Security record · archived quarter
ISCF
name pending profile ingest
30Tracked holders
+1Δ holders
1.96MShares held
$81.48MReported value
+1New positions
−0Exits
Momentum inputs (comparable managers):
holder breadth +3.4% ·
share flow 0.0% ·
net new positions +3.3%
— 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 |
|---|---|---|---|---|---|---|
| Q2 2026 | 35 | 0 | 2.48M | $107.41M | +3 | −3 |
| Q1 2026 | 36 | +6 | 2.40M | $100.36M | +7 | −1 |
| Q4 2025 | 30 | +1 | 1.96M | $81.48M | +1 | — |
| Q3 2025 | 4 | +1 | 28.30K | $1.16M | +1 | — |
| Q2 2025 | 1 | -2 | 731 | $28,352 | — | −2 |
| Q1 2025 | 2 | +1 | 28.81K | $970,335 | +1 | — |
| Q4 2024 | 1 | 0 | 8.50K | $274,412 | — | — |
| Q3 2024 | 1 | 0 | 8.58K | $302,375 | — | — |
| Q2 2024 | 1 | — | 11.26K | $363,035 | — | — |
Who holds it · Q4 2025
| # | Manager | Shares | Δ shares | Value | Their weight | Held | ||
|---|---|---|---|---|---|---|---|---|
| 1 | LPL Financial LLC | 620.67K | — | $25.75M | 0.0% | n/c | 1 | SEC ↗ |
| 2 | Northwestern Mutual Wealth… | 404.04K | — | $16.76M | 0.0% | n/c | 1 | SEC ↗ |
| 3 | Cetera Investment Advisers | 150.23K | — | $6.23M | 0.0% | n/c | 1 | SEC ↗ |
| 4 | Cerity Partners LLC | 104.64K | — | $4.34M | 0.0% | n/c | 1 | SEC ↗ |
| 5 | Commonwealth Equity Services, Llc | 96.62K | — | $4.01M | 0.0% | n/c | 1 | SEC ↗ |
| 6 | Mml Investors Services, Llc | 94.11K | — | $3.90M | 0.0% | n/c | 1 | SEC ↗ |
| 7 | HighTower Advisors, LLC | 87.90K | — | $3.65M | 0.0% | n/c | 1 | SEC ↗ |
| 8 | Envestnet Asset Management Inc | 76.88K | — | $3.19M | 0.0% | n/c | 1 | SEC ↗ |
| 9 | Bank Of America Corp /De/ | 64.78K | — | $2.69M | 0.0% | n/c | 1 | SEC ↗ |
| 10 | Bank Of America Corp /De/ | 64.78K | — | $2.69M | 0.0% | n/c | 1 | SEC ↗ |
| 11 | Osaic Holdings, Inc. | 41.63K | — | $1.73M | 0.0% | n/c | 1 | SEC ↗ |
| 12 | Osaic Holdings, Inc. | 41.63K | — | $1.73M | 0.0% | n/c | 1 | SEC ↗ |
| 13 | Stifel Financial Corp | 39.08K | — | $1.62M | 0.0% | n/c | 1 | SEC ↗ |
| 14 | Stifel Financial Corp | 39.08K | — | $1.62M | 0.0% | n/c | 1 | SEC ↗ |
| 15 | Stifel Financial Corp | 39.08K | — | $1.62M | 0.0% | n/c | 1 | SEC ↗ |
| 16 | Raymond James Financial Inc | 39.05K | — | $1.62M | 0.0% | n/c | 1 | SEC ↗ |
| 17 | Raymond James Financial Inc | 39.05K | — | $1.62M | 0.0% | n/c | 1 | SEC ↗ |
| 18 | Bank of New York Mellon Corp | 35.26K | — | $1.46M | 0.0% | n/c | 1 | SEC ↗ |
| 19 | Bank of New York Mellon Corp | 35.26K | — | $1.46M | 0.0% | n/c | 1 | SEC ↗ |
| 20 | Bank of New York Mellon Corp | 35.26K | — | $1.46M | 0.0% | n/c | 1 | SEC ↗ |
| 21 | Bank of New York Mellon Corp | 35.26K | — | $1.46M | 0.0% | n/c | 1 | SEC ↗ |
| 22 | Captrust Financial Advisors | 18.56K | — | $769,703 | 0.0% | n/c | 1 | SEC ↗ |
| 23 | Focus Partners Wealth | 13.13K | — | $544,467 | 0.0% | n/c | 1 | SEC ↗ |
| 24 | Citadel Advisors ✦ | 13.12K | New | $544,259 | 0.0% | New | 1 | SEC ↗ |
| 25 | Mercer Global Advisors Inc /Adv | 10.25K | — | $425,004 | 0.0% | n/c | 1 | SEC ↗ |
| 26 | JPMorgan Chase ✦ | 9.72K | -55.9% | $403,426 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 27 | Wealth Enhancement Advisory… | 9.21K | — | $389,751 | 0.0% | n/c | 1 | SEC ↗ |
| 28 | Creative Planning | 8.52K | — | $353,296 | 0.0% | n/c | 1 | SEC ↗ |
| 29 | Royal Bank Of Canada | 7.61K | — | $316,000 | 0.0% | n/c | 1 | SEC ↗ |
| 30 | Rockefeller Capital Management L.P. | 7.17K | — | $297,444 | 0.0% | n/c | 1 | SEC ↗ |
| 31 | Brown Advisory Inc | 5.59K | — | $231,956 | 0.0% | n/c | 1 | SEC ↗ |
| 32 | Morgan Stanley ✦ | 3.40K | -25.2% | $140,991 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 33 | Fidelity (FMR) ✦ | 841 | -4.3% | $34,897 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 34 | BlackRock ✦ (passive) | 828 | +0.1% | $34,325 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 35 | TD Waterhouse Canada Inc. | 806 | — | $33,433 | 0.0% | n/c | 1 | SEC ↗ |
| 36 | Cwm, Llc | 312 | — | $13,000 | 0.0% | n/c | 1 | SEC ↗ |
| 37 | Bank Of Montreal /Can/ | 78 | — | $3,235 | 0.0% | n/c | 1 | SEC ↗ |
| 38 | Wells Fargo & Company/Mn | 0 | — | $13 | 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
| Citadel Advisors | $544,259 | 0.0% |
Exited
| No tracked exits this quarter. |
Full-market context: across ALL 13F filers (SEC structured data, Q1 2026): 136 holders, 10.07M shares, $409.15M 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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