Security record · archived quarter
FRA
name pending profile ingest
29Tracked holders
0Δ holders
3.89MShares held
$45.90MReported value
+0New positions
−0Exits
Momentum inputs (comparable managers): holder breadth 0.0% · share flow -1.6% · 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 | Bank Of America Corp /De/ | 504.34K | n/a | $5.94M | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 2 | Invesco Ltd. | 374.05K | n/a | $4.41M | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 3 | Raymond James Financial Inc | 364.34K | n/a | $4.29M | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 4 | Morgan Stanley ✦ | 298.84K | -19.7% | $3.52M | 0.0% | ▼ Trim | 2 | SEC ↗ ×2 |
| 5 | Royal Bank Of Canada | 285.68K | n/a | $3.37M | 0.0% | n/c | 1 | SEC ↗ |
| 6 | LPL Financial LLC | 279.10K | n/a | $3.29M | 0.0% | n/c | 1 | SEC ↗ |
| 7 | Balyasny Asset Management L.P. | 235.32K | n/a | $2.77M | 0.0% | n/c | 1 | SEC ↗ |
| 8 | Cerity Partners LLC | 215.04K | n/a | $2.53M | 0.0% | n/c | 1 | SEC ↗ |
| 9 | Osaic Holdings, Inc. | 185.35K | n/a | $2.18M | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 10 | Ameriprise Financial Inc | 180.21K | n/a | $2.12M | 0.0% | n/c | 1 | SEC ↗ |
| 11 | Commonwealth Equity Services, Llc | 179.14K | n/a | $2.11M | 0.0% | n/c | 1 | SEC ↗ |
| 12 | UBS Group AG | 160.91K | n/a | $1.90M | 0.0% | n/c | 1 | SEC ↗ ×4 |
| 13 | Cetera Investment Advisers | 144.86K | n/a | $1.71M | 0.0% | n/c | 1 | SEC ↗ |
| 14 | Rockefeller Capital Management L.P. | 117.23K | n/a | $1.38M | 0.0% | n/c | 1 | SEC ↗ |
| 15 | Jane Street Group, Llc | 96.48K | n/a | $1.14M | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 16 | Wells Fargo & Company/Mn | 82.39K | n/a | $970,532 | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 17 | Truist Financial Corp | 37.26K | n/a | $438,947 | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 18 | Lido Advisors, LLC | 31.47K | n/a | $408,520 | 0.0% | n/c | 1 | SEC ↗ |
| 19 | Mercer Global Advisors Inc /Adv | 27.82K | n/a | $327,684 | 0.0% | n/c | 1 | SEC ↗ |
| 20 | Wealth Enhancement Advisory… | 25.63K | n/a | $303,704 | 0.0% | n/c | 1 | SEC ↗ |
| 21 | Envestnet Asset Management Inc | 20.59K | n/a | $242,586 | 0.0% | n/c | 1 | SEC ↗ |
| 22 | Bank Of Montreal /Can/ | 17.08K | n/a | $201,238 | 0.0% | n/c | 1 | SEC ↗ |
| 23 | BlackRock ✦ (passive) | 12.78K | +997.2% | $150,578 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 24 | HighTower Advisors, LLC | 10.43K | n/a | $122,824 | 0.0% | n/c | 1 | SEC ↗ |
| 25 | Pnc Financial Services Group, Inc. | 3.13K | n/a | $36,871 | 0.0% | n/c | 1 | SEC ↗ |
| 26 | Cwm, Llc | 1.75K | n/a | $21,000 | 0.0% | n/c | 1 | SEC ↗ |
| 27 | Bnp Paribas Financial Markets | 1.06K | n/a | $12,463 | 0.0% | n/c | 1 | SEC ↗ |
| 28 | Northwestern Mutual Wealth… | 362 | n/a | $4,264 | 0.0% | n/c | 1 | SEC ↗ |
| 29 | Citigroup Inc | 2 | n/a | $24 | 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): 93 holders, 9.05M shares, $88.17M 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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