Security record · archived quarter
PVI
name pending profile ingest
9Tracked holders
0Δ holders
254.02KShares held
$6.33MReported value
+0New positions
−0Exits
Momentum inputs (comparable managers): holder breadth 0.0% · share flow -9.3% · 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 | Bank Of America Corp /De/ | 113.16K | n/a | $2.82M | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 2 | LPL Financial LLC | 42.68K | n/a | $1.06M | 0.0% | n/c | 1 | SEC ↗ |
| 3 | Morgan Stanley ✦ | 35.11K | -42.6% | $875,048 | 0.0% | ▼ Trim | 2 | SEC ↗ ×2 |
| 4 | Cetera Investment Advisers | 27.75K | n/a | $691,530 | 0.0% | n/c | 1 | SEC ↗ |
| 5 | Osaic Holdings, Inc. | 22.48K | n/a | $560,231 | 0.0% | n/c | 1 | SEC ↗ |
| 6 | Raymond James Financial Inc | 11.51K | n/a | $286,829 | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 7 | Us Bancorp \De\ | 1.07K | n/a | $26,590 | 0.0% | n/c | 1 | SEC ↗ |
| 8 | Rockefeller Capital Management L.P. | 248 | n/a | $6,180 | 0.0% | n/c | 1 | SEC ↗ |
| 9 | Wells Fargo & Company/Mn | 1 | n/a | $18 | 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): 32 holders, 711.72K shares, $16.71M 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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