Security record · archived quarter
OPP
name pending profile ingest
20Tracked holders
0Δ holders
5.23MShares held
$41.54MReported value
+0New positions
−0Exits
Momentum inputs (comparable managers): holder breadth 0.0% · share flow -4.5% · net new positions 0.0% — formula
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 | 15 | -4 | 5.41M | $41.77M | — | −4 |
| Q1 2026 | 20 | 0 | 5.45M | $41.80M | +3 | −3 |
| Q4 2025 | 20 | 0 | 5.23M | $41.54M | — | — |
| Q3 2025 | 1 | — | 2.32M | $19.78M | — | — |
Who holds it · Q4 2025
| # | Manager | Shares | Δ shares | Value | Their weight | Held | ||
|---|---|---|---|---|---|---|---|---|
| 1 | Morgan Stanley ✦ | 2.07M | -10.7% | $16.46M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 2 | Morgan Stanley ✦ | 2.07M | -10.7% | $16.46M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 3 | Morgan Stanley ✦ | 2.07M | -10.7% | $16.46M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 4 | Wells Fargo & Company/Mn | 1.33M | — | $10.54M | 0.0% | n/c | 1 | SEC ↗ |
| 5 | Wells Fargo & Company/Mn | 1.33M | — | $10.54M | 0.0% | n/c | 1 | SEC ↗ |
| 6 | Royal Bank Of Canada | 1.03M | — | $8.17M | 0.0% | n/c | 1 | SEC ↗ |
| 7 | Royal Bank Of Canada | 1.03M | — | $8.17M | 0.0% | n/c | 1 | SEC ↗ |
| 8 | Royal Bank Of Canada | 1.03M | — | $8.17M | 0.0% | n/c | 1 | SEC ↗ |
| 9 | UBS Group AG | 221.66K | — | $1.76M | 0.0% | n/c | 1 | SEC ↗ |
| 10 | Baird Financial Group, Inc. | 157.62K | — | $1.25M | 0.0% | n/c | 1 | SEC ↗ |
| 11 | LPL Financial LLC | 153.42K | — | $1.22M | 0.0% | n/c | 1 | SEC ↗ |
| 12 | Osaic Holdings, Inc. | 90.01K | — | $715,568 | 0.0% | n/c | 1 | SEC ↗ |
| 13 | Commonwealth Equity Services, Llc | 33.24K | — | $264,290 | 0.0% | n/c | 1 | SEC ↗ |
| 14 | HighTower Advisors, LLC | 29.71K | — | $236,165 | 0.0% | n/c | 1 | SEC ↗ |
| 15 | Raymond James Financial Inc | 26.31K | — | $209,190 | 0.0% | n/c | 1 | SEC ↗ |
| 16 | Raymond James Financial Inc | 26.31K | — | $209,190 | 0.0% | n/c | 1 | SEC ↗ |
| 17 | Stifel Financial Corp | 24.85K | — | $197,547 | 0.0% | n/c | 1 | SEC ↗ |
| 18 | Jane Street Group, Llc | 23.18K | — | $184,273 | 0.0% | n/c | 1 | SEC ↗ |
| 19 | Jane Street Group, Llc | 23.18K | — | $184,273 | 0.0% | n/c | 1 | SEC ↗ |
| 20 | Susquehanna International Group, Llp | 12.17K | — | $96,752 | 0.0% | n/c | 1 | SEC ↗ |
| 21 | Wealth Enhancement Advisory… | 10.99K | — | $87,520 | 0.0% | n/c | 1 | SEC ↗ |
| 22 | Rockefeller Capital Management L.P. | 8.00K | — | $63,600 | 0.0% | n/c | 1 | SEC ↗ |
| 23 | Pnc Financial Services Group, Inc. | 5.00K | — | $39,750 | 0.0% | n/c | 1 | SEC ↗ |
| 24 | Pnc Financial Services Group, Inc. | 5.00K | — | $39,750 | 0.0% | n/c | 1 | SEC ↗ |
| 25 | Bank Of America Corp /De/ | 3.07K | — | $24,392 | 0.0% | n/c | 1 | SEC ↗ |
| 26 | National Bank Of Canada /Fi/ | 2.16K | — | $17,204 | 0.0% | n/c | 1 | SEC ↗ |
| 27 | Cwm, Llc | 384 | — | $3,000 | 0.0% | n/c | 1 | SEC ↗ |
| 28 | Assetmark, Inc | 4 | — | $32 | 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): 63 holders, 8.78M shares, $61.49M 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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