HFRO
name pending profile ingest
Momentum inputs (comparable managers): holder breadth 0.0% · share flow -3.0% · net new positions 0.0% · formula
All ownership figures: tracked 13F managers only, common-stock positions, reporting period Q4 2025
| # | Manager | Shares | Δ shares | Value | Their weight | Held | ||
|---|---|---|---|---|---|---|---|---|
| 1 | Raymond James Financial Inc | 3.79M | n/a | $22.68M | 0.0% | n/c | 1 | SEC ↗ ×3 |
| 2 | Morgan Stanley ✦ | 2.82M | -11.4% | $16.88M | 0.0% | ▼ Trim | 2 | SEC ↗ ×3 |
| 3 | Envestnet Asset Management Inc | 2.10M | n/a | $12.56M | 0.0% | n/c | 1 | SEC ↗ |
| 4 | Invesco Ltd. | 1.37M | n/a | $8.18M | 0.0% | n/c | 1 | SEC ↗ |
| 5 | Royal Bank Of Canada | 667.60K | n/a | $3.99M | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 6 | LPL Financial LLC | 636.47K | n/a | $3.81M | 0.0% | n/c | 1 | SEC ↗ |
| 7 | HighTower Advisors, LLC | 118.67K | n/a | $709,619 | 0.0% | n/c | 1 | SEC ↗ |
| 8 | Jane Street Group, Llc | 117.45K | n/a | $702,363 | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 9 | Osaic Holdings, Inc. | 106.14K | n/a | $634,819 | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 10 | Baird Financial Group, Inc. | 96.59K | n/a | $577,614 | 0.0% | n/c | 1 | SEC ↗ |
| 11 | Susquehanna International Group, Llp | 77.53K | n/a | $463,600 | 0.0% | n/c | 1 | SEC ↗ |
| 12 | Cetera Investment Advisers | 55.56K | n/a | $332,278 | 0.0% | n/c | 1 | SEC ↗ |
| 13 | Creative Planning | 45.99K | n/a | $275,007 | 0.0% | n/c | 1 | SEC ↗ |
| 14 | Mercer Global Advisors Inc /Adv | 35.83K | n/a | $214,269 | 0.0% | n/c | 1 | SEC ↗ |
| 15 | Mariner, LLC | 30.57K | n/a | $182,825 | 0.0% | n/c | 1 | SEC ↗ |
| 16 | Millennium Management ✦ | 28.85K | -19.2% | $172,523 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 17 | Citadel Advisors ✦ | 20.05K | New | $119,875 | 0.0% | New | 1 | SEC ↗ |
| 18 | Mml Investors Services, Llc | 19.70K | n/a | $117,822 | 0.0% | n/c | 1 | SEC ↗ |
| 19 | UBS Group AG | 18.96K | n/a | $113,369 | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 20 | Commonwealth Equity Services, Llc | 13.55K | n/a | $81,030 | 0.0% | n/c | 1 | SEC ↗ |
| 21 | Nomura Holdings Inc | 10.00K | n/a | $59,800 | 0.0% | n/c | 1 | SEC ↗ |
| 22 | Rockefeller Capital Management L.P. | 5.18K | n/a | $30,970 | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 23 | Us Bancorp \De\ | 1.77K | n/a | $10,615 | 0.0% | n/c | 1 | SEC ↗ |
| 24 | Assetmark, Inc | 1.50K | n/a | $8,970 | 0.0% | n/c | 1 | SEC ↗ |
| 25 | Fidelity (FMR) ✦ | 23 | 0.0% | $138 | 0.0% | Held | 3 | SEC ↗ |
| 26 | Wells Fargo & Company/Mn | 2 | n/a | $10 | 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 | $119,875 | 0.0% |
Exited
| Goldman Sachs Group | $122,917 | was 0.0% |
Full-market context: across ALL 13F filers (SEC structured data, Q1 2026): 94 holders, 30.17M shares, $164.81M 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.