Security record · archived quarter
SDG
name pending profile ingest
28Tracked holders
0Δ holders
479.35KShares held
$40.39MReported value
+1New positions
−1Exits
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
| Quarter | Holders | Δ | Shares | Reported value | New | Exits |
|---|---|---|---|---|---|---|
| Q3 2026 | 2 | 0 | 12.74K | $1.11M | n/a | n/a |
| Q2 2026 | 31 | -1 | 286.35K | $25.59M | +1 | −2 |
| Q1 2026 | 33 | +5 | 493.04K | $41.39M | +5 | n/a |
| Q4 2025 | 28 | 0 | 479.35K | $40.39M | +1 | −1 |
| Q3 2025 | 3 | +2 | 20.41K | $1.70M | +2 | n/a |
| Q1 2025 | 1 | +1 | 9.10K | $658,966 | +1 | n/a |
| Q3 2024 | 1 | 0 | 13.72K | $1.16M | n/a | n/a |
| Q2 2024 | 1 | n/a | 20.60K | $1.55M | n/a | n/a |
Who holds it · Q4 2025
| # | Manager | Shares | Δ shares | Value | Their weight | Held | ||
|---|---|---|---|---|---|---|---|---|
| 1 | Cwm, Llc | 216.81K | n/a | $18.26M | 0.0% | n/c | 1 | SEC ↗ |
| 2 | Bank Of America Corp /De/ | 49.98K | n/a | $4.21M | 0.0% | n/c | 1 | SEC ↗ ×3 |
| 3 | Royal Bank Of Canada | 32.14K | n/a | $2.71M | 0.0% | n/c | 1 | SEC ↗ ×3 |
| 4 | LPL Financial LLC | 25.73K | n/a | $2.17M | 0.0% | n/c | 1 | SEC ↗ |
| 5 | Morgan Stanley ✦ | 15.59K | -5.4% | $1.31M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 6 | Wealth Enhancement Advisory… | 15.14K | n/a | $1.30M | 0.0% | n/c | 1 | SEC ↗ |
| 7 | Focus Partners Wealth | 12.86K | n/a | $1.08M | 0.0% | n/c | 1 | SEC ↗ |
| 8 | UBS Group AG | 11.53K | n/a | $971,367 | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 9 | Osaic Holdings, Inc. | 11.50K | n/a | $968,525 | 0.0% | n/c | 1 | SEC ↗ ×3 |
| 10 | Cetera Investment Advisers | 11.34K | n/a | $954,650 | 0.0% | n/c | 1 | SEC ↗ |
| 11 | Jane Street Group, Llc | 9.79K | n/a | $824,138 | 0.0% | n/c | 1 | SEC ↗ |
| 12 | Susquehanna International Group, Llp | 8.68K | n/a | $730,985 | 0.0% | n/c | 1 | SEC ↗ |
| 13 | Commonwealth Equity Services, Llc | 7.98K | n/a | $671,810 | 0.0% | n/c | 1 | SEC ↗ |
| 14 | Citigroup Inc | 7.61K | n/a | $641,033 | 0.0% | n/c | 1 | SEC ↗ |
| 15 | Envestnet Asset Management Inc | 6.97K | n/a | $586,915 | 0.0% | n/c | 1 | SEC ↗ |
| 16 | Creative Planning | 6.76K | n/a | $569,190 | 0.0% | n/c | 1 | SEC ↗ |
| 17 | Pnc Financial Services Group, Inc. | 5.78K | n/a | $486,705 | 0.0% | n/c | 1 | SEC ↗ |
| 18 | Mariner, LLC | 5.19K | n/a | $437,404 | 0.0% | n/c | 1 | SEC ↗ |
| 19 | Us Bancorp \De\ | 5.03K | n/a | $423,397 | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 20 | AQR Capital Management ✦ | 4.67K | +19.0% | $393,076 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 21 | Wealthfront Advisers LLC | 2.63K | n/a | $221,511 | 0.0% | n/c | 1 | SEC ↗ |
| 22 | Jones Financial Companies Lllp | 1.97K | n/a | $165,680 | 0.0% | n/c | 1 | SEC ↗ |
| 23 | Assetmark, Inc | 1.26K | n/a | $106,291 | 0.0% | n/c | 1 | SEC ↗ |
| 24 | Northwestern Mutual Wealth… | 1.04K | n/a | $87,341 | 0.0% | n/c | 1 | SEC ↗ |
| 25 | Bank Of Montreal /Can/ | 835 | n/a | $70,327 | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 26 | Wells Fargo & Company/Mn | 250 | n/a | $21,084 | 0.0% | n/c | 1 | SEC ↗ |
| 27 | JPMorgan Chase ✦ | 189 | New | $15,918 | 0.0% | New | 1 | SEC ↗ ×2 |
| 28 | National Bank Of Canada /Fi/ | 124 | n/a | $10,430 | 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
| JPMorgan Chase | $15,918 | 0.0% |
Exited
| Fidelity (FMR) | $158 | was 0.0% |
Full-market context: across ALL 13F filers (SEC structured data, Q1 2026): 100 holders, 793.12K shares, $59.24M 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 ·
Get this via the API