Security record · archived quarter
YNOT
name pending profile ingest
4Tracked holders
0Δ holders
2.06MShares held
$54.82MReported value
+1New positions
−1Exits
All ownership figures: tracked 13F managers only, common-stock positions, reporting period Q1 2026
Ownership over time
| Quarter | Holders | Δ | Shares | Reported value | New | Exits |
|---|---|---|---|---|---|---|
| Q2 2026 | 6 | +2 | 2.51M | $83.21M | +2 | — |
| Q1 2026 | 4 | 0 | 2.06M | $54.82M | +1 | −1 |
| Q4 2025 | 4 | — | 2.01M | $56.71M | — | — |
Who holds it · Q1 2026
| # | Manager | Shares | Δ shares | Value | Their weight | Held | ||
|---|---|---|---|---|---|---|---|---|
| 1 | Bank of New York Mellon Corp | 2.01M | +1.9% | $53.44M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 2 | Bank of New York Mellon Corp | 2.01M | +1.9% | $53.44M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 3 | Envestnet Asset Management Inc | 23.75K | -9.8% | $630,681 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 4 | LPL Financial LLC | 14.32K | New | $380,283 | 0.0% | New | 1 | SEC ↗ |
| 5 | Osaic Holdings, Inc. | 14.19K | +68.7% | $376,746 | 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
| LPL Financial LLC | $380,283 | 0.0% |
Exited
| UBS Group AG | $8,997 | was 0.0% |
Full-market context: across ALL 13F filers (SEC structured data, Q1 2026): 10 holders, 3.00M shares, $58.24M 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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