Security record · archived quarter
SMMV
name pending profile ingest
34Tracked holders
+2Δ holders
3.28MShares held
$142.34MReported value
+2New positions
−0Exits
Momentum inputs (comparable managers):
holder breadth +6.2% ·
share flow -0.4% ·
net new positions +5.9%
— 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 |
|---|---|---|---|---|---|---|
| Q2 2026 | 35 | +2 | 2.94M | $135.30M | +2 | — |
| Q1 2026 | 33 | -1 | 2.87M | $125.03M | +1 | −2 |
| Q4 2025 | 34 | +2 | 3.28M | $142.34M | +2 | — |
| Q3 2025 | 5 | -1 | 170.55K | $7.34M | +1 | −2 |
| Q2 2025 | 3 | -1 | 16.01K | $672,496 | — | −1 |
| Q1 2025 | 3 | +1 | 56.59K | $2.35M | +1 | — |
| Q4 2024 | 2 | -1 | 35.64K | $1.48M | — | −1 |
| Q3 2024 | 3 | +2 | 187.75K | $7.66M | +2 | — |
| Q2 2024 | 1 | — | 28.60K | $1.07M | — | — |
Who holds it · Q4 2025
| # | Manager | Shares | Δ shares | Value | Their weight | Held | ||
|---|---|---|---|---|---|---|---|---|
| 1 | Bank Of America Corp /De/ | 1.26M | — | $54.43M | 0.0% | n/c | 1 | SEC ↗ |
| 2 | Bank Of America Corp /De/ | 1.26M | — | $54.43M | 0.0% | n/c | 1 | SEC ↗ |
| 3 | Bank Of America Corp /De/ | 1.26M | — | $54.43M | 0.0% | n/c | 1 | SEC ↗ |
| 4 | Mercer Global Advisors Inc /Adv | 437.13K | — | $18.94M | 0.0% | n/c | 1 | SEC ↗ |
| 5 | Wells Fargo & Company/Mn | 402.80K | — | $17.45M | 0.0% | n/c | 1 | SEC ↗ |
| 6 | Wells Fargo & Company/Mn | 402.80K | — | $17.45M | 0.0% | n/c | 1 | SEC ↗ |
| 7 | Wells Fargo & Company/Mn | 402.80K | — | $17.45M | 0.0% | n/c | 1 | SEC ↗ |
| 8 | Wells Fargo & Company/Mn | 402.80K | — | $17.45M | 0.0% | n/c | 1 | SEC ↗ |
| 9 | Raymond James Financial Inc | 259.11K | — | $11.23M | 0.0% | n/c | 1 | SEC ↗ |
| 10 | Raymond James Financial Inc | 259.11K | — | $11.23M | 0.0% | n/c | 1 | SEC ↗ |
| 11 | Raymond James Financial Inc | 259.11K | — | $11.23M | 0.0% | n/c | 1 | SEC ↗ |
| 12 | Commonwealth Equity Services, Llc | 171.77K | — | $7.44M | 0.0% | n/c | 1 | SEC ↗ |
| 13 | LPL Financial LLC | 164.99K | — | $7.15M | 0.0% | n/c | 1 | SEC ↗ |
| 14 | Creative Planning | 79.97K | — | $3.46M | 0.0% | n/c | 1 | SEC ↗ |
| 15 | UBS Group AG | 68.39K | — | $2.96M | 0.0% | n/c | 1 | SEC ↗ |
| 16 | UBS Group AG | 68.39K | — | $2.96M | 0.0% | n/c | 1 | SEC ↗ |
| 17 | JPMorgan Chase ✦ | 68.23K | -51.7% | $2.96M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 18 | JPMorgan Chase ✦ | 68.23K | -51.7% | $2.96M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 19 | JPMorgan Chase ✦ | 68.23K | -51.7% | $2.96M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 20 | Royal Bank Of Canada | 64.36K | — | $2.79M | 0.0% | n/c | 1 | SEC ↗ |
| 21 | Royal Bank Of Canada | 64.36K | — | $2.79M | 0.0% | n/c | 1 | SEC ↗ |
| 22 | Ameriprise Financial Inc | 63.21K | — | $2.74M | 0.0% | n/c | 1 | SEC ↗ |
| 23 | Envestnet Asset Management Inc | 45.34K | — | $1.96M | 0.0% | n/c | 1 | SEC ↗ |
| 24 | Two Sigma Investments ✦ | 34.90K | New | $1.51M | 0.0% | New | 1 | SEC ↗ |
| 25 | Susquehanna International Group, Llp | 22.41K | — | $970,939 | 0.0% | n/c | 1 | SEC ↗ |
| 26 | Susquehanna International Group, Llp | 22.41K | — | $970,939 | 0.0% | n/c | 1 | SEC ↗ |
| 27 | Goldman Sachs Group ✦ | 18.88K | +52.3% | $818,027 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 28 | Citadel Advisors ✦ | 18.81K | +248.6% | $815,081 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 29 | Corient Private Wealth LP | 18.09K | — | $783,668 | 0.0% | n/c | 1 | SEC ↗ |
| 30 | Corient Private Wealth LP | 18.09K | — | $783,668 | 0.0% | n/c | 1 | SEC ↗ |
| 31 | Mml Investors Services, Llc | 15.10K | — | $654,254 | 0.0% | n/c | 1 | SEC ↗ |
| 32 | Osaic Holdings, Inc. | 12.26K | — | $531,218 | 0.0% | n/c | 1 | SEC ↗ |
| 33 | Osaic Holdings, Inc. | 12.26K | — | $531,218 | 0.0% | n/c | 1 | SEC ↗ |
| 34 | Cetera Investment Advisers | 12.18K | — | $527,605 | 0.0% | n/c | 1 | SEC ↗ |
| 35 | Captrust Financial Advisors | 10.47K | — | $453,485 | 0.0% | n/c | 1 | SEC ↗ |
| 36 | Morgan Stanley ✦ | 8.65K | +0.1% | $374,791 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 37 | Morgan Stanley ✦ | 8.65K | +0.1% | $374,791 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 38 | Stifel Financial Corp | 5.65K | — | $244,943 | 0.0% | n/c | 1 | SEC ↗ |
| 39 | Stifel Financial Corp | 5.65K | — | $244,943 | 0.0% | n/c | 1 | SEC ↗ |
| 40 | Mariner, LLC | 5.49K | — | $237,883 | 0.0% | n/c | 1 | SEC ↗ |
| 41 | Lido Advisors, LLC | 5.36K | — | $230,745 | 0.0% | n/c | 1 | SEC ↗ |
| 42 | Northwestern Mutual Wealth… | 5.12K | — | $222,059 | 0.0% | n/c | 1 | SEC ↗ |
| 43 | BlackRock ✦ (passive) | 3.74K | New | $162,011 | 0.0% | New | 1 | SEC ↗ |
| 44 | Fidelity (FMR) ✦ | 3.70K | +25.7% | $160,403 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 45 | Pnc Financial Services Group, Inc. | 1.27K | — | $55,246 | 0.0% | n/c | 1 | SEC ↗ |
| 46 | Cwm, Llc | 734 | — | $32,000 | 0.0% | n/c | 1 | SEC ↗ |
| 47 | Rockefeller Capital Management L.P. | 353 | — | $15,309 | 0.0% | n/c | 1 | SEC ↗ |
| 48 | Blair William & Co/Il | 317 | — | $13,736 | 0.0% | n/c | 1 | SEC ↗ |
| 49 | Fifth Third Bancorp | 13 | — | $563 | 0.0% | n/c | 1 | SEC ↗ |
| 50 | Assetmark, Inc | 7 | — | $303 | 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
| Two Sigma Investments | $1.51M | 0.0% |
| BlackRock | $162,011 | 0.0% |
Exited
| No tracked exits this quarter. |
Full-market context: across ALL 13F filers (SEC structured data, Q1 2026): 120 holders, 4.36M shares, $186.30M 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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