Security record · archived quarter
HOLA
name pending profile ingest
18Tracked holders
0Δ holders
1.29MShares held
$67.71MReported value
+1New positions
−1Exits
Momentum inputs (comparable managers): holder breadth 0.0% · share flow +5.3% · net new positions 0.0% — formula
All ownership figures: tracked 13F managers only, common-stock positions, reporting period Q1 2026
Ownership over time
| Quarter | Holders | Δ | Shares | Reported value | New | Exits |
|---|---|---|---|---|---|---|
| Q2 2026 | 19 | +1 | 841.43K | $46.59M | +1 | — |
| Q1 2026 | 18 | 0 | 1.29M | $67.71M | +1 | −1 |
| Q4 2025 | 18 | 0 | 1.22M | $63.91M | +1 | −1 |
| Q3 2025 | 2 | +1 | 325 | $16,738 | +1 | — |
Who holds it · Q1 2026
| # | Manager | Shares | Δ shares | Value | Their weight | Held | ||
|---|---|---|---|---|---|---|---|---|
| 1 | Royal Bank Of Canada | 311.17K | +3.1% | $16.37M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 2 | Ameriprise Financial Inc | 213.77K | +7.3% | $11.24M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 3 | Ameriprise Financial Inc | 213.77K | +7.3% | $11.24M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 4 | Ameriprise Financial Inc | 213.77K | +7.3% | $11.24M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 5 | Mariner, LLC | 207.39K | +10.6% | $10.91M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 6 | Mariner, LLC | 207.39K | +10.6% | $10.91M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 7 | LPL Financial LLC | 144.69K | +13.6% | $7.61M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 8 | Osaic Holdings, Inc. | 93.22K | +20.0% | $4.90M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 9 | Jane Street Group, Llc | 56.78K | -23.3% | $2.99M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 10 | Focus Partners Wealth | 50.52K | -3.9% | $2.66M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 11 | Cetera Investment Advisers | 45.76K | -43.1% | $2.41M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 12 | Commonwealth Equity Services, Llc | 40.43K | +6.0% | $2.13M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 13 | Wells Fargo & Company/Mn | 30.84K | +50.2% | $1.62M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 14 | Wells Fargo & Company/Mn | 30.84K | +50.2% | $1.62M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 15 | JPMorgan Chase ✦ | 27.04K | +162.7% | $1.39M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 16 | Baird Financial Group, Inc. | 25.96K | -0.1% | $1.37M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 17 | Raymond James Financial Inc | 12.07K | +43.6% | $634,672 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 18 | Raymond James Financial Inc | 12.07K | +43.6% | $634,672 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 19 | Citadel Advisors ✦ | 8.54K | New | $449,414 | 0.0% | New | 1 | SEC ↗ |
| 20 | Creative Planning | 7.43K | -5.7% | $390,590 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 21 | Stifel Financial Corp | 6.36K | +10.7% | $334,432 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 22 | Mml Investors Services, Llc | 5.01K | -5.6% | $263,528 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 23 | Morgan Stanley ✦ | 882 | +227.9% | $46,393 | 0.0% | ▲ Add | 3 | SEC ↗ |
“Their weight” = the position's share of that manager's reported 13F equity value — the conviction measure. ✦ = curated manager.
New buyers
| Citadel Advisors | $449,414 | 0.0% |
Exited
| UBS Group AG | $14,575 | 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: Q1 2026 ·
Methodology ·
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