Security record
SAMM
name pending profile ingest
2Tracked holders
0Δ holders
553.73KShares held
$17.90MReported value
+0New positions
−1Exits
All ownership figures: tracked 13F managers only, common-stock positions, reporting period Q2 2026
Ownership over time
Who holds it · Q2 2026
| # | Manager | Shares | Δ shares | Value | Their weight | Held | ||
|---|---|---|---|---|---|---|---|---|
| 1 | Baird Financial Group, Inc. | 391.97K | +0.7% | $12.67M | 0.0% | ▲ Add | 3 | SEC ↗ ×2 |
| 2 | Envestnet Asset Management Inc | 161.76K | +23.6% | $5.23M | 0.0% | ▲ Add | 3 | 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
| HighTower Advisors, LLC | $883,173 | was 0.0% |
Full-market context: across ALL 13F filers (SEC structured data, Q1 2026): 7 holders, 670.80K shares, $20.26M 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: Q2 2026 ·
Methodology ·
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