Security record · archived quarter
IIM
name pending profile ingest
26Tracked holders
0Δ holders
4.99MShares held
$61.47MReported value
+0New positions
−0Exits
Momentum inputs (comparable managers): holder breadth 0.0% · share flow +0.2% · 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 | 24 | -2 | 4.11M | $52.33M | +1 | −3 |
| Q1 2026 | 27 | 0 | 4.46M | $54.22M | +4 | −4 |
| Q4 2025 | 26 | 0 | 4.99M | $61.47M | — | — |
| Q3 2025 | 3 | — | 690.48K | $8.67M | — | — |
| Q3 2024 | 1 | +1 | 12.94K | $166,616 | +1 | — |
Who holds it · Q4 2025
| # | Manager | Shares | Δ shares | Value | Their weight | Held | ||
|---|---|---|---|---|---|---|---|---|
| 1 | Bank Of America Corp /De/ | 1.69M | — | $20.80M | 0.0% | n/c | 1 | SEC ↗ |
| 2 | Bank Of America Corp /De/ | 1.69M | — | $20.80M | 0.0% | n/c | 1 | SEC ↗ |
| 3 | Morgan Stanley ✦ | 674.73K | +1.3% | $8.31M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 4 | Morgan Stanley ✦ | 674.73K | +1.3% | $8.31M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 5 | UBS Group AG | 588.28K | — | $7.25M | 0.0% | n/c | 1 | SEC ↗ |
| 6 | UBS Group AG | 588.28K | — | $7.25M | 0.0% | n/c | 1 | SEC ↗ |
| 7 | Wells Fargo & Company/Mn | 570.87K | — | $7.03M | 0.0% | n/c | 1 | SEC ↗ |
| 8 | Wells Fargo & Company/Mn | 570.87K | — | $7.03M | 0.0% | n/c | 1 | SEC ↗ |
| 9 | Raymond James Financial Inc | 245.87K | — | $3.03M | 0.0% | n/c | 1 | SEC ↗ |
| 10 | Raymond James Financial Inc | 245.87K | — | $3.03M | 0.0% | n/c | 1 | SEC ↗ |
| 11 | LPL Financial LLC | 241.97K | — | $2.98M | 0.0% | n/c | 1 | SEC ↗ |
| 12 | Cetera Investment Advisers | 157.37K | — | $1.94M | 0.0% | n/c | 1 | SEC ↗ |
| 13 | Commonwealth Equity Services, Llc | 153.55K | — | $1.89M | 0.0% | n/c | 1 | SEC ↗ |
| 14 | Stifel Financial Corp | 108.12K | — | $1.33M | 0.0% | n/c | 1 | SEC ↗ |
| 15 | Stifel Financial Corp | 108.12K | — | $1.33M | 0.0% | n/c | 1 | SEC ↗ |
| 16 | Osaic Holdings, Inc. | 96.26K | — | $1.19M | 0.0% | n/c | 1 | SEC ↗ |
| 17 | Osaic Holdings, Inc. | 96.26K | — | $1.19M | 0.0% | n/c | 1 | SEC ↗ |
| 18 | Rockefeller Capital Management L.P. | 91.15K | — | $1.12M | 0.0% | n/c | 1 | SEC ↗ |
| 19 | Royal Bank Of Canada | 65.32K | — | $804,000 | 0.0% | n/c | 1 | SEC ↗ |
| 20 | Royal Bank Of Canada | 65.32K | — | $804,000 | 0.0% | n/c | 1 | SEC ↗ |
| 21 | Ameriprise Financial Inc | 55.30K | — | $681,256 | 0.0% | n/c | 1 | SEC ↗ |
| 22 | Hrt Financial Lp | 53.27K | — | $656,000 | 0.0% | n/c | 1 | SEC ↗ |
| 23 | Lido Advisors, LLC | 49.52K | — | $621,495 | 0.0% | n/c | 1 | SEC ↗ |
| 24 | Jane Street Group, Llc | 30.12K | — | $371,140 | 0.0% | n/c | 1 | SEC ↗ |
| 25 | Jane Street Group, Llc | 30.12K | — | $371,140 | 0.0% | n/c | 1 | SEC ↗ |
| 26 | Goldman Sachs Group ✦ | 24.71K | +4.7% | $304,467 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 27 | Nuveen, LLC | 19.25K | — | $237,172 | 0.0% | n/c | 1 | SEC ↗ |
| 28 | Mariner, LLC | 19.22K | — | $236,830 | 0.0% | n/c | 1 | SEC ↗ |
| 29 | Susquehanna International Group, Llp | 17.95K | — | $221,095 | 0.0% | n/c | 1 | SEC ↗ |
| 30 | Us Bancorp \De\ | 13.10K | — | $161,355 | 0.0% | n/c | 1 | SEC ↗ |
| 31 | Wealth Enhancement Advisory… | 10.89K | — | $135,634 | 0.0% | n/c | 1 | SEC ↗ |
| 32 | Northwestern Mutual Wealth… | 7.63K | — | $94,063 | 0.0% | n/c | 1 | SEC ↗ |
| 33 | Pnc Financial Services Group, Inc. | 4.19K | — | $51,596 | 0.0% | n/c | 1 | SEC ↗ |
| 34 | Pnc Financial Services Group, Inc. | 4.19K | — | $51,596 | 0.0% | n/c | 1 | SEC ↗ |
| 35 | Pnc Financial Services Group, Inc. | 4.19K | — | $51,596 | 0.0% | n/c | 1 | SEC ↗ |
| 36 | Cwm, Llc | 1.01K | — | $12,000 | 0.0% | n/c | 1 | SEC ↗ |
| 37 | JPMorgan Chase ✦ | 374 | -50.0% | $4,608 | 0.0% | ▼ Trim | 2 | 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): 94 holders, 8.22M shares, $94.73M 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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