Security record · archived quarter
HSCZ
name pending profile ingest
17Tracked holders
0Δ holders
506.05KShares held
$19.70MReported value
+0New positions
−0Exits
Momentum inputs (comparable managers): holder breadth 0.0% · share flow +1.7% · 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 | LPL Financial LLC | 133.69K | — | $5.20M | 0.0% | n/c | 1 | SEC ↗ |
| 2 | Cetera Investment Advisers | 96.13K | — | $3.74M | 0.0% | n/c | 1 | SEC ↗ |
| 3 | Bank Of America Corp /De/ | 88.94K | — | $3.46M | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 4 | Commonwealth Equity Services, Llc | 57.44K | — | $2.24M | 0.0% | n/c | 1 | SEC ↗ |
| 5 | Envestnet Asset Management Inc | 40.97K | — | $1.59M | 0.0% | n/c | 1 | SEC ↗ |
| 6 | Mml Investors Services, Llc | 40.96K | — | $1.59M | 0.0% | n/c | 1 | SEC ↗ |
| 7 | Citadel Advisors ✦ | 17.85K | +94.7% | $694,507 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 8 | Raymond James Financial Inc | 15.65K | — | $608,808 | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 9 | Osaic Holdings, Inc. | 7.07K | — | $275,183 | 0.0% | n/c | 1 | SEC ↗ |
| 10 | Wealth Enhancement Advisory… | 5.97K | — | $236,785 | 0.0% | n/c | 1 | SEC ↗ |
| 11 | Morgan Stanley ✦ | 739 | 0.0% | $28,757 | 0.0% | Held | 2 | SEC ↗ ×2 |
| 12 | Northwestern Mutual Wealth… | 245 | — | $9,534 | 0.0% | n/c | 1 | SEC ↗ |
| 13 | Fidelity (FMR) ✦ | 153 | -5.6% | $5,937 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 14 | Royal Bank Of Canada | 96 | — | $4,000 | 0.0% | n/c | 1 | SEC ↗ |
| 15 | Bank Of Montreal /Can/ | 88 | — | $2,903 | 0.0% | n/c | 1 | SEC ↗ |
| 16 | Assetmark, Inc | 61 | — | $2,374 | 0.0% | n/c | 1 | SEC ↗ |
| 17 | Wells Fargo & Company/Mn | 0 | — | $8 | 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): 58 holders, 2.43M shares, $85.91M 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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