Security record · archived quarter
HPS
name pending profile ingest
20Tracked holders
0Δ holders
3.36MShares held
$48.43MReported value
+0New positions
−0Exits
Momentum inputs (comparable managers): holder breadth 0.0% · share flow +0.1% · net new positions 0.0% · formula
All ownership figures: tracked 13F managers only, common-stock positions, reporting period Q4 2025
Ownership over time
Who holds it · Q4 2025
| # | Manager | Shares | Δ shares | Value | Their weight | Held | ||
|---|---|---|---|---|---|---|---|---|
| 1 | UBS Group AG | 1.17M | n/a | $16.91M | 0.0% | n/c | 1 | SEC ↗ ×3 |
| 2 | Morgan Stanley ✦ | 783.45K | +0.3% | $11.29M | 0.0% | ▲ Add | 2 | SEC ↗ ×3 |
| 3 | LPL Financial LLC | 296.32K | n/a | $4.27M | 0.0% | n/c | 1 | SEC ↗ |
| 4 | Invesco Ltd. | 223.51K | n/a | $3.22M | 0.0% | n/c | 1 | SEC ↗ |
| 5 | Cetera Investment Advisers | 169.15K | n/a | $2.44M | 0.0% | n/c | 1 | SEC ↗ |
| 6 | Royal Bank Of Canada | 161.60K | n/a | $2.33M | 0.0% | n/c | 1 | SEC ↗ |
| 7 | Ameriprise Financial Inc | 156.63K | n/a | $2.26M | 0.0% | n/c | 1 | SEC ↗ |
| 8 | Bank Of America Corp /De/ | 146.94K | n/a | $2.12M | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 9 | Commonwealth Equity Services, Llc | 48.34K | n/a | $696,530 | 0.0% | n/c | 1 | SEC ↗ |
| 10 | Osaic Holdings, Inc. | 40.94K | n/a | $590,032 | 0.0% | n/c | 1 | SEC ↗ |
| 11 | Wells Fargo & Company/Mn | 40.74K | n/a | $587,046 | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 12 | Wealth Enhancement Advisory… | 26.58K | n/a | $385,410 | 0.0% | n/c | 1 | SEC ↗ |
| 13 | HighTower Advisors, LLC | 22.67K | n/a | $326,619 | 0.0% | n/c | 1 | SEC ↗ |
| 14 | Raymond James Financial Inc | 18.21K | n/a | $262,450 | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 15 | Jane Street Group, Llc | 14.89K | n/a | $214,522 | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 16 | Stifel Financial Corp | 14.46K | n/a | $208,441 | 0.0% | n/c | 1 | SEC ↗ |
| 17 | Mariner, LLC | 12.59K | n/a | $181,459 | 0.0% | n/c | 1 | SEC ↗ |
| 18 | Rockefeller Capital Management L.P. | 7.94K | n/a | $114,381 | 0.0% | n/c | 1 | SEC ↗ |
| 19 | Pnc Financial Services Group, Inc. | 2.07K | n/a | $29,842 | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 20 | Northwestern Mutual Wealth… | 500 | n/a | $7,205 | 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): 58 holders, 4.16M shares, $57.21M 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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