Security record · archived quarter
SEIE
name pending profile ingest
9Tracked holders
0Δ holders
2.71MShares held
$88.40MReported 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 | Osaic Holdings, Inc. | 2.38M | n/a | $77.51M | 0.1% | n/c | 1 | SEC ↗ |
| 2 | Wealth Enhancement Advisory… | 289.57K | n/a | $9.59M | 0.0% | n/c | 1 | SEC ↗ |
| 3 | Citadel Advisors ✦ | 17.18K | -5.6% | $558,768 | 0.0% | ▼ Trim | 4 | SEC ↗ |
| 4 | Ameriprise Financial Inc | 11.23K | n/a | $365,463 | 0.0% | n/c | 1 | SEC ↗ |
| 5 | Royal Bank Of Canada | 6.53K | n/a | $212,000 | 0.0% | n/c | 1 | SEC ↗ |
| 6 | Morgan Stanley ✦ | 2.99K | +303.0% | $97,140 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 7 | Cwm, Llc | 824 | n/a | $27,000 | 0.0% | n/c | 1 | SEC ↗ |
| 8 | UBS Group AG | 799 | n/a | $25,993 | 0.0% | n/c | 1 | SEC ↗ |
| 9 | Bank Of America Corp /De/ | 69 | n/a | $2,245 | 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): 40 holders, 4.50M shares, $145.31M 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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