HMOP
name pending profile ingest
Momentum inputs (comparable managers): holder breadth 0.0% · share flow -0.9% · 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 | Northwestern Mutual Wealth… | 1.58M | n/a | $61.90M | 0.0% | n/c | 1 | SEC ↗ |
| 2 | Raymond James Financial Inc | 1.40M | n/a | $54.58M | 0.0% | n/c | 1 | SEC ↗ ×3 |
| 3 | Bank Of America Corp /De/ | 1.03M | n/a | $40.28M | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 4 | LPL Financial LLC | 967.40K | n/a | $37.83M | 0.0% | n/c | 1 | SEC ↗ |
| 5 | Focus Partners Wealth | 403.50K | n/a | $15.72M | 0.0% | n/c | 1 | SEC ↗ |
| 6 | Cetera Investment Advisers | 269.05K | n/a | $10.52M | 0.0% | n/c | 1 | SEC ↗ |
| 7 | HighTower Advisors, LLC | 199.72K | n/a | $7.81M | 0.0% | n/c | 1 | SEC ↗ |
| 8 | Jones Financial Companies Lllp | 194.61K | n/a | $7.61M | 0.0% | n/c | 1 | SEC ↗ |
| 9 | JPMorgan Chase ✦ | 168.91K | -25.2% | $6.61M | 0.0% | ▼ Trim | 2 | SEC ↗ ×2 |
| 10 | Mariner, LLC | 90.30K | n/a | $3.53M | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 11 | Commonwealth Equity Services, Llc | 87.54K | n/a | $3.42M | 0.0% | n/c | 1 | SEC ↗ |
| 12 | Osaic Holdings, Inc. | 86.89K | n/a | $3.40M | 0.0% | n/c | 1 | SEC ↗ |
| 13 | Envestnet Asset Management Inc | 73.61K | n/a | $2.88M | 0.0% | n/c | 1 | SEC ↗ |
| 14 | Mml Investors Services, Llc | 59.10K | n/a | $2.31M | 0.0% | n/c | 1 | SEC ↗ |
| 15 | Jane Street Group, Llc | 42.15K | n/a | $1.65M | 0.0% | n/c | 1 | SEC ↗ |
| 16 | Captrust Financial Advisors | 26.42K | n/a | $1.03M | 0.0% | n/c | 1 | SEC ↗ |
| 17 | Cwm, Llc | 14.55K | n/a | $569,000 | 0.0% | n/c | 1 | SEC ↗ |
| 18 | Truist Financial Corp | 7.92K | n/a | $309,835 | 0.0% | n/c | 1 | SEC ↗ |
| 19 | Royal Bank Of Canada | 5.48K | n/a | $214,000 | 0.0% | n/c | 1 | SEC ↗ |
| 20 | Citadel Advisors ✦ | 5.43K | -55.4% | $212,211 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 21 | Rockefeller Capital Management L.P. | 2.62K | n/a | $102,543 | 0.0% | n/c | 1 | SEC ↗ |
| 22 | Wells Fargo & Company/Mn | 2.02K | n/a | $78,936 | 0.0% | n/c | 1 | SEC ↗ |
| 23 | UBS Group AG | 395 | n/a | $15,448 | 0.0% | n/c | 1 | SEC ↗ |
| 24 | Morgan Stanley ✦ | 261 | +7.0% | $10,235 | 0.0% | ▲ Add | 2 | SEC ↗ ×2 |
“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): 120 holders, 14.90M shares, $587.68M 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.