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Security record · archived quarter

TEFOF

name pending profile ingest

Q2 2026 Q1 2026 Q4 2025 Q3 2025 Q2 2025 Q1 2025 Q4 2024 Q3 2024
65Tracked holders
0Δ holders
44.70MShares held
$181.03MReported value
+0New positions
−0Exits
Falling 6 quarters of rising tracked shares ●●●●●● How these are computed → Explain this at the Research Desk →

Momentum inputs (comparable managers): holder breadth 0.0% · share flow -13.2% · net new positions 0.0% · formula

All ownership figures: tracked 13F managers only, common-stock positions, reporting period Q4 2025

Ownership over time
QuarterHoldersΔSharesReported valueNewExits
Q2 2026 1 -5 116.85K $462,711 n/a −5
Q1 2026 6 -59 2.61M $11.32M +1 −60
Q4 2025 65 0 44.70M $181.03M n/a n/a
Q3 2025 11 -1 31.75M $161.31M n/a −1
Q2 2025 9 0 8.08M $42.24M n/a n/a
Q1 2025 7 +1 1.41M $6.55M +1 n/a
Q4 2024 6 -1 1.07M $4.28M n/a −1
Q3 2024 6 0 1.02M $5.04M +1 −1
Q2 2024 6 n/a 216.71K $912,328 n/a n/a
Holder count
Who holds it · Q4 2025
#ManagerSharesΔ sharesValueTheir weightHeld
1 Morgan Stanley ✦ 12.24M -27.4% $49.58M 0.0% ▼ Trim 2 SEC ↗ ×9
2 Goldman Sachs Group ✦ 4.91M -24.0% $19.87M 0.0% ▼ Trim 2 SEC ↗ ×3
3 BlackRock ✦ (passive) 3.87M -12.4% $15.68M 0.0% ▼ Trim 3 SEC ↗ ×3
4 Northern Trust Corp 3.09M n/a $12.52M 0.0% n/c 1 SEC ↗ ×3
5 Royal Bank Of Canada 2.63M n/a $10.66M 0.0% n/c 1 SEC ↗ ×5
6 American Century Companies Inc 2.44M n/a $9.89M 0.0% n/c 1 SEC ↗
7 Fidelity (FMR) ✦ 2.27M -8.5% $9.19M 0.0% ▼ Trim 3 SEC ↗ ×2
8 Dimensional Fund Advisors Lp 1.63M n/a $6.61M 0.0% n/c 1 SEC ↗ ×3
9 First Trust Advisors Lp 1.11M n/a $4.51M 0.0% n/c 1 SEC ↗
10 Optiver Holding B.V. 990.28K n/a $4.01M 0.1% n/c 1 SEC ↗
11 Barclays Plc 956.00K n/a $3.87M 0.0% n/c 1 SEC ↗ ×2
12 Point72 Asset Management ✦ 761.83K +504.2% $3.09M 0.0% ▲ Add 7 SEC ↗
13 Cibc World Market Inc. 748.89K n/a $3.03M 0.0% n/c 1 SEC ↗
14 Bank Of America Corp /De/ 689.75K n/a $2.79M 0.0% n/c 1 SEC ↗ ×5
15 Bank Of Montreal /Can/ 567.42K n/a $2.30M 0.0% n/c 1 SEC ↗ ×4
16 Charles Schwab Investment… 434.23K n/a $1.76M 0.0% n/c 1 SEC ↗
17 Stifel Financial Corp 412.74K n/a $1.67M 0.0% n/c 1 SEC ↗ ×2
18 Cerity Partners LLC 342.48K n/a $1.39M 0.0% n/c 1 SEC ↗ ×3
19 Qube Research & Technologies Ltd 339.88K n/a $1.38M 0.0% n/c 1 SEC ↗
20 Ameriprise Financial Inc 337.02K n/a $1.37M 0.0% n/c 1 SEC ↗ ×2
21 Jane Street Group, Llc 332.95K n/a $1.35M 0.0% n/c 1 SEC ↗
22 Mariner, LLC 285.94K n/a $1.16M 0.0% n/c 1 SEC ↗ ×2
23 Citadel Advisors ✦ 253.38K -49.8% $1.03M 0.0% ▼ Trim 7 SEC ↗
24 AQR Capital Management ✦ 249.58K -0.6% $1.01M 0.0% ▼ Trim 7 SEC ↗ ×2
25 UBS Group AG 240.40K n/a $973,616 0.0% n/c 1 SEC ↗ ×5
26 Raymond James Financial Inc 228.86K n/a $927,545 0.0% n/c 1 SEC ↗ ×3
27 LPL Financial LLC 219.59K n/a $889,332 0.0% n/c 1 SEC ↗
28 Millennium Management ✦ 179.99K +22.0% $728,947 0.0% ▲ Add 7 SEC ↗
29 Assetmark, Inc 174.80K n/a $707,939 0.0% n/c 1 SEC ↗
30 JPMorgan Chase ✦ 172.22K -64.0% $697,478 0.0% ▼ Trim 2 SEC ↗ ×7
31 Us Bancorp \De\ 156.43K n/a $633,520 0.0% n/c 1 SEC ↗ ×3
32 Creative Planning 147.52K n/a $597,464 0.0% n/c 1 SEC ↗ ×2
33 Bank of New York Mellon Corp 108.10K n/a $437,810 0.0% n/c 1 SEC ↗ ×4
34 Wells Fargo & Company/Mn 100.40K n/a $406,604 0.0% n/c 1 SEC ↗ ×3
35 Franklin Resources Inc 82.48K n/a $334,052 0.0% n/c 1 SEC ↗ ×3
36 Envestnet Asset Management Inc 82.29K n/a $333,262 0.0% n/c 1 SEC ↗
37 Russell Investments Group, Ltd. 82.16K n/a $332,762 0.0% n/c 1 SEC ↗
38 Corient Private Wealth LP 72.30K n/a $293,700 0.0% n/c 1 SEC ↗ ×2
39 Mml Investors Services, Llc 69.63K n/a $281,990 0.0% n/c 1 SEC ↗
40 Mercer Global Advisors Inc /Adv 67.19K n/a $272,098 0.0% n/c 1 SEC ↗
41 Cetera Investment Advisers 67.18K n/a $272,085 0.0% n/c 1 SEC ↗
42 Susquehanna International Group, Llp 64.42K n/a $260,918 0.0% n/c 1 SEC ↗ ×2
43 Neuberger Berman Group LLC 49.29K n/a $199,616 0.0% n/c 1 SEC ↗ ×2
44 Northwestern Mutual Wealth… 38.58K n/a $156,253 0.0% n/c 1 SEC ↗
45 Captrust Financial Advisors 37.30K n/a $151,053 0.0% n/c 1 SEC ↗
46 Allspring Global Investments… 36.52K n/a $146,080 0.0% n/c 1 SEC ↗
47 Citigroup Inc 35.29K n/a $142,928 0.0% n/c 1 SEC ↗ ×3
48 Hrt Financial Lp 32.96K n/a $133,000 0.0% n/c 1 SEC ↗
49 Pnc Financial Services Group, Inc. 31.27K n/a $126,643 0.0% n/c 1 SEC ↗ ×5
50 Wealth Enhancement Advisory… 26.61K n/a $104,050 0.0% n/c 1 SEC ↗
51 HighTower Advisors, LLC 25.21K n/a $102,101 0.0% n/c 1 SEC ↗
52 Connor, Clark & Lunn Investment… 20.68K n/a $83,770 0.0% n/c 1 SEC ↗
53 Focus Partners Wealth 19.29K n/a $80,099 0.0% n/c 1 SEC ↗
54 Lido Advisors, LLC 15.43K n/a $78,227 0.0% n/c 1 SEC ↗ ×2
55 Bnp Paribas Financial Markets 17.38K n/a $70,377 0.0% n/c 1 SEC ↗
56 Rockefeller Capital Management L.P. 15.73K n/a $63,718 0.0% n/c 1 SEC ↗ ×2
57 Truist Financial Corp 14.22K n/a $57,608 0.0% n/c 1 SEC ↗
58 Sei Investments Co 12.61K n/a $51,070 0.0% n/c 1 SEC ↗
59 Osaic Holdings, Inc. 12.00K n/a $48,583 0.0% n/c 1 SEC ↗ ×2
60 State Street Global Advisors ✦ (passive) 10.41K 0.0% $44,005 0.0% Held 5 SEC ↗
61 GAMCO Investors ✦ 10.00K 0.0% $40,500 0.0% Held 7 SEC ↗
62 National Bank Of Canada /Fi/ 5.30K n/a $21,404 0.0% n/c 1 SEC ↗
63 Cwm, Llc 4.87K n/a $20,000 0.0% n/c 1 SEC ↗
64 UBS AM, a distinct business unit of… 3.85K n/a $15,588 0.0% n/c 1 SEC ↗
65 Jones Financial Companies Lllp 1.95K n/a $7,897 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): 49 holders, 3.65M shares, $15.04M 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 · Get this via the API