Trade Filings
Managers Stocks Filings Superinvestors
Signals Institutional Buying Institutional Selling Insider Activity 13D & 13G Watch Sector Rotation
Tools Stock Screener Manager Screener Compare Managers Consensus Baskets All Research Tools Data API
Learn & AI Learn Ask the Data AI Agents
News ★ Saved
About About us Methodology Contact Disclaimer
Reader
DATA PLANS

Historical data downloads — coming with accounts.

API GATEWAY

Free read-only JSON access to the site's cached data.

Dark mode

🧭 Guided View
New to markets — prices, yields, YTD, market cap? We explain every term as you browse, in plain English. Same data, with the help built in.

⚡ Expert View
You already know the market. Just the data — clean, fast and compact, with no extra explanations. This is the default view.

Interface language
Security record · archived quarter

QDEC

name pending profile ingest

Q2 2026 Q1 2026 Q4 2025 Q3 2025 Q2 2025 Q1 2025 Q4 2024 Q3 2024
19Tracked holders
0Δ holders
2.31MShares held
$75.18MReported value
+0New positions
−0Exits
Stable How these are computed → Explain this at the Research Desk →

Momentum inputs (comparable managers): holder breadth 0.0% · share flow +0.7% · net new positions 0.0%formula

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

Ownership over time
QuarterHoldersΔSharesReported valueNewExits
Q2 2026 19 +3 2.14M $76.38M +4 −1
Q1 2026 17 -2 2.24M $70.55M +2 −4
Q4 2025 19 0 2.31M $75.18M
Q3 2025 3 0 27.54K $856,836
Q2 2025 1 0 76.56K $2.25M
Q1 2025 1 0 58.72K $1.54M
Q4 2024 1 0 18.59K $511,941
Q3 2024 1 0 24.31K $648,321
Q2 2024 1 18.96K $493,977
Holder count
Who holds it · Q4 2025
#ManagerSharesΔ sharesValueTheir weightHeld
1 Cetera Investment Advisers 463.33K $15.07M 0.0% n/c 1 SEC ↗
2 Raymond James Financial Inc 409.25K $13.31M 0.0% n/c 1 SEC ↗
3 Raymond James Financial Inc 409.25K $13.31M 0.0% n/c 1 SEC ↗
4 Osaic Holdings, Inc. 396.59K $12.90M 0.0% n/c 1 SEC ↗
5 Osaic Holdings, Inc. 396.59K $12.90M 0.0% n/c 1 SEC ↗
6 Commonwealth Equity Services, Llc 371.40K $12.08M 0.0% n/c 1 SEC ↗
7 LPL Financial LLC 199.69K $6.50M 0.0% n/c 1 SEC ↗
8 Truist Financial Corp 144.28K $4.69M 0.0% n/c 1 SEC ↗
9 Envestnet Asset Management Inc 79.87K $2.60M 0.0% n/c 1 SEC ↗
10 Jane Street Group, Llc 69.97K $2.28M 0.0% n/c 1 SEC ↗
11 HighTower Advisors, LLC 38.75K $1.26M 0.0% n/c 1 SEC ↗
12 Mml Investors Services, Llc 38.62K $1.26M 0.0% n/c 1 SEC ↗
13 Mariner, LLC 32.12K $1.04M 0.0% n/c 1 SEC ↗
14 JPMorgan Chase 29.41K +489.2% $956,805 0.0% ▲ Add 2 SEC ↗
15 JPMorgan Chase 29.41K +489.2% $956,805 0.0% ▲ Add 2 SEC ↗
16 Wealth Enhancement Advisory… 15.73K $516,167 0.0% n/c 1 SEC ↗
17 Citadel Advisors 14.96K -33.4% $486,649 0.0% ▼ Trim 7 SEC ↗
18 Rockefeller Capital Management L.P. 3.03K $98,436 0.0% n/c 1 SEC ↗
19 Cwm, Llc 2.23K $73,000 0.0% n/c 1 SEC ↗
20 Fifth Third Bancorp 1.44K $46,941 0.0% n/c 1 SEC ↗
21 Bank Of Montreal /Can/ 150 $4,880 0.0% n/c 1 SEC ↗
22 Morgan Stanley 87 0.0% $2,830 0.0% Held 2 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): 103 holders, 5.67M shares, $164.90M 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