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Security record · archived quarter

JFR

name pending profile ingest

Q2 2026 Q1 2026 Q4 2025 Q3 2025 Q1 2025 Q4 2024 Q2 2024
35Tracked holders
0Δ holders
24.88MShares held
$194.83MReported value
+0New positions
−0Exits
Stable 3 quarters of rising tracked shares ●●●○○○ How these are computed → Explain this at the Research Desk →

Momentum inputs (comparable managers): holder breadth 0.0% · share flow -3.4% · net new positions 0.0% — formula

All ownership figures: tracked 13F managers only, common-stock positions, reporting period Q4 2025

Ownership over time
QuarterHoldersΔSharesReported valueNewExits
Q2 2026 31 -5 29.98M $229.92M +1 −7
Q1 2026 38 +3 27.79M $208.98M +6 −3
Q4 2025 35 0 24.88M $194.83M — —
Q3 2025 2 +1 7.37M $60.27M +1 —
Q1 2025 1 0 17.36K $147,005 — —
Q4 2024 1 +1 16.73K $149,196 +1 —
Q2 2024 1 — 26.11K $225,869 — —
Holder count
Who holds it · Q4 2025
#ManagerSharesΔ sharesValueTheir weightHeld
1 Morgan Stanley ✦ 6.46M -12.1% $50.58M 0.0% ▼ Trim 2 SEC ↗ ×5
2 Invesco Ltd. 2.92M — $22.90M 0.0% n/c 1 SEC ↗ ×2
3 LPL Financial LLC 2.90M — $22.73M 0.0% n/c 1 SEC ↗
4 Bank Of America Corp /De/ 2.06M — $16.13M 0.0% n/c 1 SEC ↗
5 Wells Fargo & Company/Mn 1.62M — $12.66M 0.0% n/c 1 SEC ↗ ×2
6 Raymond James Financial Inc 1.38M — $10.83M 0.0% n/c 1 SEC ↗ ×3
7 Royal Bank Of Canada 1.10M — $8.61M 0.0% n/c 1 SEC ↗ ×5
8 Balyasny Asset Management L.P. 1.00M — $7.86M 0.0% n/c 1 SEC ↗
9 UBS Group AG 822.48K — $6.44M 0.0% n/c 1 SEC ↗ ×3
10 Ameriprise Financial Inc 767.29K — $6.01M 0.0% n/c 1 SEC ↗ ×2
11 Rockefeller Capital Management L.P. 760.51K — $5.95M 0.0% n/c 1 SEC ↗
12 Envestnet Asset Management Inc 736.69K — $5.77M 0.0% n/c 1 SEC ↗
13 Jane Street Group, Llc 546.41K — $4.28M 0.0% n/c 1 SEC ↗
14 Cetera Investment Advisers 390.78K — $3.06M 0.0% n/c 1 SEC ↗
15 Commonwealth Equity Services, Llc 321.75K — $2.52M 0.0% n/c 1 SEC ↗
16 Baird Financial Group, Inc. 306.12K — $2.40M 0.0% n/c 1 SEC ↗
17 Osaic Holdings, Inc. 216.89K — $1.70M 0.0% n/c 1 SEC ↗ ×2
18 HighTower Advisors, LLC 109.38K — $856,420 0.0% n/c 1 SEC ↗
19 First Trust Advisors Lp 85.21K — $667,178 0.0% n/c 1 SEC ↗
20 Stifel Financial Corp 65.48K — $512,733 0.0% n/c 1 SEC ↗
21 Susquehanna International Group, Llp 41.95K — $328,508 0.0% n/c 1 SEC ↗
22 Cerity Partners LLC 39.83K — $311,838 0.0% n/c 1 SEC ↗
23 Wealth Enhancement Advisory… 39.07K — $308,282 0.0% n/c 1 SEC ↗
24 Nomura Holdings Inc 37.38K — $292,646 0.0% n/c 1 SEC ↗
25 Citadel Advisors ✦ 27.16K +45.4% $212,647 0.0% ▲ Add 2 SEC ↗
26 Mariner, LLC 22.36K — $175,076 0.0% n/c 1 SEC ↗
27 Mercer Global Advisors Inc /Adv 21.97K — $172,026 0.0% n/c 1 SEC ↗
28 Hrt Financial Lp 21.85K — $171,000 0.0% n/c 1 SEC ↗
29 Captrust Financial Advisors 21.84K — $170,964 0.0% n/c 1 SEC ↗
30 Mml Investors Services, Llc 12.48K — $97,697 0.0% n/c 1 SEC ↗
31 Bnp Paribas Financial Markets 5.21K — $40,826 0.0% n/c 1 SEC ↗
32 Cwm, Llc 4.69K — $37,000 0.0% n/c 1 SEC ↗
33 Pnc Financial Services Group, Inc. 4.72K — $36,939 0.0% n/c 1 SEC ↗ ×3
34 TD Waterhouse Canada Inc. 2.00K — $15,620 0.0% n/c 1 SEC ↗
35 Northwestern Mutual Wealth… 766 — $5,997 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): 184 holders, 59.65M shares, $383.70M 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.

Insider transactions

Open-market purchases (P)

No open-market insider purchases in our coverage window.

Open-market sales (S)

Sep 08 TOTH TERENCE J

Other · 4.46K sh · $34,153

Awards, exercises and tax withholding are never counted as buys or sales here. Methodology

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 · Get this via the API