Security record · archived quarter
DFSE
name pending profile ingest
19Tracked holders
0Δ holders
876.95KShares held
$36.56MReported 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 | Focus Partners Wealth | 533.47K | n/a | $22.13M | 0.0% | n/c | 1 | SEC ↗ |
| 2 | Corient Private Wealth LP | 88.77K | n/a | $3.68M | 0.0% | n/c | 1 | SEC ↗ ×3 |
| 3 | Wealth Enhancement Advisory… | 84.62K | n/a | $3.64M | 0.0% | n/c | 1 | SEC ↗ |
| 4 | Mercer Global Advisors Inc /Adv | 52.60K | n/a | $2.18M | 0.0% | n/c | 1 | SEC ↗ |
| 5 | Cerity Partners LLC | 28.58K | n/a | $1.24M | 0.0% | n/c | 1 | SEC ↗ |
| 6 | Jane Street Group, Llc | 23.25K | n/a | $964,327 | 0.0% | n/c | 1 | SEC ↗ |
| 7 | LPL Financial LLC | 12.08K | n/a | $501,061 | 0.0% | n/c | 1 | SEC ↗ |
| 8 | HighTower Advisors, LLC | 12.04K | n/a | $499,212 | 0.0% | n/c | 1 | SEC ↗ |
| 9 | Commonwealth Equity Services, Llc | 11.60K | n/a | $481,290 | 0.0% | n/c | 1 | SEC ↗ |
| 10 | Mariner, LLC | 10.64K | n/a | $441,436 | 0.0% | n/c | 1 | SEC ↗ |
| 11 | Captrust Financial Advisors | 6.99K | n/a | $290,084 | 0.0% | n/c | 1 | SEC ↗ |
| 12 | Creative Planning | 5.15K | n/a | $213,660 | 0.0% | n/c | 1 | SEC ↗ |
| 13 | Osaic Holdings, Inc. | 2.14K | n/a | $88,686 | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 14 | JPMorgan Chase ✦ | 1.82K | +114.7% | $75,701 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 15 | Cwm, Llc | 1.14K | n/a | $47,000 | 0.0% | n/c | 1 | SEC ↗ |
| 16 | Us Bancorp \De\ | 824 | n/a | $34,180 | 0.0% | n/c | 1 | SEC ↗ |
| 17 | Royal Bank Of Canada | 563 | n/a | $23,000 | 0.0% | n/c | 1 | SEC ↗ |
| 18 | Bank Of Montreal /Can/ | 420 | n/a | $17,422 | 0.0% | n/c | 1 | SEC ↗ |
| 19 | UBS Group AG | 255 | n/a | $10,577 | 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): 172 holders, 8.95M shares, $374.68M 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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