FT
name pending profile ingest
Momentum inputs (comparable managers):
holder breadth +4.8% ·
share flow +0.5% ·
net new positions +4.5%
· formula
Broad accumulation: rising shares across more holders
All ownership figures: tracked 13F managers only, common-stock positions, reporting period Q4 2025
| # | Manager | Shares | Δ shares | Value | Their weight | Held | ||
|---|---|---|---|---|---|---|---|---|
| 1 | LPL Financial LLC | 635.69K | n/a | $5.09M | 0.0% | n/c | 1 | SEC ↗ |
| 2 | Morgan Stanley ✦ | 369.41K | +0.5% | $2.96M | 0.0% | ▲ Add | 2 | SEC ↗ ×2 |
| 3 | Stifel Financial Corp | 359.55K | n/a | $2.88M | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 4 | Commonwealth Equity Services, Llc | 242.06K | n/a | $1.94M | 0.0% | n/c | 1 | SEC ↗ |
| 5 | UBS Group AG | 123.91K | n/a | $991,296 | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 6 | Wells Fargo & Company/Mn | 109.70K | n/a | $877,600 | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 7 | Cetera Investment Advisers | 108.34K | n/a | $866,689 | 0.0% | n/c | 1 | SEC ↗ |
| 8 | Osaic Holdings, Inc. | 94.07K | n/a | $752,561 | 0.0% | n/c | 1 | SEC ↗ ×3 |
| 9 | Raymond James Financial Inc | 50.87K | n/a | $406,930 | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 10 | Envestnet Asset Management Inc | 49.56K | n/a | $396,454 | 0.0% | n/c | 1 | SEC ↗ |
| 11 | Focus Partners Wealth | 33.69K | n/a | $269,512 | 0.0% | n/c | 1 | SEC ↗ |
| 12 | Invesco Ltd. | 24.00K | n/a | $192,008 | 0.0% | n/c | 1 | SEC ↗ |
| 13 | Ameriprise Financial Inc | 19.35K | n/a | $154,766 | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 14 | Royal Bank Of Canada | 18.25K | n/a | $146,000 | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 15 | Goldman Sachs Group ✦ | 15.13K | 0.0% | $121,032 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 16 | Susquehanna International Group, Llp | 13.92K | n/a | $111,360 | 0.0% | n/c | 1 | SEC ↗ |
| 17 | Citadel Advisors ✦ | 10.40K | New | $83,240 | 0.0% | New | 1 | SEC ↗ |
| 18 | Pnc Financial Services Group, Inc. | 3.20K | n/a | $25,618 | 0.0% | n/c | 1 | SEC ↗ |
| 19 | Bank Of America Corp /De/ | 1.01K | n/a | $8,112 | 0.0% | n/c | 1 | SEC ↗ |
| 20 | Northwestern Mutual Wealth… | 500 | n/a | $4,000 | 0.0% | n/c | 1 | SEC ↗ |
| 21 | Cwm, Llc | 300 | n/a | $2,000 | 0.0% | n/c | 1 | SEC ↗ |
| 22 | Jones Financial Companies Lllp | 0 | n/a | $0 | 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
| Citadel Advisors | $83,240 | 0.0% |
Exited
| No tracked exits this quarter. |
Full-market context: across ALL 13F filers (SEC structured data, Q1 2026): 53 holders, 4.54M shares, $33.98M 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.