SOR
name pending profile ingest
Momentum inputs (comparable managers):
holder breadth +4.8% ·
share flow +0.2% ·
net new positions +4.5%
· formula
Broad accumulation: rising shares across more holders
All ownership figures: tracked 13F managers only, common-stock positions, reporting period Q4 2025
| # | Manager | Shares | Δ shares | Value | Their weight | Held | ||
|---|---|---|---|---|---|---|---|---|
| 1 | Morgan Stanley ✦ | 91.96K | +3.4% | $4.21M | 0.0% | ▲ Add | 2 | SEC ↗ ×3 |
| 2 | First Trust Advisors Lp | 71.42K | n/a | $3.27M | 0.0% | n/c | 1 | SEC ↗ |
| 3 | Wells Fargo & Company/Mn | 60.82K | n/a | $2.78M | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 4 | Raymond James Financial Inc | 50.84K | n/a | $2.33M | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 5 | Invesco Ltd. | 30.49K | n/a | $1.40M | 0.0% | n/c | 1 | SEC ↗ |
| 6 | Us Bancorp \De\ | 24.80K | n/a | $1.13M | 0.0% | n/c | 1 | SEC ↗ |
| 7 | LPL Financial LLC | 22.29K | n/a | $1.02M | 0.0% | n/c | 1 | SEC ↗ |
| 8 | Envestnet Asset Management Inc | 18.41K | n/a | $842,295 | 0.0% | n/c | 1 | SEC ↗ |
| 9 | Bank Of America Corp /De/ | 15.11K | n/a | $691,289 | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 10 | Royal Bank Of Canada | 13.21K | n/a | $605,000 | 0.0% | n/c | 1 | SEC ↗ ×3 |
| 11 | Ameriprise Financial Inc | 11.65K | n/a | $533,263 | 0.0% | n/c | 1 | SEC ↗ |
| 12 | Osaic Holdings, Inc. | 8.76K | n/a | $401,133 | 0.0% | n/c | 1 | SEC ↗ ×3 |
| 13 | UBS Group AG | 7.13K | n/a | $326,223 | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 14 | Cetera Investment Advisers | 5.24K | n/a | $239,919 | 0.0% | n/c | 1 | SEC ↗ |
| 15 | Assetmark, Inc | 3.09K | n/a | $141,536 | 0.0% | n/c | 1 | SEC ↗ |
| 16 | Jones Financial Companies Lllp | 2.93K | n/a | $134,282 | 0.0% | n/c | 1 | SEC ↗ |
| 17 | Russell Investments Group, Ltd. | 2.60K | n/a | $119,113 | 0.0% | n/c | 1 | SEC ↗ |
| 18 | JPMorgan Chase ✦ | 1.32K | -61.8% | $60,266 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 19 | Rockefeller Capital Management L.P. | 525 | n/a | $24,024 | 0.0% | n/c | 1 | SEC ↗ |
| 20 | Cwm, Llc | 67 | n/a | $3,000 | 0.0% | n/c | 1 | SEC ↗ |
| 21 | Pnc Financial Services Group, Inc. | 50 | n/a | $2,288 | 0.0% | n/c | 1 | SEC ↗ |
| 22 | Fidelity (FMR) ✦ | 1 | New | $46 | 0.0% | New | 1 | SEC ↗ |
“Their weight” = the position's share of that manager's reported 13F equity value: the conviction measure. ✦ = curated manager.
New buyers
| Fidelity (FMR) | $46 | 0.0% |
Exited
| No tracked exits this quarter. |
Full-market context: across ALL 13F filers (SEC structured data, Q1 2026): 54 holders, 1.47M shares, $67.84M reported. This is a different, older period than the tracked-universe figures above and the two are never mixed.
What else this security's tracked holders most often hold: shared-ownership counts, not fundamental relationships.