Security record · archived quarter
SFEB
name pending profile ingest
12Tracked holders
n/aΔ holders
548.55KShares held
$12.90MReported value
+0New positions
−0Exits
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 | 1 | 0 | 24.09K | $195,070 | n/a | n/a |
| Q2 2026 | 11 | -2 | 840.66K | $21.55M | +1 | −3 |
| Q1 2026 | 13 | +1 | 768.31K | $17.75M | +3 | −2 |
| Q4 2025 | 12 | n/a | 548.55K | $12.90M | n/a | n/a |
| Q2 2025 | 1 | 0 | 24.82K | $529,837 | n/a | n/a |
| Q1 2025 | 1 | +1 | 37.18K | $758,121 | +1 | n/a |
| Q2 2024 | 1 | n/a | 26.74K | $537,675 | n/a | n/a |
Who holds it · Q4 2025
| # | Manager | Shares | Δ shares | Value | Their weight | Held | ||
|---|---|---|---|---|---|---|---|---|
| 1 | Osaic Holdings, Inc. | 111.94K | n/a | $2.63M | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 2 | Raymond James Financial Inc | 111.18K | n/a | $2.61M | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 3 | Cetera Investment Advisers | 71.64K | n/a | $1.68M | 0.0% | n/c | 1 | SEC ↗ |
| 4 | Envestnet Asset Management Inc | 69.73K | n/a | $1.64M | 0.0% | n/c | 1 | SEC ↗ |
| 5 | Truist Financial Corp | 64.10K | n/a | $1.51M | 0.0% | n/c | 1 | SEC ↗ |
| 6 | Commonwealth Equity Services, Llc | 49.31K | n/a | $1.16M | 0.0% | n/c | 1 | SEC ↗ |
| 7 | LPL Financial LLC | 28.97K | n/a | $680,818 | 0.0% | n/c | 1 | SEC ↗ |
| 8 | Mariner, LLC | 15.90K | n/a | $373,675 | 0.0% | n/c | 1 | SEC ↗ |
| 9 | Susquehanna International Group, Llp | 13.74K | n/a | $323,029 | 0.0% | n/c | 1 | SEC ↗ |
| 10 | Rockefeller Capital Management L.P. | 7.43K | n/a | $174,640 | 0.0% | n/c | 1 | SEC ↗ |
| 11 | Wealth Enhancement Advisory… | 4.49K | n/a | $109,874 | 0.0% | n/c | 1 | SEC ↗ |
| 12 | UBS Group AG | 127 | n/a | $2,985 | 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): 53 holders, 1.88M shares, $39.28M 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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