Security record · archived quarter
SRVR
name pending profile ingest
36Tracked holders
-1Δ holders
8.04MShares held
$230.32MReported value
+0New positions
−1Exits
Momentum inputs (comparable managers):
holder breadth -2.7% ·
share flow +1.8% ·
net new positions -2.8%
· formula
Concentrated accumulation: rising shares among fewer 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 | 30 | -1 | 6.63M | $210.74M | +2 | −3 |
| Q1 2026 | 32 | -4 | 6.53M | $203.74M | n/a | −4 |
| Q4 2025 | 36 | -1 | 8.04M | $230.32M | n/a | −1 |
| Q3 2025 | 7 | +2 | 691.12K | $21.89M | +2 | n/a |
| Q2 2025 | 3 | -1 | 39.72K | $1.28M | n/a | −1 |
| Q1 2025 | 2 | +1 | 27.82K | $816,370 | +1 | n/a |
| Q4 2024 | 1 | 0 | 19.89K | $596,242 | n/a | n/a |
| Q3 2024 | 1 | 0 | 9.79K | $314,747 | n/a | n/a |
| Q2 2024 | 1 | n/a | 9.53K | $260,660 | n/a | n/a |
Who holds it · Q4 2025
| # | Manager | Shares | Δ shares | Value | Their weight | Held | ||
|---|---|---|---|---|---|---|---|---|
| 1 | Bank Of America Corp /De/ | 3.02M | n/a | $86.40M | 0.0% | n/c | 1 | SEC ↗ ×3 |
| 2 | Ameriprise Financial Inc | 1.29M | n/a | $36.89M | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 3 | Northwestern Mutual Wealth… | 1.21M | n/a | $34.77M | 0.0% | n/c | 1 | SEC ↗ |
| 4 | Morgan Stanley ✦ | 549.82K | -13.3% | $15.75M | 0.0% | ▼ Trim | 2 | SEC ↗ ×3 |
| 5 | UBS Group AG | 430.84K | n/a | $12.34M | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 6 | LPL Financial LLC | 310.23K | n/a | $8.88M | 0.0% | n/c | 1 | SEC ↗ |
| 7 | Citadel Advisors ✦ | 172.07K | +718.4% | $4.93M | 0.0% | ▲ Add | 7 | SEC ↗ |
| 8 | Wells Fargo & Company/Mn | 171.75K | n/a | $4.92M | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 9 | Cetera Investment Advisers | 124.55K | n/a | $3.57M | 0.0% | n/c | 1 | SEC ↗ |
| 10 | Raymond James Financial Inc | 121.68K | n/a | $3.48M | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 11 | Two Sigma Investments ✦ | 110.20K | +288.0% | $3.16M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 12 | Royal Bank Of Canada | 108.42K | n/a | $3.11M | 0.0% | n/c | 1 | SEC ↗ ×3 |
| 13 | Franklin Resources Inc | 97.66K | n/a | $2.80M | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 14 | Susquehanna International Group, Llp | 82.16K | n/a | $2.35M | 0.0% | n/c | 1 | SEC ↗ |
| 15 | Envestnet Asset Management Inc | 55.70K | n/a | $1.60M | 0.0% | n/c | 1 | SEC ↗ |
| 16 | Jane Street Group, Llc | 38.35K | n/a | $1.10M | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 17 | Mml Investors Services, Llc | 24.48K | n/a | $700,974 | 0.0% | n/c | 1 | SEC ↗ |
| 18 | Osaic Holdings, Inc. | 22.75K | n/a | $651,828 | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 19 | Rockefeller Capital Management L.P. | 21.36K | n/a | $613,476 | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 20 | Commonwealth Equity Services, Llc | 18.25K | n/a | $522,550 | 0.0% | n/c | 1 | SEC ↗ |
| 21 | HighTower Advisors, LLC | 16.09K | n/a | $460,752 | 0.0% | n/c | 1 | SEC ↗ |
| 22 | Wealth Enhancement Advisory… | 13.86K | n/a | $409,905 | 0.0% | n/c | 1 | SEC ↗ |
| 23 | Stifel Financial Corp | 13.53K | n/a | $387,612 | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 24 | Citigroup Inc | 11.03K | n/a | $315,899 | 0.0% | n/c | 1 | SEC ↗ |
| 25 | Bank Of Montreal /Can/ | 3.52K | n/a | $103,165 | 0.0% | n/c | 1 | SEC ↗ |
| 26 | Fidelity (FMR) ✦ | 2.47K | +708.5% | $70,860 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 27 | Cwm, Llc | 1.25K | n/a | $36,000 | 0.0% | n/c | 1 | SEC ↗ |
| 28 | Qube Research & Technologies Ltd | 152 | n/a | $4,353 | 0.0% | n/c | 1 | SEC ↗ |
| 29 | BlackRock ✦ (passive) | 62 | -65.0% | $1,769 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 30 | Pnc Financial Services Group, Inc. | 59 | n/a | $1,690 | 0.0% | n/c | 1 | SEC ↗ |
| 31 | Fifth Third Bancorp | 57 | n/a | $1,632 | 0.0% | n/c | 1 | SEC ↗ |
| 32 | Jones Financial Companies Lllp | 46 | n/a | $1,317 | 0.0% | n/c | 1 | SEC ↗ |
| 33 | Blair William & Co/Il | 37 | n/a | $1,060 | 0.0% | n/c | 1 | SEC ↗ |
| 34 | Simplex Trading, Llc | 20 | n/a | $572 | 0.0% | n/c | 1 | SEC ↗ |
| 35 | JPMorgan Chase ✦ | 13 | -50.0% | $372 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 36 | Russell Investments Group, Ltd. | 4 | n/a | $115 | 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
| D. E. Shaw & Co. | $229,743 | was 0.0% |
Full-market context: across ALL 13F filers (SEC structured data, Q1 2026): 103 holders, 7.79M shares, $229.94M 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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