Security record · archived quarter
CWS
name pending profile ingest
18Tracked holders
0Δ holders
604.14KShares held
$41.52MReported value
+0New positions
−0Exits
Momentum inputs (comparable managers): holder breadth 0.0% · share flow 0.0% · 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 | Cibc World Market Inc. | 127.50K | n/a | $8.76M | 0.0% | n/c | 1 | SEC ↗ |
| 2 | Osaic Holdings, Inc. | 107.02K | n/a | $7.36M | 0.0% | n/c | 1 | SEC ↗ ×3 |
| 3 | LPL Financial LLC | 101.68K | n/a | $6.99M | 0.0% | n/c | 1 | SEC ↗ |
| 4 | Stifel Financial Corp | 91.73K | n/a | $6.30M | 0.0% | n/c | 1 | SEC ↗ |
| 5 | Cetera Investment Advisers | 66.13K | n/a | $4.54M | 0.0% | n/c | 1 | SEC ↗ |
| 6 | Raymond James Financial Inc | 64.40K | n/a | $4.43M | 0.0% | n/c | 1 | SEC ↗ |
| 7 | Envestnet Asset Management Inc | 11.96K | n/a | $822,144 | 0.0% | n/c | 1 | SEC ↗ |
| 8 | Cerity Partners LLC | 10.20K | n/a | $701,036 | 0.0% | n/c | 1 | SEC ↗ |
| 9 | Mml Investors Services, Llc | 8.22K | n/a | $564,664 | 0.0% | n/c | 1 | SEC ↗ |
| 10 | Susquehanna International Group, Llp | 5.60K | n/a | $385,157 | 0.0% | n/c | 1 | SEC ↗ |
| 11 | Captrust Financial Advisors | 3.65K | n/a | $250,723 | 0.0% | n/c | 1 | SEC ↗ |
| 12 | Commonwealth Equity Services, Llc | 3.10K | n/a | $213,050 | 0.0% | n/c | 1 | SEC ↗ |
| 13 | UBS Group AG | 2.22K | n/a | $152,647 | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 14 | Us Bancorp \De\ | 400 | n/a | $27,492 | 0.0% | n/c | 1 | SEC ↗ |
| 15 | Assetmark, Inc | 280 | n/a | $19,244 | 0.0% | n/c | 1 | SEC ↗ |
| 16 | Morgan Stanley ✦ | 42 | 0.0% | $2,938 | 0.0% | Held | 2 | SEC ↗ ×2 |
| 17 | JPMorgan Chase ✦ | 0 | n/a | $41 | 0.0% | Held | 2 | SEC ↗ |
| 18 | Wells Fargo & Company/Mn | 1 | n/a | $36 | 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): 55 holders, 1.00M shares, $58.68M 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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