Security record · archived quarter
CMDY
name pending profile ingest
21Tracked holders
0Δ holders
1.82MShares held
$88.86MReported value
+0New positions
−0Exits
Momentum inputs (comparable managers): holder breadth 0.0% · share flow -5.8% · net new positions 0.0% — formula
All ownership figures: tracked 13F managers only, common-stock positions, reporting period Q4 2025
Ownership over time
| Quarter | Holders | Δ | Shares | Reported value | New | Exits |
|---|---|---|---|---|---|---|
| Q2 2026 | 24 | +2 | 3.59M | $197.90M | +4 | −2 |
| Q1 2026 | 23 | +2 | 3.18M | $188.42M | +4 | −2 |
| Q4 2025 | 21 | 0 | 1.82M | $88.86M | — | — |
| Q3 2025 | 3 | 0 | 256.54K | $13.49M | — | — |
| Q2 2025 | 1 | — | 82 | $4,150 | — | — |
| Q4 2024 | 1 | +1 | 19.39K | $922,548 | +1 | — |
Who holds it · Q4 2025
| # | Manager | Shares | Δ shares | Value | Their weight | Held | ||
|---|---|---|---|---|---|---|---|---|
| 1 | Envestnet Asset Management Inc | 424.30K | — | $20.68M | 0.0% | n/c | 1 | SEC ↗ |
| 2 | Ameriprise Financial Inc | 397.97K | — | $19.41M | 0.0% | n/c | 1 | SEC ↗ |
| 3 | Ameriprise Financial Inc | 397.97K | — | $19.41M | 0.0% | n/c | 1 | SEC ↗ |
| 4 | Ameriprise Financial Inc | 397.97K | — | $19.41M | 0.0% | n/c | 1 | SEC ↗ |
| 5 | TD Waterhouse Canada Inc. | 315.11K | — | $15.34M | 0.1% | n/c | 1 | SEC ↗ |
| 6 | Osaic Holdings, Inc. | 160.98K | — | $7.85M | 0.0% | n/c | 1 | SEC ↗ |
| 7 | Osaic Holdings, Inc. | 160.98K | — | $7.85M | 0.0% | n/c | 1 | SEC ↗ |
| 8 | Osaic Holdings, Inc. | 160.98K | — | $7.85M | 0.0% | n/c | 1 | SEC ↗ |
| 9 | Bank Of America Corp /De/ | 151.46K | — | $7.38M | 0.0% | n/c | 1 | SEC ↗ |
| 10 | Bank Of America Corp /De/ | 151.46K | — | $7.38M | 0.0% | n/c | 1 | SEC ↗ |
| 11 | Bank Of America Corp /De/ | 151.46K | — | $7.38M | 0.0% | n/c | 1 | SEC ↗ |
| 12 | Bank Of America Corp /De/ | 151.46K | — | $7.38M | 0.0% | n/c | 1 | SEC ↗ |
| 13 | JPMorgan Chase ✦ | 137.13K | -45.0% | $6.68M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 14 | LPL Financial LLC | 109.49K | — | $5.34M | 0.0% | n/c | 1 | SEC ↗ |
| 15 | Raymond James Financial Inc | 58.40K | — | $2.85M | 0.0% | n/c | 1 | SEC ↗ |
| 16 | Raymond James Financial Inc | 58.40K | — | $2.85M | 0.0% | n/c | 1 | SEC ↗ |
| 17 | Cetera Investment Advisers | 19.56K | — | $953,733 | 0.0% | n/c | 1 | SEC ↗ |
| 18 | Focus Partners Wealth | 9.74K | — | $474,825 | 0.0% | n/c | 1 | SEC ↗ |
| 19 | Us Bancorp \De\ | 9.24K | — | $450,495 | 0.0% | n/c | 1 | SEC ↗ |
| 20 | Mml Investors Services, Llc | 8.52K | — | $415,211 | 0.0% | n/c | 1 | SEC ↗ |
| 21 | Morgan Stanley ✦ | 6.80K | +5.7% | $331,500 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 22 | Truist Financial Corp | 6.69K | — | $326,329 | 0.0% | n/c | 1 | SEC ↗ |
| 23 | Commonwealth Equity Services, Llc | 5.20K | — | $253,700 | 0.0% | n/c | 1 | SEC ↗ |
| 24 | Rockefeller Capital Management L.P. | 1.59K | — | $77,487 | 0.0% | n/c | 1 | SEC ↗ |
| 25 | Fidelity (FMR) ✦ | 685 | 0.0% | $33,408 | 0.0% | Held | 3 | SEC ↗ |
| 26 | Wells Fargo & Company/Mn | 89 | — | $4,339 | 0.0% | n/c | 1 | SEC ↗ |
| 27 | Cwm, Llc | 62 | — | $3,000 | 0.0% | n/c | 1 | SEC ↗ |
| 28 | Royal Bank Of Canada | 48 | — | $2,000 | 0.0% | n/c | 1 | SEC ↗ |
| 29 | Simplex Trading, Llc | 32 | — | $1,560 | 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): 71 holders, 4.47M shares, $258.29M 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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