Security record · archived quarter
TDI
name pending profile ingest
6Tracked holders
0Δ holders
175.19KShares held
$6.78MReported value
+0New positions
−0Exits
Momentum inputs (comparable managers): holder breadth 0.0% · share flow +0.1% · 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 | 14 | +6 | 3.51M | $157.74M | +8 | −2 |
| Q1 2026 | 8 | +2 | 1.15M | $47.31M | +3 | −1 |
| Q4 2025 | 6 | 0 | 175.19K | $6.78M | — | — |
| Q3 2025 | 1 | -1 | 2.51K | $93,612 | — | −1 |
| Q2 2025 | 1 | 0 | 22.38K | $760,829 | — | — |
| Q1 2025 | 1 | 0 | 81.34K | $2.43M | — | — |
| Q4 2024 | 1 | +1 | 20.44K | $563,045 | +1 | — |
| Q2 2024 | 1 | — | 31.99K | $936,086 | — | — |
Who holds it · Q4 2025
| # | Manager | Shares | Δ shares | Value | Their weight | Held | ||
|---|---|---|---|---|---|---|---|---|
| 1 | Stifel Financial Corp | 59.23K | — | $2.29M | 0.0% | n/c | 1 | SEC ↗ |
| 2 | LPL Financial LLC | 55.68K | — | $2.15M | 0.0% | n/c | 1 | SEC ↗ |
| 3 | Raymond James Financial Inc | 39.07K | — | $1.51M | 0.0% | n/c | 1 | SEC ↗ |
| 4 | Raymond James Financial Inc | 39.07K | — | $1.51M | 0.0% | n/c | 1 | SEC ↗ |
| 5 | Osaic Holdings, Inc. | 18.26K | — | $706,267 | 0.0% | n/c | 1 | SEC ↗ |
| 6 | Morgan Stanley ✦ | 2.64K | +5.2% | $102,271 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 7 | UBS Group AG | 311 | — | $12,029 | 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): 30 holders, 1.72M shares, $69.26M 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 ·
Get this via the API