Security record · archived quarter
SIZE
name pending profile ingest
34Tracked holders
0Δ holders
1.52MShares held
$244.77MReported value
+0New positions
−0Exits
Momentum inputs (comparable managers): holder breadth 0.0% · share flow -0.8% · 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 | 32 | +2 | 1.48M | $264.27M | +2 | — |
| Q1 2026 | 31 | -3 | 1.53M | $244.32M | +1 | −4 |
| Q4 2025 | 34 | 0 | 1.52M | $244.77M | — | — |
| Q3 2025 | 5 | 0 | 487.29K | $78.35M | — | — |
| Q2 2025 | 2 | -1 | 373.87K | $57.78M | — | −1 |
| Q1 2025 | 1 | +1 | 4.14K | $601,685 | +1 | — |
| Q3 2024 | 1 | +1 | 5.98K | $889,318 | +1 | — |
Who holds it · Q4 2025
| # | Manager | Shares | Δ shares | Value | Their weight | Held | ||
|---|---|---|---|---|---|---|---|---|
| 1 | Bank Of America Corp /De/ | 505.79K | — | $81.72M | 0.0% | n/c | 1 | SEC ↗ |
| 2 | Bank Of America Corp /De/ | 505.79K | — | $81.72M | 0.0% | n/c | 1 | SEC ↗ |
| 3 | BlackRock ✦ (passive) | 371.68K | -2.9% | $60.05M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 4 | BlackRock ✦ (passive) | 371.68K | -2.9% | $60.05M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 5 | Lido Advisors, LLC | 109.91K | — | $17.67M | 0.1% | n/c | 1 | SEC ↗ |
| 6 | Lido Advisors, LLC | 109.91K | — | $17.67M | 0.1% | n/c | 1 | SEC ↗ |
| 7 | Rockefeller Capital Management L.P. | 74.37K | — | $12.02M | 0.0% | n/c | 1 | SEC ↗ |
| 8 | Envestnet Asset Management Inc | 72.12K | — | $11.65M | 0.0% | n/c | 1 | SEC ↗ |
| 9 | Goldman Sachs Group ✦ | 67.21K | +31.0% | $10.86M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 10 | Ameriprise Financial Inc | 61.97K | — | $10.00M | 0.0% | n/c | 1 | SEC ↗ |
| 11 | Osaic Holdings, Inc. | 46.42K | — | $7.50M | 0.0% | n/c | 1 | SEC ↗ |
| 12 | Osaic Holdings, Inc. | 46.42K | — | $7.50M | 0.0% | n/c | 1 | SEC ↗ |
| 13 | Pnc Financial Services Group, Inc. | 38.87K | — | $6.28M | 0.0% | n/c | 1 | SEC ↗ |
| 14 | Pnc Financial Services Group, Inc. | 38.87K | — | $6.28M | 0.0% | n/c | 1 | SEC ↗ |
| 15 | Pnc Financial Services Group, Inc. | 38.87K | — | $6.28M | 0.0% | n/c | 1 | SEC ↗ |
| 16 | LPL Financial LLC | 35.37K | — | $5.71M | 0.0% | n/c | 1 | SEC ↗ |
| 17 | Morgan Stanley ✦ | 27.52K | -21.4% | $4.45M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 18 | Morgan Stanley ✦ | 27.52K | -21.4% | $4.45M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 19 | Morgan Stanley ✦ | 27.52K | -21.4% | $4.45M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 20 | Jones Financial Companies Lllp | 26.81K | — | $4.33M | 0.0% | n/c | 1 | SEC ↗ |
| 21 | Jane Street Group, Llc | 17.00K | — | $2.75M | 0.0% | n/c | 1 | SEC ↗ |
| 22 | Wells Fargo & Company/Mn | 9.69K | — | $1.56M | 0.0% | n/c | 1 | SEC ↗ |
| 23 | Wells Fargo & Company/Mn | 9.69K | — | $1.56M | 0.0% | n/c | 1 | SEC ↗ |
| 24 | JPMorgan Chase ✦ | 8.95K | -49.6% | $1.45M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 25 | JPMorgan Chase ✦ | 8.95K | -49.6% | $1.45M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 26 | Mercer Global Advisors Inc /Adv | 6.78K | — | $1.09M | 0.0% | n/c | 1 | SEC ↗ |
| 27 | UBS Group AG | 5.49K | — | $886,696 | 0.0% | n/c | 1 | SEC ↗ |
| 28 | Cerity Partners LLC | 5.46K | — | $881,298 | 0.0% | n/c | 1 | SEC ↗ |
| 29 | Cerity Partners LLC | 5.46K | — | $881,298 | 0.0% | n/c | 1 | SEC ↗ |
| 30 | Cerity Partners LLC | 5.46K | — | $881,298 | 0.0% | n/c | 1 | SEC ↗ |
| 31 | Raymond James Financial Inc | 5.05K | — | $816,554 | 0.0% | n/c | 1 | SEC ↗ |
| 32 | Raymond James Financial Inc | 5.05K | — | $816,554 | 0.0% | n/c | 1 | SEC ↗ |
| 33 | Royal Bank Of Canada | 2.92K | — | $471,000 | 0.0% | n/c | 1 | SEC ↗ |
| 34 | Susquehanna International Group, Llp | 2.39K | — | $385,506 | 0.0% | n/c | 1 | SEC ↗ |
| 35 | Commonwealth Equity Services, Llc | 2.21K | — | $356,530 | 0.0% | n/c | 1 | SEC ↗ |
| 36 | TD Waterhouse Canada Inc. | 2.15K | — | $347,376 | 0.0% | n/c | 1 | SEC ↗ |
| 37 | Mml Investors Services, Llc | 1.91K | — | $307,805 | 0.0% | n/c | 1 | SEC ↗ |
| 38 | Baird Financial Group, Inc. | 1.90K | — | $306,821 | 0.0% | n/c | 1 | SEC ↗ |
| 39 | Cwm, Llc | 1.46K | — | $236,000 | 0.0% | n/c | 1 | SEC ↗ |
| 40 | Northwestern Mutual Wealth… | 1.37K | — | $221,351 | 0.0% | n/c | 1 | SEC ↗ |
| 41 | Bnp Paribas Financial Markets | 1.19K | — | $191,945 | 0.0% | n/c | 1 | SEC ↗ |
| 42 | Bank Of Montreal /Can/ | 1.06K | — | $159,548 | 0.0% | n/c | 1 | SEC ↗ |
| 43 | Fidelity (FMR) ✦ | 278 | -0.7% | $44,984 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 44 | Fifth Third Bancorp | 200 | — | $32,314 | 0.0% | n/c | 1 | SEC ↗ |
| 45 | Citigroup Inc | 97 | — | $15,672 | 0.0% | n/c | 1 | SEC ↗ |
| 46 | Us Bancorp \De\ | 65 | — | $10,502 | 0.0% | n/c | 1 | SEC ↗ |
| 47 | Russell Investments Group, Ltd. | 4 | — | $646 | 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): 69 holders, 1.97M shares, $313.72M 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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