Security record · archived quarter
HMOP
name pending profile ingest
24Tracked holders
0Δ holders
6.72MShares held
$262.61MReported value
+0New positions
−0Exits
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
Ownership over time
| Quarter | Holders | Δ | Shares | Reported value | New | Exits |
|---|---|---|---|---|---|---|
| Q2 2026 | 23 | -2 | 7.87M | $308.15M | — | −2 |
| Q1 2026 | 26 | +2 | 7.14M | $290.71M | +2 | — |
| Q4 2025 | 24 | 0 | 6.72M | $262.61M | — | — |
| Q3 2025 | 3 | +1 | 238.26K | $9.29M | +1 | — |
Who holds it · Q4 2025
| # | Manager | Shares | Δ shares | Value | Their weight | Held | ||
|---|---|---|---|---|---|---|---|---|
| 1 | Northwestern Mutual Wealth… | 1.58M | — | $61.90M | 0.0% | n/c | 1 | SEC ↗ |
| 2 | Raymond James Financial Inc | 1.40M | — | $54.58M | 0.0% | n/c | 1 | SEC ↗ |
| 3 | Raymond James Financial Inc | 1.40M | — | $54.58M | 0.0% | n/c | 1 | SEC ↗ |
| 4 | Raymond James Financial Inc | 1.40M | — | $54.58M | 0.0% | n/c | 1 | SEC ↗ |
| 5 | Bank Of America Corp /De/ | 1.03M | — | $40.28M | 0.0% | n/c | 1 | SEC ↗ |
| 6 | Bank Of America Corp /De/ | 1.03M | — | $40.28M | 0.0% | n/c | 1 | SEC ↗ |
| 7 | LPL Financial LLC | 967.40K | — | $37.83M | 0.0% | n/c | 1 | SEC ↗ |
| 8 | Focus Partners Wealth | 403.50K | — | $15.72M | 0.0% | n/c | 1 | SEC ↗ |
| 9 | Cetera Investment Advisers | 269.05K | — | $10.52M | 0.0% | n/c | 1 | SEC ↗ |
| 10 | HighTower Advisors, LLC | 199.72K | — | $7.81M | 0.0% | n/c | 1 | SEC ↗ |
| 11 | Jones Financial Companies Lllp | 194.61K | — | $7.61M | 0.0% | n/c | 1 | SEC ↗ |
| 12 | JPMorgan Chase ✦ | 168.91K | -25.2% | $6.61M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 13 | JPMorgan Chase ✦ | 168.91K | -25.2% | $6.61M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 14 | Mariner, LLC | 90.30K | — | $3.53M | 0.0% | n/c | 1 | SEC ↗ |
| 15 | Mariner, LLC | 90.30K | — | $3.53M | 0.0% | n/c | 1 | SEC ↗ |
| 16 | Commonwealth Equity Services, Llc | 87.54K | — | $3.42M | 0.0% | n/c | 1 | SEC ↗ |
| 17 | Osaic Holdings, Inc. | 86.89K | — | $3.40M | 0.0% | n/c | 1 | SEC ↗ |
| 18 | Envestnet Asset Management Inc | 73.61K | — | $2.88M | 0.0% | n/c | 1 | SEC ↗ |
| 19 | Mml Investors Services, Llc | 59.10K | — | $2.31M | 0.0% | n/c | 1 | SEC ↗ |
| 20 | Jane Street Group, Llc | 42.15K | — | $1.65M | 0.0% | n/c | 1 | SEC ↗ |
| 21 | Captrust Financial Advisors | 26.42K | — | $1.03M | 0.0% | n/c | 1 | SEC ↗ |
| 22 | Cwm, Llc | 14.55K | — | $569,000 | 0.0% | n/c | 1 | SEC ↗ |
| 23 | Truist Financial Corp | 7.92K | — | $309,835 | 0.0% | n/c | 1 | SEC ↗ |
| 24 | Royal Bank Of Canada | 5.48K | — | $214,000 | 0.0% | n/c | 1 | SEC ↗ |
| 25 | Citadel Advisors ✦ | 5.43K | -55.4% | $212,211 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 26 | Rockefeller Capital Management L.P. | 2.62K | — | $102,543 | 0.0% | n/c | 1 | SEC ↗ |
| 27 | Wells Fargo & Company/Mn | 2.02K | — | $78,936 | 0.0% | n/c | 1 | SEC ↗ |
| 28 | UBS Group AG | 395 | — | $15,448 | 0.0% | n/c | 1 | SEC ↗ |
| 29 | Morgan Stanley ✦ | 261 | +7.0% | $10,235 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 30 | Morgan Stanley ✦ | 261 | +7.0% | $10,235 | 0.0% | ▲ Add | 2 | 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): 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.
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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