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Security record · archived quarter

LDP

name pending profile ingest

Q2 2026 Q1 2026 Q4 2025 Q3 2025
24Tracked holders
0Δ holders
5.38MShares held
$113.94MReported value
+0New positions
−0Exits
Stable How these are computed → Explain this at the Research Desk →

Momentum inputs (comparable managers): holder breadth 0.0% · share flow +0.4% · 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 21 -2 5.44M $115.21M −2
Q1 2026 24 0 5.42M $108.26M +2 −2
Q4 2025 24 0 5.38M $113.94M
Q3 2025 1 1.95M $42.16M
Holder count
Who holds it · Q4 2025
#ManagerSharesΔ sharesValueTheir weightHeld
1 Morgan Stanley 1.97M +1.1% $41.62M 0.0% ▲ Add 2 SEC ↗
2 Morgan Stanley 1.97M +1.1% $41.62M 0.0% ▲ Add 2 SEC ↗
3 Morgan Stanley 1.97M +1.1% $41.62M 0.0% ▲ Add 2 SEC ↗
4 Morgan Stanley 1.97M +1.1% $41.62M 0.0% ▲ Add 2 SEC ↗
5 Morgan Stanley 1.97M +1.1% $41.62M 0.0% ▲ Add 2 SEC ↗
6 UBS Group AG 1.38M $29.23M 0.0% n/c 1 SEC ↗
7 UBS Group AG 1.38M $29.23M 0.0% n/c 1 SEC ↗
8 Raymond James Financial Inc 403.95K $8.55M 0.0% n/c 1 SEC ↗
9 Raymond James Financial Inc 403.95K $8.55M 0.0% n/c 1 SEC ↗
10 Invesco Ltd. 362.07K $7.67M 0.0% n/c 1 SEC ↗
11 Invesco Ltd. 362.07K $7.67M 0.0% n/c 1 SEC ↗
12 Royal Bank Of Canada 234.62K $4.97M 0.0% n/c 1 SEC ↗
13 Royal Bank Of Canada 234.62K $4.97M 0.0% n/c 1 SEC ↗
14 Bank Of America Corp /De/ 183.81K $3.89M 0.0% n/c 1 SEC ↗
15 Bank Of America Corp /De/ 183.81K $3.89M 0.0% n/c 1 SEC ↗
16 Envestnet Asset Management Inc 158.25K $3.35M 0.0% n/c 1 SEC ↗
17 LPL Financial LLC 147.19K $3.12M 0.0% n/c 1 SEC ↗
18 Baird Financial Group, Inc. 142.93K $3.03M 0.0% n/c 1 SEC ↗
19 Wells Fargo & Company/Mn 70.42K $1.49M 0.0% n/c 1 SEC ↗
20 Wells Fargo & Company/Mn 70.42K $1.49M 0.0% n/c 1 SEC ↗
21 Cerity Partners LLC 69.40K $1.47M 0.0% n/c 1 SEC ↗
22 Cerity Partners LLC 69.40K $1.47M 0.0% n/c 1 SEC ↗
23 Rockefeller Capital Management L.P. 56.82K $1.20M 0.0% n/c 1 SEC ↗
24 Osaic Holdings, Inc. 54.23K $1.15M 0.0% n/c 1 SEC ↗
25 Osaic Holdings, Inc. 54.23K $1.15M 0.0% n/c 1 SEC ↗
26 Lido Advisors, LLC 41.39K $896,921 0.0% n/c 1 SEC ↗
27 Susquehanna International Group, Llp 21.98K $465,359 0.0% n/c 1 SEC ↗
28 Cetera Investment Advisers 19.91K $421,568 0.0% n/c 1 SEC ↗
29 Jane Street Group, Llc 15.78K $334,127 0.0% n/c 1 SEC ↗
30 Jane Street Group, Llc 15.78K $334,127 0.0% n/c 1 SEC ↗
31 Commonwealth Equity Services, Llc 13.82K $292,510 0.0% n/c 1 SEC ↗
32 Stifel Financial Corp 11.47K $242,737 0.0% n/c 1 SEC ↗
33 Creative Planning 11.40K $241,338 0.0% n/c 1 SEC ↗
34 Northwestern Mutual Wealth… 11.20K $237,168 0.0% n/c 1 SEC ↗
35 Us Bancorp \De\ 2.08K $44,139 0.0% n/c 1 SEC ↗
36 Us Bancorp \De\ 2.08K $44,139 0.0% n/c 1 SEC ↗
37 Pnc Financial Services Group, Inc. 1.20K $25,404 0.0% n/c 1 SEC ↗
38 Cwm, Llc 100 $2,000 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): 83 holders, 8.30M shares, $164.41M 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 · Get this via the API