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Security record · archived quarter

GAM

name pending profile ingest

Q2 2026 Q1 2026 Q4 2025 Q3 2025
32Tracked holders
0Δ holders
2.47MShares held
$144.90MReported value
+0New positions
−0Exits
Stable How these are computed → Explain this at the Research Desk →

Momentum inputs (comparable managers): holder breadth 0.0% · share flow +0.2% · net new positions 0.0%formula

All ownership figures: tracked 13F managers only, common-stock positions, reporting period Q4 2025

Ownership over time
QuarterHoldersΔSharesReported valueNewExits
Q2 2026 35 +4 2.71M $172.49M +4
Q1 2026 32 -1 2.68M $156.59M +2 −3
Q4 2025 32 0 2.47M $144.90M
Q3 2025 1 92.13K $5.73M
Holder count
Who holds it · Q4 2025
#ManagerSharesΔ sharesValueTheir weightHeld
1 Lazard Asset Management Llc 1.40M $82.08M 0.1% n/c 1 SEC ↗
2 Allspring Global Investments… 393.62K $23.12M 0.0% n/c 1 SEC ↗
3 Royal Bank Of Canada 204.28K $12.00M 0.0% n/c 1 SEC ↗
4 Royal Bank Of Canada 204.28K $12.00M 0.0% n/c 1 SEC ↗
5 Royal Bank Of Canada 204.28K $12.00M 0.0% n/c 1 SEC ↗
6 Morgan Stanley 97.73K +6.1% $5.74M 0.0% ▲ Add 2 SEC ↗
7 Morgan Stanley 97.73K +6.1% $5.74M 0.0% ▲ Add 2 SEC ↗
8 Morgan Stanley 97.73K +6.1% $5.74M 0.0% ▲ Add 2 SEC ↗
9 Morgan Stanley 97.73K +6.1% $5.74M 0.0% ▲ Add 2 SEC ↗
10 Morgan Stanley 97.73K +6.1% $5.74M 0.0% ▲ Add 2 SEC ↗
11 First Trust Advisors Lp 38.96K $2.29M 0.0% n/c 1 SEC ↗
12 Capstone Investment Advisors, Llc 35.84K $2.10M 0.0% n/c 1 SEC ↗
13 Stifel Financial Corp 34.86K $2.05M 0.0% n/c 1 SEC ↗
14 Wells Fargo & Company/Mn 33.32K $1.96M 0.0% n/c 1 SEC ↗
15 Wells Fargo & Company/Mn 33.32K $1.96M 0.0% n/c 1 SEC ↗
16 Wells Fargo & Company/Mn 33.32K $1.96M 0.0% n/c 1 SEC ↗
17 Bank Of America Corp /De/ 31.46K $1.85M 0.0% n/c 1 SEC ↗
18 Bank Of America Corp /De/ 31.46K $1.85M 0.0% n/c 1 SEC ↗
19 Raymond James Financial Inc 26.64K $1.56M 0.0% n/c 1 SEC ↗
20 Raymond James Financial Inc 26.64K $1.56M 0.0% n/c 1 SEC ↗
21 HighTower Advisors, LLC 25.17K $1.48M 0.0% n/c 1 SEC ↗
22 LPL Financial LLC 21.70K $1.27M 0.0% n/c 1 SEC ↗
23 Commonwealth Equity Services, Llc 20.69K $1.22M 0.0% n/c 1 SEC ↗
24 Cetera Investment Advisers 16.84K $988,837 0.0% n/c 1 SEC ↗
25 Mariner, LLC 15.31K $898,945 0.0% n/c 1 SEC ↗
26 Jane Street Group, Llc 10.60K $622,479 0.0% n/c 1 SEC ↗
27 Jane Street Group, Llc 10.60K $622,479 0.0% n/c 1 SEC ↗
28 UBS Group AG 9.63K $565,746 0.0% n/c 1 SEC ↗
29 UBS Group AG 9.63K $565,746 0.0% n/c 1 SEC ↗
30 UBS Group AG 9.63K $565,746 0.0% n/c 1 SEC ↗
31 UBS Group AG 9.63K $565,746 0.0% n/c 1 SEC ↗
32 Envestnet Asset Management Inc 6.96K $408,760 0.0% n/c 1 SEC ↗
33 Focus Partners Wealth 6.54K $384,094 0.0% n/c 1 SEC ↗
34 Wealth Enhancement Advisory… 6.04K $361,795 0.0% n/c 1 SEC ↗
35 First Manhattan Co. Llc. 5.93K $348,261 0.0% n/c 1 SEC ↗
36 Captrust Financial Advisors 5.22K $306,828 0.0% n/c 1 SEC ↗
37 Susquehanna International Group, Llp 4.41K $259,234 0.0% n/c 1 SEC ↗
38 Franklin Resources Inc 4.23K $248,428 0.0% n/c 1 SEC ↗
39 Mercer Global Advisors Inc /Adv 4.07K $239,149 0.0% n/c 1 SEC ↗
40 Osaic Holdings, Inc. 3.48K $204,474 0.0% n/c 1 SEC ↗
41 Osaic Holdings, Inc. 3.48K $204,474 0.0% n/c 1 SEC ↗
42 Pnc Financial Services Group, Inc. 2.77K $162,964 0.0% n/c 1 SEC ↗
43 Cwm, Llc 1.36K $80,000 0.0% n/c 1 SEC ↗
44 Northwestern Mutual Wealth… 841 $49,392 0.0% n/c 1 SEC ↗
45 Jones Financial Companies Lllp 736 $43,228 0.0% n/c 1 SEC ↗
46 National Bank Of Canada /Fi/ 263 $15,401 0.0% n/c 1 SEC ↗
47 Assetmark, Inc 16 $940 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): 91 holders, 7.70M shares, $394.28M 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 · Get this via the API