Security record · archived quarter
NRO
name pending profile ingest
15Tracked holders
0Δ holders
3.12MShares held
$9.47MReported value
+0New positions
−0Exits
Momentum inputs (comparable managers): holder breadth 0.0% · share flow -1.7% · 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 | Morgan Stanley ✦ | 1.81M | -2.9% | $5.50M | 0.0% | ▼ Trim | 2 | SEC ↗ ×5 |
| 2 | LPL Financial LLC | 336.18K | n/a | $1.02M | 0.0% | n/c | 1 | SEC ↗ |
| 3 | Osaic Holdings, Inc. | 317.66K | n/a | $965,696 | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 4 | Bank Of America Corp /De/ | 213.42K | n/a | $648,795 | 0.0% | n/c | 1 | SEC ↗ |
| 5 | Cetera Investment Advisers | 121.61K | n/a | $369,685 | 0.0% | n/c | 1 | SEC ↗ |
| 6 | Raymond James Financial Inc | 73.58K | n/a | $223,683 | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 7 | Royal Bank Of Canada | 68.63K | n/a | $208,000 | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 8 | Wells Fargo & Company/Mn | 60.51K | n/a | $183,950 | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 9 | Envestnet Asset Management Inc | 32.08K | n/a | $97,522 | 0.0% | n/c | 1 | SEC ↗ |
| 10 | Commonwealth Equity Services, Llc | 20.04K | n/a | $60,910 | 0.0% | n/c | 1 | SEC ↗ |
| 11 | Neuberger Berman Group LLC | 17.61K | n/a | $53,522 | 0.0% | n/c | 1 | SEC ↗ |
| 12 | Mercer Global Advisors Inc /Adv | 14.89K | n/a | $45,271 | 0.0% | n/c | 1 | SEC ↗ |
| 13 | UBS Group AG | 12.40K | n/a | $37,708 | 0.0% | n/c | 1 | SEC ↗ |
| 14 | Creative Planning | 10.72K | n/a | $32,578 | 0.0% | n/c | 1 | SEC ↗ |
| 15 | Pnc Financial Services Group, Inc. | 7.54K | n/a | $22,919 | 0.0% | n/c | 1 | SEC ↗ ×3 |
“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): 65 holders, 13.65M shares, $24.56M 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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