Security record · archived quarter
FDLS
name pending profile ingest
10Tracked holders
0Δ holders
291.02KShares held
$10.75MReported value
+1New positions
−1Exits
Momentum inputs (comparable managers): holder breadth 0.0% · share flow +30.0% · net new positions 0.0% · formula
All ownership figures: tracked 13F managers only, common-stock positions, reporting period Q1 2026
Ownership over time
Who holds it · Q1 2026
| # | Manager | Shares | Δ shares | Value | Their weight | Held | ||
|---|---|---|---|---|---|---|---|---|
| 1 | LPL Financial LLC | 128.53K | +145.0% | $4.75M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 2 | Envestnet Asset Management Inc | 62.23K | +31.7% | $2.30M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 3 | Raymond James Financial Inc | 35.57K | +155.9% | $1.31M | 0.0% | ▲ Add | 2 | SEC ↗ ×2 |
| 4 | Goldman Sachs Group ✦ | 28.30K | +87.5% | $1.05M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 5 | Cetera Investment Advisers | 10.96K | +54.6% | $404,678 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 6 | Jane Street Group, Llc | 8.73K | New | $322,486 | 0.0% | New | 1 | SEC ↗ |
| 7 | Osaic Holdings, Inc. | 8.69K | +419.3% | $321,101 | 0.0% | ▲ Add | 2 | SEC ↗ ×2 |
| 8 | Commonwealth Equity Services, Llc | 7.34K | +24.2% | $271,160 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 9 | Morgan Stanley ✦ | 615 | +2.3% | $22,726 | 0.0% | ▲ Add | 3 | SEC ↗ ×2 |
| 10 | Fidelity (FMR) ✦ | 54 | 0.0% | $1,997 | 0.0% | Held | 4 | SEC ↗ |
“Their weight” = the position's share of that manager's reported 13F equity value: the conviction measure. ✦ = curated manager.
New buyers
| Jane Street Group, Llc | $322,486 | 0.0% |
Exited
| Northwestern Mutual Wealth… | $5,897 | 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: Q1 2026 ·
Methodology ·
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