Security record · archived quarter
BETZ
name pending profile ingest
16Tracked holders
0Δ holders
86.60KShares held
$1.82MReported value
+0New positions
−0Exits
Momentum inputs (comparable managers): holder breadth 0.0% · share flow +0.3% · 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 | Jane Street Group, Llc | 29.87K | — | $626,631 | 0.0% | n/c | 1 | SEC ↗ |
| 2 | HighTower Advisors, LLC | 16.04K | — | $336,559 | 0.0% | n/c | 1 | SEC ↗ |
| 3 | LPL Financial LLC | 13.63K | — | $286,068 | 0.0% | n/c | 1 | SEC ↗ |
| 4 | Wealthfront Advisers LLC | 9.89K | — | $207,555 | 0.0% | n/c | 1 | SEC ↗ |
| 5 | Morgan Stanley ✦ | 4.44K | +2.3% | $93,210 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 6 | Morgan Stanley ✦ | 4.44K | +2.3% | $93,210 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 7 | Morgan Stanley ✦ | 4.44K | +2.3% | $93,210 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 8 | Osaic Holdings, Inc. | 4.35K | — | $91,257 | 0.0% | n/c | 1 | SEC ↗ |
| 9 | Osaic Holdings, Inc. | 4.35K | — | $91,257 | 0.0% | n/c | 1 | SEC ↗ |
| 10 | Cwm, Llc | 3.73K | — | $78,000 | 0.0% | n/c | 1 | SEC ↗ |
| 11 | Rockefeller Capital Management L.P. | 2.36K | — | $49,582 | 0.0% | n/c | 1 | SEC ↗ |
| 12 | Fidelity (FMR) ✦ | 968 | +34.3% | $20,307 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 13 | Wells Fargo & Company/Mn | 700 | — | $14,686 | 0.0% | n/c | 1 | SEC ↗ |
| 14 | Bank Of Montreal /Can/ | 262 | — | $5,497 | 0.0% | n/c | 1 | SEC ↗ |
| 15 | Qube Research & Technologies Ltd | 113 | — | $2,371 | 0.0% | n/c | 1 | SEC ↗ |
| 16 | Royal Bank Of Canada | 73 | — | $2,000 | 0.0% | n/c | 1 | SEC ↗ |
| 17 | Simplex Trading, Llc | 73 | — | $1,531 | 0.0% | n/c | 1 | SEC ↗ |
| 18 | JPMorgan Chase ✦ | 70 | -50.0% | $1,469 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 19 | Northwestern Mutual Wealth… | 20 | — | $420 | 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): 44 holders, 256.15K shares, $3.03M 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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