Security record · archived quarter
RISR
name pending profile ingest
12Tracked holders
0Δ holders
774.74KShares held
$28.02MReported value
+1New positions
−1Exits
Momentum inputs (comparable managers): holder breadth 0.0% · share flow +2.5% · 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 | 10 | 0 | 820.45K | $29.75M | +2 | −2 |
| Q1 2026 | 10 | -2 | 650.20K | $23.55M | — | −2 |
| Q4 2025 | 12 | 0 | 774.74K | $28.02M | +1 | −1 |
| Q3 2025 | 3 | 0 | 28.24K | $1.01M | +1 | −1 |
| Q2 2025 | 1 | 0 | 24.07K | $880,203 | — | — |
| Q1 2025 | 1 | 0 | 11.83K | $429,929 | — | — |
| Q4 2024 | 1 | 0 | 6.52K | $238,595 | — | — |
| Q3 2024 | 1 | 0 | 21.57K | $732,733 | — | — |
| Q2 2024 | 1 | — | 14.06K | $487,880 | — | — |
Who holds it · Q4 2025
| # | Manager | Shares | Δ shares | Value | Their weight | Held | ||
|---|---|---|---|---|---|---|---|---|
| 1 | Wealth Enhancement Advisory… | 272.26K | — | $9.88M | 0.0% | n/c | 1 | SEC ↗ |
| 2 | Truist Financial Corp | 201.97K | — | $7.29M | 0.0% | n/c | 1 | SEC ↗ |
| 3 | Envestnet Asset Management Inc | 107.82K | — | $3.89M | 0.0% | n/c | 1 | SEC ↗ |
| 4 | Tidal Investments LLC | 85.43K | — | $3.08M | 0.0% | n/c | 1 | SEC ↗ |
| 5 | Osaic Holdings, Inc. | 48.01K | — | $1.73M | 0.0% | n/c | 1 | SEC ↗ |
| 6 | Citadel Advisors ✦ | 44.20K | New | $1.60M | 0.0% | New | 1 | SEC ↗ |
| 7 | Mml Investors Services, Llc | 10.70K | — | $386,500 | 0.0% | n/c | 1 | SEC ↗ |
| 8 | Morgan Stanley ✦ | 3.26K | 0.0% | $117,857 | 0.0% | Held | 2 | SEC ↗ |
| 9 | Morgan Stanley ✦ | 3.26K | 0.0% | $117,857 | 0.0% | Held | 2 | SEC ↗ |
| 10 | Bank Of Montreal /Can/ | 849 | — | $30,657 | 0.0% | n/c | 1 | SEC ↗ |
| 11 | UBS Group AG | 230 | — | $8,305 | 0.0% | n/c | 1 | SEC ↗ |
| 12 | Fidelity (FMR) ✦ | 7 | +600.0% | $253 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 13 | Wells Fargo & Company/Mn | 1 | — | $33 | 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
| Citadel Advisors | $1.60M | 0.0% |
Exited
| Goldman Sachs Group | $895,068 | was 0.0% |
Full-market context: across ALL 13F filers (SEC structured data, Q1 2026): 46 holders, 3.87M shares, $132.90M 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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