Security record · archived quarter
IBD
name pending profile ingest
17Tracked holders
0Δ holders
1.87MShares held
$45.13MReported value
+0New positions
−0Exits
Momentum inputs (comparable managers): holder breadth 0.0% · share flow -0.6% · 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 | 17 | 0 | 1.86M | $44.10M | +1 | −1 |
| Q1 2026 | 18 | +1 | 1.96M | $46.78M | +2 | −1 |
| Q4 2025 | 17 | 0 | 1.87M | $45.13M | — | — |
| Q3 2025 | 4 | +1 | 80.58K | $1.95M | +1 | — |
| Q2 2025 | 1 | 0 | 53.30K | $1.28M | — | — |
| Q1 2025 | 1 | 0 | 50.30K | $1.19M | — | — |
| Q4 2024 | 1 | +1 | 173.99K | $4.08M | +1 | — |
| Q2 2024 | 1 | — | 76.62K | $1.79M | — | — |
Who holds it · Q4 2025
| # | Manager | Shares | Δ shares | Value | Their weight | Held | ||
|---|---|---|---|---|---|---|---|---|
| 1 | Wealth Enhancement Advisory… | 585.42K | — | $14.14M | 0.0% | n/c | 1 | SEC ↗ |
| 2 | LPL Financial LLC | 420.19K | — | $10.17M | 0.0% | n/c | 1 | SEC ↗ |
| 3 | Assetmark, Inc | 209.20K | — | $5.06M | 0.0% | n/c | 1 | SEC ↗ |
| 4 | Envestnet Asset Management Inc | 155.91K | — | $3.77M | 0.0% | n/c | 1 | SEC ↗ |
| 5 | Cetera Investment Advisers | 154.27K | — | $3.73M | 0.0% | n/c | 1 | SEC ↗ |
| 6 | Osaic Holdings, Inc. | 112.74K | — | $2.73M | 0.0% | n/c | 1 | SEC ↗ |
| 7 | Raymond James Financial Inc | 73.87K | — | $1.79M | 0.0% | n/c | 1 | SEC ↗ |
| 8 | Raymond James Financial Inc | 73.87K | — | $1.79M | 0.0% | n/c | 1 | SEC ↗ |
| 9 | Citadel Advisors ✦ | 49.25K | +159.4% | $1.19M | 0.0% | ▲ Add | 5 | SEC ↗ |
| 10 | Commonwealth Equity Services, Llc | 24.58K | — | $594,925 | 0.0% | n/c | 1 | SEC ↗ |
| 11 | Cwm, Llc | 20.40K | — | $494,000 | 0.0% | n/c | 1 | SEC ↗ |
| 12 | Goldman Sachs Group ✦ | 20.09K | -67.4% | $486,105 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 13 | Mml Investors Services, Llc | 15.72K | — | $380,341 | 0.0% | n/c | 1 | SEC ↗ |
| 14 | Royal Bank Of Canada | 14.57K | — | $353,000 | 0.0% | n/c | 1 | SEC ↗ |
| 15 | Stifel Financial Corp | 9.41K | — | $227,673 | 0.0% | n/c | 1 | SEC ↗ |
| 16 | Fidelity (FMR) ✦ | 94 | +308.7% | $2,275 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 17 | Morgan Stanley ✦ | 1 | -96.9% | $40 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 18 | Wells Fargo & Company/Mn | 0 | — | $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
| No new tracked buyers this quarter. |
Exited
| No tracked exits this quarter. |
Full-market context: across ALL 13F filers (SEC structured data, Q1 2026): 104 holders, 16.34M shares, $388.13M 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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