Security record
NBDS
name pending profile ingest
6Tracked holders
0Δ holders
2.96MShares held
$125.53MReported value
+2New positions
−2Exits
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 Q2 2026
Ownership over time
| Quarter | Holders | Δ | Shares | Reported value | New | Exits |
|---|---|---|---|---|---|---|
| Q2 2026 | 6 | 0 | 2.96M | $125.53M | +2 | −2 |
| Q1 2026 | 6 | 0 | 456.47K | $14.00M | +2 | −2 |
| Q4 2025 | 6 | — | 437.55K | $15.51M | — | — |
| Q1 2025 | 1 | 0 | 11.71K | $310,499 | — | — |
| Q4 2024 | 1 | +1 | 12.20K | $363,087 | +1 | — |
Who holds it · Q2 2026
| # | Manager | Shares | Δ shares | Value | Their weight | Held | ||
|---|---|---|---|---|---|---|---|---|
| 1 | Neuberger Berman Group LLC | 2.93M | +587.7% | $124.31M | 0.1% | ▲ Add | 3 | SEC ↗ |
| 2 | Neuberger Berman Group LLC | 2.93M | +587.7% | $124.31M | 0.1% | ▲ Add | 3 | SEC ↗ |
| 3 | Assetmark, Inc | 17.02K | +16.8% | $722,669 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 4 | Wealth Enhancement Advisory… | 6.80K | New | $282,818 | 0.0% | New | 1 | SEC ↗ |
| 5 | LPL Financial LLC | 5.01K | New | $212,653 | 0.0% | New | 1 | SEC ↗ |
| 6 | UBS Group AG | 125 | -10.7% | $5,308 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 7 | Morgan Stanley ✦ | 1 | 0.0% | $66 | 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
| Wealth Enhancement Advisory… | $282,818 | 0.0% |
| LPL Financial LLC | $212,653 | 0.0% |
Exited
| JPMorgan Chase | $295,290 | was 0.0% |
| Royal Bank Of Canada | $185,000 | was 0.0% |
Full-market context: across ALL 13F filers (SEC structured data, Q1 2026): 6 holders, 468.74K shares, $14.39M 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: Q2 2026 ·
Methodology ·
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