Security record · archived quarter
IG
name pending profile ingest
11Tracked holders
0Δ holders
5.34MShares held
$111.56MReported value
+1New positions
−1Exits
Momentum inputs (comparable managers): holder breadth 0.0% · share flow +1.0% · 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 | Envestnet Asset Management Inc | 4.06M | n/a | $84.74M | 0.0% | n/c | 1 | SEC ↗ |
| 2 | Raymond James Financial Inc | 944.06K | n/a | $19.72M | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 3 | Mariner, LLC | 107.83K | n/a | $2.25M | 0.0% | n/c | 1 | SEC ↗ |
| 4 | Goldman Sachs Group ✦ | 90.14K | +626.9% | $1.88M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 5 | Royal Bank Of Canada | 70.17K | n/a | $1.47M | 0.0% | n/c | 1 | SEC ↗ |
| 6 | Principal Financial Group Inc | 47.10K | n/a | $981,025 | 0.0% | n/c | 1 | SEC ↗ |
| 7 | LPL Financial LLC | 14.40K | n/a | $300,886 | 0.0% | n/c | 1 | SEC ↗ |
| 8 | Bank Of America Corp /De/ | 9.31K | n/a | $194,465 | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 9 | UBS Group AG | 919 | n/a | $19,198 | 0.0% | n/c | 1 | SEC ↗ |
| 10 | Morgan Stanley ✦ | 2 | New | $43 | 0.0% | New | 1 | SEC ↗ |
| 11 | Wells Fargo & Company/Mn | 1 | n/a | $19 | 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
| Morgan Stanley | $43 | 0.0% |
Exited
| Citadel Advisors | $573,285 | was 0.0% |
Full-market context: across ALL 13F filers (SEC structured data, Q1 2026): 25 holders, 12.11M shares, $250.02M 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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