Security record · archived quarter
PIO
name pending profile ingest
31Tracked holders
0Δ holders
1.97MShares held
$87.06MReported value
+0New positions
−0Exits
Momentum inputs (comparable managers): holder breadth 0.0% · share flow +2.2% · 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 | 35 | +1 | 2.00M | $90.13M | +3 | −2 |
| Q1 2026 | 34 | +3 | 1.96M | $84.91M | +4 | −1 |
| Q4 2025 | 31 | 0 | 1.97M | $87.06M | — | — |
| Q3 2025 | 3 | 0 | 373.09K | $16.75M | — | — |
| Q2 2025 | 2 | 0 | 24.85K | $1.11M | — | — |
| Q1 2025 | 1 | 0 | 34.64K | $1.39M | — | — |
| Q4 2024 | 1 | 0 | 31.45K | $1.23M | — | — |
| Q3 2024 | 1 | 0 | 27.46K | $1.18M | — | — |
| Q2 2024 | 1 | — | 24.53K | $991,215 | — | — |
Who holds it · Q4 2025
| # | Manager | Shares | Δ shares | Value | Their weight | Held | ||
|---|---|---|---|---|---|---|---|---|
| 1 | Bank Of America Corp /De/ | 485.37K | — | $21.43M | 0.0% | n/c | 1 | SEC ↗ |
| 2 | Bank Of America Corp /De/ | 485.37K | — | $21.43M | 0.0% | n/c | 1 | SEC ↗ |
| 3 | Bank Of America Corp /De/ | 485.37K | — | $21.43M | 0.0% | n/c | 1 | SEC ↗ |
| 4 | Bank Of America Corp /De/ | 485.37K | — | $21.43M | 0.0% | n/c | 1 | SEC ↗ |
| 5 | 1832 Asset Management L.P. | 384.23K | — | $16.96M | 0.0% | n/c | 1 | SEC ↗ |
| 6 | Morgan Stanley ✦ | 313.43K | +3.2% | $13.84M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 7 | Morgan Stanley ✦ | 313.43K | +3.2% | $13.84M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 8 | Osaic Holdings, Inc. | 111.83K | — | $4.94M | 0.0% | n/c | 1 | SEC ↗ |
| 9 | Osaic Holdings, Inc. | 111.83K | — | $4.94M | 0.0% | n/c | 1 | SEC ↗ |
| 10 | Osaic Holdings, Inc. | 111.83K | — | $4.94M | 0.0% | n/c | 1 | SEC ↗ |
| 11 | Osaic Holdings, Inc. | 111.83K | — | $4.94M | 0.0% | n/c | 1 | SEC ↗ |
| 12 | UBS Group AG | 109.85K | — | $4.85M | 0.0% | n/c | 1 | SEC ↗ |
| 13 | UBS Group AG | 109.85K | — | $4.85M | 0.0% | n/c | 1 | SEC ↗ |
| 14 | Wells Fargo & Company/Mn | 104.55K | — | $4.62M | 0.0% | n/c | 1 | SEC ↗ |
| 15 | Wells Fargo & Company/Mn | 104.55K | — | $4.62M | 0.0% | n/c | 1 | SEC ↗ |
| 16 | Wells Fargo & Company/Mn | 104.55K | — | $4.62M | 0.0% | n/c | 1 | SEC ↗ |
| 17 | Wells Fargo & Company/Mn | 104.55K | — | $4.62M | 0.0% | n/c | 1 | SEC ↗ |
| 18 | Citadel Advisors ✦ | 97.01K | +46.7% | $4.28M | 0.0% | ▲ Add | 7 | SEC ↗ |
| 19 | LPL Financial LLC | 89.19K | — | $3.94M | 0.0% | n/c | 1 | SEC ↗ |
| 20 | Stifel Financial Corp | 48.25K | — | $2.13M | 0.0% | n/c | 1 | SEC ↗ |
| 21 | Stifel Financial Corp | 48.25K | — | $2.13M | 0.0% | n/c | 1 | SEC ↗ |
| 22 | Cibc World Market Inc. | 47.43K | — | $2.09M | 0.0% | n/c | 1 | SEC ↗ |
| 23 | Commonwealth Equity Services, Llc | 28.40K | — | $1.25M | 0.0% | n/c | 1 | SEC ↗ |
| 24 | Cetera Investment Advisers | 25.80K | — | $1.14M | 0.0% | n/c | 1 | SEC ↗ |
| 25 | Citigroup Inc | 24.70K | — | $1.09M | 0.0% | n/c | 1 | SEC ↗ |
| 26 | Raymond James Financial Inc | 17.19K | — | $759,029 | 0.0% | n/c | 1 | SEC ↗ |
| 27 | Raymond James Financial Inc | 17.19K | — | $759,029 | 0.0% | n/c | 1 | SEC ↗ |
| 28 | Mercer Global Advisors Inc /Adv | 16.72K | — | $738,050 | 0.0% | n/c | 1 | SEC ↗ |
| 29 | Rockefeller Capital Management L.P. | 13.08K | — | $577,512 | 0.0% | n/c | 1 | SEC ↗ |
| 30 | Ameriprise Financial Inc | 11.17K | — | $493,142 | 0.0% | n/c | 1 | SEC ↗ |
| 31 | Bank Of Montreal /Can/ | 5.95K | — | $262,790 | 0.0% | n/c | 1 | SEC ↗ |
| 32 | Bank Of Montreal /Can/ | 5.95K | — | $262,790 | 0.0% | n/c | 1 | SEC ↗ |
| 33 | Bank Of Montreal /Can/ | 5.95K | — | $262,790 | 0.0% | n/c | 1 | SEC ↗ |
| 34 | Royal Bank Of Canada | 5.91K | — | $261,000 | 0.0% | n/c | 1 | SEC ↗ |
| 35 | Royal Bank Of Canada | 5.91K | — | $261,000 | 0.0% | n/c | 1 | SEC ↗ |
| 36 | Royal Bank Of Canada | 5.91K | — | $261,000 | 0.0% | n/c | 1 | SEC ↗ |
| 37 | Fidelity (FMR) ✦ | 5.25K | +57.7% | $231,762 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 38 | Jane Street Group, Llc | 4.88K | — | $215,419 | 0.0% | n/c | 1 | SEC ↗ |
| 39 | Jones Financial Companies Lllp | 4.66K | — | $205,716 | 0.0% | n/c | 1 | SEC ↗ |
| 40 | HighTower Advisors, LLC | 4.62K | — | $203,925 | 0.0% | n/c | 1 | SEC ↗ |
| 41 | Franklin Resources Inc | 4.50K | — | $198,685 | 0.0% | n/c | 1 | SEC ↗ |
| 42 | Northwestern Mutual Wealth… | 2.15K | — | $94,839 | 0.0% | n/c | 1 | SEC ↗ |
| 43 | Blair William & Co/Il | 2.11K | — | $93,280 | 0.0% | n/c | 1 | SEC ↗ |
| 44 | Us Bancorp \De\ | 1.72K | — | $76,074 | 0.0% | n/c | 1 | SEC ↗ |
| 45 | National Bank Of Canada /Fi/ | 1.39K | — | $61,042 | 0.0% | n/c | 1 | SEC ↗ |
| 46 | TD Waterhouse Canada Inc. | 282 | — | $12,411 | 0.0% | n/c | 1 | SEC ↗ |
| 47 | UBS AM, a distinct business unit of… | 88 | — | $3,885 | 0.0% | n/c | 1 | SEC ↗ |
| 48 | Pnc Financial Services Group, Inc. | 75 | — | $3,311 | 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): 114 holders, 2.28M shares, $98.30M 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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