Security record · archived quarter
SPVM
name pending profile ingest
11Tracked holders
0Δ holders
490.05KShares held
$33.22MReported value
+0New positions
−0Exits
Momentum inputs (comparable managers): holder breadth 0.0% · share flow +0.2% · net new positions 0.0% — formula
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 | 17 | +5 | 425.61K | $31.70M | +5 | — |
| Q1 2026 | 13 | +2 | 357.64K | $24.62M | +2 | — |
| Q4 2025 | 11 | 0 | 490.05K | $33.22M | — | — |
| Q3 2025 | 1 | -1 | 21.15K | $1.39M | — | −1 |
| Q2 2025 | 1 | — | 1 | $60 | — | — |
| Q3 2024 | 1 | 0 | 9.07K | $529,968 | — | — |
| Q2 2024 | 1 | — | 7.36K | $398,673 | — | — |
Who holds it · Q4 2025
| # | Manager | Shares | Δ shares | Value | Their weight | Held | ||
|---|---|---|---|---|---|---|---|---|
| 1 | Raymond James Financial Inc | 254.05K | — | $17.22M | 0.0% | n/c | 1 | SEC ↗ |
| 2 | Raymond James Financial Inc | 254.05K | — | $17.22M | 0.0% | n/c | 1 | SEC ↗ |
| 3 | LPL Financial LLC | 139.26K | — | $9.44M | 0.0% | n/c | 1 | SEC ↗ |
| 4 | Bank Of America Corp /De/ | 37.28K | — | $2.53M | 0.0% | n/c | 1 | SEC ↗ |
| 5 | Bank Of America Corp /De/ | 37.28K | — | $2.53M | 0.0% | n/c | 1 | SEC ↗ |
| 6 | Morgan Stanley ✦ | 22.31K | +5.5% | $1.51M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 7 | Morgan Stanley ✦ | 22.31K | +5.5% | $1.51M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 8 | Ameriprise Financial Inc | 19.24K | — | $1.30M | 0.0% | n/c | 1 | SEC ↗ |
| 9 | Jones Financial Companies Lllp | 8.86K | — | $600,787 | 0.0% | n/c | 1 | SEC ↗ |
| 10 | Susquehanna International Group, Llp | 3.58K | — | $242,676 | 0.0% | n/c | 1 | SEC ↗ |
| 11 | Mercer Global Advisors Inc /Adv | 3.10K | — | $210,138 | 0.0% | n/c | 1 | SEC ↗ |
| 12 | Osaic Holdings, Inc. | 1.57K | — | $106,749 | 0.0% | n/c | 1 | SEC ↗ |
| 13 | Osaic Holdings, Inc. | 1.57K | — | $106,749 | 0.0% | n/c | 1 | SEC ↗ |
| 14 | Royal Bank Of Canada | 790 | — | $54,000 | 0.0% | n/c | 1 | SEC ↗ |
| 15 | Wells Fargo & Company/Mn | 1 | — | $46 | 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): 31 holders, 843.17K shares, $57.07M 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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