Security record · archived quarter
PUI
name pending profile ingest
14Tracked holders
0Δ holders
240.48KShares held
$10.48MReported 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
Who holds it · Q4 2025
| # | Manager | Shares | Δ shares | Value | Their weight | Held | ||
|---|---|---|---|---|---|---|---|---|
| 1 | LPL Financial LLC | 103.16K | n/a | $4.50M | 0.0% | n/c | 1 | SEC ↗ |
| 2 | Morgan Stanley ✦ | 40.31K | -3.3% | $1.76M | 0.0% | ▼ Trim | 2 | SEC ↗ ×3 |
| 3 | IMC-Chicago, LLC | 25.85K | n/a | $1.13M | 0.0% | n/c | 1 | SEC ↗ |
| 4 | Jones Financial Companies Lllp | 23.51K | n/a | $1.02M | 0.0% | n/c | 1 | SEC ↗ |
| 5 | Bank Of America Corp /De/ | 10.91K | n/a | $475,601 | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 6 | Susquehanna International Group, Llp | 9.27K | n/a | $404,202 | 0.0% | n/c | 1 | SEC ↗ |
| 7 | UBS Group AG | 6.87K | n/a | $299,422 | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 8 | Osaic Holdings, Inc. | 6.03K | n/a | $262,655 | 0.0% | n/c | 1 | SEC ↗ |
| 9 | Cetera Investment Advisers | 5.45K | n/a | $237,576 | 0.0% | n/c | 1 | SEC ↗ |
| 10 | Commonwealth Equity Services, Llc | 4.64K | n/a | $202,190 | 0.0% | n/c | 1 | SEC ↗ |
| 11 | Royal Bank Of Canada | 2.22K | n/a | $97,000 | 0.0% | n/c | 1 | SEC ↗ |
| 12 | Wells Fargo & Company/Mn | 1.37K | n/a | $59,570 | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 13 | Fidelity (FMR) ✦ | 831 | 0.0% | $36,221 | 0.0% | Held | 3 | SEC ↗ |
| 14 | JPMorgan Chase ✦ | 53 | -99.0% | $2,310 | 0.0% | ▼ Trim | 2 | 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): 40 holders, 520.20K shares, $24.40M 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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