Security record · archived quarter
SMDV
name pending profile ingest
37Tracked holders
+1Δ holders
3.43MShares held
$226.70MReported value
+1New positions
−0Exits
Momentum inputs (comparable managers):
holder breadth +2.8% ·
share flow -0.5% ·
net new positions +2.7%
· formula
Ownership fragmentation: more holders, smaller aggregate stake
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 | 26.03K | $1.88M | n/a | n/a |
| Q2 2026 | 35 | 0 | 3.36M | $258.51M | +1 | −2 |
| Q1 2026 | 37 | 0 | 3.35M | $230.56M | +2 | −2 |
| Q4 2025 | 37 | +1 | 3.43M | $226.70M | +1 | n/a |
| Q3 2025 | 6 | 0 | 1.04M | $69.30M | n/a | n/a |
| Q2 2025 | 3 | 0 | 41.63K | $2.71M | n/a | n/a |
| Q1 2025 | 2 | 0 | 47.01K | $3.08M | n/a | n/a |
| Q4 2024 | 2 | 0 | 22.69K | $1.54M | n/a | n/a |
| Q3 2024 | 2 | 0 | 34.03K | $2.36M | n/a | n/a |
| Q2 2024 | 2 | n/a | 42.88K | $2.66M | n/a | n/a |
Who holds it · Q4 2025
| # | Manager | Shares | Δ shares | Value | Their weight | Held | ||
|---|---|---|---|---|---|---|---|---|
| 1 | Morgan Stanley ✦ | 946.52K | -3.6% | $62.55M | 0.0% | ▼ Trim | 2 | SEC ↗ ×3 |
| 2 | UBS Group AG | 412.15K | n/a | $27.24M | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 3 | Raymond James Financial Inc | 318.28K | n/a | $21.03M | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 4 | Wells Fargo & Company/Mn | 293.35K | n/a | $19.38M | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 5 | Bank Of America Corp /De/ | 279.13K | n/a | $18.44M | 0.0% | n/c | 1 | SEC ↗ ×3 |
| 6 | LPL Financial LLC | 250.22K | n/a | $16.53M | 0.0% | n/c | 1 | SEC ↗ |
| 7 | Royal Bank Of Canada | 208.90K | n/a | $13.80M | 0.0% | n/c | 1 | SEC ↗ ×3 |
| 8 | Baird Financial Group, Inc. | 132.68K | n/a | $8.77M | 0.0% | n/c | 1 | SEC ↗ |
| 9 | Commonwealth Equity Services, Llc | 100.05K | n/a | $6.61M | 0.0% | n/c | 1 | SEC ↗ |
| 10 | Truist Financial Corp | 85.38K | n/a | $5.64M | 0.0% | n/c | 1 | SEC ↗ |
| 11 | Ameriprise Financial Inc | 58.38K | n/a | $3.86M | 0.0% | n/c | 1 | SEC ↗ |
| 12 | Stifel Financial Corp | 48.44K | n/a | $3.20M | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 13 | Envestnet Asset Management Inc | 42.79K | n/a | $2.83M | 0.0% | n/c | 1 | SEC ↗ |
| 14 | Cetera Investment Advisers | 35.42K | n/a | $2.34M | 0.0% | n/c | 1 | SEC ↗ |
| 15 | Osaic Holdings, Inc. | 30.79K | n/a | $2.04M | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 16 | Two Sigma Investments ✦ | 26.70K | -10.7% | $1.76M | 0.0% | ▼ Trim | 7 | SEC ↗ |
| 17 | Wealth Enhancement Advisory… | 23.62K | n/a | $1.60M | 0.0% | n/c | 1 | SEC ↗ |
| 18 | Goldman Sachs Group ✦ | 23.05K | +100.8% | $1.52M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 19 | Northwestern Mutual Wealth… | 15.20K | n/a | $1.00M | 0.0% | n/c | 1 | SEC ↗ |
| 20 | Susquehanna International Group, Llp | 15.09K | n/a | $996,949 | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 21 | Mercer Global Advisors Inc /Adv | 13.66K | n/a | $902,627 | 0.0% | n/c | 1 | SEC ↗ |
| 22 | Citadel Advisors ✦ | 13.14K | +10.4% | $868,489 | 0.0% | ▲ Add | 7 | SEC ↗ |
| 23 | Rockefeller Capital Management L.P. | 12.81K | n/a | $846,326 | 0.0% | n/c | 1 | SEC ↗ |
| 24 | Jones Financial Companies Lllp | 12.14K | n/a | $802,437 | 0.0% | n/c | 1 | SEC ↗ |
| 25 | Fisher Asset Management ✦ | 8.80K | New | $581,504 | 0.0% | New | 1 | SEC ↗ |
| 26 | Blair William & Co/Il | 5.61K | n/a | $370,444 | 0.0% | n/c | 1 | SEC ↗ |
| 27 | HighTower Advisors, LLC | 5.06K | n/a | $334,097 | 0.0% | n/c | 1 | SEC ↗ |
| 28 | Jane Street Group, Llc | 3.52K | n/a | $232,866 | 0.0% | n/c | 1 | SEC ↗ |
| 29 | Citigroup Inc | 3.30K | n/a | $217,866 | 0.0% | n/c | 1 | SEC ↗ |
| 30 | JPMorgan Chase ✦ | 1.82K | -31.4% | $120,397 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 31 | Fidelity (FMR) ✦ | 1.43K | -33.7% | $94,599 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 32 | Us Bancorp \De\ | 1.00K | n/a | $66,080 | 0.0% | n/c | 1 | SEC ↗ |
| 33 | Franklin Resources Inc | 735 | n/a | $48,569 | 0.0% | n/c | 1 | SEC ↗ |
| 34 | Pnc Financial Services Group, Inc. | 573 | n/a | $37,864 | 0.0% | n/c | 1 | SEC ↗ |
| 35 | Qube Research & Technologies Ltd | 257 | n/a | $16,983 | 0.0% | n/c | 1 | SEC ↗ |
| 36 | Cwm, Llc | 54 | n/a | $4,000 | 0.0% | n/c | 1 | SEC ↗ |
| 37 | Assetmark, Inc | 3 | n/a | $198 | 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
| Fisher Asset Management | $581,504 | 0.0% |
Exited
| No tracked exits this quarter. |
Full-market context: across ALL 13F filers (SEC structured data, Q1 2026): 130 holders, 4.94M shares, $334.78M 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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