Security record · archived quarter
FDLS
name pending profile ingest
10Tracked holders
0Δ holders
144.18KShares held
$5.15MReported value
+1New positions
−1Exits
Momentum inputs (comparable managers): holder breadth 0.0% · share flow +4.3% · 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 | LPL Financial LLC | 52.46K | — | $1.87M | 0.0% | n/c | 1 | SEC ↗ |
| 2 | Envestnet Asset Management Inc | 47.24K | — | $1.69M | 0.0% | n/c | 1 | SEC ↗ |
| 3 | Goldman Sachs Group ✦ | 15.09K | New | $539,281 | 0.0% | New | 1 | SEC ↗ |
| 4 | Raymond James Financial Inc | 13.90K | — | $496,750 | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 5 | Cetera Investment Advisers | 7.09K | — | $253,325 | 0.0% | n/c | 1 | SEC ↗ |
| 6 | Commonwealth Equity Services, Llc | 5.91K | — | $211,240 | 0.0% | n/c | 1 | SEC ↗ |
| 7 | Osaic Holdings, Inc. | 1.67K | — | $59,826 | 0.0% | n/c | 1 | SEC ↗ |
| 8 | Morgan Stanley ✦ | 601 | -1.1% | $21,487 | 0.0% | ▼ Trim | 2 | SEC ↗ ×2 |
| 9 | Northwestern Mutual Wealth… | 165 | — | $5,897 | 0.0% | n/c | 1 | SEC ↗ |
| 10 | Fidelity (FMR) ✦ | 54 | -35.7% | $1,932 | 0.0% | ▼ Trim | 3 | SEC ↗ |
“Their weight” = the position's share of that manager's reported 13F equity value — the conviction measure. ✦ = curated manager.
New buyers
| Goldman Sachs Group | $539,281 | 0.0% |
Exited
| Citadel Advisors | $316,966 | was 0.0% |
Full-market context: across ALL 13F filers (SEC structured data, Q1 2026): 37 holders, 2.27M shares, $81.96M 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 ·
Get this via the API