Security record · archived quarter
AOCT
name pending profile ingest
10Tracked holders
0Δ holders
407.44KShares held
$10.83MReported value
+0New positions
−0Exits
Momentum inputs (comparable managers): holder breadth 0.0% · share flow +2.7% · 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 | Raymond James Financial Inc | 183.64K | — | $4.88M | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 2 | Commonwealth Equity Services, Llc | 104.75K | — | $2.78M | 0.0% | n/c | 1 | SEC ↗ |
| 3 | HighTower Advisors, LLC | 64.66K | — | $1.72M | 0.0% | n/c | 1 | SEC ↗ |
| 4 | Cetera Investment Advisers | 25.52K | — | $678,111 | 0.0% | n/c | 1 | SEC ↗ |
| 5 | JPMorgan Chase ✦ | 13.67K | +365.9% | $363,181 | 0.0% | ▲ Add | 2 | SEC ↗ ×2 |
| 6 | LPL Financial LLC | 7.78K | — | $206,818 | 0.0% | n/c | 1 | SEC ↗ |
| 7 | UBS Group AG | 3.63K | — | $96,555 | 0.0% | n/c | 1 | SEC ↗ |
| 8 | Cwm, Llc | 3.11K | — | $83,000 | 0.0% | n/c | 1 | SEC ↗ |
| 9 | Osaic Holdings, Inc. | 500 | — | $13,285 | 0.0% | n/c | 1 | SEC ↗ |
| 10 | Morgan Stanley ✦ | 176 | 0.0% | $4,676 | 0.0% | Held | 2 | 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): 35 holders, 1.43M shares, $37.41M 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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