Security record · archived quarter
DBE
name pending profile ingest
19Tracked holders
0Δ holders
475.26KShares held
$8.30MReported value
+0New positions
−0Exits
Momentum inputs (comparable managers): holder breadth 0.0% · share flow -0.1% · 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 | Manufacturers Life Insurance… | 97.14K | n/a | $1.70M | 0.0% | n/c | 1 | SEC ↗ |
| 2 | Cetera Investment Advisers | 76.89K | n/a | $1.34M | 0.0% | n/c | 1 | SEC ↗ |
| 3 | Bank Of America Corp /De/ | 53.12K | n/a | $927,654 | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 4 | Envestnet Asset Management Inc | 51.04K | n/a | $891,393 | 0.0% | n/c | 1 | SEC ↗ |
| 5 | Susquehanna International Group, Llp | 40.25K | n/a | $702,984 | 0.0% | n/c | 1 | SEC ↗ |
| 6 | LPL Financial LLC | 39.63K | n/a | $692,175 | 0.0% | n/c | 1 | SEC ↗ |
| 7 | Wells Fargo & Company/Mn | 28.62K | n/a | $499,803 | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 8 | Jane Street Group, Llc | 24.55K | n/a | $428,853 | 0.0% | n/c | 1 | SEC ↗ |
| 9 | Stifel Financial Corp | 21.26K | n/a | $371,350 | 0.0% | n/c | 1 | SEC ↗ |
| 10 | Ameriprise Financial Inc | 11.83K | n/a | $206,553 | 0.0% | n/c | 1 | SEC ↗ ×3 |
| 11 | Cwm, Llc | 7.17K | n/a | $125,000 | 0.0% | n/c | 1 | SEC ↗ |
| 12 | UBS Group AG | 6.66K | n/a | $116,282 | 0.0% | n/c | 1 | SEC ↗ |
| 13 | Barclays Plc | 5.11K | n/a | $89,159 | 0.0% | n/c | 1 | SEC ↗ |
| 14 | Royal Bank Of Canada | 3.63K | n/a | $63,000 | 0.0% | n/c | 1 | SEC ↗ |
| 15 | Morgan Stanley ✦ | 3.60K | -9.6% | $62,896 | 0.0% | ▼ Trim | 2 | SEC ↗ ×3 |
| 16 | Osaic Holdings, Inc. | 2.93K | n/a | $51,172 | 0.0% | n/c | 1 | SEC ↗ |
| 17 | Pnc Financial Services Group, Inc. | 1.52K | n/a | $26,494 | 0.0% | n/c | 1 | SEC ↗ |
| 18 | Jones Financial Companies Lllp | 200 | n/a | $3,493 | 0.0% | n/c | 1 | SEC ↗ |
| 19 | National Bank Of Canada /Fi/ | 125 | n/a | $2,179 | 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, 1.03M shares, $27.80M 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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