Security record · archived quarter
SVOL
name pending profile ingest
13Tracked holders
0Δ holders
387.45KShares held
$6.80MReported 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 | 13 | -3 | 290.62K | $4.66M | +1 | −4 |
| Q1 2026 | 17 | +4 | 404.76K | $6.21M | +6 | −2 |
| Q4 2025 | 13 | 0 | 387.45K | $6.80M | n/a | n/a |
| Q3 2025 | 2 | -1 | 1.89K | $34,070 | n/a | −1 |
| Q2 2025 | 2 | 0 | 15.32K | $281,827 | n/a | n/a |
| Q1 2025 | 1 | 0 | 110.07K | $2.00M | n/a | n/a |
| Q4 2024 | 1 | 0 | 80.08K | $1.66M | n/a | n/a |
| Q3 2024 | 1 | -1 | 214.74K | $4.72M | n/a | −1 |
| Q2 2024 | 2 | n/a | 175.18K | $3.93M | n/a | n/a |
Who holds it · Q4 2025
| # | Manager | Shares | Δ shares | Value | Their weight | Held | ||
|---|---|---|---|---|---|---|---|---|
| 1 | Commonwealth Equity Services, Llc | 158.79K | n/a | $2.79M | 0.0% | n/c | 1 | SEC ↗ |
| 2 | Captrust Financial Advisors | 72.14K | n/a | $1.27M | 0.0% | n/c | 1 | SEC ↗ |
| 3 | LPL Financial LLC | 55.98K | n/a | $982,939 | 0.0% | n/c | 1 | SEC ↗ |
| 4 | Bank Of Montreal /Can/ | 32.22K | n/a | $565,695 | 0.0% | n/c | 1 | SEC ↗ |
| 5 | Envestnet Asset Management Inc | 31.89K | n/a | $559,958 | 0.0% | n/c | 1 | SEC ↗ |
| 6 | Mml Investors Services, Llc | 29.22K | n/a | $513,048 | 0.0% | n/c | 1 | SEC ↗ |
| 7 | Cwm, Llc | 3.12K | n/a | $55,000 | 0.0% | n/c | 1 | SEC ↗ |
| 8 | Osaic Holdings, Inc. | 1.37K | n/a | $24,091 | 0.0% | n/c | 1 | SEC ↗ |
| 9 | BlackRock ✦ (passive) | 1.19K | 0.0% | $20,870 | 0.0% | Held | 3 | SEC ↗ |
| 10 | Us Bancorp \De\ | 900 | n/a | $15,804 | 0.0% | n/c | 1 | SEC ↗ |
| 11 | UBS Group AG | 605 | n/a | $10,624 | 0.0% | n/c | 1 | SEC ↗ |
| 12 | Royal Bank Of Canada | 49 | n/a | $1,000 | 0.0% | n/c | 1 | SEC ↗ |
| 13 | Morgan Stanley ✦ | 2 | -99.7% | $42 | 0.0% | ▼ Trim | 2 | 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): 76 holders, 3.69M shares, $56.70M 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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