Security record · archived quarter
ROE
name pending profile ingest
10Tracked holders
0Δ holders
998.70KShares held
$35.22MReported 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 | Wells Fargo & Company/Mn | 641.21K | n/a | $22.62M | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 2 | Envestnet Asset Management Inc | 271.80K | n/a | $9.59M | 0.0% | n/c | 1 | SEC ↗ |
| 3 | HighTower Advisors, LLC | 33.96K | n/a | $1.20M | 0.0% | n/c | 1 | SEC ↗ |
| 4 | LPL Financial LLC | 25.68K | n/a | $905,686 | 0.0% | n/c | 1 | SEC ↗ |
| 5 | Ameriprise Financial Inc | 9.10K | n/a | $321,098 | 0.0% | n/c | 1 | SEC ↗ |
| 6 | Hrt Financial Lp | 7.42K | n/a | $261,000 | 0.0% | n/c | 1 | SEC ↗ |
| 7 | Bank of New York Mellon Corp | 6.99K | n/a | $246,612 | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 8 | JPMorgan Chase ✦ | 1.39K | +8.0% | $49,131 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 9 | Osaic Holdings, Inc. | 720 | n/a | $25,409 | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 10 | UBS Group AG | 426 | n/a | $15,025 | 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): 54 holders, 4.54M shares, $137.91M 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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