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Security record · archived quarter

NYF

name pending profile ingest

Q3 2026 Q2 2026 Q1 2026 Q4 2025 Q3 2025 Q2 2025 Q4 2024
43Tracked holders
+1Δ holders
4.95MShares held
$264.80MReported value
+1New positions
−0Exits
Stable 3 quarters of rising tracked shares ●●●○○○ How these are computed → Explain this at the Research Desk →

Momentum inputs (comparable managers): holder breadth +2.4% · share flow +1.0% · net new positions +2.3% · formula
Broad accumulation: rising shares across more holders

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

Ownership over time
QuarterHoldersΔSharesReported valueNewExits
Q3 2026 1 0 231.56K $11.66M n/a −1
Q2 2026 42 -2 5.56M $299.59M +1 −4
Q1 2026 46 +3 5.57M $295.90M +4 −1
Q4 2025 43 +1 4.95M $264.80M +1 n/a
Q3 2025 4 -1 1.18M $62.74M n/a −1
Q2 2025 2 +1 419.88K $21.89M +1 n/a
Q4 2024 1 +1 8.63K $459,342 +1 n/a
Holder count
Who holds it · Q4 2025
#ManagerSharesΔ sharesValueTheir weightHeld
1 Bank Of America Corp /De/ 676.13K n/a $36.18M 0.0% n/c 1 SEC ↗ ×4
2 Hsbc Holdings Plc 646.17K n/a $34.58M 0.0% n/c 1 SEC ↗ ×8
3 HighTower Advisors, LLC 551.68K n/a $29.52M 0.0% n/c 1 SEC ↗
4 Morgan Stanley ✦ 546.63K +11.1% $29.25M 0.0% ▲ Add 2 SEC ↗ ×2
5 Fidelity (FMR) ✦ 474.60K +8.4% $25.40M 0.0% ▲ Add 3 SEC ↗
6 Envestnet Asset Management Inc 216.27K n/a $11.57M 0.0% n/c 1 SEC ↗
7 Mariner, LLC 206.94K n/a $11.07M 0.0% n/c 1 SEC ↗
8 JPMorgan Chase ✦ 174.91K -4.4% $9.36M 0.0% ▼ Trim 2 SEC ↗ ×2
9 Cetera Investment Advisers 154.09K n/a $8.25M 0.0% n/c 1 SEC ↗
10 LPL Financial LLC 151.14K n/a $8.09M 0.0% n/c 1 SEC ↗
11 Commonwealth Equity Services, Llc 115.79K n/a $6.20M 0.0% n/c 1 SEC ↗
12 Alliancebernstein L.P. 99.47K n/a $5.32M 0.0% n/c 1 SEC ↗
13 Assetmark, Inc 86.96K n/a $4.65M 0.0% n/c 1 SEC ↗
14 Ameriprise Financial Inc 84.68K n/a $4.53M 0.0% n/c 1 SEC ↗
15 UBS Group AG 80.41K n/a $4.30M 0.0% n/c 1 SEC ↗ ×2
16 Wells Fargo & Company/Mn 79.07K n/a $4.23M 0.0% n/c 1 SEC ↗ ×2
17 Creative Planning 70.26K n/a $3.76M 0.0% n/c 1 SEC ↗ ×2
18 Jane Street Group, Llc 68.74K n/a $3.68M 0.0% n/c 1 SEC ↗
19 Osaic Holdings, Inc. 51.03K n/a $2.73M 0.0% n/c 1 SEC ↗ ×2
20 Corient Private Wealth LP 44.72K n/a $2.39M 0.0% n/c 1 SEC ↗ ×2
21 Cerity Partners LLC 39.60K n/a $2.12M 0.0% n/c 1 SEC ↗
22 Wealthfront Advisers LLC 38.68K n/a $2.07M 0.0% n/c 1 SEC ↗
23 Focus Partners Wealth 34.01K n/a $1.82M 0.0% n/c 1 SEC ↗
24 Mml Investors Services, Llc 25.03K n/a $1.34M 0.0% n/c 1 SEC ↗
25 Raymond James Financial Inc 24.64K n/a $1.32M 0.0% n/c 1 SEC ↗ ×2
26 Goldman Sachs Group ✦ 23.08K -63.7% $1.23M 0.0% ▼ Trim 2 SEC ↗ ×2
27 Captrust Financial Advisors 21.86K n/a $1.17M 0.0% n/c 1 SEC ↗
28 Citigroup Inc 21.14K n/a $1.13M 0.0% n/c 1 SEC ↗
29 Empower Advisory Group, LLC 18.91K n/a $1.01M 0.0% n/c 1 SEC ↗
30 Stifel Financial Corp 16.55K n/a $885,604 0.0% n/c 1 SEC ↗ ×2
31 Sei Investments Co 15.58K n/a $833,738 0.0% n/c 1 SEC ↗
32 Northwestern Mutual Wealth… 14.50K n/a $775,788 0.0% n/c 1 SEC ↗
33 Wealth Enhancement Advisory… 14.24K n/a $765,133 0.0% n/c 1 SEC ↗
34 Bank of New York Mellon Corp 11.71K n/a $626,314 0.0% n/c 1 SEC ↗ ×3
35 Royal Bank Of Canada 10.91K n/a $584,000 0.0% n/c 1 SEC ↗ ×3
36 Jones Financial Companies Lllp 10.25K n/a $548,497 0.0% n/c 1 SEC ↗
37 Mercer Global Advisors Inc /Adv 6.64K n/a $355,403 0.0% n/c 1 SEC ↗
38 Rockefeller Capital Management L.P. 5.95K n/a $318,171 0.0% n/c 1 SEC ↗ ×3
39 Baird Financial Group, Inc. 5.80K n/a $310,519 0.0% n/c 1 SEC ↗
40 Citadel Advisors ✦ 5.22K New $279,215 0.0% New 1 SEC ↗
41 Deutsche Bank Ag\ 2.86K n/a $153,199 0.0% n/c 1 SEC ↗
42 Pnc Financial Services Group, Inc. 1.50K n/a $80,266 0.0% n/c 1 SEC ↗ ×2
43 Qube Research & Technologies Ltd 144 n/a $7,705 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

Citadel Advisors $279,215 0.0%

Exited

No tracked exits this quarter.

Full-market context: across ALL 13F filers (SEC structured data, Q1 2026): 207 holders, 12.80M shares, $667.48M 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