Security record · archived quarter
SZNE
name pending profile ingest
9Tracked holders
0Δ holders
131.63KShares held
$4.59MReported value
+0New positions
−0Exits
Momentum inputs (comparable managers): holder breadth 0.0% · share flow +0.5% · 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 | Bank Of America Corp /De/ | 42.38K | n/a | $1.48M | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 2 | Susquehanna International Group, Llp | 27.67K | n/a | $965,791 | 0.0% | n/c | 1 | SEC ↗ |
| 3 | LPL Financial LLC | 23.09K | n/a | $805,795 | 0.0% | n/c | 1 | SEC ↗ |
| 4 | Goldman Sachs Group ✦ | 17.48K | +3.5% | $610,155 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 5 | Royal Bank Of Canada | 11.43K | n/a | $399,000 | 0.0% | n/c | 1 | SEC ↗ |
| 6 | Raymond James Financial Inc | 6.01K | n/a | $209,690 | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 7 | Osaic Holdings, Inc. | 2.93K | n/a | $102,194 | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 8 | Morgan Stanley ✦ | 410 | 0.0% | $14,331 | 0.0% | Held | 2 | SEC ↗ ×2 |
| 9 | UBS Group AG | 246 | n/a | $8,586 | 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): 13 holders, 171.08K shares, $6.10M 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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