Security record · archived quarter
PIN
name pending profile ingest
27Tracked holders
0Δ holders
2.00MShares held
$48.55MReported value
+0New positions
−0Exits
Momentum inputs (comparable managers): holder breadth 0.0% · share flow -0.1% · 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 | 25 | -3 | 1.85M | $37.19M | — | −3 |
| Q1 2026 | 29 | +2 | 1.88M | $38.64M | +3 | −1 |
| Q4 2025 | 27 | 0 | 2.00M | $48.55M | — | — |
| Q3 2025 | 3 | 0 | 282.21K | $7.08M | — | — |
| Q2 2025 | 2 | 0 | 23.39K | $630,504 | — | — |
| Q1 2025 | 1 | 0 | 134.74K | $3.37M | — | — |
| Q4 2024 | 1 | -1 | 1.40K | $36,104 | — | −1 |
| Q3 2024 | 2 | +2 | 12.51K | $384,059 | +2 | — |
Who holds it · Q4 2025
| # | Manager | Shares | Δ shares | Value | Their weight | Held | ||
|---|---|---|---|---|---|---|---|---|
| 1 | Bank Of America Corp /De/ | 695.04K | — | $16.90M | 0.0% | n/c | 1 | SEC ↗ ×5 |
| 2 | Morgan Stanley ✦ | 232.83K | +0.5% | $5.66M | 0.0% | ▲ Add | 2 | SEC ↗ ×3 |
| 3 | Ameriprise Financial Inc | 227.75K | — | $5.54M | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 4 | Wells Fargo & Company/Mn | 153.94K | — | $3.74M | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 5 | LPL Financial LLC | 126.35K | — | $3.07M | 0.0% | n/c | 1 | SEC ↗ |
| 6 | Jane Street Group, Llc | 121.79K | — | $2.96M | 0.0% | n/c | 1 | SEC ↗ |
| 7 | Sei Investments Co | 72.04K | — | $1.75M | 0.0% | n/c | 1 | SEC ↗ |
| 8 | Cetera Investment Advisers | 68.00K | — | $1.65M | 0.0% | n/c | 1 | SEC ↗ |
| 9 | Neuberger Berman Group LLC | 67.15K | — | $1.63M | 0.0% | n/c | 1 | SEC ↗ |
| 10 | Citadel Advisors ✦ | 45.92K | -4.7% | $1.12M | 0.0% | ▼ Trim | 6 | SEC ↗ |
| 11 | Royal Bank Of Canada | 35.36K | — | $859,000 | 0.0% | n/c | 1 | SEC ↗ ×3 |
| 12 | Commonwealth Equity Services, Llc | 32.83K | — | $798,110 | 0.0% | n/c | 1 | SEC ↗ |
| 13 | Jones Financial Companies Lllp | 24.19K | — | $588,167 | 0.0% | n/c | 1 | SEC ↗ |
| 14 | Raymond James Financial Inc | 22.74K | — | $552,782 | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 15 | Mml Investors Services, Llc | 21.82K | — | $530,452 | 0.0% | n/c | 1 | SEC ↗ |
| 16 | Envestnet Asset Management Inc | 17.83K | — | $433,541 | 0.0% | n/c | 1 | SEC ↗ |
| 17 | Osaic Holdings, Inc. | 12.45K | — | $302,738 | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 18 | Wealth Enhancement Advisory… | 8.84K | — | $214,748 | 0.0% | n/c | 1 | SEC ↗ |
| 19 | Northwestern Mutual Wealth… | 3.50K | — | $85,158 | 0.0% | n/c | 1 | SEC ↗ |
| 20 | Fidelity (FMR) ✦ | 2.29K | -1.0% | $55,566 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 21 | Citigroup Inc | 1.61K | — | $39,239 | 0.0% | n/c | 1 | SEC ↗ |
| 22 | National Bank Of Canada /Fi/ | 1.38K | — | $33,440 | 0.0% | n/c | 1 | SEC ↗ |
| 23 | UBS Group AG | 903 | — | $21,952 | 0.0% | n/c | 1 | SEC ↗ |
| 24 | Rockefeller Capital Management L.P. | 200 | — | $4,862 | 0.0% | n/c | 1 | SEC ↗ |
| 25 | Russell Investments Group, Ltd. | 146 | — | $3,549 | 0.0% | n/c | 1 | SEC ↗ |
| 26 | TD Waterhouse Canada Inc. | 88 | — | $2,140 | 0.0% | n/c | 1 | SEC ↗ |
| 27 | Cwm, Llc | 69 | — | $2,000 | 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): 70 holders, 2.96M shares, $60.52M 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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