Security record · archived quarter
YLDE
name pending profile ingest
14Tracked holders
0Δ holders
1.07MShares held
$57.85MReported 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 | Franklin Resources Inc | 409.00K | — | $22.16M | 0.0% | n/c | 1 | SEC ↗ |
| 2 | LPL Financial LLC | 257.69K | — | $13.96M | 0.0% | n/c | 1 | SEC ↗ |
| 3 | Ameriprise Financial Inc | 182.06K | — | $9.87M | 0.0% | n/c | 1 | SEC ↗ |
| 4 | Cwm, Llc | 46.91K | — | $2.54M | 0.0% | n/c | 1 | SEC ↗ |
| 5 | Cetera Investment Advisers | 40.72K | — | $2.21M | 0.0% | n/c | 1 | SEC ↗ |
| 6 | Osaic Holdings, Inc. | 35.79K | — | $1.94M | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 7 | Envestnet Asset Management Inc | 29.84K | — | $1.62M | 0.0% | n/c | 1 | SEC ↗ |
| 8 | Susquehanna International Group, Llp | 21.31K | — | $1.15M | 0.0% | n/c | 1 | SEC ↗ |
| 9 | Royal Bank Of Canada | 18.41K | — | $998,000 | 0.0% | n/c | 1 | SEC ↗ |
| 10 | Pnc Financial Services Group, Inc. | 16.47K | — | $892,486 | 0.0% | n/c | 1 | SEC ↗ |
| 11 | Commonwealth Equity Services, Llc | 7.58K | — | $410,640 | 0.0% | n/c | 1 | SEC ↗ |
| 12 | Morgan Stanley ✦ | 1.71K | 0.0% | $92,795 | 0.0% | Held | 2 | SEC ↗ ×2 |
| 13 | Rockefeller Capital Management L.P. | 81 | — | $4,389 | 0.0% | n/c | 1 | SEC ↗ |
| 14 | Wells Fargo & Company/Mn | 1 | — | $62 | 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): 40 holders, 1.98M shares, $106.49M 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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