★
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

RMT

name pending profile ingest

Q2 2026 Q1 2026 Q4 2025 Q3 2025 Q2 2025
19Tracked holders
0Δ holders
7.85MShares held
$81.85MReported value
+0New positions
−0Exits
Stable 2 quarters of rising tracked shares ●●○○○○ How these are computed → Explain this at the Research Desk →

Momentum inputs (comparable managers): holder breadth 0.0% · share flow +0.9% · 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 23 +3 8.58M $125.60M +4 −2
Q1 2026 22 +4 8.42M $95.24M +4 n/a
Q4 2025 19 0 7.85M $81.85M n/a n/a
Q3 2025 2 -2 2.59M $26.94M n/a −2
Q2 2025 3 +1 22.68K $209,818 +1 n/a
Holder count
Who holds it · Q4 2025
#ManagerSharesΔ sharesValueTheir weightHeld
1 Morgan Stanley ✦ 2.65M +2.7% $27.66M 0.0% ▲ Add 2 SEC ↗ ×3
2 LPL Financial LLC 1.02M n/a $10.66M 0.0% n/c 1 SEC ↗
3 Allspring Global Investments… 1.00M n/a $10.46M 0.0% n/c 1 SEC ↗
4 UBS Group AG 888.80K n/a $9.27M 0.0% n/c 1 SEC ↗
5 Bank Of America Corp /De/ 562.43K n/a $5.87M 0.0% n/c 1 SEC ↗ ×2
6 Wells Fargo & Company/Mn 516.03K n/a $5.38M 0.0% n/c 1 SEC ↗ ×2
7 Raymond James Financial Inc 322.27K n/a $3.36M 0.0% n/c 1 SEC ↗ ×3
8 Royal Bank Of Canada 240.17K n/a $2.50M 0.0% n/c 1 SEC ↗ ×2
9 Commonwealth Equity Services, Llc 128.54K n/a $1.34M 0.0% n/c 1 SEC ↗
10 Osaic Holdings, Inc. 116.10K n/a $1.21M 0.0% n/c 1 SEC ↗
11 Captrust Financial Advisors 105.37K n/a $1.10M 0.0% n/c 1 SEC ↗
12 Brown Advisory Inc 74.72K n/a $779,319 0.0% n/c 1 SEC ↗
13 Stifel Financial Corp 64.77K n/a $675,570 0.0% n/c 1 SEC ↗
14 First Trust Advisors Lp 52.27K n/a $545,186 0.0% n/c 1 SEC ↗
15 Cwm, Llc 47.00K n/a $490,000 0.0% n/c 1 SEC ↗
16 HighTower Advisors, LLC 27.60K n/a $287,914 0.0% n/c 1 SEC ↗
17 Cetera Investment Advisers 12.92K n/a $134,755 0.0% n/c 1 SEC ↗
18 The Vanguard Group ✦ (passive) 11.05K 0.0% $115,262 0.0% Held 3 SEC ↗
19 Assetmark, Inc 16 n/a $167 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): 106 holders, 20.01M shares, $225.58M 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.

Insider transactions

Open-market purchases (P)

Sep 30 CLARK CHRISTOPHER D

Officer, Director · President · 1.00K sh @ 13.40 · $13,400

Open-market sales (S)

No open-market insider sales in our coverage window.

Awards, exercises and tax withholding are never counted as buys or sales here. Methodology

Beneficial ownership
Aug 13 SC 13G/A: MORGAN STANLEY

View original SEC filing ↗

Aug 05 SC 13D/A: Saba Capital Management, L.P.

7.1% of class · View original SEC filing ↗

Jul 24 SC 13D/A: Saba Capital Management, L.P.

6.1% of class · View original SEC filing ↗

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