Security record · archived quarter
CEV
name pending profile ingest
11Tracked holders
0Δ holders
544.21KShares held
$5.46MReported value
+0New positions
−0Exits
Momentum inputs (comparable managers): holder breadth 0.0% · share flow +7.0% · 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 | LPL Financial LLC | 140.69K | — | $1.41M | 0.0% | n/c | 1 | SEC ↗ |
| 2 | Morgan Stanley ✦ | 115.23K | +45.0% | $1.16M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 3 | Rockefeller Capital Management L.P. | 110.43K | — | $1.11M | 0.0% | n/c | 1 | SEC ↗ |
| 4 | Raymond James Financial Inc | 59.25K | — | $594,850 | 0.0% | n/c | 1 | SEC ↗ |
| 5 | Raymond James Financial Inc | 59.25K | — | $594,850 | 0.0% | n/c | 1 | SEC ↗ |
| 6 | Wells Fargo & Company/Mn | 50.70K | — | $509,048 | 0.0% | n/c | 1 | SEC ↗ |
| 7 | Wells Fargo & Company/Mn | 50.70K | — | $509,048 | 0.0% | n/c | 1 | SEC ↗ |
| 8 | UBS Group AG | 25.97K | — | $260,729 | 0.0% | n/c | 1 | SEC ↗ |
| 9 | UBS Group AG | 25.97K | — | $260,729 | 0.0% | n/c | 1 | SEC ↗ |
| 10 | Mariner, LLC | 18.21K | — | $182,844 | 0.0% | n/c | 1 | SEC ↗ |
| 11 | Royal Bank Of Canada | 11.01K | — | $111,000 | 0.0% | n/c | 1 | SEC ↗ |
| 12 | Us Bancorp \De\ | 8.23K | — | $82,649 | 0.0% | n/c | 1 | SEC ↗ |
| 13 | Osaic Holdings, Inc. | 4.00K | — | $40,160 | 0.0% | n/c | 1 | SEC ↗ |
| 14 | Bank Of America Corp /De/ | 500 | — | $5,020 | 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): 33 holders, 1.23M shares, $11.84M 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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