NAD
name pending profile ingest
Momentum inputs (comparable managers): holder breadth 0.0% · share flow +0.2% · net new positions 0.0% — formula
All ownership figures: tracked 13F managers only, common-stock positions, reporting period Q4 2025
| # | Manager | Shares | Δ shares | Value | Their weight | Held | ||
|---|---|---|---|---|---|---|---|---|
| 1 | Morgan Stanley ✦ | 7.18M | +0.7% | $86.30M | 0.0% | ▲ Add | 2 | SEC ↗ ×3 |
| 2 | UBS Group AG | 3.54M | — | $42.59M | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 3 | Bank Of America Corp /De/ | 2.64M | — | $31.74M | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 4 | Raymond James Financial Inc | 2.64M | — | $31.70M | 0.0% | n/c | 1 | SEC ↗ ×3 |
| 5 | Wells Fargo & Company/Mn | 2.44M | — | $29.38M | 0.0% | n/c | 1 | SEC ↗ ×3 |
| 6 | Ameriprise Financial Inc | 1.02M | — | $12.32M | 0.0% | n/c | 1 | SEC ↗ |
| 7 | LPL Financial LLC | 953.33K | — | $11.46M | 0.0% | n/c | 1 | SEC ↗ |
| 8 | Royal Bank Of Canada | 899.91K | — | $10.82M | 0.0% | n/c | 1 | SEC ↗ ×4 |
| 9 | Stifel Financial Corp | 694.76K | — | $8.35M | 0.0% | n/c | 1 | SEC ↗ ×3 |
| 10 | Cetera Investment Advisers | 647.15K | — | $7.78M | 0.0% | n/c | 1 | SEC ↗ |
| 11 | HighTower Advisors, LLC | 464.40K | — | $5.58M | 0.0% | n/c | 1 | SEC ↗ |
| 12 | Commonwealth Equity Services, Llc | 445.13K | — | $5.35M | 0.0% | n/c | 1 | SEC ↗ |
| 13 | Deutsche Bank Ag\ | 416.38K | — | $5.00M | 0.0% | n/c | 1 | SEC ↗ |
| 14 | Osaic Holdings, Inc. | 328.55K | — | $3.95M | 0.0% | n/c | 1 | SEC ↗ |
| 15 | Allianz Asset Management GmbH | 300.65K | — | $3.61M | 0.0% | n/c | 1 | SEC ↗ |
| 16 | Jane Street Group, Llc | 257.22K | — | $3.09M | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 17 | Invesco Ltd. | 218.82K | — | $2.63M | 0.0% | n/c | 1 | SEC ↗ |
| 18 | Cerity Partners LLC | 218.67K | — | $2.63M | 0.0% | n/c | 1 | SEC ↗ |
| 19 | Rockefeller Capital Management L.P. | 184.79K | — | $2.22M | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 20 | Baird Financial Group, Inc. | 124.00K | — | $1.49M | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 21 | Pnc Financial Services Group, Inc. | 83.92K | — | $1.01M | 0.0% | n/c | 1 | SEC ↗ ×3 |
| 22 | Corient Private Wealth LP | 90.04K | — | $947,136 | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 23 | Northwestern Mutual Wealth… | 78.77K | — | $946,832 | 0.0% | n/c | 1 | SEC ↗ |
| 24 | Susquehanna International Group, Llp | 60.95K | — | $732,679 | 0.0% | n/c | 1 | SEC ↗ |
| 25 | Focus Partners Wealth | 60.53K | — | $723,328 | 0.0% | n/c | 1 | SEC ↗ |
| 26 | Mariner, LLC | 37.99K | — | $456,693 | 0.0% | n/c | 1 | SEC ↗ |
| 27 | Captrust Financial Advisors | 37.30K | — | $448,408 | 0.0% | n/c | 1 | SEC ↗ |
| 28 | Envestnet Asset Management Inc | 37.22K | — | $447,432 | 0.0% | n/c | 1 | SEC ↗ |
| 29 | Wealth Enhancement Advisory… | 36.66K | — | $440,715 | 0.0% | n/c | 1 | SEC ↗ |
| 30 | Bank of New York Mellon Corp | 35.01K | — | $420,789 | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 31 | Truist Financial Corp | 32.62K | — | $392,033 | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 32 | Cwm, Llc | 32.62K | — | $392,000 | 0.0% | n/c | 1 | SEC ↗ |
| 33 | Brown Advisory Inc | 22.84K | — | $274,573 | 0.0% | n/c | 1 | SEC ↗ |
| 34 | Mercer Global Advisors Inc /Adv | 16.27K | — | $195,570 | 0.0% | n/c | 1 | SEC ↗ |
| 35 | Creative Planning | 14.59K | — | $175,338 | 0.0% | n/c | 1 | SEC ↗ |
| 36 | First Trust Advisors Lp | 13.33K | — | $160,250 | 0.0% | n/c | 1 | SEC ↗ |
| 37 | Us Bancorp \De\ | 12.75K | — | $153,267 | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 38 | Mml Investors Services, Llc | 10.28K | — | $123,516 | 0.0% | n/c | 1 | SEC ↗ |
| 39 | Fifth Third Bancorp | 9.56K | — | $114,947 | 0.0% | n/c | 1 | SEC ↗ |
| 40 | Assetmark, Inc | 453 | — | $5,441 | 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): 282 holders, 45.06M shares, $502.41M reported. This is a different, older period than the tracked-universe figures above and the two are never mixed.
What else this security's tracked holders most often hold — shared-ownership counts, not fundamental relationships.
52.5% of class · View original SEC filing ↗
11.8% of class · View original SEC filing ↗
52.3% of class · View original SEC filing ↗
13.5% of class · View original SEC filing ↗