Security record · archived quarter
NQP
name pending profile ingest
22Tracked holders
0Δ holders
2.09MShares held
$24.90MReported value
+0New positions
−0Exits
Momentum inputs (comparable managers): holder breadth 0.0% · share flow +0.5% · net new positions 0.0% · formula
All ownership figures: tracked 13F managers only, common-stock positions, reporting period Q4 2025
Ownership over time
Who holds it · Q4 2025
| # | Manager | Shares | Δ shares | Value | Their weight | Held | ||
|---|---|---|---|---|---|---|---|---|
| 1 | Wells Fargo & Company/Mn | 587.23K | n/a | $6.98M | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 2 | Royal Bank Of Canada | 273.92K | n/a | $3.26M | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 3 | Morgan Stanley ✦ | 207.60K | +5.3% | $2.47M | 0.0% | ▲ Add | 2 | SEC ↗ ×2 |
| 4 | HighTower Advisors, LLC | 184.13K | n/a | $2.19M | 0.0% | n/c | 1 | SEC ↗ |
| 5 | Bank Of America Corp /De/ | 174.32K | n/a | $2.07M | 0.0% | n/c | 1 | SEC ↗ |
| 6 | LPL Financial LLC | 104.07K | n/a | $1.24M | 0.0% | n/c | 1 | SEC ↗ |
| 7 | Commonwealth Equity Services, Llc | 100.94K | n/a | $1.20M | 0.0% | n/c | 1 | SEC ↗ |
| 8 | Raymond James Financial Inc | 78.45K | n/a | $932,823 | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 9 | Pnc Financial Services Group, Inc. | 75.70K | n/a | $900,134 | 0.0% | n/c | 1 | SEC ↗ ×4 |
| 10 | Bank of New York Mellon Corp | 67.52K | n/a | $802,754 | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 11 | Baird Financial Group, Inc. | 43.17K | n/a | $513,303 | 0.0% | n/c | 1 | SEC ↗ |
| 12 | Cwm, Llc | 42.88K | n/a | $510,000 | 0.0% | n/c | 1 | SEC ↗ |
| 13 | Focus Partners Wealth | 34.61K | n/a | $411,489 | 0.0% | n/c | 1 | SEC ↗ |
| 14 | Osaic Holdings, Inc. | 32.68K | n/a | $388,640 | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 15 | Captrust Financial Advisors | 28.25K | n/a | $335,957 | 0.0% | n/c | 1 | SEC ↗ |
| 16 | Susquehanna International Group, Llp | 22.16K | n/a | $263,435 | 0.0% | n/c | 1 | SEC ↗ |
| 17 | Cetera Investment Advisers | 14.21K | n/a | $168,923 | 0.0% | n/c | 1 | SEC ↗ |
| 18 | Stifel Financial Corp | 10.11K | n/a | $120,160 | 0.0% | n/c | 1 | SEC ↗ |
| 19 | UBS Group AG | 6.54K | n/a | $77,808 | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 20 | Rockefeller Capital Management L.P. | 3.37K | n/a | $40,093 | 0.0% | n/c | 1 | SEC ↗ |
| 21 | Northwestern Mutual Wealth… | 1.41K | n/a | $16,753 | 0.0% | n/c | 1 | SEC ↗ |
| 22 | Assetmark, Inc | 712 | n/a | $8,466 | 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): 67 holders, 7.90M shares, $55.98M 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 ·
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