ACVF
name pending profile ingest
Momentum inputs (comparable managers):
holder breadth +7.1% ·
share flow -0.7% ·
net new positions +6.7%
— formula
Ownership fragmentation — more holders, smaller aggregate stake
All ownership figures: tracked 13F managers only, common-stock positions, reporting period Q2 2026
| # | Manager | Shares | Δ shares | Value | Their weight | Held | ||
|---|---|---|---|---|---|---|---|---|
| 1 | LPL Financial LLC | 146.46K | -12.4% | $7.99M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 2 | Commonwealth Equity Services, Llc | 41.69K | +4.3% | $2.27M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 3 | Mml Investors Services, Llc | 29.65K | -2.5% | $1.62M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 4 | Morgan Stanley ✦ | 28.63K | 0.0% | $1.56M | 0.0% | Held | 4 | SEC ↗ |
| 5 | Envestnet Asset Management Inc | 27.23K | -3.5% | $1.48M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 6 | JPMorgan Chase ✦ | 15.45K | +889.0% | $835,728 | 0.0% | ▲ Add | 4 | SEC ↗ |
| 7 | JPMorgan Chase ✦ | 15.45K | +889.0% | $835,728 | 0.0% | ▲ Add | 4 | SEC ↗ |
| 8 | Osaic Holdings, Inc. | 13.08K | +11.4% | $713,537 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 9 | Osaic Holdings, Inc. | 13.08K | +11.4% | $713,537 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 10 | Creative Planning | 12.33K | 0.0% | $672,402 | 0.0% | Held | 3 | SEC ↗ |
| 11 | Raymond James Financial Inc | 12.32K | 0.0% | $671,941 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 12 | Raymond James Financial Inc | 12.32K | 0.0% | $671,941 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 13 | Cetera Investment Advisers | 12.17K | -3.9% | $663,805 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 14 | Susquehanna International Group, Llp | 4.80K | New | $261,632 | 0.0% | New | 1 | SEC ↗ |
| 15 | Bank Of Montreal /Can/ | 2.09K | 0.0% | $113,966 | 0.0% | Held | 3 | SEC ↗ |
| 16 | Royal Bank Of Canada | 867 | 0.0% | $47,000 | 0.0% | Held | 3 | SEC ↗ |
| 17 | UBS Group AG | 730 | -50.0% | $39,806 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 18 | Wells Fargo & Company/Mn | 1 | -99.7% | $27 | 0.0% | ▼ Trim | 3 | SEC ↗ |
“Their weight” = the position's share of that manager's reported 13F equity value — the conviction measure. ✦ = curated manager.
New buyers
| Susquehanna International… | $261,632 | 0.0% |
Exited
| No tracked exits this quarter. |
Full-market context: across ALL 13F filers (SEC structured data, Q1 2026): 54 holders, 738.42K shares, $34.16M reported. This is a different, older period than the tracked-universe figures above and the two are never mixed.
What else this security's tracked holders most often hold — shared-ownership counts, not fundamental relationships.