AFMC
name pending profile ingest
Momentum inputs (comparable managers):
holder breadth -10.0% ·
share flow -2.0% ·
net new positions -11.1%
— formula
Broad distribution — falling shares and fewer holders
All ownership figures: tracked 13F managers only, common-stock positions, reporting period Q4 2025
| # | Manager | Shares | Δ shares | Value | Their weight | Held | ||
|---|---|---|---|---|---|---|---|---|
| 1 | LPL Financial LLC | 688.86K | — | $23.75M | 0.0% | n/c | 1 | SEC ↗ |
| 2 | Cetera Investment Advisers | 199.55K | — | $6.88M | 0.0% | n/c | 1 | SEC ↗ |
| 3 | Commonwealth Equity Services, Llc | 72.30K | — | $2.49M | 0.0% | n/c | 1 | SEC ↗ |
| 4 | Osaic Holdings, Inc. | 66.56K | — | $2.29M | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 5 | Mariner, LLC | 42.03K | — | $1.45M | 0.0% | n/c | 1 | SEC ↗ |
| 6 | Envestnet Asset Management Inc | 20.42K | — | $703,815 | 0.0% | n/c | 1 | SEC ↗ |
| 7 | Royal Bank Of Canada | 1.50K | — | $52,000 | 0.0% | n/c | 1 | SEC ↗ |
| 8 | Bank Of America Corp /De/ | 1.26K | — | $43,366 | 0.0% | n/c | 1 | SEC ↗ |
| 9 | Morgan Stanley ✦ | 140 | -0.7% | $4,826 | 0.0% | ▼ Trim | 2 | 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
| Goldman Sachs Group | $773,347 | was 0.0% |
Full-market context: across ALL 13F filers (SEC structured data, Q1 2026): 47 holders, 3.17M shares, $105.20M 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.