Security record · archived quarter
FORTY
name pending profile ingest
9Tracked holders
0Δ holders
7.85KShares held
$1.34MReported 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
| Quarter | Holders | Δ | Shares | Reported value | New | Exits |
|---|---|---|---|---|---|---|
| Q2 2026 | 8 | +1 | 7.37K | $758,004 | +1 | — |
| Q1 2026 | 7 | -2 | 6.93K | $790,413 | — | −2 |
| Q4 2025 | 9 | 0 | 7.85K | $1.34M | — | — |
| Q3 2025 | 2 | 0 | 3.39K | $476,147 | — | — |
| Q2 2025 | 1 | — | 680 | $86,870 | — | — |
Who holds it · Q4 2025
| # | Manager | Shares | Δ shares | Value | Their weight | Held | ||
|---|---|---|---|---|---|---|---|---|
| 1 | Dimensional Fund Advisors Lp | 3.23K | — | $566,754 | 0.0% | n/c | 1 | SEC ↗ |
| 2 | Dimensional Fund Advisors Lp | 3.23K | — | $566,754 | 0.0% | n/c | 1 | SEC ↗ |
| 3 | Dimensional Fund Advisors Lp | 3.23K | — | $566,754 | 0.0% | n/c | 1 | SEC ↗ |
| 4 | Morgan Stanley ✦ | 2.71K | -0.2% | $453,198 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 5 | Morgan Stanley ✦ | 2.71K | -0.2% | $453,198 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 6 | Morgan Stanley ✦ | 2.71K | -0.2% | $453,198 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 7 | Morgan Stanley ✦ | 2.71K | -0.2% | $453,198 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 8 | Bank Of America Corp /De/ | 1.00K | — | $167,350 | 0.0% | n/c | 1 | SEC ↗ |
| 9 | BlackRock ✦ (passive) | 680 | 0.0% | $113,798 | 0.0% | Held | 3 | SEC ↗ |
| 10 | Rhumbline Advisers | 113 | — | $19,833 | 0.0% | n/c | 1 | SEC ↗ |
| 11 | Bnp Paribas Financial Markets | 100 | — | $17,204 | 0.0% | n/c | 1 | SEC ↗ |
| 12 | UBS Group AG | 17 | — | $2,845 | 0.0% | n/c | 1 | SEC ↗ |
| 13 | Osaic Holdings, Inc. | 5 | — | $837 | 0.0% | n/c | 1 | SEC ↗ |
| 14 | Wells Fargo & Company/Mn | 0 | — | $20 | 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): 15 holders, 851.21K shares, $2.87M 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