Security record · archived quarter
PEO
name pending profile ingest
26Tracked holders
0Δ holders
3.02MShares held
$65.67MReported value
+0New positions
−0Exits
Momentum inputs (comparable managers): holder breadth 0.0% · share flow +2.0% · 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 | 31 | +1 | 3.60M | $89.00M | +4 | −3 |
| Q1 2026 | 31 | +4 | 3.33M | $92.43M | +4 | — |
| Q4 2025 | 26 | 0 | 3.02M | $65.67M | — | — |
| Q3 2025 | 3 | 0 | 936.50K | $20.15M | — | — |
| Q2 2025 | 1 | 0 | 13.31K | $284,435 | — | — |
| Q1 2025 | 1 | 0 | 13.31K | $303,601 | — | — |
| Q4 2024 | 1 | 0 | 13.31K | $289,359 | — | — |
| Q3 2024 | 1 | 0 | 27.08K | $628,798 | — | — |
| Q2 2024 | 1 | — | 66.25K | $1.56M | — | — |
Who holds it · Q4 2025
| # | Manager | Shares | Δ shares | Value | Their weight | Held | ||
|---|---|---|---|---|---|---|---|---|
| 1 | Morgan Stanley ✦ | 978.34K | +6.9% | $21.27M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 2 | Morgan Stanley ✦ | 978.34K | +6.9% | $21.27M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 3 | Morgan Stanley ✦ | 978.34K | +6.9% | $21.27M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 4 | Morgan Stanley ✦ | 978.34K | +6.9% | $21.27M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 5 | Morgan Stanley ✦ | 978.34K | +6.9% | $21.27M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 6 | Royal Bank Of Canada | 519.44K | — | $11.29M | 0.0% | n/c | 1 | SEC ↗ |
| 7 | Royal Bank Of Canada | 519.44K | — | $11.29M | 0.0% | n/c | 1 | SEC ↗ |
| 8 | Royal Bank Of Canada | 519.44K | — | $11.29M | 0.0% | n/c | 1 | SEC ↗ |
| 9 | Royal Bank Of Canada | 519.44K | — | $11.29M | 0.0% | n/c | 1 | SEC ↗ |
| 10 | Lazard Asset Management Llc | 508.97K | — | $11.06M | 0.0% | n/c | 1 | SEC ↗ |
| 11 | Raymond James Financial Inc | 226.77K | — | $4.93M | 0.0% | n/c | 1 | SEC ↗ |
| 12 | Raymond James Financial Inc | 226.77K | — | $4.93M | 0.0% | n/c | 1 | SEC ↗ |
| 13 | Bank Of America Corp /De/ | 123.17K | — | $2.68M | 0.0% | n/c | 1 | SEC ↗ |
| 14 | Capstone Investment Advisors, Llc | 113.76K | — | $2.47M | 0.0% | n/c | 1 | SEC ↗ |
| 15 | First Trust Advisors Lp | 71.30K | — | $1.55M | 0.0% | n/c | 1 | SEC ↗ |
| 16 | LPL Financial LLC | 68.14K | — | $1.48M | 0.0% | n/c | 1 | SEC ↗ |
| 17 | Wealth Enhancement Advisory… | 60.63K | — | $1.33M | 0.0% | n/c | 1 | SEC ↗ |
| 18 | Stifel Financial Corp | 43.18K | — | $938,764 | 0.0% | n/c | 1 | SEC ↗ |
| 19 | Wells Fargo & Company/Mn | 42.58K | — | $925,736 | 0.0% | n/c | 1 | SEC ↗ |
| 20 | Wells Fargo & Company/Mn | 42.58K | — | $925,736 | 0.0% | n/c | 1 | SEC ↗ |
| 21 | Jones Financial Companies Lllp | 36.44K | — | $792,170 | 0.0% | n/c | 1 | SEC ↗ |
| 22 | Baird Financial Group, Inc. | 32.40K | — | $704,301 | 0.0% | n/c | 1 | SEC ↗ |
| 23 | Baird Financial Group, Inc. | 32.40K | — | $704,301 | 0.0% | n/c | 1 | SEC ↗ |
| 24 | HighTower Advisors, LLC | 31.43K | — | $683,286 | 0.0% | n/c | 1 | SEC ↗ |
| 25 | UBS Group AG | 31.27K | — | $679,853 | 0.0% | n/c | 1 | SEC ↗ |
| 26 | Commonwealth Equity Services, Llc | 28.28K | — | $614,740 | 0.0% | n/c | 1 | SEC ↗ |
| 27 | Cetera Investment Advisers | 27.01K | — | $587,207 | 0.0% | n/c | 1 | SEC ↗ |
| 28 | Osaic Holdings, Inc. | 22.44K | — | $488,072 | 0.0% | n/c | 1 | SEC ↗ |
| 29 | Osaic Holdings, Inc. | 22.44K | — | $488,072 | 0.0% | n/c | 1 | SEC ↗ |
| 30 | Allspring Global Investments… | 18.97K | — | $412,343 | 0.0% | n/c | 1 | SEC ↗ |
| 31 | Millennium Management ✦ | 13.31K | 0.0% | $289,359 | 0.0% | Held | 7 | SEC ↗ |
| 32 | Jane Street Group, Llc | 9.61K | — | $208,835 | 0.0% | n/c | 1 | SEC ↗ |
| 33 | Jane Street Group, Llc | 9.61K | — | $208,835 | 0.0% | n/c | 1 | SEC ↗ |
| 34 | Northwestern Mutual Wealth… | 4.39K | — | $95,352 | 0.0% | n/c | 1 | SEC ↗ |
| 35 | JPMorgan Chase ✦ | 4.06K | -49.4% | $88,265 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 36 | JPMorgan Chase ✦ | 4.06K | -49.4% | $88,265 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 37 | JPMorgan Chase ✦ | 4.06K | -49.4% | $88,265 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 38 | Cwm, Llc | 2.24K | — | $49,000 | 0.0% | n/c | 1 | SEC ↗ |
| 39 | Pnc Financial Services Group, Inc. | 1.95K | — | $42,393 | 0.0% | n/c | 1 | SEC ↗ |
| 40 | Fifth Third Bancorp | 82 | — | $1,783 | 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): 98 holders, 10.53M shares, $286.29M 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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