Security record · archived quarter
KBWP
name pending profile ingest
21Tracked holders
0Δ holders
585.83KShares held
$74.57MReported value
+0New positions
−0Exits
Momentum inputs (comparable managers): holder breadth 0.0% · share flow -12.2% · net new positions 0.0% — formula
All ownership figures: tracked 13F managers only, common-stock positions, reporting period Q4 2025
Ownership over time
| Quarter | Holders | Δ | Shares | Reported value | New | Exits |
|---|---|---|---|---|---|---|
| Q2 2026 | 25 | 0 | 390.18K | $49.46M | +4 | −4 |
| Q1 2026 | 25 | +4 | 509.12K | $60.58M | +4 | — |
| Q4 2025 | 21 | 0 | 585.83K | $74.57M | — | — |
| Q3 2025 | 6 | +1 | 216.00K | $26.71M | +1 | — |
| Q2 2025 | 3 | 0 | 31.02K | $3.81M | +1 | −1 |
| Q1 2025 | 2 | -1 | 7.19K | $895,553 | — | −1 |
| Q4 2024 | 3 | +1 | 27.95K | $3.24M | +1 | — |
| Q3 2024 | 2 | 0 | 29.98K | $3.46M | +1 | −1 |
| Q2 2024 | 2 | — | 21.04K | $2.16M | — | — |
Who holds it · Q4 2025
| # | Manager | Shares | Δ shares | Value | Their weight | Held | ||
|---|---|---|---|---|---|---|---|---|
| 1 | LPL Financial LLC | 226.34K | — | $28.81M | 0.0% | n/c | 1 | SEC ↗ |
| 2 | Cetera Investment Advisers | 53.72K | — | $6.84M | 0.0% | n/c | 1 | SEC ↗ |
| 3 | Two Sigma Investments ✦ | 45.90K | +12.8% | $5.84M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 4 | Goldman Sachs Group ✦ | 44.62K | +179.0% | $5.68M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 5 | Raymond James Financial Inc | 30.19K | — | $3.84M | 0.0% | n/c | 1 | SEC ↗ |
| 6 | Raymond James Financial Inc | 30.19K | — | $3.84M | 0.0% | n/c | 1 | SEC ↗ |
| 7 | Royal Bank Of Canada | 28.09K | — | $3.58M | 0.0% | n/c | 1 | SEC ↗ |
| 8 | Ameriprise Financial Inc | 27.50K | — | $3.50M | 0.0% | n/c | 1 | SEC ↗ |
| 9 | Morgan Stanley ✦ | 25.11K | -80.5% | $3.20M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 10 | Morgan Stanley ✦ | 25.11K | -80.5% | $3.20M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 11 | UBS Group AG | 19.71K | — | $2.51M | 0.0% | n/c | 1 | SEC ↗ |
| 12 | Bank Of America Corp /De/ | 17.90K | — | $2.28M | 0.0% | n/c | 1 | SEC ↗ |
| 13 | Bank Of America Corp /De/ | 17.90K | — | $2.28M | 0.0% | n/c | 1 | SEC ↗ |
| 14 | Envestnet Asset Management Inc | 17.00K | — | $2.16M | 0.0% | n/c | 1 | SEC ↗ |
| 15 | Citadel Advisors ✦ | 14.13K | -46.2% | $1.80M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 16 | Mml Investors Services, Llc | 12.90K | — | $1.64M | 0.0% | n/c | 1 | SEC ↗ |
| 17 | Susquehanna International Group, Llp | 6.23K | — | $793,309 | 0.0% | n/c | 1 | SEC ↗ |
| 18 | Osaic Holdings, Inc. | 5.82K | — | $741,231 | 0.0% | n/c | 1 | SEC ↗ |
| 19 | Osaic Holdings, Inc. | 5.82K | — | $741,231 | 0.0% | n/c | 1 | SEC ↗ |
| 20 | D. E. Shaw & Co. ✦ | 3.18K | 0.0% | $404,547 | 0.0% | Held | 7 | SEC ↗ |
| 21 | Commonwealth Equity Services, Llc | 3.02K | — | $384,791 | 0.0% | n/c | 1 | SEC ↗ |
| 22 | Jane Street Group, Llc | 2.75K | — | $350,319 | 0.0% | n/c | 1 | SEC ↗ |
| 23 | Fidelity (FMR) ✦ | 1.66K | +30.1% | $211,809 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 24 | Blair William & Co/Il | 70 | — | $8,911 | 0.0% | n/c | 1 | SEC ↗ |
| 25 | Wells Fargo & Company/Mn | 1 | — | $97 | 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, 968.54K shares, $114.50M 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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