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Security record · archived quarter

MEAR

name pending profile ingest

Q2 2026 Q1 2026 Q4 2025 Q3 2025 Q2 2025 Q4 2024
35Tracked holders
+1Δ holders
9.88MShares held
$497.02MReported value
+1New 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 +2.9% · share flow -5.3% · net new positions +2.9%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
QuarterHoldersΔSharesReported valueNewExits
Q2 2026 33 -1 9.80M $493.65M +2 −3
Q1 2026 35 0 9.89M $497.68M +2 −2
Q4 2025 35 +1 9.88M $497.02M +1
Q3 2025 4 0 4.15M $209.39M
Q2 2025 2 +1 49.63K $2.50M +1
Q4 2024 1 +1 6.39K $319,031 +1
Holder count
Who holds it · Q4 2025
#ManagerSharesΔ sharesValueTheir weightHeld
1 Morgan Stanley 3.21M -6.0% $161.70M 0.0% ▼ Trim 2 SEC ↗
2 Morgan Stanley 3.21M -6.0% $161.70M 0.0% ▼ Trim 2 SEC ↗
3 Morgan Stanley 3.21M -6.0% $161.70M 0.0% ▼ Trim 2 SEC ↗
4 Captrust Financial Advisors 1.47M $73.98M 0.1% n/c 1 SEC ↗
5 Bank Of America Corp /De/ 1.17M $59.07M 0.0% n/c 1 SEC ↗
6 Bank Of America Corp /De/ 1.17M $59.07M 0.0% n/c 1 SEC ↗
7 Bank Of America Corp /De/ 1.17M $59.07M 0.0% n/c 1 SEC ↗
8 LPL Financial LLC 672.92K $33.86M 0.0% n/c 1 SEC ↗
9 Cetera Investment Advisers 485.30K $24.42M 0.0% n/c 1 SEC ↗
10 Envestnet Asset Management Inc 379.79K $19.11M 0.0% n/c 1 SEC ↗
11 Quantinno Capital Management LP 307.37K $15.47M 0.0% n/c 1 SEC ↗
12 JPMorgan Chase 298.63K -55.0% $15.03M 0.0% ▼ Trim 2 SEC ↗
13 JPMorgan Chase 298.63K -55.0% $15.03M 0.0% ▼ Trim 2 SEC ↗
14 Osaic Holdings, Inc. 231.99K $11.67M 0.0% n/c 1 SEC ↗
15 Osaic Holdings, Inc. 231.99K $11.67M 0.0% n/c 1 SEC ↗
16 Focus Partners Wealth 201.76K $10.15M 0.0% n/c 1 SEC ↗
17 HighTower Advisors, LLC 194.73K $9.80M 0.0% n/c 1 SEC ↗
18 Royal Bank Of Canada 182.24K $9.17M 0.0% n/c 1 SEC ↗
19 Royal Bank Of Canada 182.24K $9.17M 0.0% n/c 1 SEC ↗
20 Cwm, Llc 170.19K $8.56M 0.0% n/c 1 SEC ↗
21 UBS Group AG 166.35K $8.37M 0.0% n/c 1 SEC ↗
22 Rockefeller Capital Management L.P. 114.80K $5.78M 0.0% n/c 1 SEC ↗
23 Jones Financial Companies Lllp 79.81K $4.02M 0.0% n/c 1 SEC ↗
24 Mariner, LLC 72.46K $3.65M 0.0% n/c 1 SEC ↗
25 Mariner, LLC 72.46K $3.65M 0.0% n/c 1 SEC ↗
26 Raymond James Financial Inc 54.91K $2.76M 0.0% n/c 1 SEC ↗
27 Raymond James Financial Inc 54.91K $2.76M 0.0% n/c 1 SEC ↗
28 BlackRock (passive) 52.24K +4.3% $2.63M 0.0% ▲ Add 3 SEC ↗
29 BlackRock (passive) 52.24K +4.3% $2.63M 0.0% ▲ Add 3 SEC ↗
30 Bank of New York Mellon Corp 51.96K $2.61M 0.0% n/c 1 SEC ↗
31 Bank of New York Mellon Corp 51.96K $2.61M 0.0% n/c 1 SEC ↗
32 Bank of New York Mellon Corp 51.96K $2.61M 0.0% n/c 1 SEC ↗
33 Bank of New York Mellon Corp 51.96K $2.61M 0.0% n/c 1 SEC ↗
34 Stifel Financial Corp 49.87K $2.51M 0.0% n/c 1 SEC ↗
35 Wealth Enhancement Advisory… 49.70K $2.50M 0.0% n/c 1 SEC ↗
36 Mml Investors Services, Llc 33.47K $1.68M 0.0% n/c 1 SEC ↗
37 Commonwealth Equity Services, Llc 32.17K $1.62M 0.0% n/c 1 SEC ↗
38 Northwestern Mutual Wealth… 28.17K $1.42M 0.0% n/c 1 SEC ↗
39 Citadel Advisors 24.69K +84.4% $1.24M 0.0% ▲ Add 3 SEC ↗
40 Creative Planning 22.58K $1.14M 0.0% n/c 1 SEC ↗
41 Truist Financial Corp 19.99K $1.01M 0.0% n/c 1 SEC ↗
42 Pnc Financial Services Group, Inc. 11.82K $594,878 0.0% n/c 1 SEC ↗
43 Cerity Partners LLC 9.17K $461,368 0.0% n/c 1 SEC ↗
44 Corient Private Wealth LP 8.99K $452,578 0.0% n/c 1 SEC ↗
45 Corient Private Wealth LP 8.99K $452,578 0.0% n/c 1 SEC ↗
46 Goldman Sachs Group 6.01K New $302,423 0.0% New 1 SEC ↗
47 Mercer Global Advisors Inc /Adv 5.61K $282,509 0.0% n/c 1 SEC ↗
48 Assetmark, Inc 8 $403 0.0% n/c 1 SEC ↗
49 Wells Fargo & Company/Mn 1 $49 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

Goldman Sachs Group $302,423 0.0%

Exited

No tracked exits this quarter.

Full-market context: across ALL 13F filers (SEC structured data, Q1 2026): 214 holders, 20.85M shares, $1.02B 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