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
Who holds it · Q4 2025
| # | Manager | Shares | Δ shares | Value | Their weight | Held | ||
|---|---|---|---|---|---|---|---|---|
| 1 | Dimensional Fund Advisors Lp | 3.23K | n/a | $566,754 | 0.0% | n/c | 1 | SEC ↗ ×3 |
| 2 | Morgan Stanley ✦ | 2.71K | -0.2% | $453,198 | 0.0% | ▼ Trim | 2 | SEC ↗ ×4 |
| 3 | Bank Of America Corp /De/ | 1.00K | n/a | $167,350 | 0.0% | n/c | 1 | SEC ↗ |
| 4 | BlackRock ✦ (passive) | 680 | 0.0% | $113,798 | 0.0% | Held | 3 | SEC ↗ |
| 5 | Rhumbline Advisers | 113 | n/a | $19,833 | 0.0% | n/c | 1 | SEC ↗ |
| 6 | Bnp Paribas Financial Markets | 100 | n/a | $17,204 | 0.0% | n/c | 1 | SEC ↗ |
| 7 | UBS Group AG | 17 | n/a | $2,845 | 0.0% | n/c | 1 | SEC ↗ |
| 8 | Osaic Holdings, Inc. | 5 | n/a | $837 | 0.0% | n/c | 1 | SEC ↗ |
| 9 | Wells Fargo & Company/Mn | 0 | n/a | $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 ·
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