Security record · archived quarter
CPSM
name pending profile ingest
6Tracked holders
0Δ holders
141.95KShares held
$4.09MReported value
+1New positions
−1Exits
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 Q1 2026
Ownership over time
Who holds it · Q1 2026
| # | Manager | Shares | Δ shares | Value | Their weight | Held | ||
|---|---|---|---|---|---|---|---|---|
| 1 | Commonwealth Equity Services, Llc | 38.80K | -56.6% | $1.12M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 2 | Cetera Investment Advisers | 34.53K | 0.0% | $996,409 | 0.0% | Held | 2 | SEC ↗ |
| 3 | JPMorgan Chase ✦ | 25.29K | -1.7% | $727,652 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 4 | Susquehanna International Group, Llp | 18.52K | -52.9% | $534,260 | 0.0% | ▼ Trim | 2 | SEC ↗ ×2 |
| 5 | LPL Financial LLC | 15.81K | New | $456,090 | 0.0% | New | 1 | SEC ↗ |
| 6 | Osaic Holdings, Inc. | 9.01K | -44.6% | $259,930 | 0.0% | ▼ Trim | 2 | SEC ↗ ×2 |
“Their weight” = the position's share of that manager's reported 13F equity value: the conviction measure. ✦ = curated manager.
New buyers
| LPL Financial LLC | $456,090 | 0.0% |
Exited
| UBS Group AG | $3,006 | was 0.0% |
Full-market context: across ALL 13F filers (SEC structured data, Q1 2026): 25 holders, 924.55K shares, $22.52M 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: Q1 2026 ·
Methodology ·
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