Security record · archived quarter
IEO
name pending profile ingest
45Tracked holders
+2Δ holders
1.17MShares held
$104.36MReported value
+2New positions
−0Exits
Momentum inputs (comparable managers):
holder breadth +4.7% ·
share flow -9.6% ·
net new positions +4.4%
· formula
Ownership fragmentation: more holders, smaller aggregate stake
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 |
|---|---|---|---|---|---|---|
| Q3 2026 | 2 | +1 | 6.06K | $839,286 | +1 | −1 |
| Q2 2026 | 46 | 0 | 1.22M | $134.11M | +3 | −4 |
| Q1 2026 | 48 | +3 | 1.46M | $182.04M | +4 | −1 |
| Q4 2025 | 45 | +2 | 1.17M | $104.36M | +2 | n/a |
| Q3 2025 | 6 | 0 | 464.00K | $42.97M | +1 | −1 |
| Q2 2025 | 3 | 0 | 58.42K | $5.18M | +1 | −1 |
| Q1 2025 | 2 | 0 | 73.83K | $6.98M | +1 | −1 |
| Q4 2024 | 2 | 0 | 30.87K | $2.77M | n/a | n/a |
| Q3 2024 | 2 | 0 | 23.14K | $2.12M | +1 | −1 |
| Q2 2024 | 2 | n/a | 41.59K | $4.14M | n/a | n/a |
Who holds it · Q4 2025
| # | Manager | Shares | Δ shares | Value | Their weight | Held | ||
|---|---|---|---|---|---|---|---|---|
| 1 | Morgan Stanley ✦ | 277.23K | -19.0% | $24.75M | 0.0% | ▼ Trim | 2 | SEC ↗ ×5 |
| 2 | Wells Fargo & Company/Mn | 109.99K | n/a | $9.82M | 0.0% | n/c | 1 | SEC ↗ ×4 |
| 3 | Bank Of America Corp /De/ | 94.65K | n/a | $8.45M | 0.0% | n/c | 1 | SEC ↗ ×3 |
| 4 | LPL Financial LLC | 94.64K | n/a | $8.45M | 0.0% | n/c | 1 | SEC ↗ |
| 5 | Envestnet Asset Management Inc | 57.68K | n/a | $5.15M | 0.0% | n/c | 1 | SEC ↗ |
| 6 | Royal Bank Of Canada | 56.65K | n/a | $5.06M | 0.0% | n/c | 1 | SEC ↗ ×5 |
| 7 | Ameriprise Financial Inc | 53.08K | n/a | $4.74M | 0.0% | n/c | 1 | SEC ↗ |
| 8 | Commonwealth Equity Services, Llc | 52.41K | n/a | $4.68M | 0.0% | n/c | 1 | SEC ↗ |
| 9 | Mml Investors Services, Llc | 45.36K | n/a | $4.05M | 0.0% | n/c | 1 | SEC ↗ |
| 10 | UBS Group AG | 43.24K | n/a | $3.86M | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 11 | Raymond James Financial Inc | 32.13K | n/a | $2.87M | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 12 | Two Sigma Investments ✦ | 19.15K | -70.0% | $1.71M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 13 | Citadel Advisors ✦ | 17.75K | -36.2% | $1.58M | 0.0% | ▼ Trim | 7 | SEC ↗ |
| 14 | Stifel Financial Corp | 17.57K | n/a | $1.57M | 0.0% | n/c | 1 | SEC ↗ |
| 15 | Manufacturers Life Insurance… | 16.89K | n/a | $1.51M | 0.0% | n/c | 1 | SEC ↗ |
| 16 | Northwestern Mutual Wealth… | 16.44K | n/a | $1.47M | 0.0% | n/c | 1 | SEC ↗ |
| 17 | Truist Financial Corp | 16.16K | n/a | $1.44M | 0.0% | n/c | 1 | SEC ↗ |
| 18 | Osaic Holdings, Inc. | 12.47K | n/a | $1.11M | 0.0% | n/c | 1 | SEC ↗ ×3 |
| 19 | Cetera Investment Advisers | 11.41K | n/a | $1.02M | 0.0% | n/c | 1 | SEC ↗ |
| 20 | JPMorgan Chase ✦ | 11.14K | -48.2% | $994,267 | 0.0% | ▼ Trim | 2 | SEC ↗ ×4 |
| 21 | Rockefeller Capital Management L.P. | 10.38K | n/a | $926,534 | 0.0% | n/c | 1 | SEC ↗ |
| 22 | Susquehanna International Group, Llp | 10.35K | n/a | $924,198 | 0.0% | n/c | 1 | SEC ↗ |
| 23 | Jane Street Group, Llc | 9.73K | n/a | $868,232 | 0.0% | n/c | 1 | SEC ↗ |
| 24 | Goldman Sachs Group ✦ | 8.89K | +16.3% | $793,789 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 25 | HighTower Advisors, LLC | 8.82K | n/a | $787,501 | 0.0% | n/c | 1 | SEC ↗ |
| 26 | Qube Research & Technologies Ltd | 8.57K | n/a | $764,780 | 0.0% | n/c | 1 | SEC ↗ |
| 27 | Focus Partners Wealth | 8.02K | n/a | $715,752 | 0.0% | n/c | 1 | SEC ↗ |
| 28 | Northern Trust Corp | 7.04K | n/a | $628,301 | 0.0% | n/c | 1 | SEC ↗ |
| 29 | Jones Financial Companies Lllp | 6.74K | n/a | $601,962 | 0.0% | n/c | 1 | SEC ↗ |
| 30 | Mariner, LLC | 6.39K | n/a | $570,282 | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 31 | Creative Planning | 6.16K | n/a | $550,062 | 0.0% | n/c | 1 | SEC ↗ |
| 32 | Marshall Wace ✦ | 4.20K | New | $375,249 | 0.0% | New | 1 | SEC ↗ ×2 |
| 33 | TD Waterhouse Canada Inc. | 3.99K | n/a | $355,969 | 0.0% | n/c | 1 | SEC ↗ |
| 34 | Mercer Global Advisors Inc /Adv | 2.94K | n/a | $262,469 | 0.0% | n/c | 1 | SEC ↗ |
| 35 | Hrt Financial Lp | 2.79K | n/a | $248,000 | 0.0% | n/c | 1 | SEC ↗ |
| 36 | Pnc Financial Services Group, Inc. | 2.73K | n/a | $243,859 | 0.0% | n/c | 1 | SEC ↗ ×3 |
| 37 | Citigroup Inc | 2.11K | n/a | $188,339 | 0.0% | n/c | 1 | SEC ↗ |
| 38 | Fidelity (FMR) ✦ | 1.09K | -7.7% | $97,475 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 39 | Bank Of Montreal /Can/ | 1.02K | n/a | $90,777 | 0.0% | n/c | 1 | SEC ↗ |
| 40 | Blair William & Co/Il | 713 | n/a | $63,631 | 0.0% | n/c | 1 | SEC ↗ |
| 41 | BlackRock ✦ (passive) | 200 | New | $17,852 | 0.0% | New | 1 | SEC ↗ |
| 42 | National Bank Of Canada /Fi/ | 125 | n/a | $11,158 | 0.0% | n/c | 1 | SEC ↗ |
| 43 | Cwm, Llc | 88 | n/a | $8,000 | 0.0% | n/c | 1 | SEC ↗ |
| 44 | Fifth Third Bancorp | 50 | n/a | $4,463 | 0.0% | n/c | 1 | SEC ↗ |
| 45 | Assetmark, Inc | 35 | n/a | $3,124 | 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
| Marshall Wace | $375,249 | 0.0% |
| BlackRock | $17,852 | 0.0% |
Exited
| No tracked exits this quarter. |
Full-market context: across ALL 13F filers (SEC structured data, Q1 2026): 168 holders, 2.34M shares, $276.59M 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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