New Positions
0 managers initiated
Top five by reported value
No new institutional positions this quarter.
Yatsen Holding Ltd NEW YORK STOCK EXCHANGE, INC.:YSG
Institutional holders, quarter-over-quarter share deltas, and new and closed positions disclosed in Form 13F. Period 2025-12-31 · prior 2025-09-30.
0 new0 added2 reduced1 exited
Total Institutional Holders
2
as of 2025-12-31
Top Holder
EverSource Wealth Advisors, LLC
$3.3K
Largest QoQ Increase
—
Largest QoQ Decrease
Burns Matteson Capital Management, LLC
-24,819 sh
Reduced(2)
| Manager | Shares | Δ Shares | Value | Δ Value | % Δ |
|---|---|---|---|---|---|
| EverSource Wealth Advisors, LLC | 850 | -5,122 | $3.3K | -$50.8K | -85.8% |
| Root Financial Partners, LLC | 62 | 0 | $241 | -$321 | 0.0% |
Sold Out(1)
| Manager | Shares | Δ Shares | Value | Δ Value | % Δ |
|---|---|---|---|---|---|
| Burns Matteson Capital Management, LLC | 0 | -24,819 | $0 | -$224.9K | — |
Top Holders by reported value
Ranked by the dollar value reported on the latest Form 13F. Share counts reflect long positions as of 2025-12-31.
| Manager | Shares | $ Value | Δ Shares | QoQ % |
|---|---|---|---|---|
| EverSource Wealth Advisors, LLC | 850 | $3.3K | -5,122 | -85.8% |
| Root Financial Partners, LLC | 62 | $241 | 0 | 0.0% |
New & Closed Positions this quarter
Closed Positions
1 managers exited
Top five by prior-quarter value
Methodology
Form 13F is the SEC's quarterly disclosure for institutional investment managers exercising discretion over $100 million or more in qualifying U.S. equity securities. Managers must file within 45 days of each calendar quarter end, which is why holdings shown here reflect a snapshot at the period date — not real-time positioning.
Quarter-over-quarter deltas compare each manager's most recently reported share count for YSG against its prior-quarter count. New positions are entries where the prior count was zero; closed positions are entries where the current count is zero. Amendments (13F-HR/A) replace prior filings for the same period.
Source: SEC EDGAR Form 13F (XML information tables). Dollar values are as reported by the manager and may use mid-quarter pricing conventions. CUSIP-to-ticker resolution is best-effort.