Security record · archived quarter
CBSE
name pending profile ingest
6Tracked holders
0Δ holders
221.15KShares held
$8.72MReported value
+0New positions
−0Exits
Momentum inputs (comparable managers): holder breadth 0.0% · share flow -30.0% · 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 | JPMorgan Chase ✦ | 198.55K | -48.4% | $7.83M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 2 | Commonwealth Equity Services, Llc | 10.28K | — | $405,490 | 0.0% | n/c | 1 | SEC ↗ |
| 3 | Mercer Global Advisors Inc /Adv | 5.68K | — | $223,820 | 0.0% | n/c | 1 | SEC ↗ |
| 4 | HighTower Advisors, LLC | 5.18K | — | $204,262 | 0.0% | n/c | 1 | SEC ↗ |
| 5 | Osaic Holdings, Inc. | 1.07K | — | $42,389 | 0.0% | n/c | 1 | SEC ↗ |
| 6 | Osaic Holdings, Inc. | 1.07K | — | $42,389 | 0.0% | n/c | 1 | SEC ↗ |
| 7 | UBS Group AG | 386 | — | $15,221 | 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): 8 holders, 294.31K shares, $11.72M 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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