Security record · archived quarter
FTC
name pending profile ingest
37Tracked holders
+1Δ holders
3.48MShares held
$556.02MReported value
+1New positions
−0Exits
Momentum inputs (comparable managers):
holder breadth +2.8% ·
share flow -1.0% ·
net new positions +2.7%
— formula
Ownership fragmentation — more holders, smaller aggregate stake
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 | 41 | -1 | 3.11M | $602.68M | +2 | −3 |
| Q1 2026 | 43 | +6 | 3.23M | $497.03M | +7 | −1 |
| Q4 2025 | 37 | +1 | 3.48M | $556.02M | +1 | — |
| Q3 2025 | 3 | -2 | 766.39K | $123.13M | — | −2 |
| Q2 2025 | 3 | +2 | 30.42K | $4.59M | +2 | — |
| Q4 2024 | 1 | 0 | 38.77K | $5.36M | — | — |
| Q3 2024 | 1 | 0 | 43.78K | $5.75M | — | — |
| Q2 2024 | 1 | — | 13.56K | $1.66M | — | — |
Who holds it · Q4 2025
| # | Manager | Shares | Δ shares | Value | Their weight | Held | ||
|---|---|---|---|---|---|---|---|---|
| 1 | Morgan Stanley ✦ | 714.03K | -5.0% | $114.16M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 2 | Morgan Stanley ✦ | 714.03K | -5.0% | $114.16M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 3 | Morgan Stanley ✦ | 714.03K | -5.0% | $114.16M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 4 | LPL Financial LLC | 690.77K | — | $110.44M | 0.0% | n/c | 1 | SEC ↗ |
| 5 | Wells Fargo & Company/Mn | 418.06K | — | $66.84M | 0.0% | n/c | 1 | SEC ↗ |
| 6 | Wells Fargo & Company/Mn | 418.06K | — | $66.84M | 0.0% | n/c | 1 | SEC ↗ |
| 7 | Raymond James Financial Inc | 271.02K | — | $43.33M | 0.0% | n/c | 1 | SEC ↗ |
| 8 | Raymond James Financial Inc | 271.02K | — | $43.33M | 0.0% | n/c | 1 | SEC ↗ |
| 9 | Raymond James Financial Inc | 271.02K | — | $43.33M | 0.0% | n/c | 1 | SEC ↗ |
| 10 | UBS Group AG | 227.09K | — | $36.31M | 0.0% | n/c | 1 | SEC ↗ |
| 11 | UBS Group AG | 227.09K | — | $36.31M | 0.0% | n/c | 1 | SEC ↗ |
| 12 | Commonwealth Equity Services, Llc | 186.23K | — | $29.77M | 0.0% | n/c | 1 | SEC ↗ |
| 13 | First Trust Advisors Lp | 171.10K | — | $27.35M | 0.0% | n/c | 1 | SEC ↗ |
| 14 | Baird Financial Group, Inc. | 150.46K | — | $24.06M | 0.0% | n/c | 1 | SEC ↗ |
| 15 | Baird Financial Group, Inc. | 150.46K | — | $24.06M | 0.0% | n/c | 1 | SEC ↗ |
| 16 | Bank Of America Corp /De/ | 144.31K | — | $23.07M | 0.0% | n/c | 1 | SEC ↗ |
| 17 | Bank Of America Corp /De/ | 144.31K | — | $23.07M | 0.0% | n/c | 1 | SEC ↗ |
| 18 | Cetera Investment Advisers | 96.58K | — | $15.44M | 0.0% | n/c | 1 | SEC ↗ |
| 19 | Royal Bank Of Canada | 67.30K | — | $10.76M | 0.0% | n/c | 1 | SEC ↗ |
| 20 | Royal Bank Of Canada | 67.30K | — | $10.76M | 0.0% | n/c | 1 | SEC ↗ |
| 21 | Royal Bank Of Canada | 67.30K | — | $10.76M | 0.0% | n/c | 1 | SEC ↗ |
| 22 | Stifel Financial Corp | 48.91K | — | $7.82M | 0.0% | n/c | 1 | SEC ↗ |
| 23 | Osaic Holdings, Inc. | 40.02K | — | $6.40M | 0.0% | n/c | 1 | SEC ↗ |
| 24 | Osaic Holdings, Inc. | 40.02K | — | $6.40M | 0.0% | n/c | 1 | SEC ↗ |
| 25 | Osaic Holdings, Inc. | 40.02K | — | $6.40M | 0.0% | n/c | 1 | SEC ↗ |
| 26 | Susquehanna International Group, Llp | 38.47K | — | $6.15M | 0.0% | n/c | 1 | SEC ↗ |
| 27 | Susquehanna International Group, Llp | 38.47K | — | $6.15M | 0.0% | n/c | 1 | SEC ↗ |
| 28 | Northwestern Mutual Wealth… | 37.04K | — | $5.92M | 0.0% | n/c | 1 | SEC ↗ |
| 29 | Envestnet Asset Management Inc | 30.47K | — | $4.87M | 0.0% | n/c | 1 | SEC ↗ |
| 30 | Jones Financial Companies Lllp | 22.12K | — | $3.54M | 0.0% | n/c | 1 | SEC ↗ |
| 31 | Rockefeller Capital Management L.P. | 19.62K | — | $3.14M | 0.0% | n/c | 1 | SEC ↗ |
| 32 | Ameriprise Financial Inc | 17.60K | — | $2.81M | 0.0% | n/c | 1 | SEC ↗ |
| 33 | Truist Financial Corp | 11.29K | — | $1.81M | 0.0% | n/c | 1 | SEC ↗ |
| 34 | Cwm, Llc | 10.84K | — | $1.73M | 0.0% | n/c | 1 | SEC ↗ |
| 35 | HighTower Advisors, LLC | 8.88K | — | $1.42M | 0.0% | n/c | 1 | SEC ↗ |
| 36 | Mml Investors Services, Llc | 8.62K | — | $1.38M | 0.0% | n/c | 1 | SEC ↗ |
| 37 | Citadel Advisors ✦ | 8.48K | New | $1.36M | 0.0% | New | 1 | SEC ↗ |
| 38 | Creative Planning | 5.34K | — | $853,607 | 0.0% | n/c | 1 | SEC ↗ |
| 39 | JPMorgan Chase ✦ | 5.28K | -52.6% | $843,590 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 40 | JPMorgan Chase ✦ | 5.28K | -52.6% | $843,590 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 41 | JPMorgan Chase ✦ | 5.28K | -52.6% | $843,590 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 42 | Mariner, LLC | 4.90K | — | $784,099 | 0.0% | n/c | 1 | SEC ↗ |
| 43 | Wealth Enhancement Advisory… | 4.08K | — | $677,878 | 0.0% | n/c | 1 | SEC ↗ |
| 44 | Fidelity (FMR) ✦ | 3.72K | +7.7% | $594,637 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 45 | Us Bancorp \De\ | 3.62K | — | $577,953 | 0.0% | n/c | 1 | SEC ↗ |
| 46 | Us Bancorp \De\ | 3.62K | — | $577,953 | 0.0% | n/c | 1 | SEC ↗ |
| 47 | Citigroup Inc | 3.09K | — | $493,477 | 0.0% | n/c | 1 | SEC ↗ |
| 48 | Assetmark, Inc | 2.46K | — | $393,935 | 0.0% | n/c | 1 | SEC ↗ |
| 49 | Focus Partners Wealth | 2.00K | — | $320,232 | 0.0% | n/c | 1 | SEC ↗ |
| 50 | Blair William & Co/Il | 1.27K | — | $203,842 | 0.0% | n/c | 1 | SEC ↗ |
| 51 | Pnc Financial Services Group, Inc. | 1.27K | — | $202,908 | 0.0% | n/c | 1 | SEC ↗ |
| 52 | Pnc Financial Services Group, Inc. | 1.27K | — | $202,908 | 0.0% | n/c | 1 | SEC ↗ |
| 53 | Hrt Financial Lp | 1.27K | — | $202,000 | 0.0% | n/c | 1 | SEC ↗ |
| 54 | UBS AM, a distinct business unit of… | 14 | — | $2,238 | 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 | $1.36M | 0.0% |
Exited
| No tracked exits this quarter. |
Full-market context: across ALL 13F filers (SEC structured data, Q1 2026): 205 holders, 5.05M shares, $669.57M 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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