Security record · archived quarter
IDNA
name pending profile ingest
22Tracked holders
0Δ holders
1.48MShares held
$38.79MReported value
+0New positions
−0Exits
Momentum inputs (comparable managers): holder breadth 0.0% · share flow -0.4% · 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 | UBS Group AG | 485.99K | — | $12.73M | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 2 | Bank Of America Corp /De/ | 346.70K | — | $9.08M | 0.0% | n/c | 1 | SEC ↗ ×3 |
| 3 | Raymond James Financial Inc | 140.42K | — | $3.68M | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 4 | Ameriprise Financial Inc | 100.27K | — | $2.63M | 0.0% | n/c | 1 | SEC ↗ |
| 5 | LPL Financial LLC | 63.45K | — | $1.66M | 0.0% | n/c | 1 | SEC ↗ |
| 6 | Morgan Stanley ✦ | 62.52K | +13.0% | $1.64M | 0.0% | ▲ Add | 2 | SEC ↗ ×3 |
| 7 | Royal Bank Of Canada | 60.85K | — | $1.59M | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 8 | Jane Street Group, Llc | 52.45K | — | $1.37M | 0.0% | n/c | 1 | SEC ↗ |
| 9 | Lido Advisors, LLC | 31.69K | — | $748,479 | 0.0% | n/c | 1 | SEC ↗ |
| 10 | Commonwealth Equity Services, Llc | 27.86K | — | $729,520 | 0.0% | n/c | 1 | SEC ↗ |
| 11 | Wells Fargo & Company/Mn | 23.55K | — | $616,669 | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 12 | Jones Financial Companies Lllp | 19.50K | — | $510,608 | 0.0% | n/c | 1 | SEC ↗ |
| 13 | Cetera Investment Advisers | 14.44K | — | $378,262 | 0.0% | n/c | 1 | SEC ↗ |
| 14 | Susquehanna International Group, Llp | 12.65K | — | $331,434 | 0.0% | n/c | 1 | SEC ↗ |
| 15 | Citadel Advisors ✦ | 11.49K | -52.6% | $300,923 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 16 | Envestnet Asset Management Inc | 9.40K | — | $246,139 | 0.0% | n/c | 1 | SEC ↗ |
| 17 | Mml Investors Services, Llc | 8.83K | — | $231,185 | 0.0% | n/c | 1 | SEC ↗ |
| 18 | Osaic Holdings, Inc. | 8.72K | — | $228,401 | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 19 | Rockefeller Capital Management L.P. | 2.32K | — | $60,822 | 0.0% | n/c | 1 | SEC ↗ |
| 20 | Northwestern Mutual Wealth… | 520 | — | $13,619 | 0.0% | n/c | 1 | SEC ↗ |
| 21 | Qube Research & Technologies Ltd | 330 | — | $8,643 | 0.0% | n/c | 1 | SEC ↗ |
| 22 | Pnc Financial Services Group, Inc. | 100 | — | $2,619 | 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): 61 holders, 2.13M shares, $61.13M 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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