Security record · archived quarter
PIM
name pending profile ingest
13Tracked holders
0Δ holders
933.36KShares held
$3.12MReported value
+0New positions
−0Exits
Momentum inputs (comparable managers): holder breadth 0.0% · share flow -4.3% · 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 | 226.01K | n/a | $754,890 | 0.0% | n/c | 1 | SEC ↗ |
| 2 | Focus Partners Wealth | 189.72K | n/a | $633,682 | 0.0% | n/c | 1 | SEC ↗ |
| 3 | Morgan Stanley ✦ | 172.67K | -19.7% | $576,716 | 0.0% | ▼ Trim | 2 | SEC ↗ ×2 |
| 4 | LPL Financial LLC | 70.40K | n/a | $235,123 | 0.0% | n/c | 1 | SEC ↗ |
| 5 | Royal Bank Of Canada | 68.72K | n/a | $229,000 | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 6 | Commonwealth Equity Services, Llc | 62.53K | n/a | $208,850 | 0.0% | n/c | 1 | SEC ↗ |
| 7 | Cetera Investment Advisers | 39.85K | n/a | $133,088 | 0.0% | n/c | 1 | SEC ↗ |
| 8 | Baird Financial Group, Inc. | 29.50K | n/a | $98,530 | 0.0% | n/c | 1 | SEC ↗ |
| 9 | Osaic Holdings, Inc. | 26.09K | n/a | $87,136 | 0.0% | n/c | 1 | SEC ↗ |
| 10 | UBS Group AG | 23.18K | n/a | $77,435 | 0.0% | n/c | 1 | SEC ↗ |
| 11 | Stifel Financial Corp | 16.85K | n/a | $56,285 | 0.0% | n/c | 1 | SEC ↗ |
| 12 | Wells Fargo & Company/Mn | 4.62K | n/a | $15,421 | 0.0% | n/c | 1 | SEC ↗ |
| 13 | Bank Of America Corp /De/ | 3.21K | n/a | $10,738 | 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, 25.75M shares, $9.40M 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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