Security record · archived quarter
SPGM
name pending profile ingest
38Tracked holders
+1Δ holders
4.87MShares held
$373.64MReported value
+1New positions
−0Exits
Momentum inputs (comparable managers):
holder breadth +2.7% ·
share flow +2.4% ·
net new positions +2.6%
— formula
Broad accumulation — rising shares across more holders
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 | 37 | -4 | 5.58M | $478.31M | +1 | −5 |
| Q1 2026 | 42 | +4 | 4.02M | $303.91M | +5 | −1 |
| Q4 2025 | 38 | +1 | 4.87M | $373.64M | +1 | — |
| Q3 2025 | 5 | 0 | 493.43K | $36.96M | — | — |
| Q2 2025 | 2 | 0 | 37.09K | $2.56M | — | — |
| Q1 2025 | 1 | +1 | 143.62K | $8.96M | +1 | — |
| Q2 2024 | 1 | — | 6.33K | $385,041 | — | — |
Who holds it · Q4 2025
| # | Manager | Shares | Δ shares | Value | Their weight | Held | ||
|---|---|---|---|---|---|---|---|---|
| 1 | LPL Financial LLC | 2.19M | — | $168.23M | 0.0% | n/c | 1 | SEC ↗ |
| 2 | HighTower Advisors, LLC | 690.82K | — | $52.99M | 0.1% | n/c | 1 | SEC ↗ |
| 3 | Mariner, LLC | 269.98K | — | $20.71M | 0.0% | n/c | 1 | SEC ↗ |
| 4 | Mariner, LLC | 269.98K | — | $20.71M | 0.0% | n/c | 1 | SEC ↗ |
| 5 | Mariner, LLC | 269.98K | — | $20.71M | 0.0% | n/c | 1 | SEC ↗ |
| 6 | Goldman Sachs Group ✦ | 248.67K | +251.1% | $19.08M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 7 | Goldman Sachs Group ✦ | 248.67K | +251.1% | $19.08M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 8 | Bank Of America Corp /De/ | 208.26K | — | $15.98M | 0.0% | n/c | 1 | SEC ↗ |
| 9 | Bank Of America Corp /De/ | 208.26K | — | $15.98M | 0.0% | n/c | 1 | SEC ↗ |
| 10 | Bank Of America Corp /De/ | 208.26K | — | $15.98M | 0.0% | n/c | 1 | SEC ↗ |
| 11 | Bank Of America Corp /De/ | 208.26K | — | $15.98M | 0.0% | n/c | 1 | SEC ↗ |
| 12 | Osaic Holdings, Inc. | 183.81K | — | $14.10M | 0.0% | n/c | 1 | SEC ↗ |
| 13 | Osaic Holdings, Inc. | 183.81K | — | $14.10M | 0.0% | n/c | 1 | SEC ↗ |
| 14 | Morgan Stanley ✦ | 165.00K | -0.2% | $12.66M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 15 | Wealth Enhancement Advisory… | 146.86K | — | $11.51M | 0.0% | n/c | 1 | SEC ↗ |
| 16 | Northwestern Mutual Wealth… | 103.50K | — | $7.94M | 0.0% | n/c | 1 | SEC ↗ |
| 17 | JPMorgan Chase ✦ | 91.42K | -52.5% | $7.01M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 18 | BlackRock ✦ (passive) | 87.77K | New | $6.73M | 0.0% | New | 1 | SEC ↗ |
| 19 | BlackRock ✦ (passive) | 87.77K | New | $6.73M | 0.0% | New | 1 | SEC ↗ |
| 20 | Jane Street Group, Llc | 76.13K | — | $5.84M | 0.0% | n/c | 1 | SEC ↗ |
| 21 | Corient Private Wealth LP | 60.12K | — | $4.61M | 0.0% | n/c | 1 | SEC ↗ |
| 22 | Corient Private Wealth LP | 60.12K | — | $4.61M | 0.0% | n/c | 1 | SEC ↗ |
| 23 | UBS Group AG | 55.48K | — | $4.26M | 0.0% | n/c | 1 | SEC ↗ |
| 24 | Raymond James Financial Inc | 49.39K | — | $3.79M | 0.0% | n/c | 1 | SEC ↗ |
| 25 | Raymond James Financial Inc | 49.39K | — | $3.79M | 0.0% | n/c | 1 | SEC ↗ |
| 26 | Royal Bank Of Canada | 39.83K | — | $3.06M | 0.0% | n/c | 1 | SEC ↗ |
| 27 | Royal Bank Of Canada | 39.83K | — | $3.06M | 0.0% | n/c | 1 | SEC ↗ |
| 28 | Royal Bank Of Canada | 39.83K | — | $3.06M | 0.0% | n/c | 1 | SEC ↗ |
| 29 | Cwm, Llc | 34.20K | — | $2.62M | 0.0% | n/c | 1 | SEC ↗ |
| 30 | Truist Financial Corp | 23.46K | — | $1.80M | 0.0% | n/c | 1 | SEC ↗ |
| 31 | Envestnet Asset Management Inc | 23.00K | — | $1.76M | 0.0% | n/c | 1 | SEC ↗ |
| 32 | Mercer Global Advisors Inc /Adv | 19.32K | — | $1.48M | 0.0% | n/c | 1 | SEC ↗ |
| 33 | Cetera Investment Advisers | 19.10K | — | $1.46M | 0.0% | n/c | 1 | SEC ↗ |
| 34 | Ameriprise Financial Inc | 18.09K | — | $1.38M | 0.0% | n/c | 1 | SEC ↗ |
| 35 | Citadel Advisors ✦ | 13.89K | -78.0% | $1.07M | 0.0% | ▼ Trim | 4 | SEC ↗ |
| 36 | Commonwealth Equity Services, Llc | 8.40K | — | $644,690 | 0.0% | n/c | 1 | SEC ↗ |
| 37 | Stifel Financial Corp | 7.43K | — | $570,108 | 0.0% | n/c | 1 | SEC ↗ |
| 38 | Captrust Financial Advisors | 7.27K | — | $557,912 | 0.0% | n/c | 1 | SEC ↗ |
| 39 | Financial Engines Advisors L.L.C. | 5.10K | — | $391,374 | 0.0% | n/c | 1 | SEC ↗ |
| 40 | Quantinno Capital Management LP | 4.88K | — | $374,042 | 0.0% | n/c | 1 | SEC ↗ |
| 41 | Bank of New York Mellon Corp | 4.00K | — | $306,943 | 0.0% | n/c | 1 | SEC ↗ |
| 42 | Bank of New York Mellon Corp | 4.00K | — | $306,943 | 0.0% | n/c | 1 | SEC ↗ |
| 43 | Creative Planning | 3.68K | — | $282,385 | 0.0% | n/c | 1 | SEC ↗ |
| 44 | Fidelity (FMR) ✦ | 2.21K | +28.2% | $169,611 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 45 | Jones Financial Companies Lllp | 1.42K | — | $109,005 | 0.0% | n/c | 1 | SEC ↗ |
| 46 | Rockefeller Capital Management L.P. | 963 | — | $73,916 | 0.0% | n/c | 1 | SEC ↗ |
| 47 | UBS AM, a distinct business unit of… | 674 | — | $51,703 | 0.0% | n/c | 1 | SEC ↗ |
| 48 | Wells Fargo & Company/Mn | 214 | — | $16,394 | 0.0% | n/c | 1 | SEC ↗ |
| 49 | Wells Fargo & Company/Mn | 214 | — | $16,394 | 0.0% | n/c | 1 | SEC ↗ |
| 50 | Assetmark, Inc | 129 | — | $9,896 | 0.0% | n/c | 1 | SEC ↗ |
| 51 | Qube Research & Technologies Ltd | 119 | — | $9,128 | 0.0% | n/c | 1 | SEC ↗ |
| 52 | Pnc Financial Services Group, Inc. | 20 | — | $1,534 | 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.
Full-market context: across ALL 13F filers (SEC structured data, Q1 2026): 168 holders, 10.50M shares, $717.29M 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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