Security record · archived quarter
SHE
name pending profile ingest
39Tracked holders
0Δ holders
484.24KShares held
$63.98MReported value
+0New positions
−0Exits
Momentum inputs (comparable managers): holder breadth 0.0% · share flow -7.5% · 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 | LPL Financial LLC | 121.36K | — | $16.03M | 0.0% | n/c | 1 | SEC ↗ |
| 2 | Morgan Stanley ✦ | 95.81K | -1.1% | $12.65M | 0.0% | ▼ Trim | 2 | SEC ↗ ×3 |
| 3 | Bank Of America Corp /De/ | 47.14K | — | $6.23M | 0.0% | n/c | 1 | SEC ↗ ×3 |
| 4 | JPMorgan Chase ✦ | 37.53K | -50.3% | $4.96M | 0.0% | ▼ Trim | 2 | SEC ↗ ×2 |
| 5 | Cetera Investment Advisers | 28.97K | — | $3.83M | 0.0% | n/c | 1 | SEC ↗ |
| 6 | UBS Group AG | 21.42K | — | $2.83M | 0.0% | n/c | 1 | SEC ↗ |
| 7 | Commonwealth Equity Services, Llc | 11.98K | — | $1.58M | 0.0% | n/c | 1 | SEC ↗ |
| 8 | Wells Fargo & Company/Mn | 11.87K | — | $1.57M | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 9 | Royal Bank Of Canada | 11.67K | — | $1.54M | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 10 | Osaic Holdings, Inc. | 10.86K | — | $1.43M | 0.0% | n/c | 1 | SEC ↗ ×5 |
| 11 | Raymond James Financial Inc | 10.25K | — | $1.35M | 0.0% | n/c | 1 | SEC ↗ ×3 |
| 12 | Sei Investments Co | 6.20K | — | $819,380 | 0.0% | n/c | 1 | SEC ↗ |
| 13 | Jones Financial Companies Lllp | 6.20K | — | $819,210 | 0.0% | n/c | 1 | SEC ↗ |
| 14 | Wealthfront Advisers LLC | 6.16K | — | $813,567 | 0.0% | n/c | 1 | SEC ↗ |
| 15 | Wealth Enhancement Advisory… | 5.51K | — | $745,440 | 0.0% | n/c | 1 | SEC ↗ |
| 16 | Ameriprise Financial Inc | 5.14K | — | $682,968 | 0.0% | n/c | 1 | SEC ↗ |
| 17 | Mercer Global Advisors Inc /Adv | 4.63K | — | $611,628 | 0.0% | n/c | 1 | SEC ↗ |
| 18 | Citigroup Inc | 4.54K | — | $599,656 | 0.0% | n/c | 1 | SEC ↗ |
| 19 | Captrust Financial Advisors | 3.86K | — | $510,186 | 0.0% | n/c | 1 | SEC ↗ |
| 20 | Focus Partners Wealth | 3.54K | — | $467,537 | 0.0% | n/c | 1 | SEC ↗ |
| 21 | Envestnet Asset Management Inc | 3.22K | — | $425,650 | 0.0% | n/c | 1 | SEC ↗ |
| 22 | Mariner, LLC | 3.01K | — | $397,108 | 0.0% | n/c | 1 | SEC ↗ |
| 23 | Susquehanna International Group, Llp | 2.97K | — | $391,859 | 0.0% | n/c | 1 | SEC ↗ |
| 24 | Bank of New York Mellon Corp | 2.82K | — | $372,146 | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 25 | Fidelity (FMR) ✦ | 2.58K | -0.5% | $341,409 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 26 | HighTower Advisors, LLC | 2.46K | — | $324,531 | 0.0% | n/c | 1 | SEC ↗ |
| 27 | Truist Financial Corp | 2.01K | — | $265,994 | 0.0% | n/c | 1 | SEC ↗ |
| 28 | Creative Planning | 2.00K | — | $263,875 | 0.0% | n/c | 1 | SEC ↗ |
| 29 | Blair William & Co/Il | 1.90K | — | $250,450 | 0.0% | n/c | 1 | SEC ↗ |
| 30 | Assetmark, Inc | 1.78K | — | $234,693 | 0.0% | n/c | 1 | SEC ↗ |
| 31 | Northwestern Mutual Wealth… | 1.04K | — | $138,052 | 0.0% | n/c | 1 | SEC ↗ |
| 32 | Cwm, Llc | 1.01K | — | $134,000 | 0.0% | n/c | 1 | SEC ↗ |
| 33 | Rockefeller Capital Management L.P. | 724 | — | $95,621 | 0.0% | n/c | 1 | SEC ↗ |
| 34 | Bank Of Montreal /Can/ | 700 | — | $92,451 | 0.0% | n/c | 1 | SEC ↗ |
| 35 | Russell Investments Group, Ltd. | 434 | — | $57,320 | 0.0% | n/c | 1 | SEC ↗ |
| 36 | Optiver Holding B.V. | 335 | — | $44,244 | 0.0% | n/c | 1 | SEC ↗ |
| 37 | Pnc Financial Services Group, Inc. | 282 | — | $37,245 | 0.0% | n/c | 1 | SEC ↗ |
| 38 | Franklin Resources Inc | 210 | — | $27,735 | 0.0% | n/c | 1 | SEC ↗ |
| 39 | National Bank Of Canada /Fi/ | 100 | — | $13,192 | 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): 126 holders, 903.45K shares, $108.67M 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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