Security record · archived quarter
HOLA
name pending profile ingest
18Tracked holders
0Δ holders
1.22MShares held
$63.91MReported value
+1New positions
−1Exits
Momentum inputs (comparable managers): holder breadth 0.0% · share flow +0.8% · 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 | Royal Bank Of Canada | 301.84K | n/a | $15.77M | 0.0% | n/c | 1 | SEC ↗ |
| 2 | Ameriprise Financial Inc | 199.28K | n/a | $10.40M | 0.0% | n/c | 1 | SEC ↗ ×3 |
| 3 | Mariner, LLC | 187.59K | n/a | $9.80M | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 4 | LPL Financial LLC | 127.32K | n/a | $6.65M | 0.0% | n/c | 1 | SEC ↗ |
| 5 | Cetera Investment Advisers | 80.40K | n/a | $4.20M | 0.0% | n/c | 1 | SEC ↗ |
| 6 | Osaic Holdings, Inc. | 77.68K | n/a | $4.06M | 0.0% | n/c | 1 | SEC ↗ |
| 7 | Jane Street Group, Llc | 74.05K | n/a | $3.87M | 0.0% | n/c | 1 | SEC ↗ |
| 8 | Focus Partners Wealth | 52.56K | n/a | $2.75M | 0.0% | n/c | 1 | SEC ↗ |
| 9 | Commonwealth Equity Services, Llc | 38.12K | n/a | $1.99M | 0.0% | n/c | 1 | SEC ↗ |
| 10 | Baird Financial Group, Inc. | 26.00K | n/a | $1.36M | 0.0% | n/c | 1 | SEC ↗ |
| 11 | Wells Fargo & Company/Mn | 20.53K | n/a | $1.07M | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 12 | JPMorgan Chase ✦ | 10.29K | New | $537,759 | 0.0% | New | 1 | SEC ↗ |
| 13 | Raymond James Financial Inc | 8.40K | n/a | $439,025 | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 14 | Creative Planning | 7.88K | n/a | $411,424 | 0.0% | n/c | 1 | SEC ↗ |
| 15 | Stifel Financial Corp | 5.74K | n/a | $300,066 | 0.0% | n/c | 1 | SEC ↗ |
| 16 | Mml Investors Services, Llc | 5.31K | n/a | $277,350 | 0.0% | n/c | 1 | SEC ↗ |
| 17 | UBS Group AG | 279 | n/a | $14,575 | 0.0% | n/c | 1 | SEC ↗ |
| 18 | Morgan Stanley ✦ | 269 | -11.5% | $14,053 | 0.0% | ▼ Trim | 2 | SEC ↗ |
“Their weight” = the position's share of that manager's reported 13F equity value: the conviction measure. ✦ = curated manager.
New buyers
| JPMorgan Chase | $537,759 | 0.0% |
Exited
| Fidelity (FMR) | $1,060 | was 0.0% |
Full-market context: across ALL 13F filers (SEC structured data, Q1 2026): 49 holders, 2.76M shares, $144.19M 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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