Security record · archived quarter
RFEM
name pending profile ingest
12Tracked holders
0Δ holders
279.76KShares held
$22.15MReported value
+0New positions
−0Exits
Momentum inputs (comparable managers): holder breadth 0.0% · share flow 0.0% · 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 | 77.30K | — | $6.12M | 0.0% | n/c | 1 | SEC ↗ |
| 2 | Envestnet Asset Management Inc | 60.22K | — | $4.77M | 0.0% | n/c | 1 | SEC ↗ |
| 3 | Baird Financial Group, Inc. | 45.05K | — | $3.57M | 0.0% | n/c | 1 | SEC ↗ |
| 4 | Truist Financial Corp | 27.06K | — | $2.14M | 0.0% | n/c | 1 | SEC ↗ |
| 5 | Cetera Investment Advisers | 26.91K | — | $2.13M | 0.0% | n/c | 1 | SEC ↗ |
| 6 | Mml Investors Services, Llc | 16.40K | — | $1.30M | 0.0% | n/c | 1 | SEC ↗ |
| 7 | Osaic Holdings, Inc. | 14.13K | — | $1.12M | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 8 | Wells Fargo & Company/Mn | 8.56K | — | $677,744 | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 9 | Raymond James Financial Inc | 4.04K | — | $319,751 | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 10 | UBS Group AG | 75 | — | $5,939 | 0.0% | n/c | 1 | SEC ↗ |
| 11 | JPMorgan Chase ✦ | 14 | -50.0% | $1,119 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 12 | Morgan Stanley ✦ | 1 | -97.2% | $151 | 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): 38 holders, 702.11K shares, $56.46M 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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