter

FIW

name pending profile ingest

Q2 2026 Q1 2026 Q4 2025 Q3 2025 Q2 2025 Q1 2025 Q4 2024 Q3 2024
48Tracked holders
0Δ holders
5.55MShares held
$603.01MReported value
+1New positions
−1Exits
Stable 2 quarters of rising tracked shares ●●○○○○ How these are computed → Explain this at the Research Desk →

Momentum inputs (comparable managers): holder breadth 0.0% · share flow +0.3% · 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 46 -2 5.54M $606.49M +1 −4
Q1 2026 50 +2 5.54M $570.87M +3 −1
Q4 2025 48 0 5.55M $603.01M +1 −1
Q3 2025 6 0 1.13M $126.42M — —
Q2 2025 3 -2 11.48K $1.24M — −2
Q1 2025 3 +2 34.44K $3.47M +2 —
Q4 2024 1 -1 2.20K $224,612 — −1
Q3 2024 2 +2 4.38K $478,537 +2 —
Holder count
Who holds it · Q4 2025
#ManagerSharesΔ sharesValueTheir weightHeld
1 Morgan Stanley ✦ 1.06M -0.4% $114.96M 0.0% ▼ Trim 2 SEC ↗ ×3
2 LPL Financial LLC 936.05K — $101.69M 0.0% n/c 1 SEC ↗
3 Bank Of America Corp /De/ 519.81K — $56.47M 0.0% n/c 1 SEC ↗ ×4
4 Wells Fargo & Company/Mn 320.88K — $34.86M 0.0% n/c 1 SEC ↗ ×2
5 UBS Group AG 302.16K — $32.83M 0.0% n/c 1 SEC ↗ ×2
6 Commonwealth Equity Services, Llc 269.18K — $29.24M 0.0% n/c 1 SEC ↗
7 Raymond James Financial Inc 267.80K — $29.09M 0.0% n/c 1 SEC ↗ ×2
8 Stifel Financial Corp 222.38K — $24.16M 0.0% n/c 1 SEC ↗ ×4
9 Envestnet Asset Management Inc 216.19K — $23.49M 0.0% n/c 1 SEC ↗
10 Cetera Investment Advisers 194.21K — $21.10M 0.0% n/c 1 SEC ↗
11 Royal Bank Of Canada 188.11K — $20.44M 0.0% n/c 1 SEC ↗ ×4
12 1832 Asset Management L.P. 168.89K — $18.35M 0.0% n/c 1 SEC ↗
13 Ameriprise Financial Inc 166.91K — $18.13M 0.0% n/c 1 SEC ↗ ×2
14 Osaic Holdings, Inc. 122.34K — $13.30M 0.0% n/c 1 SEC ↗ ×3
15 Truist Financial Corp 85.23K — $9.26M 0.0% n/c 1 SEC ↗ ×2
16 Us Bancorp \De\ 65.39K — $7.10M 0.0% n/c 1 SEC ↗ ×3
17 Mml Investors Services, Llc 44.17K — $4.80M 0.0% n/c 1 SEC ↗
18 Bank Of Montreal /Can/ 43.88K — $4.77M 0.0% n/c 1 SEC ↗ ×4
19 Northwestern Mutual Wealth… 39.09K — $4.25M 0.0% n/c 1 SEC ↗
20 National Bank Of Canada /Fi/ 36.28K — $3.94M 0.0% n/c 1 SEC ↗
21 HighTower Advisors, LLC 29.50K — $3.20M 0.0% n/c 1 SEC ↗
22 Citadel Advisors ✦ 25.43K New $2.76M 0.0% New 1 SEC ↗
23 Susquehanna International Group, Llp 24.69K — $2.68M 0.0% n/c 1 SEC ↗
24 Jane Street Group, Llc 23.94K — $2.60M 0.0% n/c 1 SEC ↗
25 Goldman Sachs Group ✦ 23.04K +506.9% $2.50M 0.0% ▲ Add 2 SEC ↗
26 JPMorgan Chase ✦ 22.96K -49.5% $2.49M 0.0% ▼ Trim 2 SEC ↗ ×5
27 Focus Partners Wealth 21.46K — $2.33M 0.0% n/c 1 SEC ↗
28 Rockefeller Capital Management L.P. 16.87K — $1.83M 0.0% n/c 1 SEC ↗
29 Mariner, LLC 16.83K — $1.83M 0.0% n/c 1 SEC ↗
30 Cibc World Market Inc. 14.94K — $1.62M 0.0% n/c 1 SEC ↗
31 Fidelity (FMR) ✦ 10.50K +3.6% $1.14M 0.0% ▲ Add 3 SEC ↗ ×2
32 Wealth Enhancement Advisory… 9.80K — $1.10M 0.0% n/c 1 SEC ↗
33 Cwm, Llc 6.60K — $717,000 0.0% n/c 1 SEC ↗
34 Baird Financial Group, Inc. 6.35K — $689,429 0.0% n/c 1 SEC ↗ ×2
35 Creative Planning 4.66K — $506,095 0.0% n/c 1 SEC ↗
36 Brown Advisory Inc 4.50K — $489,097 0.0% n/c 1 SEC ↗
37 Corient Private Wealth LP 4.24K — $461,070 0.0% n/c 1 SEC ↗ ×2
38 Captrust Financial Advisors 3.23K — $350,739 0.0% n/c 1 SEC ↗
39 Pnc Financial Services Group, Inc. 3.04K — $330,374 0.0% n/c 1 SEC ↗ ×3
40 Citigroup Inc 2.68K — $291,383 0.0% n/c 1 SEC ↗
41 Wealthfront Advisers LLC 2.43K — $263,561 0.0% n/c 1 SEC ↗
42 Fifth Third Bancorp 1.71K — $185,883 0.0% n/c 1 SEC ↗
43 TD Waterhouse Canada Inc. 1.60K — $174,351 0.0% n/c 1 SEC ↗
44 BlackRock ✦ (passive) 1.34K 0.0% $146,121 0.0% Held 3 SEC ↗ ×2
45 Simplex Trading, Llc 413 — $44,868 0.0% n/c 1 SEC ↗
46 Assetmark, Inc 183 — $19,881 0.0% n/c 1 SEC ↗
47 Blair William & Co/Il 116 — $12,637 0.0% n/c 1 SEC ↗
48 Russell Investments Group, Ltd. 73 — $7,931 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

Citadel Advisors $2.76M 0.0%

Exited

D. E. Shaw & Co. $213,577 was 0.0%

Full-market context: across ALL 13F filers (SEC structured data, Q1 2026): 302 holders, 8.52M shares, $826.04M 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