Security record · archived quarter
YDEC
name pending profile ingest
12Tracked holders
0Δ holders
1.32MShares held
$33.74MReported value
+0New positions
−0Exits
Momentum inputs (comparable managers): holder breadth 0.0% · share flow +20.6% · net new positions 0.0% — formula
All ownership figures: tracked 13F managers only, common-stock positions, reporting period Q1 2026
Ownership over time
Who holds it · Q1 2026
| # | Manager | Shares | Δ shares | Value | Their weight | Held | ||
|---|---|---|---|---|---|---|---|---|
| 1 | Commonwealth Equity Services, Llc | 341.77K | -7.8% | $8.99M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 2 | Cetera Investment Advisers | 246.62K | +10.9% | $6.49M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 3 | Us Bancorp \De\ | 182.41K | +687.7% | $4.80M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 4 | Raymond James Financial Inc | 165.00K | +24.2% | $4.34M | 0.0% | ▲ Add | 2 | SEC ↗ ×2 |
| 5 | LPL Financial LLC | 144.29K | -2.1% | $3.79M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 6 | Osaic Holdings, Inc. | 78.79K | -2.6% | $2.07M | 0.0% | ▼ Trim | 2 | SEC ↗ ×2 |
| 7 | Envestnet Asset Management Inc | 61.12K | +360.2% | $1.61M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 8 | Corient Private Wealth LP | 42.39K | -50.0% | $1.11M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 9 | Mariner, LLC | 9.77K | -12.9% | $256,951 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 10 | Rockefeller Capital Management L.P. | 5.76K | +10.8% | $151,567 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 11 | Wealth Enhancement Advisory… | 42.39K | +1221.1% | $107,959 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 12 | Cwm, Llc | 890 | +102.3% | $23,407 | 0.0% | ▲ Add | 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): 60 holders, 2.52M shares, $63.30M 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: Q1 2026 ·
Methodology ·
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