Security record · archived quarter
WIA
name pending profile ingest
14Tracked holders
0Δ holders
1.29MShares held
$10.63MReported value
+0New positions
−0Exits
Momentum inputs (comparable managers): holder breadth 0.0% · share flow +2.2% · 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 | Baird Financial Group, Inc. | 467.02K | n/a | $3.86M | 0.0% | n/c | 1 | SEC ↗ |
| 2 | Morgan Stanley ✦ | 193.44K | +16.7% | $1.60M | 0.0% | ▲ Add | 2 | SEC ↗ ×4 |
| 3 | Stifel Financial Corp | 176.62K | n/a | $1.46M | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 4 | Wells Fargo & Company/Mn | 108.49K | n/a | $897,198 | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 5 | Bank Of America Corp /De/ | 96.04K | n/a | $794,254 | 0.0% | n/c | 1 | SEC ↗ |
| 6 | UBS Group AG | 64.76K | n/a | $535,590 | 0.0% | n/c | 1 | SEC ↗ |
| 7 | Osaic Holdings, Inc. | 44.47K | n/a | $367,724 | 0.0% | n/c | 1 | SEC ↗ |
| 8 | Raymond James Financial Inc | 35.93K | n/a | $297,133 | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 9 | LPL Financial LLC | 34.96K | n/a | $289,120 | 0.0% | n/c | 1 | SEC ↗ |
| 10 | Capstone Investment Advisors, Llc | 33.55K | n/a | $277,442 | 0.0% | n/c | 1 | SEC ↗ |
| 11 | HighTower Advisors, LLC | 13.31K | n/a | $110,074 | 0.0% | n/c | 1 | SEC ↗ |
| 12 | Envestnet Asset Management Inc | 10.31K | n/a | $85,234 | 0.0% | n/c | 1 | SEC ↗ |
| 13 | Royal Bank Of Canada | 3.62K | n/a | $30,000 | 0.0% | n/c | 1 | SEC ↗ |
| 14 | Northwestern Mutual Wealth… | 3.05K | n/a | $25,232 | 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): 52 holders, 11.66M shares, $94.18M 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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