Security record · archived quarter
TSME
name pending profile ingest
12Tracked holders
0Δ holders
8.61MShares held
$358.33MReported value
+0New positions
−0Exits
Momentum inputs (comparable managers): holder breadth 0.0% · share flow 0.0% · 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 | Envestnet Asset Management Inc | 8.28M | n/a | $344.68M | 0.1% | n/c | 1 | SEC ↗ |
| 2 | Commonwealth Equity Services, Llc | 155.51K | n/a | $6.47M | 0.0% | n/c | 1 | SEC ↗ |
| 3 | Stifel Financial Corp | 76.90K | n/a | $3.20M | 0.0% | n/c | 1 | SEC ↗ |
| 4 | LPL Financial LLC | 49.67K | n/a | $2.07M | 0.0% | n/c | 1 | SEC ↗ |
| 5 | Truist Financial Corp | 15.78K | n/a | $656,881 | 0.0% | n/c | 1 | SEC ↗ |
| 6 | Royal Bank Of Canada | 9.10K | n/a | $379,000 | 0.0% | n/c | 1 | SEC ↗ |
| 7 | Osaic Holdings, Inc. | 7.71K | n/a | $320,989 | 0.0% | n/c | 1 | SEC ↗ |
| 8 | Citadel Advisors ✦ | 6.39K | -31.3% | $266,231 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 9 | Raymond James Financial Inc | 5.06K | n/a | $210,520 | 0.0% | n/c | 1 | SEC ↗ |
| 10 | Morgan Stanley ✦ | 633 | +110.3% | $26,357 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 11 | Cwm, Llc | 546 | n/a | $23,000 | 0.0% | n/c | 1 | SEC ↗ |
| 12 | Assetmark, Inc | 305 | n/a | $12,699 | 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): 34 holders, 9.73M shares, $384.70M 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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