Security record · archived quarter
ISCB
name pending profile ingest
31Tracked holders
0Δ holders
1.33MShares held
$86.37MReported value
+0New positions
−0Exits
Momentum inputs (comparable managers): holder breadth 0.0% · share flow -1.7% · 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 | 30 | 0 | 1.29M | $97.69M | — | — |
| Q1 2026 | 31 | 0 | 1.29M | $84.06M | +1 | −1 |
| Q4 2025 | 31 | 0 | 1.33M | $86.37M | — | — |
| Q3 2025 | 5 | 0 | 486.62K | $30.87M | — | — |
| Q2 2025 | 2 | 0 | 18.02K | $1.05M | — | — |
| Q1 2025 | 1 | 0 | 5.55K | $300,565 | — | — |
| Q4 2024 | 1 | 0 | 9.98K | $585,412 | — | — |
| Q3 2024 | 1 | 0 | 3.43K | $201,290 | — | — |
| Q2 2024 | 1 | — | 5.77K | $311,015 | — | — |
Who holds it · Q4 2025
| # | Manager | Shares | Δ shares | Value | Their weight | Held | ||
|---|---|---|---|---|---|---|---|---|
| 1 | Morgan Stanley ✦ | 361.02K | -2.8% | $23.47M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 2 | Morgan Stanley ✦ | 361.02K | -2.8% | $23.47M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 3 | Morgan Stanley ✦ | 361.02K | -2.8% | $23.47M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 4 | Cetera Investment Advisers | 270.04K | — | $17.56M | 0.0% | n/c | 1 | SEC ↗ |
| 5 | LPL Financial LLC | 178.35K | — | $11.60M | 0.0% | n/c | 1 | SEC ↗ |
| 6 | Wells Fargo & Company/Mn | 71.40K | — | $4.64M | 0.0% | n/c | 1 | SEC ↗ |
| 7 | Wells Fargo & Company/Mn | 71.40K | — | $4.64M | 0.0% | n/c | 1 | SEC ↗ |
| 8 | Bank Of America Corp /De/ | 66.21K | — | $4.30M | 0.0% | n/c | 1 | SEC ↗ |
| 9 | Bank Of America Corp /De/ | 66.21K | — | $4.30M | 0.0% | n/c | 1 | SEC ↗ |
| 10 | Goldman Sachs Group ✦ | 43.65K | 0.0% | $2.84M | 0.0% | Held | 2 | SEC ↗ |
| 11 | Commonwealth Equity Services, Llc | 34.48K | — | $2.24M | 0.0% | n/c | 1 | SEC ↗ |
| 12 | Citadel Advisors ✦ | 33.92K | +7.8% | $2.21M | 0.0% | ▲ Add | 7 | SEC ↗ |
| 13 | Raymond James Financial Inc | 33.24K | — | $2.16M | 0.0% | n/c | 1 | SEC ↗ |
| 14 | Raymond James Financial Inc | 33.24K | — | $2.16M | 0.0% | n/c | 1 | SEC ↗ |
| 15 | Raymond James Financial Inc | 33.24K | — | $2.16M | 0.0% | n/c | 1 | SEC ↗ |
| 16 | Rockefeller Capital Management L.P. | 29.00K | — | $1.89M | 0.0% | n/c | 1 | SEC ↗ |
| 17 | Mercer Global Advisors Inc /Adv | 26.14K | — | $1.70M | 0.0% | n/c | 1 | SEC ↗ |
| 18 | HighTower Advisors, LLC | 24.55K | — | $1.60M | 0.0% | n/c | 1 | SEC ↗ |
| 19 | Northwestern Mutual Wealth… | 22.35K | — | $1.45M | 0.0% | n/c | 1 | SEC ↗ |
| 20 | Ameriprise Financial Inc | 21.72K | — | $1.41M | 0.0% | n/c | 1 | SEC ↗ |
| 21 | Ameriprise Financial Inc | 21.72K | — | $1.41M | 0.0% | n/c | 1 | SEC ↗ |
| 22 | UBS Group AG | 21.64K | — | $1.41M | 0.0% | n/c | 1 | SEC ↗ |
| 23 | JPMorgan Chase ✦ | 17.39K | -47.0% | $1.13M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 24 | JPMorgan Chase ✦ | 17.39K | -47.0% | $1.13M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 25 | JPMorgan Chase ✦ | 17.39K | -47.0% | $1.13M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 26 | JPMorgan Chase ✦ | 17.39K | -47.0% | $1.13M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 27 | Osaic Holdings, Inc. | 12.69K | — | $825,466 | 0.0% | n/c | 1 | SEC ↗ |
| 28 | Royal Bank Of Canada | 10.96K | — | $713,000 | 0.0% | n/c | 1 | SEC ↗ |
| 29 | Royal Bank Of Canada | 10.96K | — | $713,000 | 0.0% | n/c | 1 | SEC ↗ |
| 30 | Pnc Financial Services Group, Inc. | 8.00K | — | $520,104 | 0.0% | n/c | 1 | SEC ↗ |
| 31 | Pnc Financial Services Group, Inc. | 8.00K | — | $520,104 | 0.0% | n/c | 1 | SEC ↗ |
| 32 | Fidelity (FMR) ✦ | 7.61K | +2.6% | $494,571 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 33 | Mariner, LLC | 6.51K | — | $423,009 | 0.0% | n/c | 1 | SEC ↗ |
| 34 | Lido Advisors, LLC | 5.89K | — | $373,774 | 0.0% | n/c | 1 | SEC ↗ |
| 35 | Susquehanna International Group, Llp | 5.50K | — | $357,766 | 0.0% | n/c | 1 | SEC ↗ |
| 36 | Jones Financial Companies Lllp | 3.99K | — | $259,398 | 0.0% | n/c | 1 | SEC ↗ |
| 37 | Creative Planning | 3.92K | — | $255,065 | 0.0% | n/c | 1 | SEC ↗ |
| 38 | Wealth Enhancement Advisory… | 3.21K | — | $216,859 | 0.0% | n/c | 1 | SEC ↗ |
| 39 | Citigroup Inc | 2.12K | — | $137,616 | 0.0% | n/c | 1 | SEC ↗ |
| 40 | Cwm, Llc | 1.68K | — | $109,000 | 0.0% | n/c | 1 | SEC ↗ |
| 41 | Assetmark, Inc | 1.15K | — | $74,635 | 0.0% | n/c | 1 | SEC ↗ |
| 42 | Bank Of Montreal /Can/ | 143 | — | $9,297 | 0.0% | n/c | 1 | SEC ↗ |
| 43 | Russell Investments Group, Ltd. | 91 | — | $5,922 | 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, 1.59M shares, $103.60M 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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