ACV
name pending profile ingest
Momentum inputs (comparable managers): holder breadth 0.0% · share flow +0.8% · net new positions 0.0% · formula
All ownership figures: tracked 13F managers only, common-stock positions, reporting period Q4 2025
| # | Manager | Shares | Δ shares | Value | Their weight | Held | ||
|---|---|---|---|---|---|---|---|---|
| 1 | Wells Fargo & Company/Mn | 462.61K | n/a | $12.16M | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 2 | LPL Financial LLC | 298.85K | n/a | $7.86M | 0.0% | n/c | 1 | SEC ↗ |
| 3 | Raymond James Financial Inc | 142.13K | n/a | $3.74M | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 4 | Bank Of America Corp /De/ | 98.35K | n/a | $2.59M | 0.0% | n/c | 1 | SEC ↗ |
| 5 | Morgan Stanley ✦ | 81.97K | +14.4% | $2.16M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 6 | Royal Bank Of Canada | 69.46K | n/a | $1.83M | 0.0% | n/c | 1 | SEC ↗ |
| 7 | Osaic Holdings, Inc. | 49.88K | n/a | $1.31M | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 8 | Invesco Ltd. | 20.60K | n/a | $541,600 | 0.0% | n/c | 1 | SEC ↗ |
| 9 | Stifel Financial Corp | 18.42K | n/a | $484,266 | 0.0% | n/c | 1 | SEC ↗ |
| 10 | Commonwealth Equity Services, Llc | 13.23K | n/a | $347,890 | 0.0% | n/c | 1 | SEC ↗ |
| 11 | UBS Group AG | 11.81K | n/a | $310,564 | 0.0% | n/c | 1 | SEC ↗ |
| 12 | Fidelity (FMR) ✦ | 5 | +400.0% | $131 | 0.0% | ▲ Add | 3 | 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): 37 holders, 2.22M shares, $54.00M 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.
Open-market purchases (P)
Director · 221 sh @ 26.95 · $5,956
Open-market sales (S)
No open-market insider sales in our coverage window.
Awards, exercises and tax withholding are never counted as buys or sales here. Methodology