Security record · archived quarter
FRDM
name pending profile ingest
34Tracked holders
0Δ holders
6.60MShares held
$338.59MReported value
+0New positions
−0Exits
Momentum inputs (comparable managers): holder breadth 0.0% · share flow +1.2% · net new positions 0.0% · formula
All ownership figures: tracked 13F managers only, common-stock positions, reporting period Q4 2025
Ownership over time
| Quarter | Holders | Δ | Shares | Reported value | New | Exits |
|---|---|---|---|---|---|---|
| Q2 2026 | 43 | +1 | 10.26M | $747.79M | +4 | −4 |
| Q1 2026 | 44 | +10 | 9.35M | $510.51M | +11 | −1 |
| Q4 2025 | 34 | 0 | 6.60M | $338.59M | n/a | n/a |
| Q3 2025 | 3 | 0 | 260.71K | $11.55M | n/a | n/a |
| Q2 2025 | 1 | -1 | 1.30K | $52,677 | n/a | −1 |
| Q1 2025 | 1 | 0 | 60.10K | $2.11M | n/a | n/a |
| Q4 2024 | 1 | +1 | 71.97K | $2.35M | +1 | n/a |
| Q2 2024 | 1 | n/a | 6.64K | $234,419 | n/a | n/a |
Who holds it · Q4 2025
| # | Manager | Shares | Δ shares | Value | Their weight | Held | ||
|---|---|---|---|---|---|---|---|---|
| 1 | Northwestern Mutual Wealth… | 1.58M | n/a | $81.04M | 0.1% | n/c | 1 | SEC ↗ |
| 2 | Wells Fargo & Company/Mn | 1.50M | n/a | $76.93M | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 3 | Raymond James Financial Inc | 805.92K | n/a | $41.32M | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 4 | LPL Financial LLC | 422.56K | n/a | $21.66M | 0.0% | n/c | 1 | SEC ↗ |
| 5 | HighTower Advisors, LLC | 418.45K | n/a | $21.45M | 0.0% | n/c | 1 | SEC ↗ |
| 6 | Morgan Stanley ✦ | 285.19K | +15.4% | $14.62M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 7 | Jane Street Group, Llc | 250.00K | n/a | $12.82M | 0.0% | n/c | 1 | SEC ↗ |
| 8 | Jones Financial Companies Lllp | 136.49K | n/a | $7.00M | 0.0% | n/c | 1 | SEC ↗ |
| 9 | Focus Partners Wealth | 131.31K | n/a | $6.73M | 0.0% | n/c | 1 | SEC ↗ |
| 10 | Tidal Investments LLC | 118.48K | n/a | $6.07M | 0.0% | n/c | 1 | SEC ↗ |
| 11 | Commonwealth Equity Services, Llc | 118.41K | n/a | $6.07M | 0.0% | n/c | 1 | SEC ↗ |
| 12 | Envestnet Asset Management Inc | 116.67K | n/a | $5.98M | 0.0% | n/c | 1 | SEC ↗ |
| 13 | Baird Financial Group, Inc. | 113.47K | n/a | $5.82M | 0.0% | n/c | 1 | SEC ↗ |
| 14 | Mariner, LLC | 107.24K | n/a | $5.50M | 0.0% | n/c | 1 | SEC ↗ |
| 15 | Osaic Holdings, Inc. | 75.80K | n/a | $3.89M | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 16 | Mml Investors Services, Llc | 67.13K | n/a | $3.44M | 0.0% | n/c | 1 | SEC ↗ |
| 17 | Wealth Enhancement Advisory… | 55.41K | n/a | $3.01M | 0.0% | n/c | 1 | SEC ↗ |
| 18 | Royal Bank Of Canada | 58.26K | n/a | $2.99M | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 19 | JPMorgan Chase ✦ | 54.60K | +359.2% | $2.80M | 0.0% | ▲ Add | 2 | SEC ↗ ×2 |
| 20 | Bank Of America Corp /De/ | 40.10K | n/a | $2.06M | 0.0% | n/c | 1 | SEC ↗ |
| 21 | Cwm, Llc | 32.67K | n/a | $1.68M | 0.0% | n/c | 1 | SEC ↗ |
| 22 | Cetera Investment Advisers | 28.94K | n/a | $1.48M | 0.0% | n/c | 1 | SEC ↗ |
| 23 | Captrust Financial Advisors | 22.52K | n/a | $1.15M | 0.0% | n/c | 1 | SEC ↗ |
| 24 | Creative Planning | 20.42K | n/a | $1.05M | 0.0% | n/c | 1 | SEC ↗ |
| 25 | Mercer Global Advisors Inc /Adv | 9.98K | n/a | $511,790 | 0.0% | n/c | 1 | SEC ↗ |
| 26 | Us Bancorp \De\ | 6.70K | n/a | $343,509 | 0.0% | n/c | 1 | SEC ↗ |
| 27 | Brown Advisory Inc | 6.16K | n/a | $315,721 | 0.0% | n/c | 1 | SEC ↗ |
| 28 | Northern Trust Corp | 5.16K | n/a | $264,604 | 0.0% | n/c | 1 | SEC ↗ |
| 29 | National Bank Of Canada /Fi/ | 4.63K | n/a | $237,636 | 0.0% | n/c | 1 | SEC ↗ |
| 30 | UBS Group AG | 2.50K | n/a | $128,175 | 0.0% | n/c | 1 | SEC ↗ |
| 31 | Fidelity (FMR) ✦ | 2.28K | +30.1% | $116,826 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 32 | TD Waterhouse Canada Inc. | 1.63K | n/a | $83,673 | 0.0% | n/c | 1 | SEC ↗ |
| 33 | Russell Investments Group, Ltd. | 332 | n/a | $17,022 | 0.0% | n/c | 1 | SEC ↗ |
| 34 | Assetmark, Inc | 217 | n/a | $11,126 | 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): 273 holders, 33.24M shares, $1.77B 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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