Security record · archived quarter
DFIP
name pending profile ingest
21Tracked holders
0Δ holders
712.83KShares held
$29.62MReported value
+0New positions
−0Exits
Momentum inputs (comparable managers): holder breadth 0.0% · share flow -3.9% · 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 | Envestnet Asset Management Inc | 138.25K | — | $5.75M | 0.0% | n/c | 1 | SEC ↗ |
| 2 | Goldman Sachs Group ✦ | 112.72K | -5.0% | $4.68M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 3 | Citadel Advisors ✦ | 94.86K | -17.1% | $3.94M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 4 | Assetmark, Inc | 72.13K | — | $3.00M | 0.0% | n/c | 1 | SEC ↗ |
| 5 | Commonwealth Equity Services, Llc | 42.14K | — | $1.75M | 0.0% | n/c | 1 | SEC ↗ |
| 6 | Truist Financial Corp | 39.86K | — | $1.66M | 0.0% | n/c | 1 | SEC ↗ |
| 7 | Royal Bank Of Canada | 39.17K | — | $1.63M | 0.0% | n/c | 1 | SEC ↗ ×3 |
| 8 | Focus Partners Wealth | 32.83K | — | $1.36M | 0.0% | n/c | 1 | SEC ↗ |
| 9 | Wealth Enhancement Advisory… | 30.32K | — | $1.26M | 0.0% | n/c | 1 | SEC ↗ |
| 10 | LPL Financial LLC | 24.09K | — | $1.00M | 0.0% | n/c | 1 | SEC ↗ |
| 11 | Jane Street Group, Llc | 21.26K | — | $883,293 | 0.0% | n/c | 1 | SEC ↗ |
| 12 | Cwm, Llc | 17.75K | — | $738,000 | 0.0% | n/c | 1 | SEC ↗ |
| 13 | Osaic Holdings, Inc. | 10.25K | — | $425,889 | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 14 | Citigroup Inc | 9.45K | — | $392,653 | 0.0% | n/c | 1 | SEC ↗ |
| 15 | Hrt Financial Lp | 7.74K | — | $321,000 | 0.0% | n/c | 1 | SEC ↗ |
| 16 | JPMorgan Chase ✦ | 7.05K | -29.2% | $292,825 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 17 | Jones Financial Companies Lllp | 5.48K | — | $227,826 | 0.0% | n/c | 1 | SEC ↗ |
| 18 | Stifel Financial Corp | 5.43K | — | $225,768 | 0.0% | n/c | 1 | SEC ↗ |
| 19 | Morgan Stanley ✦ | 1.34K | -32.4% | $55,767 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 20 | Franklin Resources Inc | 550 | — | $22,855 | 0.0% | n/c | 1 | SEC ↗ |
| 21 | Qube Research & Technologies Ltd | 161 | — | $6,690 | 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): 161 holders, 18.17M shares, $752.75M 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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