FOF
name pending profile ingest
Momentum inputs (comparable managers): holder breadth 0.0% · share flow -0.7% · 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 | Morgan Stanley ✦ | 1.45M | -2.0% | $19.18M | 0.0% | ▼ Trim | 2 | SEC ↗ ×2 |
| 2 | LPL Financial LLC | 917.23K | n/a | $12.11M | 0.0% | n/c | 1 | SEC ↗ |
| 3 | Bank Of America Corp /De/ | 542.37K | n/a | $7.16M | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 4 | Raymond James Financial Inc | 370.11K | n/a | $4.89M | 0.0% | n/c | 1 | SEC ↗ ×3 |
| 5 | Wells Fargo & Company/Mn | 328.07K | n/a | $4.33M | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 6 | Royal Bank Of Canada | 255.82K | n/a | $3.38M | 0.0% | n/c | 1 | SEC ↗ |
| 7 | UBS Group AG | 249.57K | n/a | $3.29M | 0.0% | n/c | 1 | SEC ↗ |
| 8 | Commonwealth Equity Services, Llc | 208.86K | n/a | $2.76M | 0.0% | n/c | 1 | SEC ↗ |
| 9 | Mariner, LLC | 157.97K | n/a | $2.09M | 0.0% | n/c | 1 | SEC ↗ |
| 10 | Osaic Holdings, Inc. | 104.78K | n/a | $1.38M | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 11 | HighTower Advisors, LLC | 74.98K | n/a | $989,786 | 0.0% | n/c | 1 | SEC ↗ |
| 12 | Cetera Investment Advisers | 55.74K | n/a | $735,813 | 0.0% | n/c | 1 | SEC ↗ |
| 13 | Stifel Financial Corp | 31.22K | n/a | $412,105 | 0.0% | n/c | 1 | SEC ↗ |
| 14 | Northwestern Mutual Wealth… | 29.23K | n/a | $385,876 | 0.0% | n/c | 1 | SEC ↗ |
| 15 | Ameriprise Financial Inc | 20.40K | n/a | $269,280 | 0.0% | n/c | 1 | SEC ↗ |
| 16 | Jane Street Group, Llc | 11.49K | n/a | $151,695 | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 17 | Mml Investors Services, Llc | 10.54K | n/a | $139,106 | 0.0% | n/c | 1 | SEC ↗ |
| 18 | JPMorgan Chase ✦ | 3.59K | -50.0% | $47,388 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 19 | Rockefeller Capital Management L.P. | 825 | n/a | $10,890 | 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): 57 holders, 5.19M shares, $66.04M 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.