Security record · archived quarter
AIVI
name pending profile ingest
15Tracked holders
0Δ holders
167.46KShares held
$8.70MReported value
+1New positions
−1Exits
Momentum inputs (comparable managers): holder breadth 0.0% · share flow +2.6% · 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 | Morgan Stanley ✦ | 73.65K | +5.3% | $3.83M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 2 | Morgan Stanley ✦ | 73.65K | +5.3% | $3.83M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 3 | LPL Financial LLC | 43.05K | — | $2.24M | 0.0% | n/c | 1 | SEC ↗ |
| 4 | Susquehanna International Group, Llp | 17.15K | — | $891,334 | 0.0% | n/c | 1 | SEC ↗ |
| 5 | Susquehanna International Group, Llp | 17.15K | — | $891,334 | 0.0% | n/c | 1 | SEC ↗ |
| 6 | Jones Financial Companies Lllp | 13.63K | — | $708,607 | 0.0% | n/c | 1 | SEC ↗ |
| 7 | Creative Planning | 5.21K | — | $270,894 | 0.0% | n/c | 1 | SEC ↗ |
| 8 | Raymond James Financial Inc | 4.89K | — | $254,438 | 0.0% | n/c | 1 | SEC ↗ |
| 9 | Raymond James Financial Inc | 4.89K | — | $254,438 | 0.0% | n/c | 1 | SEC ↗ |
| 10 | Stifel Financial Corp | 4.00K | — | $207,891 | 0.0% | n/c | 1 | SEC ↗ |
| 11 | TD Waterhouse Canada Inc. | 2.60K | — | $134,368 | 0.0% | n/c | 1 | SEC ↗ |
| 12 | Blair William & Co/Il | 1.21K | — | $62,902 | 0.0% | n/c | 1 | SEC ↗ |
| 13 | Osaic Holdings, Inc. | 833 | — | $43,305 | 0.0% | n/c | 1 | SEC ↗ |
| 14 | BlackRock ✦ (passive) | 663 | New | $34,466 | 0.0% | New | 1 | SEC ↗ |
| 15 | Rockefeller Capital Management L.P. | 400 | — | $20,794 | 0.0% | n/c | 1 | SEC ↗ |
| 16 | Us Bancorp \De\ | 131 | — | $6,810 | 0.0% | n/c | 1 | SEC ↗ |
| 17 | JPMorgan Chase ✦ | 47 | -50.0% | $2,488 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 18 | Wells Fargo & Company/Mn | 2 | — | $85 | 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
| BlackRock | $34,466 | 0.0% |
Exited
| Fidelity (FMR) | $50 | was 0.0% |
Full-market context: across ALL 13F filers (SEC structured data, Q1 2026): 34 holders, 284.83K shares, $13.23M 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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