Security record · archived quarter
FREL
name pending profile ingest
45Tracked holders
+3Δ holders
7.54MShares held
$204.09MReported value
+3New positions
−0Exits
Momentum inputs (comparable managers):
holder breadth +7.1% ·
share flow +4.5% ·
net new positions +6.7%
· formula
Broad accumulation: rising shares across more holders
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 | 37 | -3 | 17.39M | $509.59M | +3 | −7 |
| Q1 2026 | 42 | -3 | 18.15M | $488.47M | +2 | −5 |
| Q4 2025 | 45 | +3 | 7.54M | $204.09M | +3 | n/a |
| Q3 2025 | 4 | -1 | 242.15K | $6.73M | n/a | −1 |
| Q2 2025 | 3 | 0 | 46.66K | $1.26M | n/a | n/a |
| Q1 2025 | 2 | 0 | 20.09K | $551,817 | n/a | n/a |
| Q4 2024 | 2 | 0 | 55.40K | $1.50M | n/a | n/a |
| Q3 2024 | 2 | 0 | 80.82K | $2.38M | +1 | −1 |
| Q2 2024 | 2 | n/a | 46.87K | $1.19M | n/a | n/a |
Who holds it · Q4 2025
| # | Manager | Shares | Δ shares | Value | Their weight | Held | ||
|---|---|---|---|---|---|---|---|---|
| 1 | Lido Advisors, LLC | 1.34M | n/a | $37.18M | 0.1% | n/c | 1 | SEC ↗ ×4 |
| 2 | Pnc Financial Services Group, Inc. | 861.23K | n/a | $23.16M | 0.0% | n/c | 1 | SEC ↗ ×6 |
| 3 | Envestnet Asset Management Inc | 823.47K | n/a | $22.14M | 0.0% | n/c | 1 | SEC ↗ |
| 4 | Northwestern Mutual Wealth… | 815.74K | n/a | $21.94M | 0.0% | n/c | 1 | SEC ↗ |
| 5 | Commonwealth Equity Services, Llc | 532.68K | n/a | $14.32M | 0.0% | n/c | 1 | SEC ↗ |
| 6 | Cetera Investment Advisers | 431.01K | n/a | $11.59M | 0.0% | n/c | 1 | SEC ↗ |
| 7 | LPL Financial LLC | 417.34K | n/a | $11.22M | 0.0% | n/c | 1 | SEC ↗ |
| 8 | Two Sigma Investments ✦ | 314.90K | New | $8.47M | 0.0% | New | 1 | SEC ↗ |
| 9 | Osaic Holdings, Inc. | 264.36K | n/a | $7.11M | 0.0% | n/c | 1 | SEC ↗ ×3 |
| 10 | Mml Investors Services, Llc | 233.04K | n/a | $6.27M | 0.0% | n/c | 1 | SEC ↗ |
| 11 | Creative Planning | 224.38K | n/a | $6.03M | 0.0% | n/c | 1 | SEC ↗ |
| 12 | Morgan Stanley ✦ | 166.63K | +5.2% | $4.48M | 0.0% | ▲ Add | 2 | SEC ↗ ×4 |
| 13 | HighTower Advisors, LLC | 147.02K | n/a | $3.95M | 0.0% | n/c | 1 | SEC ↗ |
| 14 | Raymond James Financial Inc | 139.11K | n/a | $3.74M | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 15 | Financial Engines Advisors L.L.C. | 132.76K | n/a | $3.57M | 0.0% | n/c | 1 | SEC ↗ |
| 16 | Royal Bank Of Canada | 111.06K | n/a | $2.99M | 0.0% | n/c | 1 | SEC ↗ |
| 17 | UBS Group AG | 81.43K | n/a | $2.19M | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 18 | Ameriprise Financial Inc | 68.27K | n/a | $1.83M | 0.0% | n/c | 1 | SEC ↗ |
| 19 | Stifel Financial Corp | 63.54K | n/a | $1.71M | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 20 | Mariner, LLC | 55.16K | n/a | $1.48M | 0.0% | n/c | 1 | SEC ↗ |
| 21 | Mercer Global Advisors Inc /Adv | 43.51K | n/a | $1.17M | 0.0% | n/c | 1 | SEC ↗ |
| 22 | Bank Of America Corp /De/ | 40.39K | n/a | $1.09M | 0.0% | n/c | 1 | SEC ↗ ×4 |
| 23 | Wells Fargo & Company/Mn | 39.72K | n/a | $1.07M | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 24 | JPMorgan Chase ✦ | 36.21K | -46.5% | $973,625 | 0.0% | ▼ Trim | 2 | SEC ↗ ×3 |
| 25 | Susquehanna International Group, Llp | 22.33K | n/a | $600,507 | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 26 | Bank of New York Mellon Corp | 19.11K | n/a | $513,997 | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 27 | Cwm, Llc | 18.06K | n/a | $486,000 | 0.0% | n/c | 1 | SEC ↗ |
| 28 | Goldman Sachs Group ✦ | 17.49K | New | $470,387 | 0.0% | New | 1 | SEC ↗ |
| 29 | Citigroup Inc | 16.91K | n/a | $454,602 | 0.0% | n/c | 1 | SEC ↗ |
| 30 | Corient Private Wealth LP | 16.18K | n/a | $435,078 | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 31 | D. E. Shaw & Co. ✦ | 15.88K | New | $427,148 | 0.0% | New | 1 | SEC ↗ |
| 32 | Wealth Enhancement Advisory… | 8.12K | n/a | $220,431 | 0.0% | n/c | 1 | SEC ↗ |
| 33 | AQR Capital Management ✦ | 8.14K | +0.6% | $218,938 | 0.0% | ▲ Add | 6 | SEC ↗ |
| 34 | Fidelity (FMR) ✦ | 7.93K | -1.9% | $213,302 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 35 | Jones Financial Companies Lllp | 5.33K | n/a | $143,386 | 0.0% | n/c | 1 | SEC ↗ |
| 36 | Us Bancorp \De\ | 4.20K | n/a | $112,938 | 0.0% | n/c | 1 | SEC ↗ |
| 37 | National Bank Of Canada /Fi/ | 1.79K | n/a | $48,250 | 0.0% | n/c | 1 | SEC ↗ |
| 38 | Deutsche Bank Ag\ | 756 | n/a | $20,329 | 0.0% | n/c | 1 | SEC ↗ |
| 39 | Fifth Third Bancorp | 671 | n/a | $18,043 | 0.0% | n/c | 1 | SEC ↗ |
| 40 | Blair William & Co/Il | 589 | n/a | $15,838 | 0.0% | n/c | 1 | SEC ↗ |
| 41 | Assetmark, Inc | 290 | n/a | $7,798 | 0.0% | n/c | 1 | SEC ↗ |
| 42 | Rockefeller Capital Management L.P. | 203 | n/a | $5,459 | 0.0% | n/c | 1 | SEC ↗ |
| 43 | Bank Of Montreal /Can/ | 200 | n/a | $5,422 | 0.0% | n/c | 1 | SEC ↗ |
| 44 | Simplex Trading, Llc | 46 | n/a | $1,236 | 0.0% | n/c | 1 | SEC ↗ |
| 45 | Russell Investments Group, Ltd. | 17 | n/a | $465 | 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
| Two Sigma Investments | $8.47M | 0.0% |
| Goldman Sachs Group | $470,387 | 0.0% |
| D. E. Shaw & Co. | $427,148 | 0.0% |
Exited
| No tracked exits this quarter. |
Full-market context: across ALL 13F filers (SEC structured data, Q1 2026): 199 holders, 28.64M shares, $764.40M 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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