Security record · archived quarter
FYC
name pending profile ingest
30Tracked holders
0Δ holders
3.82MShares held
$367.63MReported value
+0New positions
−0Exits
Momentum inputs (comparable managers): holder breadth 0.0% · share flow +1.1% · 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 |
|---|---|---|---|---|---|---|
| Q3 2026 | 1 | 0 | 12.99K | $1.48M | n/a | n/a |
| Q2 2026 | 29 | -8 | 5.36M | $682.75M | n/a | −8 |
| Q1 2026 | 38 | +8 | 4.71M | $457.08M | +9 | −1 |
| Q4 2025 | 30 | 0 | 3.82M | $367.63M | n/a | n/a |
| Q3 2025 | 3 | -1 | 254.15K | $23.05M | n/a | −1 |
| Q2 2025 | 2 | 0 | 28.57K | $2.27M | +1 | −1 |
| Q1 2025 | 1 | 0 | 5.05K | $347,165 | n/a | n/a |
| Q4 2024 | 1 | +1 | 27.58K | $2.14M | +1 | n/a |
| Q2 2024 | 1 | n/a | 18.56K | $1.22M | n/a | n/a |
Who holds it · Q4 2025
| # | Manager | Shares | Δ shares | Value | Their weight | Held | ||
|---|---|---|---|---|---|---|---|---|
| 1 | LPL Financial LLC | 1.18M | n/a | $113.77M | 0.0% | n/c | 1 | SEC ↗ |
| 2 | Raymond James Financial Inc | 438.88K | n/a | $42.19M | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 3 | Wells Fargo & Company/Mn | 363.67K | n/a | $34.96M | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 4 | Morgan Stanley ✦ | 293.29K | +16.5% | $28.19M | 0.0% | ▲ Add | 2 | SEC ↗ ×2 |
| 5 | Cetera Investment Advisers | 255.01K | n/a | $24.51M | 0.0% | n/c | 1 | SEC ↗ |
| 6 | First Trust Advisors Lp | 216.35K | n/a | $20.80M | 0.0% | n/c | 1 | SEC ↗ |
| 7 | Bank Of America Corp /De/ | 201.51K | n/a | $19.37M | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 8 | Royal Bank Of Canada | 163.96K | n/a | $15.76M | 0.0% | n/c | 1 | SEC ↗ ×3 |
| 9 | Envestnet Asset Management Inc | 159.09K | n/a | $15.29M | 0.0% | n/c | 1 | SEC ↗ |
| 10 | Osaic Holdings, Inc. | 93.14K | n/a | $8.95M | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 11 | UBS Group AG | 84.26K | n/a | $8.10M | 0.0% | n/c | 1 | SEC ↗ |
| 12 | Pnc Financial Services Group, Inc. | 76.77K | n/a | $7.38M | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 13 | Mml Investors Services, Llc | 66.70K | n/a | $6.41M | 0.0% | n/c | 1 | SEC ↗ |
| 14 | Northwestern Mutual Wealth… | 43.33K | n/a | $4.16M | 0.0% | n/c | 1 | SEC ↗ |
| 15 | Commonwealth Equity Services, Llc | 38.97K | n/a | $3.75M | 0.0% | n/c | 1 | SEC ↗ |
| 16 | Jane Street Group, Llc | 35.15K | n/a | $3.38M | 0.0% | n/c | 1 | SEC ↗ |
| 17 | Jones Financial Companies Lllp | 29.52K | n/a | $2.84M | 0.0% | n/c | 1 | SEC ↗ |
| 18 | Stifel Financial Corp | 20.52K | n/a | $1.97M | 0.0% | n/c | 1 | SEC ↗ |
| 19 | Us Bancorp \De\ | 20.32K | n/a | $1.96M | 0.0% | n/c | 1 | SEC ↗ |
| 20 | Baird Financial Group, Inc. | 18.16K | n/a | $1.75M | 0.0% | n/c | 1 | SEC ↗ |
| 21 | Truist Financial Corp | 13.61K | n/a | $1.31M | 0.0% | n/c | 1 | SEC ↗ |
| 22 | Wealth Enhancement Advisory… | 2.77K | n/a | $277,698 | 0.0% | n/c | 1 | SEC ↗ |
| 23 | Mariner, LLC | 2.83K | n/a | $271,553 | 0.0% | n/c | 1 | SEC ↗ |
| 24 | Cwm, Llc | 1.11K | n/a | $106,000 | 0.0% | n/c | 1 | SEC ↗ |
| 25 | Fidelity (FMR) ✦ | 585 | +0.7% | $56,196 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 26 | Rockefeller Capital Management L.P. | 508 | n/a | $48,828 | 0.0% | n/c | 1 | SEC ↗ |
| 27 | JPMorgan Chase ✦ | 444 | -74.6% | $42,677 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 28 | Blair William & Co/Il | 325 | n/a | $31,239 | 0.0% | n/c | 1 | SEC ↗ |
| 29 | Russell Investments Group, Ltd. | 130 | n/a | $12,495 | 0.0% | n/c | 1 | SEC ↗ |
| 30 | Citigroup Inc | 65 | n/a | $6,248 | 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): 152 holders, 6.54M shares, $621.17M 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 ·
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