Security record · archived quarter
NUMV
name pending profile ingest
33Tracked holders
-1Δ holders
5.41MShares held
$211.61MReported value
+0New positions
−1Exits
Momentum inputs (comparable managers):
holder breadth -2.9% ·
share flow -0.1% ·
net new positions -3.0%
— 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
| Quarter | Holders | Δ | Shares | Reported value | New | Exits |
|---|---|---|---|---|---|---|
| Q2 2026 | 34 | -2 | 4.69M | $203.95M | — | −2 |
| Q1 2026 | 37 | +4 | 4.99M | $193.33M | +4 | — |
| Q4 2025 | 33 | -1 | 5.41M | $211.61M | — | −1 |
| Q3 2025 | 4 | 0 | 1.51M | $58.51M | — | — |
| Q2 2025 | 2 | +1 | 14.82K | $534,226 | +1 | — |
| Q4 2024 | 1 | 0 | 6.54K | $227,553 | — | — |
| Q3 2024 | 1 | 0 | 5.51K | $202,878 | — | — |
| Q2 2024 | 1 | — | 20.21K | $667,569 | — | — |
Who holds it · Q4 2025
| # | Manager | Shares | Δ shares | Value | Their weight | Held | ||
|---|---|---|---|---|---|---|---|---|
| 1 | Morgan Stanley ✦ | 1.47M | +1.0% | $57.41M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 2 | Morgan Stanley ✦ | 1.47M | +1.0% | $57.41M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 3 | LPL Financial LLC | 589.74K | — | $23.06M | 0.0% | n/c | 1 | SEC ↗ |
| 4 | Bank of New York Mellon Corp | 573.56K | — | $22.43M | 0.0% | n/c | 1 | SEC ↗ |
| 5 | Bank of New York Mellon Corp | 573.56K | — | $22.43M | 0.0% | n/c | 1 | SEC ↗ |
| 6 | Bank of New York Mellon Corp | 573.56K | — | $22.43M | 0.0% | n/c | 1 | SEC ↗ |
| 7 | Bank of New York Mellon Corp | 573.56K | — | $22.43M | 0.0% | n/c | 1 | SEC ↗ |
| 8 | Bank of New York Mellon Corp | 573.56K | — | $22.43M | 0.0% | n/c | 1 | SEC ↗ |
| 9 | Bank of New York Mellon Corp | 573.56K | — | $22.43M | 0.0% | n/c | 1 | SEC ↗ |
| 10 | Raymond James Financial Inc | 538.30K | — | $21.05M | 0.0% | n/c | 1 | SEC ↗ |
| 11 | Raymond James Financial Inc | 538.30K | — | $21.05M | 0.0% | n/c | 1 | SEC ↗ |
| 12 | Royal Bank Of Canada | 537.51K | — | $21.02M | 0.0% | n/c | 1 | SEC ↗ |
| 13 | Royal Bank Of Canada | 537.51K | — | $21.02M | 0.0% | n/c | 1 | SEC ↗ |
| 14 | Royal Bank Of Canada | 537.51K | — | $21.02M | 0.0% | n/c | 1 | SEC ↗ |
| 15 | Royal Bank Of Canada | 537.51K | — | $21.02M | 0.0% | n/c | 1 | SEC ↗ |
| 16 | Bank Of America Corp /De/ | 291.58K | — | $11.40M | 0.0% | n/c | 1 | SEC ↗ |
| 17 | Bank Of America Corp /De/ | 291.58K | — | $11.40M | 0.0% | n/c | 1 | SEC ↗ |
| 18 | Bank Of America Corp /De/ | 291.58K | — | $11.40M | 0.0% | n/c | 1 | SEC ↗ |
| 19 | UBS Group AG | 262.62K | — | $10.27M | 0.0% | n/c | 1 | SEC ↗ |
| 20 | Commonwealth Equity Services, Llc | 165.77K | — | $6.48M | 0.0% | n/c | 1 | SEC ↗ |
| 21 | Wells Fargo & Company/Mn | 160.65K | — | $6.28M | 0.0% | n/c | 1 | SEC ↗ |
| 22 | Wells Fargo & Company/Mn | 160.65K | — | $6.28M | 0.0% | n/c | 1 | SEC ↗ |
| 23 | Wells Fargo & Company/Mn | 160.65K | — | $6.28M | 0.0% | n/c | 1 | SEC ↗ |
| 24 | Jones Financial Companies Lllp | 135.80K | — | $5.31M | 0.0% | n/c | 1 | SEC ↗ |
| 25 | Envestnet Asset Management Inc | 120.77K | — | $4.72M | 0.0% | n/c | 1 | SEC ↗ |
| 26 | Creative Planning | 100.64K | — | $3.94M | 0.0% | n/c | 1 | SEC ↗ |
| 27 | Rockefeller Capital Management L.P. | 99.95K | — | $3.91M | 0.0% | n/c | 1 | SEC ↗ |
| 28 | Rockefeller Capital Management L.P. | 99.95K | — | $3.91M | 0.0% | n/c | 1 | SEC ↗ |
| 29 | Cetera Investment Advisers | 40.79K | — | $1.59M | 0.0% | n/c | 1 | SEC ↗ |
| 30 | JPMorgan Chase ✦ | 38.37K | +28.4% | $1.50M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 31 | JPMorgan Chase ✦ | 38.37K | +28.4% | $1.50M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 32 | JPMorgan Chase ✦ | 38.37K | +28.4% | $1.50M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 33 | JPMorgan Chase ✦ | 38.37K | +28.4% | $1.50M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 34 | JPMorgan Chase ✦ | 38.37K | +28.4% | $1.50M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 35 | Mariner, LLC | 37.94K | — | $1.48M | 0.0% | n/c | 1 | SEC ↗ |
| 36 | Susquehanna International Group, Llp | 32.94K | — | $1.29M | 0.0% | n/c | 1 | SEC ↗ |
| 37 | Susquehanna International Group, Llp | 32.94K | — | $1.29M | 0.0% | n/c | 1 | SEC ↗ |
| 38 | Pnc Financial Services Group, Inc. | 30.62K | — | $1.20M | 0.0% | n/c | 1 | SEC ↗ |
| 39 | Northwestern Mutual Wealth… | 29.88K | — | $1.17M | 0.0% | n/c | 1 | SEC ↗ |
| 40 | Corient Private Wealth LP | 25.84K | — | $1.01M | 0.0% | n/c | 1 | SEC ↗ |
| 41 | Corient Private Wealth LP | 25.84K | — | $1.01M | 0.0% | n/c | 1 | SEC ↗ |
| 42 | Osaic Holdings, Inc. | 20.53K | — | $802,770 | 0.0% | n/c | 1 | SEC ↗ |
| 43 | Osaic Holdings, Inc. | 20.53K | — | $802,770 | 0.0% | n/c | 1 | SEC ↗ |
| 44 | Mml Investors Services, Llc | 20.39K | — | $797,247 | 0.0% | n/c | 1 | SEC ↗ |
| 45 | Stifel Financial Corp | 17.55K | — | $686,011 | 0.0% | n/c | 1 | SEC ↗ |
| 46 | Ameriprise Financial Inc | 12.59K | — | $492,360 | 0.0% | n/c | 1 | SEC ↗ |
| 47 | Lido Advisors, LLC | 11.42K | — | $442,216 | 0.0% | n/c | 1 | SEC ↗ |
| 48 | Cwm, Llc | 9.32K | — | $364,000 | 0.0% | n/c | 1 | SEC ↗ |
| 49 | Wealth Enhancement Advisory… | 8.13K | — | $327,564 | 0.0% | n/c | 1 | SEC ↗ |
| 50 | Focus Partners Wealth | 8.31K | — | $324,765 | 0.0% | n/c | 1 | SEC ↗ |
| 51 | First Manhattan Co. Llc. | 7.90K | — | $308,890 | 0.0% | n/c | 1 | SEC ↗ |
| 52 | Assetmark, Inc | 7.43K | — | $290,357 | 0.0% | n/c | 1 | SEC ↗ |
| 53 | HighTower Advisors, LLC | 5.34K | — | $208,861 | 0.0% | n/c | 1 | SEC ↗ |
| 54 | Fidelity (FMR) ✦ | 986 | -27.2% | $38,539 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 55 | Citigroup Inc | 380 | — | $14,858 | 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 | $1.08M | was 0.0% |
Full-market context: across ALL 13F filers (SEC structured data, Q1 2026): 131 holders, 8.37M shares, $321.14M 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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