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Security record · archived quarter

AVMV

name pending profile ingest

Q2 2026 Q1 2026 Q4 2025 Q3 2025 Q2 2025 Q4 2024 Q3 2024
10Tracked holders
+1Δ holders
829.85KShares held
$59.09MReported value
+2New positions
−1Exits
Rising How these are computed → Explain this at the Research Desk →

Momentum inputs (comparable managers): holder breadth +11.1% · share flow -0.7% · net new positions +10.0%formula
Ownership fragmentation — more holders, smaller aggregate stake

All ownership figures: tracked 13F managers only, common-stock positions, reporting period Q4 2025

Ownership over time
QuarterHoldersΔSharesReported valueNewExits
Q2 2026 14 0 1.53M $122.96M +4 −4
Q1 2026 14 +4 995.88K $73.87M +5 −1
Q4 2025 10 +1 829.85K $59.09M +2 −1
Q3 2025 1 -1 12.13K $835,967 −1
Q2 2025 1 +1 13.22K $864,324 +1
Q4 2024 1 0 6.46K $421,578
Q3 2024 1 +1 13.89K $892,607 +1
Holder count
Who holds it · Q4 2025
#ManagerSharesΔ sharesValueTheir weightHeld
1 American Century Companies Inc 355.18K $25.29M 0.0% n/c 1 SEC ↗
2 Northwestern Mutual Wealth… 221.86K $15.80M 0.0% n/c 1 SEC ↗
3 LPL Financial LLC 95.43K $6.79M 0.0% n/c 1 SEC ↗
4 Corient Private Wealth LP 61.71K $4.40M 0.0% n/c 1 SEC ↗
5 Corient Private Wealth LP 61.71K $4.40M 0.0% n/c 1 SEC ↗
6 Pnc Financial Services Group, Inc. 44.45K $3.16M 0.0% n/c 1 SEC ↗
7 Pnc Financial Services Group, Inc. 44.45K $3.16M 0.0% n/c 1 SEC ↗
8 Pnc Financial Services Group, Inc. 44.45K $3.16M 0.0% n/c 1 SEC ↗
9 Pnc Financial Services Group, Inc. 44.45K $3.16M 0.0% n/c 1 SEC ↗
10 Pnc Financial Services Group, Inc. 44.45K $3.16M 0.0% n/c 1 SEC ↗
11 Osaic Holdings, Inc. 19.09K $1.36M 0.0% n/c 1 SEC ↗
12 Osaic Holdings, Inc. 19.09K $1.36M 0.0% n/c 1 SEC ↗
13 Envestnet Asset Management Inc 13.58K $966,912 0.0% n/c 1 SEC ↗
14 Susquehanna International Group, Llp 12.20K $868,782 0.0% n/c 1 SEC ↗
15 Citadel Advisors 6.32K New $450,198 0.0% New 1 SEC ↗
16 Morgan Stanley 22 New $1,566 0.0% New 1 SEC ↗

“Their weight” = the position's share of that manager's reported 13F equity value — the conviction measure. ✦ = curated manager.

New buyers

Citadel Advisors $450,198 0.0%
Morgan Stanley $1,566 0.0%

Exited

Goldman Sachs Group $835,967 was 0.0%

Full-market context: across ALL 13F filers (SEC structured data, Q1 2026): 77 holders, 5.84M shares, $375.88M 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 · Get this via the API