Security record · archived quarter
PSDM
name pending profile ingest
11Tracked holders
0Δ holders
740.49KShares held
$38.11MReported value
+0New positions
−0Exits
Momentum inputs (comparable managers): holder breadth 0.0% · share flow -2.6% · 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 | 15 | +3 | 1.12M | $56.94M | +5 | −2 |
| Q1 2026 | 12 | +1 | 927.35K | $47.27M | +2 | −1 |
| Q4 2025 | 11 | 0 | 740.49K | $38.11M | — | — |
| Q3 2025 | 2 | 0 | 36.30K | $1.87M | — | — |
| Q2 2025 | 1 | 0 | 28.34K | $1.46M | — | — |
| Q1 2025 | 1 | 0 | 40.37K | $2.06M | — | — |
| Q4 2024 | 1 | 0 | 47.08K | $2.39M | — | — |
| Q3 2024 | 1 | 0 | 4.66K | $239,973 | — | — |
| Q2 2024 | 1 | — | 9.41K | $475,545 | — | — |
Who holds it · Q4 2025
| # | Manager | Shares | Δ shares | Value | Their weight | Held | ||
|---|---|---|---|---|---|---|---|---|
| 1 | Envestnet Asset Management Inc | 264.31K | — | $13.60M | 0.0% | n/c | 1 | SEC ↗ |
| 2 | Rockefeller Capital Management L.P. | 216.97K | — | $11.17M | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 3 | Raymond James Financial Inc | 50.53K | — | $2.60M | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 4 | Mml Investors Services, Llc | 41.14K | — | $2.12M | 0.0% | n/c | 1 | SEC ↗ |
| 5 | Tidal Investments LLC | 37.93K | — | $1.95M | 0.0% | n/c | 1 | SEC ↗ |
| 6 | Osaic Holdings, Inc. | 37.02K | — | $1.91M | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 7 | Commonwealth Equity Services, Llc | 36.66K | — | $1.89M | 0.0% | n/c | 1 | SEC ↗ |
| 8 | Jones Financial Companies Lllp | 31.15K | — | $1.60M | 0.0% | n/c | 1 | SEC ↗ |
| 9 | Goldman Sachs Group ✦ | 8.73K | -25.2% | $449,590 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 10 | Mariner, LLC | 8.54K | — | $439,457 | 0.0% | n/c | 1 | SEC ↗ |
| 11 | Citadel Advisors ✦ | 7.50K | -69.6% | $385,819 | 0.0% | ▼ Trim | 7 | 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): 29 holders, 1.74M shares, $75.04M 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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