Security record · archived quarter
ARB
name pending profile ingest
11Tracked holders
0Δ holders
955.64KShares held
$27.78MReported value
+0New positions
−0Exits
Momentum inputs (comparable managers): holder breadth 0.0% · share flow +0.9% · 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 | Assetmark, Inc | 267.70K | — | $7.78M | 0.0% | n/c | 1 | SEC ↗ |
| 2 | Envestnet Asset Management Inc | 231.90K | — | $6.74M | 0.0% | n/c | 1 | SEC ↗ |
| 3 | HighTower Advisors, LLC | 130.38K | — | $3.79M | 0.0% | n/c | 1 | SEC ↗ |
| 4 | Raymond James Financial Inc | 100.82K | — | $2.93M | 0.0% | n/c | 1 | SEC ↗ |
| 5 | Raymond James Financial Inc | 100.82K | — | $2.93M | 0.0% | n/c | 1 | SEC ↗ |
| 6 | Osaic Holdings, Inc. | 57.83K | — | $1.68M | 0.0% | n/c | 1 | SEC ↗ |
| 7 | Cetera Investment Advisers | 49.59K | — | $1.44M | 0.0% | n/c | 1 | SEC ↗ |
| 8 | Captrust Financial Advisors | 36.41K | — | $1.06M | 0.0% | n/c | 1 | SEC ↗ |
| 9 | Morgan Stanley ✦ | 28.82K | +38.8% | $837,866 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 10 | Morgan Stanley ✦ | 28.82K | +38.8% | $837,866 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 11 | Morgan Stanley ✦ | 28.82K | +38.8% | $837,866 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 12 | Bank Of America Corp /De/ | 28.51K | — | $828,757 | 0.0% | n/c | 1 | SEC ↗ |
| 13 | LPL Financial LLC | 19.70K | — | $572,795 | 0.0% | n/c | 1 | SEC ↗ |
| 14 | Royal Bank Of Canada | 3.99K | — | $116,000 | 0.0% | n/c | 1 | SEC ↗ |
| 15 | Royal Bank Of Canada | 3.99K | — | $116,000 | 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): 32 holders, 3.24M shares, $95.00M 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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