Security record · archived quarter
RFI
name pending profile ingest
20Tracked holders
0Δ holders
3.30MShares held
$36.41MReported value
+0New positions
−0Exits
Momentum inputs (comparable managers): holder breadth 0.0% · share flow -1.0% · net new positions 0.0% · formula
All ownership figures: tracked 13F managers only, common-stock positions, reporting period Q4 2025
Ownership over time
Who holds it · Q4 2025
| # | Manager | Shares | Δ shares | Value | Their weight | Held | ||
|---|---|---|---|---|---|---|---|---|
| 1 | Morgan Stanley ✦ | 1.22M | -2.7% | $13.45M | 0.0% | ▼ Trim | 2 | SEC ↗ ×2 |
| 2 | Osaic Holdings, Inc. | 742.55K | n/a | $8.21M | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 3 | Commonwealth Equity Services, Llc | 328.10K | n/a | $3.63M | 0.0% | n/c | 1 | SEC ↗ |
| 4 | LPL Financial LLC | 269.38K | n/a | $2.98M | 0.0% | n/c | 1 | SEC ↗ |
| 5 | Royal Bank Of Canada | 161.74K | n/a | $1.79M | 0.0% | n/c | 1 | SEC ↗ |
| 6 | Cetera Investment Advisers | 143.95K | n/a | $1.59M | 0.0% | n/c | 1 | SEC ↗ |
| 7 | Ameriprise Financial Inc | 124.65K | n/a | $1.38M | 0.0% | n/c | 1 | SEC ↗ |
| 8 | Bank Of America Corp /De/ | 55.76K | n/a | $616,162 | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 9 | Raymond James Financial Inc | 52.34K | n/a | $578,306 | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 10 | Stifel Financial Corp | 50.62K | n/a | $559,363 | 0.0% | n/c | 1 | SEC ↗ |
| 11 | Wells Fargo & Company/Mn | 36.71K | n/a | $405,612 | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 12 | Invesco Ltd. | 29.32K | n/a | $323,986 | 0.0% | n/c | 1 | SEC ↗ |
| 13 | Envestnet Asset Management Inc | 29.28K | n/a | $323,544 | 0.0% | n/c | 1 | SEC ↗ |
| 14 | Jane Street Group, Llc | 15.43K | n/a | $170,468 | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 15 | UBS Group AG | 14.03K | n/a | $155,010 | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 16 | Pnc Financial Services Group, Inc. | 13.84K | n/a | $152,910 | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 17 | Rockefeller Capital Management L.P. | 6.70K | n/a | $74,035 | 0.0% | n/c | 1 | SEC ↗ |
| 18 | Northwestern Mutual Wealth… | 3.67K | n/a | $40,612 | 0.0% | n/c | 1 | SEC ↗ |
| 19 | Cwm, Llc | 407 | n/a | $4,000 | 0.0% | n/c | 1 | SEC ↗ |
| 20 | Jones Financial Companies Lllp | 120 | n/a | $1,326 | 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): 79 holders, 5.00M shares, $53.13M 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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