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Security record · archived quarter

QDPL

name pending profile ingest

Q2 2026 Q1 2026 Q4 2025 Q3 2025 Q2 2025 Q1 2025 Q4 2024 Q3 2024
32Tracked holders
-1Δ holders
14.22MShares held
$603.98MReported value
+0New positions
−1Exits
Stable 3 quarters of rising tracked shares ●●●○○○ How these are computed → Explain this at the Research Desk →

Momentum inputs (comparable managers): holder breadth -3.0% · share flow +3.1% · net new positions -3.1%formula
Concentrated accumulation — rising shares among fewer holders

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

Ownership over time
QuarterHoldersΔSharesReported valueNewExits
Q2 2026 31 -3 14.70M $662.44M +2 −5
Q1 2026 35 +3 14.49M $581.74M +3
Q4 2025 32 -1 14.22M $603.98M −1
Q3 2025 6 +1 1.64M $68.87M +1
Q2 2025 2 -1 20.05K $791,245 −1
Q1 2025 1 0 10.13K $369,911
Q4 2024 1 0 44.73K $1.72M
Q3 2024 1 0 30.25K $1.15M
Q2 2024 1 7.58K $278,220
Holder count
Who holds it · Q4 2025
#ManagerSharesΔ sharesValueTheir weightHeld
1 LPL Financial LLC 3.32M $141.24M 0.0% n/c 1 SEC ↗
2 Bank Of America Corp /De/ 2.40M $101.79M 0.0% n/c 1 SEC ↗
3 Bank Of America Corp /De/ 2.40M $101.79M 0.0% n/c 1 SEC ↗
4 Morgan Stanley 2.02M +28.7% $85.92M 0.0% ▲ Add 2 SEC ↗
5 Morgan Stanley 2.02M +28.7% $85.92M 0.0% ▲ Add 2 SEC ↗
6 Royal Bank Of Canada 1.62M $68.84M 0.0% n/c 1 SEC ↗
7 Raymond James Financial Inc 1.22M $52.03M 0.0% n/c 1 SEC ↗
8 Raymond James Financial Inc 1.22M $52.03M 0.0% n/c 1 SEC ↗
9 Northwestern Mutual Wealth… 531.25K $22.57M 0.0% n/c 1 SEC ↗
10 Osaic Holdings, Inc. 480.18K $20.40M 0.0% n/c 1 SEC ↗
11 Osaic Holdings, Inc. 480.18K $20.40M 0.0% n/c 1 SEC ↗
12 Osaic Holdings, Inc. 480.18K $20.40M 0.0% n/c 1 SEC ↗
13 Mml Investors Services, Llc 469.82K $19.96M 0.0% n/c 1 SEC ↗
14 Commonwealth Equity Services, Llc 411.96K $17.50M 0.0% n/c 1 SEC ↗
15 Mariner, LLC 411.36K $17.47M 0.0% n/c 1 SEC ↗
16 Envestnet Asset Management Inc 392.25K $16.66M 0.0% n/c 1 SEC ↗
17 Cetera Investment Advisers 389.73K $16.56M 0.0% n/c 1 SEC ↗
18 Truist Financial Corp 156.85K $6.66M 0.0% n/c 1 SEC ↗
19 Wealth Enhancement Advisory… 103.82K $4.47M 0.0% n/c 1 SEC ↗
20 Stifel Financial Corp 83.70K $3.56M 0.0% n/c 1 SEC ↗
21 Baird Financial Group, Inc. 29.63K $1.26M 0.0% n/c 1 SEC ↗
22 Goldman Sachs Group 22.50K +11.4% $955,842 0.0% ▲ Add 2 SEC ↗
23 HighTower Advisors, LLC 19.92K $846,361 0.0% n/c 1 SEC ↗
24 BlackRock (passive) 19.73K +0.6% $838,300 0.0% ▲ Add 3 SEC ↗
25 Citigroup Inc 19.23K $816,904 0.0% n/c 1 SEC ↗
26 Qube Research & Technologies Ltd 17.16K $729,042 0.0% n/c 1 SEC ↗
27 Rockefeller Capital Management L.P. 14.96K $635,724 0.0% n/c 1 SEC ↗
28 Bank of New York Mellon Corp 14.92K $633,950 0.0% n/c 1 SEC ↗
29 Bank of New York Mellon Corp 14.92K $633,950 0.0% n/c 1 SEC ↗
30 Bank of New York Mellon Corp 14.92K $633,950 0.0% n/c 1 SEC ↗
31 Jane Street Group, Llc 11.50K $488,605 0.0% n/c 1 SEC ↗
32 Ameriprise Financial Inc 10.74K $456,108 0.0% n/c 1 SEC ↗
33 JPMorgan Chase 6.83K -66.1% $290,046 0.0% ▼ Trim 2 SEC ↗
34 JPMorgan Chase 6.83K -66.1% $290,046 0.0% ▼ Trim 2 SEC ↗
35 Fifth Third Bancorp 6.47K $274,973 0.0% n/c 1 SEC ↗
36 Fidelity (FMR) 1.03K 0.0% $43,609 0.0% Held 3 SEC ↗
37 Pnc Financial Services Group, Inc. 1.00K $42,480 0.0% n/c 1 SEC ↗
38 Bank Of Montreal /Can/ 938 $39,846 0.0% n/c 1 SEC ↗
39 Wells Fargo & Company/Mn 60 $2,540 0.0% n/c 1 SEC ↗
40 Wells Fargo & Company/Mn 60 $2,540 0.0% n/c 1 SEC ↗
41 Cwm, Llc 43 $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

Citadel Advisors $487,423 was 0.0%

Full-market context: across ALL 13F filers (SEC structured data, Q1 2026): 190 holders, 22.98M shares, $883.05M 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