ADME
name pending profile ingest
Momentum inputs (comparable managers):
holder breadth -20.0% ·
share flow +2.0% ·
net new positions -20.0%
— formula
Concentrated accumulation — rising shares among fewer holders
All ownership figures: tracked 13F managers only, common-stock positions, reporting period Q2 2026
| # | Manager | Shares | Δ shares | Value | Their weight | Held | ||
|---|---|---|---|---|---|---|---|---|
| 1 | Envestnet Asset Management Inc | 613.43K | +5.8% | $34.13M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 2 | Raymond James Financial Inc | 57.06K | -1.4% | $3.18M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 3 | LPL Financial LLC | 26.60K | -2.2% | $1.48M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 4 | JPMorgan Chase ✦ | 2.82K | -1.7% | $155,758 | 0.0% | ▼ Trim | 4 | SEC ↗ |
| 5 | Osaic Holdings, Inc. | 819 | +74.6% | $45,623 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 6 | Osaic Holdings, Inc. | 819 | +74.6% | $45,623 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 7 | Royal Bank Of Canada | 600 | 0.0% | $33,000 | 0.0% | Held | 3 | SEC ↗ |
| 8 | Wells Fargo & Company/Mn | 48 | +4700.0% | $2,660 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 9 | Wells Fargo & Company/Mn | 48 | +4700.0% | $2,660 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 10 | Morgan Stanley ✦ | 1 | -50.0% | $64 | 0.0% | ▼ Trim | 4 | 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
| Susquehanna International… | $923,303 | was 0.0% |
| Jones Financial Companies Lllp | $5,254 | was 0.0% |
Full-market context: across ALL 13F filers (SEC structured data, Q1 2026): 51 holders, 6.39M shares, $317.86M 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.