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Security record · archived quarter

MOO

name pending profile ingest

Q3 2026 Q2 2026 Q1 2026 Q4 2025 Q3 2025 Q2 2025 Q1 2025 Q4 2024
46Tracked holders
-3Δ holders
2.05MShares held
$149.28MReported value
+0New positions
−3Exits
Falling 2 quarters of rising tracked shares ●●○○○○ How these are computed → Explain this at the Research Desk →

Momentum inputs (comparable managers): holder breadth -6.1% · share flow -6.5% · net new positions -6.5% · formula
Broad distribution: falling shares and fewer holders

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

Ownership over time
QuarterHoldersΔSharesReported valueNewExits
Q3 2026 2 0 10.02K $810,711 n/a n/a
Q2 2026 47 -4 2.53M $200.44M +3 −7
Q1 2026 52 +6 2.91M $246.24M +10 −4
Q4 2025 46 -3 2.05M $149.28M n/a −3
Q3 2025 8 +1 434.27K $31.90M +1 n/a
Q2 2025 4 0 18.47K $1.36M n/a n/a
Q1 2025 2 -1 41.28K $2.80M n/a −1
Q4 2024 3 -1 18.41K $1.19M n/a −1
Q3 2024 3 0 59.99K $4.53M n/a n/a
Q2 2024 3 n/a 167.57K $11.75M n/a n/a
Holder count
Who holds it · Q4 2025
#ManagerSharesΔ sharesValueTheir weightHeld
1 1832 Asset Management L.P. 594.78K n/a $43.29M 0.1% n/c 1 SEC ↗
2 Morgan Stanley ✦ 269.16K -7.6% $19.59M 0.0% ▼ Trim 2 SEC ↗ ×2
3 Bank Of America Corp /De/ 215.97K n/a $15.72M 0.0% n/c 1 SEC ↗ ×4
4 UBS Group AG 159.92K n/a $11.64M 0.0% n/c 1 SEC ↗ ×3
5 LPL Financial LLC 140.14K n/a $10.20M 0.0% n/c 1 SEC ↗
6 Tidal Investments LLC 114.74K n/a $8.35M 0.0% n/c 1 SEC ↗
7 Cetera Investment Advisers 89.54K n/a $6.52M 0.0% n/c 1 SEC ↗
8 Ameriprise Financial Inc 45.68K n/a $3.33M 0.0% n/c 1 SEC ↗ ×3
9 Baird Financial Group, Inc. 41.38K n/a $3.01M 0.0% n/c 1 SEC ↗
10 Stifel Financial Corp 36.13K n/a $2.63M 0.0% n/c 1 SEC ↗ ×3
11 Daiwa Securities Group Inc. 34.65K n/a $2.52M 0.0% n/c 1 SEC ↗
12 Wells Fargo & Company/Mn 29.65K n/a $2.16M 0.0% n/c 1 SEC ↗ ×4
13 Raymond James Financial Inc 29.38K n/a $2.14M 0.0% n/c 1 SEC ↗ ×2
14 Commonwealth Equity Services, Llc 26.59K n/a $1.94M 0.0% n/c 1 SEC ↗
15 Us Bancorp \De\ 23.91K n/a $1.74M 0.0% n/c 1 SEC ↗
16 Focus Partners Wealth 20.21K n/a $1.47M 0.0% n/c 1 SEC ↗
17 Envestnet Asset Management Inc 17.68K n/a $1.29M 0.0% n/c 1 SEC ↗
18 TD Waterhouse Canada Inc. 17.00K n/a $1.24M 0.0% n/c 1 SEC ↗
19 Osaic Holdings, Inc. 16.72K n/a $1.22M 0.0% n/c 1 SEC ↗ ×2
20 Royal Bank Of Canada 15.85K n/a $1.15M 0.0% n/c 1 SEC ↗ ×5
21 Corient Private Wealth LP 14.15K n/a $1.03M 0.0% n/c 1 SEC ↗ ×2
22 HighTower Advisors, LLC 13.25K n/a $964,472 0.0% n/c 1 SEC ↗
23 Blair William & Co/Il 12.66K n/a $921,352 0.0% n/c 1 SEC ↗
24 JPMorgan Chase ✦ 10.54K -61.2% $767,011 0.0% ▼ Trim 2 SEC ↗ ×4
25 Wealth Enhancement Advisory… 5.81K n/a $431,145 0.0% n/c 1 SEC ↗
26 Wealthfront Advisers LLC 5.20K n/a $378,435 0.0% n/c 1 SEC ↗
27 Franklin Resources Inc 5.04K n/a $366,644 0.0% n/c 1 SEC ↗ ×2
28 Cerity Partners LLC 4.89K n/a $355,969 0.0% n/c 1 SEC ↗
29 State Street Global Advisors ✦ (passive) 4.70K -31.9% $342,113 0.0% ▼ Trim 5 SEC ↗
30 Captrust Financial Advisors 4.51K n/a $328,182 0.0% n/c 1 SEC ↗
31 Mml Investors Services, Llc 4.29K n/a $311,960 0.0% n/c 1 SEC ↗
32 Susquehanna International Group, Llp 3.96K n/a $288,612 0.0% n/c 1 SEC ↗
33 BlackRock ✦ (passive) 3.88K 0.0% $282,401 0.0% Held 3 SEC ↗
34 Rockefeller Capital Management L.P. 3.30K n/a $240,187 0.0% n/c 1 SEC ↗
35 Northwestern Mutual Wealth… 3.24K n/a $235,735 0.0% n/c 1 SEC ↗
36 Creative Planning 3.03K n/a $220,759 0.0% n/c 1 SEC ↗
37 Jones Financial Companies Lllp 2.85K n/a $207,604 0.0% n/c 1 SEC ↗
38 Fidelity (FMR) ✦ 2.64K +36.3% $192,308 0.0% ▲ Add 3 SEC ↗
39 National Bank Of Canada /Fi/ 2.03K n/a $147,799 0.0% n/c 1 SEC ↗
40 Bank Of Montreal /Can/ 527 n/a $38,360 0.0% n/c 1 SEC ↗ ×2
41 Cwm, Llc 412 n/a $30,000 0.0% n/c 1 SEC ↗
42 Pnc Financial Services Group, Inc. 250 n/a $18,199 0.0% n/c 1 SEC ↗ ×3
43 Barclays Plc 230 n/a $16,742 0.0% n/c 1 SEC ↗
44 Qube Research & Technologies Ltd 102 n/a $7,425 0.0% n/c 1 SEC ↗
45 Nomura Asset Management Co Ltd 100 n/a $7,279 0.0% n/c 1 SEC ↗
46 Citigroup Inc 3 n/a $218 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

Citadel Advisors $5.07M was 0.0%
Goldman Sachs Group $2.16M was 0.0%
Two Sigma Investments $335,667 was 0.0%

Full-market context: across ALL 13F filers (SEC structured data, Q1 2026): 195 holders, 4.62M shares, $387.49M 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