Trade Filings
Managers Stocks Filings Superinvestors
Signals Institutional Buying Institutional Selling Insider Activity 13D & 13G Watch Sector Rotation
Tools Stock Screener Manager Screener Compare Managers Consensus Baskets All Research Tools Data API
Learn & AI Learn Ask the Data AI Agents
News ★ Saved
About About us Methodology Contact Disclaimer
Reader
DATA PLANS

Historical data downloads — coming with accounts.

API GATEWAY

Free read-only JSON access to the site's cached data.

Dark mode

🧭 Guided View
New to markets — prices, yields, YTD, market cap? We explain every term as you browse, in plain English. Same data, with the help built in.

⚡ Expert View
You already know the market. Just the data — clean, fast and compact, with no extra explanations. This is the default view.

Interface language
Security record · archived quarter

FRA

name pending profile ingest

Q2 2026 Q1 2026 Q4 2025 Q3 2025 Q2 2025 Q1 2025
29Tracked holders
0Δ holders
3.89MShares held
$45.90MReported value
+0New positions
−0Exits
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 -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
QuarterHoldersΔSharesReported valueNewExits
Q2 2026 28 -4 3.12M $34.33M +1 −5
Q1 2026 33 +4 3.43M $37.83M +6 −2
Q4 2025 29 0 3.89M $45.90M
Q3 2025 2 -1 373.41K $4.85M −1
Q2 2025 2 0 38.83K $510,161
Q1 2025 1 +1 49.31K $637,137 +1
Holder count
Who holds it · Q4 2025
#ManagerSharesΔ sharesValueTheir weightHeld
1 Bank Of America Corp /De/ 504.34K $5.94M 0.0% n/c 1 SEC ↗
2 Bank Of America Corp /De/ 504.34K $5.94M 0.0% n/c 1 SEC ↗
3 Invesco Ltd. 374.05K $4.41M 0.0% n/c 1 SEC ↗
4 Invesco Ltd. 374.05K $4.41M 0.0% n/c 1 SEC ↗
5 Raymond James Financial Inc 364.34K $4.29M 0.0% n/c 1 SEC ↗
6 Raymond James Financial Inc 364.34K $4.29M 0.0% n/c 1 SEC ↗
7 Morgan Stanley 298.84K -19.7% $3.52M 0.0% ▼ Trim 2 SEC ↗
8 Morgan Stanley 298.84K -19.7% $3.52M 0.0% ▼ Trim 2 SEC ↗
9 Royal Bank Of Canada 285.68K $3.37M 0.0% n/c 1 SEC ↗
10 LPL Financial LLC 279.10K $3.29M 0.0% n/c 1 SEC ↗
11 Balyasny Asset Management L.P. 235.32K $2.77M 0.0% n/c 1 SEC ↗
12 Cerity Partners LLC 215.04K $2.53M 0.0% n/c 1 SEC ↗
13 Osaic Holdings, Inc. 185.35K $2.18M 0.0% n/c 1 SEC ↗
14 Osaic Holdings, Inc. 185.35K $2.18M 0.0% n/c 1 SEC ↗
15 Ameriprise Financial Inc 180.21K $2.12M 0.0% n/c 1 SEC ↗
16 Commonwealth Equity Services, Llc 179.14K $2.11M 0.0% n/c 1 SEC ↗
17 UBS Group AG 160.91K $1.90M 0.0% n/c 1 SEC ↗
18 UBS Group AG 160.91K $1.90M 0.0% n/c 1 SEC ↗
19 UBS Group AG 160.91K $1.90M 0.0% n/c 1 SEC ↗
20 UBS Group AG 160.91K $1.90M 0.0% n/c 1 SEC ↗
21 Cetera Investment Advisers 144.86K $1.71M 0.0% n/c 1 SEC ↗
22 Rockefeller Capital Management L.P. 117.23K $1.38M 0.0% n/c 1 SEC ↗
23 Jane Street Group, Llc 96.48K $1.14M 0.0% n/c 1 SEC ↗
24 Jane Street Group, Llc 96.48K $1.14M 0.0% n/c 1 SEC ↗
25 Wells Fargo & Company/Mn 82.39K $970,532 0.0% n/c 1 SEC ↗
26 Wells Fargo & Company/Mn 82.39K $970,532 0.0% n/c 1 SEC ↗
27 Truist Financial Corp 37.26K $438,947 0.0% n/c 1 SEC ↗
28 Truist Financial Corp 37.26K $438,947 0.0% n/c 1 SEC ↗
29 Lido Advisors, LLC 31.47K $408,520 0.0% n/c 1 SEC ↗
30 Mercer Global Advisors Inc /Adv 27.82K $327,684 0.0% n/c 1 SEC ↗
31 Wealth Enhancement Advisory… 25.63K $303,704 0.0% n/c 1 SEC ↗
32 Envestnet Asset Management Inc 20.59K $242,586 0.0% n/c 1 SEC ↗
33 Bank Of Montreal /Can/ 17.08K $201,238 0.0% n/c 1 SEC ↗
34 BlackRock (passive) 12.78K +997.2% $150,578 0.0% ▲ Add 3 SEC ↗
35 HighTower Advisors, LLC 10.43K $122,824 0.0% n/c 1 SEC ↗
36 Pnc Financial Services Group, Inc. 3.13K $36,871 0.0% n/c 1 SEC ↗
37 Cwm, Llc 1.75K $21,000 0.0% n/c 1 SEC ↗
38 Bnp Paribas Financial Markets 1.06K $12,463 0.0% n/c 1 SEC ↗
39 Northwestern Mutual Wealth… 362 $4,264 0.0% n/c 1 SEC ↗
40 Citigroup Inc 2 $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 · Get this via the API