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Security record · archived quarter

GARP

name pending profile ingest

Q2 2026 Q1 2026 Q4 2025 Q3 2025 Q2 2025 Q4 2024
31Tracked holders
+1Δ holders
4.85MShares held
$330.52MReported value
+1New positions
−0Exits
Rising How these are computed → Explain this at the Research Desk →

Momentum inputs (comparable managers): holder breadth +3.3% · share flow +10.3% · net new positions +3.2%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
QuarterHoldersΔSharesReported valueNewExits
Q2 2026 38 +4 12.16M $1.00B +5 −1
Q1 2026 35 +4 7.39M $472.66M +7 −3
Q4 2025 31 +1 4.85M $330.52M +1
Q3 2025 4 0 11.96K $785,041 +1 −1
Q2 2025 1 +1 14.02K $846,407 +1
Q4 2024 1 +1 40.45K $2.28M +1
Holder count
Who holds it · Q4 2025
#ManagerSharesΔ sharesValueTheir weightHeld
1 LPL Financial LLC 1.32M $89.62M 0.0% n/c 1 SEC ↗
2 Cetera Investment Advisers 488.80K $33.29M 0.0% n/c 1 SEC ↗
3 Raymond James Financial Inc 437.64K $29.80M 0.0% n/c 1 SEC ↗
4 Raymond James Financial Inc 437.64K $29.80M 0.0% n/c 1 SEC ↗
5 Bank Of America Corp /De/ 359.26K $24.47M 0.0% n/c 1 SEC ↗
6 Bank Of America Corp /De/ 359.26K $24.47M 0.0% n/c 1 SEC ↗
7 Bank Of America Corp /De/ 359.26K $24.47M 0.0% n/c 1 SEC ↗
8 Bank Of America Corp /De/ 359.26K $24.47M 0.0% n/c 1 SEC ↗
9 Envestnet Asset Management Inc 340.76K $23.21M 0.0% n/c 1 SEC ↗
10 Commonwealth Equity Services, Llc 296.79K $20.21M 0.0% n/c 1 SEC ↗
11 Morgan Stanley 266.02K +26602000.0% $18.12M 0.0% ▲ Add 2 SEC ↗
12 Morgan Stanley 266.02K +26602000.0% $18.12M 0.0% ▲ Add 2 SEC ↗
13 Morgan Stanley 266.02K +26602000.0% $18.12M 0.0% ▲ Add 2 SEC ↗
14 Morgan Stanley 266.02K +26602000.0% $18.12M 0.0% ▲ Add 2 SEC ↗
15 Mml Investors Services, Llc 248.11K $16.90M 0.0% n/c 1 SEC ↗
16 Stifel Financial Corp 205.80K $14.02M 0.0% n/c 1 SEC ↗
17 Osaic Holdings, Inc. 187.53K $12.77M 0.0% n/c 1 SEC ↗
18 Osaic Holdings, Inc. 187.53K $12.77M 0.0% n/c 1 SEC ↗
19 Goldman Sachs Group 187.22K +2984.9% $12.75M 0.0% ▲ Add 2 SEC ↗
20 Northwestern Mutual Wealth… 168.20K $11.45M 0.0% n/c 1 SEC ↗
21 HighTower Advisors, LLC 158.45K $10.79M 0.0% n/c 1 SEC ↗
22 First Trust Advisors Lp 77.43K $5.27M 0.0% n/c 1 SEC ↗
23 Truist Financial Corp 50.96K $3.47M 0.0% n/c 1 SEC ↗
24 Corient Private Wealth LP 12.00K $817,200 0.0% n/c 1 SEC ↗
25 Corient Private Wealth LP 12.00K $817,200 0.0% n/c 1 SEC ↗
26 Cibc World Market Inc. 10.27K $699,387 0.0% n/c 1 SEC ↗
27 Susquehanna International Group, Llp 6.93K $472,274 0.0% n/c 1 SEC ↗
28 Wealth Enhancement Advisory… 6.34K $444,717 0.0% n/c 1 SEC ↗
29 Bank of New York Mellon Corp 5.93K $403,809 0.0% n/c 1 SEC ↗
30 Bank of New York Mellon Corp 5.93K $403,809 0.0% n/c 1 SEC ↗
31 Bank of New York Mellon Corp 5.93K $403,809 0.0% n/c 1 SEC ↗
32 Creative Planning 5.76K $392,324 0.0% n/c 1 SEC ↗
33 AQR Capital Management 4.49K New $305,565 0.0% New 1 SEC ↗
34 JPMorgan Chase 4.33K +1.2% $294,669 0.0% ▲ Add 2 SEC ↗
35 UBS Group AG 2.24K $152,408 0.0% n/c 1 SEC ↗
36 Fidelity (FMR) 1.85K +14.6% $125,937 0.0% ▲ Add 2 SEC ↗
37 Wells Fargo & Company/Mn 1.67K $113,387 0.0% n/c 1 SEC ↗
38 Wells Fargo & Company/Mn 1.67K $113,387 0.0% n/c 1 SEC ↗
39 Bank Of Montreal /Can/ 973 $66,237 0.0% n/c 1 SEC ↗
40 Bank Of Montreal /Can/ 973 $66,237 0.0% n/c 1 SEC ↗
41 Cwm, Llc 661 $45,000 0.0% n/c 1 SEC ↗
42 Assetmark, Inc 618 $42,086 0.0% n/c 1 SEC ↗
43 Royal Bank Of Canada 241 $16,000 0.0% n/c 1 SEC ↗
44 Royal Bank Of Canada 241 $16,000 0.0% n/c 1 SEC ↗
45 Fifth Third Bancorp 78 $5,312 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

AQR Capital Management $305,565 0.0%

Exited

No tracked exits this quarter.

Full-market context: across ALL 13F filers (SEC structured data, Q1 2026): 137 holders, 14.10M shares, $823.57M 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 · Get this via the API