Security record · archived quarter
SMB
name pending profile ingest
28Tracked holders
0Δ holders
7.70MShares held
$134.04MReported value
+0New positions
−0Exits
Momentum inputs (comparable managers): holder breadth 0.0% · share flow -3.5% · 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 | Bank Of America Corp /De/ | 2.08M | — | $36.16M | 0.0% | n/c | 1 | SEC ↗ ×3 |
| 2 | Raymond James Financial Inc | 940.42K | — | $16.37M | 0.0% | n/c | 1 | SEC ↗ ×3 |
| 3 | Morgan Stanley ✦ | 722.06K | +50.0% | $12.57M | 0.0% | ▲ Add | 2 | SEC ↗ ×2 |
| 4 | LPL Financial LLC | 635.32K | — | $11.06M | 0.0% | n/c | 1 | SEC ↗ |
| 5 | Wells Fargo & Company/Mn | 553.95K | — | $9.64M | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 6 | JPMorgan Chase ✦ | 548.62K | -48.5% | $9.55M | 0.0% | ▼ Trim | 2 | SEC ↗ ×2 |
| 7 | Ameriprise Financial Inc | 417.57K | — | $7.27M | 0.0% | n/c | 1 | SEC ↗ ×3 |
| 8 | Stifel Financial Corp | 346.83K | — | $6.04M | 0.0% | n/c | 1 | SEC ↗ ×3 |
| 9 | Sei Investments Co | 301.34K | — | $5.25M | 0.0% | n/c | 1 | SEC ↗ |
| 10 | UBS Group AG | 292.16K | — | $5.09M | 0.0% | n/c | 1 | SEC ↗ |
| 11 | Cerity Partners LLC | 238.10K | — | $4.15M | 0.0% | n/c | 1 | SEC ↗ |
| 12 | Osaic Holdings, Inc. | 163.03K | — | $2.84M | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 13 | Mml Investors Services, Llc | 123.87K | — | $2.16M | 0.0% | n/c | 1 | SEC ↗ |
| 14 | Envestnet Asset Management Inc | 63.55K | — | $1.11M | 0.0% | n/c | 1 | SEC ↗ |
| 15 | Jones Financial Companies Lllp | 54.35K | — | $946,285 | 0.0% | n/c | 1 | SEC ↗ |
| 16 | Cetera Investment Advisers | 50.79K | — | $884,265 | 0.0% | n/c | 1 | SEC ↗ |
| 17 | Jane Street Group, Llc | 43.44K | — | $756,238 | 0.0% | n/c | 1 | SEC ↗ |
| 18 | Commonwealth Equity Services, Llc | 21.94K | — | $381,920 | 0.0% | n/c | 1 | SEC ↗ |
| 19 | Wealth Enhancement Advisory… | 20.28K | — | $352,220 | 0.0% | n/c | 1 | SEC ↗ |
| 20 | HighTower Advisors, LLC | 18.95K | — | $329,926 | 0.0% | n/c | 1 | SEC ↗ |
| 21 | Royal Bank Of Canada | 14.08K | — | $245,000 | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 22 | Truist Financial Corp | 13.85K | — | $241,145 | 0.0% | n/c | 1 | SEC ↗ |
| 23 | Cwm, Llc | 10.55K | — | $184,000 | 0.0% | n/c | 1 | SEC ↗ |
| 24 | Rockefeller Capital Management L.P. | 10.46K | — | $182,202 | 0.0% | n/c | 1 | SEC ↗ |
| 25 | UBS AM, a distinct business unit of… | 8.58K | — | $149,447 | 0.0% | n/c | 1 | SEC ↗ |
| 26 | Fidelity (FMR) ✦ | 6.63K | -26.3% | $115,494 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 27 | Us Bancorp \De\ | 686 | — | $11,943 | 0.0% | n/c | 1 | SEC ↗ |
| 28 | Pnc Financial Services Group, Inc. | 253 | — | $4,405 | 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): 100 holders, 12.06M shares, $204.77M 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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