AFSM
name pending profile ingest
Momentum inputs (comparable managers):
holder breadth +22.2% ·
share flow +14.3% ·
net new positions +18.2%
— formula
Broad accumulation — rising shares across more holders
All ownership figures: tracked 13F managers only, common-stock positions, reporting period Q2 2026
| Quarter | Holders | Δ | Shares | Reported value | New | Exits |
|---|---|---|---|---|---|---|
| Q2 2026 | 11 | +2 | 980.51K | $40.24M | +3 | −1 |
| Q1 2026 | 10 | 0 | 1.28M | $41.93M | +1 | −1 |
| Q4 2025 | 10 | -2 | 1.10M | $36.06M | — | −2 |
| Q3 2025 | 4 | +1 | 108.72K | $3.56M | +1 | — |
| # | Manager | Shares | Δ shares | Value | Their weight | Held | ||
|---|---|---|---|---|---|---|---|---|
| 1 | LPL Financial LLC | 276.70K | +51.7% | $11.37M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 2 | Envestnet Asset Management Inc | 200.06K | -0.5% | $8.22M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 3 | Truist Financial Corp | 193.58K | +0.2% | $7.96M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 4 | JPMorgan Chase ✦ | 136.07K | -0.1% | $5.54M | 0.0% | ▼ Trim | 4 | SEC ↗ |
| 5 | JPMorgan Chase ✦ | 136.07K | -0.1% | $5.54M | 0.0% | ▼ Trim | 4 | SEC ↗ |
| 6 | Cetera Investment Advisers | 85.53K | +1.8% | $3.52M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 7 | Osaic Holdings, Inc. | 38.84K | -13.9% | $1.60M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 8 | Susquehanna International Group, Llp | 38.00K | New | $1.56M | 0.0% | New | 1 | SEC ↗ |
| 9 | Commonwealth Equity Services, Llc | 5.05K | New | $207,670 | 0.0% | New | 1 | SEC ↗ |
| 10 | Jane Street Group, Llc | 5.00K | New | $205,294 | 0.0% | New | 1 | SEC ↗ |
| 11 | National Bank Of Canada /Fi/ | 1.12K | 0.0% | $45,849 | 0.0% | Held | 3 | SEC ↗ |
| 12 | Morgan Stanley ✦ | 564 | +37.6% | $23,213 | 0.0% | ▲ Add | 4 | SEC ↗ |
| 13 | Morgan Stanley ✦ | 564 | +37.6% | $23,213 | 0.0% | ▲ Add | 4 | SEC ↗ |
“Their weight” = the position's share of that manager's reported 13F equity value — the conviction measure. ✦ = curated manager.
New buyers
| Susquehanna International… | $1.56M | 0.0% |
| Commonwealth Equity Services… | $207,670 | 0.0% |
| Jane Street Group, Llc | $205,294 | 0.0% |
Exited
| Citadel Advisors | $464,148 | 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.