Security record · archived quarter
OVL
name pending profile ingest
12Tracked holders
0Δ holders
638.89KShares held
$34.00MReported value
+0New positions
−0Exits
Momentum inputs (comparable managers): holder breadth 0.0% · share flow -13.1% · 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 | Envestnet Asset Management Inc | 249.20K | — | $13.26M | 0.0% | n/c | 1 | SEC ↗ |
| 2 | Raymond James Financial Inc | 189.38K | — | $10.08M | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 3 | JPMorgan Chase ✦ | 89.68K | -51.9% | $4.77M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 4 | Royal Bank Of Canada | 66.71K | — | $3.55M | 0.0% | n/c | 1 | SEC ↗ |
| 5 | Stifel Financial Corp | 12.25K | — | $651,823 | 0.0% | n/c | 1 | SEC ↗ |
| 6 | Susquehanna International Group, Llp | 9.83K | — | $523,267 | 0.0% | n/c | 1 | SEC ↗ |
| 7 | Osaic Holdings, Inc. | 8.63K | — | $459,198 | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 8 | LPL Financial LLC | 7.19K | — | $382,695 | 0.0% | n/c | 1 | SEC ↗ |
| 9 | Creative Planning | 4.12K | — | $219,332 | 0.0% | n/c | 1 | SEC ↗ |
| 10 | Morgan Stanley ✦ | 1.64K | +5.5% | $87,010 | 0.0% | ▲ Add | 2 | SEC ↗ ×2 |
| 11 | UBS Group AG | 181 | — | $9,631 | 0.0% | n/c | 1 | SEC ↗ |
| 12 | Bank Of America Corp /De/ | 82 | — | $4,363 | 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): 35 holders, 3.03M shares, $164.86M 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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