Security record · archived quarter
HQL
name pending profile ingest
20Tracked holders
0Δ holders
3.06MShares held
$51.36MReported value
+0New positions
−0Exits
Momentum inputs (comparable managers): holder breadth 0.0% · share flow +10.6% · 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 | 25 | 0 | 4.27M | $85.54M | +3 | −3 |
| Q1 2026 | 26 | +6 | 3.79M | $61.64M | +7 | −1 |
| Q4 2025 | 20 | 0 | 3.06M | $51.36M | — | — |
| Q3 2025 | 1 | — | 870.66K | $13.50M | — | — |
| Q1 2025 | 1 | +1 | 10.66K | $135,250 | +1 | — |
| Q3 2024 | 1 | 0 | 13.56K | $204,485 | — | — |
| Q2 2024 | 1 | — | 18.20K | $257,851 | — | — |
Who holds it · Q4 2025
| # | Manager | Shares | Δ shares | Value | Their weight | Held | ||
|---|---|---|---|---|---|---|---|---|
| 1 | Morgan Stanley ✦ | 1.16M | +33.8% | $19.55M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 2 | Morgan Stanley ✦ | 1.16M | +33.8% | $19.55M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 3 | Morgan Stanley ✦ | 1.16M | +33.8% | $19.55M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 4 | Morgan Stanley ✦ | 1.16M | +33.8% | $19.55M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 5 | Morgan Stanley ✦ | 1.16M | +33.8% | $19.55M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 6 | Raymond James Financial Inc | 597.05K | — | $10.02M | 0.0% | n/c | 1 | SEC ↗ |
| 7 | Raymond James Financial Inc | 597.05K | — | $10.02M | 0.0% | n/c | 1 | SEC ↗ |
| 8 | Raymond James Financial Inc | 597.05K | — | $10.02M | 0.0% | n/c | 1 | SEC ↗ |
| 9 | LPL Financial LLC | 448.85K | — | $7.53M | 0.0% | n/c | 1 | SEC ↗ |
| 10 | Allspring Global Investments… | 230.44K | — | $3.87M | 0.0% | n/c | 1 | SEC ↗ |
| 11 | Ameriprise Financial Inc | 190.65K | — | $3.20M | 0.0% | n/c | 1 | SEC ↗ |
| 12 | Bank Of America Corp /De/ | 106.44K | — | $1.79M | 0.0% | n/c | 1 | SEC ↗ |
| 13 | Bank Of America Corp /De/ | 106.44K | — | $1.79M | 0.0% | n/c | 1 | SEC ↗ |
| 14 | Royal Bank Of Canada | 104.09K | — | $1.75M | 0.0% | n/c | 1 | SEC ↗ |
| 15 | Royal Bank Of Canada | 104.09K | — | $1.75M | 0.0% | n/c | 1 | SEC ↗ |
| 16 | Royal Bank Of Canada | 104.09K | — | $1.75M | 0.0% | n/c | 1 | SEC ↗ |
| 17 | Royal Bank Of Canada | 104.09K | — | $1.75M | 0.0% | n/c | 1 | SEC ↗ |
| 18 | First Trust Advisors Lp | 48.77K | — | $818,360 | 0.0% | n/c | 1 | SEC ↗ |
| 19 | Stifel Financial Corp | 41.67K | — | $699,157 | 0.0% | n/c | 1 | SEC ↗ |
| 20 | Osaic Holdings, Inc. | 37.98K | — | $637,411 | 0.0% | n/c | 1 | SEC ↗ |
| 21 | Osaic Holdings, Inc. | 37.98K | — | $637,411 | 0.0% | n/c | 1 | SEC ↗ |
| 22 | Commonwealth Equity Services, Llc | 25.63K | — | $430,006 | 0.0% | n/c | 1 | SEC ↗ |
| 23 | UBS Group AG | 18.61K | — | $312,326 | 0.0% | n/c | 1 | SEC ↗ |
| 24 | Jane Street Group, Llc | 16.64K | — | $279,152 | 0.0% | n/c | 1 | SEC ↗ |
| 25 | Invesco Ltd. | 16.37K | — | $274,638 | 0.0% | n/c | 1 | SEC ↗ |
| 26 | Mercer Global Advisors Inc /Adv | 10.53K | — | $176,651 | 0.0% | n/c | 1 | SEC ↗ |
| 27 | Northwestern Mutual Wealth… | 1.05K | — | $17,703 | 0.0% | n/c | 1 | SEC ↗ |
| 28 | Wells Fargo & Company/Mn | 748 | — | $12,543 | 0.0% | n/c | 1 | SEC ↗ |
| 29 | Assetmark, Inc | 265 | — | $4,447 | 0.0% | n/c | 1 | SEC ↗ |
| 30 | Cwm, Llc | 222 | — | $4,000 | 0.0% | n/c | 1 | SEC ↗ |
| 31 | Pnc Financial Services Group, Inc. | 42 | — | $705 | 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): 85 holders, 8.29M shares, $119.66M 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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