Security record · archived quarter
MOVE
name pending profile ingest
7Tracked holders
0Δ holders
43.36KShares held
$599,349Reported value
+1New positions
−1Exits
Momentum inputs (comparable managers): holder breadth 0.0% · share flow +30.0% · net new positions 0.0% · formula
All ownership figures: tracked 13F managers only, common-stock positions, reporting period Q1 2026
Ownership over time
Who holds it · Q1 2026
| # | Manager | Shares | Δ shares | Value | Their weight | Held | ||
|---|---|---|---|---|---|---|---|---|
| 1 | Raymond James Financial Inc | 32.84K | +59.1% | $453,891 | 0.0% | ▲ Add | 2 | SEC ↗ ×2 |
| 2 | Vanguard Capital Management Llc | 6.15K | n/a | $85,007 | 0.0% | n/c | 1 | SEC ↗ |
| 3 | UBS Group AG | 3.47K | +978.9% | $48,010 | 0.0% | ▲ Add | 2 | SEC ↗ ×2 |
| 4 | Northwestern Mutual Wealth… | 741 | -39.6% | $10,241 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 5 | JPMorgan Chase ✦ | 66 | 0.0% | $1,025 | 0.0% | Held | 2 | SEC ↗ |
| 6 | Osaic Holdings, Inc. | 50 | New | $691 | 0.0% | New | 1 | SEC ↗ |
| 7 | BlackRock ✦ (passive) | 35 | 0.0% | $484 | 0.0% | Held | 2 | SEC ↗ |
“Their weight” = the position's share of that manager's reported 13F equity value: the conviction measure. ✦ = curated manager.
New buyers
| Osaic Holdings, Inc. | $691 | 0.0% |
Exited
| Bank Of America Corp /De/ | $125 | was 0.0% |
Full-market context: across ALL 13F filers (SEC structured data, Q1 2026): 11 holders, 87.03K shares, $1.20M 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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