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Security record · archived quarter

LEO

name pending profile ingest

Q2 2026 Q1 2026 Q4 2025 Q3 2025 Q2 2025 Q3 2024 Q2 2024
32Tracked holders
0Δ holders
4.12MShares held
$26.20MReported 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 0.0% · 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 29 0 3.96M $25.59M +4 −4
Q1 2026 30 -2 3.89M $24.47M +2 −4
Q4 2025 32 0 4.12M $26.20M
Q3 2025 2 0 577.14K $3.61M
Q2 2025 1 +1 23.75K $140,618 +1
Q3 2024 1 0 14.63K $95,228
Q2 2024 1 14.99K $91,745
Holder count
Who holds it · Q4 2025
#ManagerSharesΔ sharesValueTheir weightHeld
1 Wells Fargo & Company/Mn 956.05K $6.08M 0.0% n/c 1 SEC ↗
2 Wells Fargo & Company/Mn 956.05K $6.08M 0.0% n/c 1 SEC ↗
3 Morgan Stanley 565.47K +0.4% $3.60M 0.0% ▲ Add 2 SEC ↗
4 Morgan Stanley 565.47K +0.4% $3.60M 0.0% ▲ Add 2 SEC ↗
5 Allspring Global Investments… 487.30K $3.10M 0.0% n/c 1 SEC ↗
6 Capstone Investment Advisors, Llc 379.87K $2.42M 0.0% n/c 1 SEC ↗
7 Envestnet Asset Management Inc 224.29K $1.43M 0.0% n/c 1 SEC ↗
8 Bank Of America Corp /De/ 205.70K $1.31M 0.0% n/c 1 SEC ↗
9 Bank of New York Mellon Corp 195.70K $1.24M 0.0% n/c 1 SEC ↗
10 Bank of New York Mellon Corp 195.70K $1.24M 0.0% n/c 1 SEC ↗
11 Invesco Ltd. 188.34K $1.20M 0.0% n/c 1 SEC ↗
12 LPL Financial LLC 168.32K $1.07M 0.0% n/c 1 SEC ↗
13 Raymond James Financial Inc 153.76K $977,918 0.0% n/c 1 SEC ↗
14 Raymond James Financial Inc 153.76K $977,918 0.0% n/c 1 SEC ↗
15 Raymond James Financial Inc 153.76K $977,918 0.0% n/c 1 SEC ↗
16 Jane Street Group, Llc 82.76K $526,354 0.0% n/c 1 SEC ↗
17 Ameriprise Financial Inc 57.15K $363,486 0.0% n/c 1 SEC ↗
18 Creative Planning 56.19K $357,355 0.0% n/c 1 SEC ↗
19 HighTower Advisors, LLC 52.65K $334,859 0.0% n/c 1 SEC ↗
20 Nuveen, LLC 51.50K $327,559 0.0% n/c 1 SEC ↗
21 Corient Private Wealth LP 44.55K $283,310 0.0% n/c 1 SEC ↗
22 Corient Private Wealth LP 44.55K $283,310 0.0% n/c 1 SEC ↗
23 Commonwealth Equity Services, Llc 35.93K $228,540 0.0% n/c 1 SEC ↗
24 Osaic Holdings, Inc. 30.42K $193,485 0.0% n/c 1 SEC ↗
25 Osaic Holdings, Inc. 30.42K $193,485 0.0% n/c 1 SEC ↗
26 Royal Bank Of Canada 26.74K $170,000 0.0% n/c 1 SEC ↗
27 Royal Bank Of Canada 26.74K $170,000 0.0% n/c 1 SEC ↗
28 Royal Bank Of Canada 26.74K $170,000 0.0% n/c 1 SEC ↗
29 Rockefeller Capital Management L.P. 25.00K $159,000 0.0% n/c 1 SEC ↗
30 Nomura Holdings Inc 24.38K $155,025 0.0% n/c 1 SEC ↗
31 Mariner, LLC 18.98K $120,733 0.0% n/c 1 SEC ↗
32 Susquehanna International Group, Llp 18.20K $115,720 0.0% n/c 1 SEC ↗
33 Mml Investors Services, Llc 18.15K $115,435 0.0% n/c 1 SEC ↗
34 Cetera Investment Advisers 13.85K $88,101 0.0% n/c 1 SEC ↗
35 Citadel Advisors 12.19K -13.1% $77,541 0.0% ▼ Trim 3 SEC ↗
36 Truist Financial Corp 11.26K $71,640 0.0% n/c 1 SEC ↗
37 UBS Group AG 5.99K $38,090 0.0% n/c 1 SEC ↗
38 UBS Group AG 5.99K $38,090 0.0% n/c 1 SEC ↗
39 Us Bancorp \De\ 5.50K $34,980 0.0% n/c 1 SEC ↗
40 Cwm, Llc 2.65K $17,000 0.0% n/c 1 SEC ↗
41 Northwestern Mutual Wealth… 1.20K $7,632 0.0% n/c 1 SEC ↗
42 Pnc Financial Services Group, Inc. 3 $19 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): 96 holders, 29.01M shares, $162.30M 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