AFSM
name pending profile ingest
Momentum inputs (comparable managers):
holder breadth -16.7% ·
share flow -0.2% ·
net new positions -20.0%
· 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 | Cwm, Llc | 336.48K | n/a | $11.06M | 0.0% | n/c | 1 | SEC ↗ |
| 2 | Envestnet Asset Management Inc | 189.68K | n/a | $6.24M | 0.0% | n/c | 1 | SEC ↗ |
| 3 | Truist Financial Corp | 185.17K | n/a | $6.09M | 0.0% | n/c | 1 | SEC ↗ |
| 4 | LPL Financial LLC | 118.06K | n/a | $3.88M | 0.0% | n/c | 1 | SEC ↗ |
| 5 | JPMorgan Chase ✦ | 106.11K | +79.2% | $3.49M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 6 | Cetera Investment Advisers | 88.04K | n/a | $2.89M | 0.0% | n/c | 1 | SEC ↗ |
| 7 | Osaic Holdings, Inc. | 54.93K | n/a | $1.81M | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 8 | Susquehanna International Group, Llp | 17.03K | n/a | $560,045 | 0.0% | n/c | 1 | SEC ↗ |
| 9 | National Bank Of Canada /Fi/ | 1.17K | n/a | $38,423 | 0.0% | n/c | 1 | SEC ↗ |
| 10 | Morgan Stanley ✦ | 1 | 0.0% | $65 | 0.0% | Held | 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
| Citadel Advisors | $1.42M | was 0.0% |
| Goldman Sachs Group | $200,398 | was 0.0% |
Full-market context: across ALL 13F filers (SEC structured data, Q1 2026): 31 holders, 2.18M shares, $71.51M 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.