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Security record · archived quarter

LTPZ

name pending profile ingest

Q2 2026 Q1 2026 Q4 2025 Q3 2025 Q2 2025 Q1 2025 Q4 2024 Q3 2024
24Tracked holders
0Δ holders
1.18MShares held
$61.19MReported value
+0New positions
−0Exits
Stable 2 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 +3.6% · 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 24 +3 1.81M $91.54M +4 −1
Q1 2026 21 -3 1.22M $62.44M +3 −6
Q4 2025 24 0 1.18M $61.19M
Q3 2025 3 +1 89.79K $4.78M +1
Q1 2025 1 0 19.41K $1.06M
Q4 2024 1 0 28.51K $1.48M
Q3 2024 1 0 76.45K $4.41M
Q2 2024 1 44.64K $2.41M
Holder count
Who holds it · Q4 2025
#ManagerSharesΔ sharesValueTheir weightHeld
1 Wells Fargo & Company/Mn 401.47K $20.78M 0.0% n/c 1 SEC ↗
2 Wells Fargo & Company/Mn 401.47K $20.78M 0.0% n/c 1 SEC ↗
3 Northern Trust Corp 288.60K $14.93M 0.0% n/c 1 SEC ↗
4 Northern Trust Corp 288.60K $14.93M 0.0% n/c 1 SEC ↗
5 Osaic Holdings, Inc. 73.77K $3.82M 0.0% n/c 1 SEC ↗
6 Osaic Holdings, Inc. 73.77K $3.82M 0.0% n/c 1 SEC ↗
7 Citadel Advisors 60.06K +512.0% $3.11M 0.0% ▲ Add 2 SEC ↗
8 Jane Street Group, Llc 52.35K $2.71M 0.0% n/c 1 SEC ↗
9 Morgan Stanley 49.59K -29.9% $2.57M 0.0% ▼ Trim 2 SEC ↗
10 Morgan Stanley 49.59K -29.9% $2.57M 0.0% ▼ Trim 2 SEC ↗
11 UBS Group AG 43.93K $2.27M 0.0% n/c 1 SEC ↗
12 Us Bancorp \De\ 37.64K $1.95M 0.0% n/c 1 SEC ↗
13 LPL Financial LLC 36.36K $1.88M 0.0% n/c 1 SEC ↗
14 Mml Investors Services, Llc 23.70K $1.23M 0.0% n/c 1 SEC ↗
15 Bank Of America Corp /De/ 21.50K $1.11M 0.0% n/c 1 SEC ↗
16 Bank Of America Corp /De/ 21.50K $1.11M 0.0% n/c 1 SEC ↗
17 Goldman Sachs Group 21.44K +131.9% $1.11M 0.0% ▲ Add 2 SEC ↗
18 Envestnet Asset Management Inc 12.22K $632,331 0.0% n/c 1 SEC ↗
19 Cetera Investment Advisers 9.89K $511,928 0.0% n/c 1 SEC ↗
20 Rockefeller Capital Management L.P. 9.34K $483,539 0.0% n/c 1 SEC ↗
21 Commonwealth Equity Services, Llc 9.21K $476,500 0.0% n/c 1 SEC ↗
22 Royal Bank Of Canada 8.30K $430,000 0.0% n/c 1 SEC ↗
23 Royal Bank Of Canada 8.30K $430,000 0.0% n/c 1 SEC ↗
24 Royal Bank Of Canada 8.30K $430,000 0.0% n/c 1 SEC ↗
25 Susquehanna International Group, Llp 7.00K $362,354 0.0% n/c 1 SEC ↗
26 Stifel Financial Corp 5.44K $281,468 0.0% n/c 1 SEC ↗
27 Raymond James Financial Inc 4.31K $223,043 0.0% n/c 1 SEC ↗
28 Raymond James Financial Inc 4.31K $223,043 0.0% n/c 1 SEC ↗
29 Jones Financial Companies Lllp 3.77K $195,089 0.0% n/c 1 SEC ↗
30 Simplex Trading, Llc 1.69K $87,457 0.0% n/c 1 SEC ↗
31 UBS AM, a distinct business unit of… 700 $36,225 0.0% n/c 1 SEC ↗
32 Qube Research & Technologies Ltd 84 $4,347 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): 86 holders, 4.37M shares, $222.73M 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