AIFD
name pending profile ingest
Momentum inputs (comparable managers):
holder breadth +9.1% ·
share flow +6.5% ·
net new positions +8.3%
— formula
Broad accumulation — rising shares across more holders
All ownership figures: tracked 13F managers only, common-stock positions, reporting period Q4 2025
| # | Manager | Shares | Δ shares | Value | Their weight | Held | ||
|---|---|---|---|---|---|---|---|---|
| 1 | Commonwealth Equity Services, Llc | 69.03K | — | $2.59M | 0.0% | n/c | 1 | SEC ↗ |
| 2 | LPL Financial LLC | 31.64K | — | $1.19M | 0.0% | n/c | 1 | SEC ↗ |
| 3 | Raymond James Financial Inc | 23.31K | — | $875,877 | 0.0% | n/c | 1 | SEC ↗ |
| 4 | Raymond James Financial Inc | 23.31K | — | $875,877 | 0.0% | n/c | 1 | SEC ↗ |
| 5 | Envestnet Asset Management Inc | 18.48K | — | $694,516 | 0.0% | n/c | 1 | SEC ↗ |
| 6 | Corient Private Wealth LP | 14.00K | — | $526,120 | 0.0% | n/c | 1 | SEC ↗ |
| 7 | Corient Private Wealth LP | 14.00K | — | $526,120 | 0.0% | n/c | 1 | SEC ↗ |
| 8 | Citadel Advisors ✦ | 11.29K | New | $424,316 | 0.0% | New | 1 | SEC ↗ |
| 9 | HighTower Advisors, LLC | 9.82K | — | $369,224 | 0.0% | n/c | 1 | SEC ↗ |
| 10 | Osaic Holdings, Inc. | 7.55K | — | $283,612 | 0.0% | n/c | 1 | SEC ↗ |
| 11 | Pnc Financial Services Group, Inc. | 810 | — | $30,440 | 0.0% | n/c | 1 | SEC ↗ |
| 12 | Morgan Stanley ✦ | 733 | +19.2% | $27,546 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 13 | Morgan Stanley ✦ | 733 | +19.2% | $27,546 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 14 | Fidelity (FMR) ✦ | 723 | +16.1% | $27,189 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 15 | UBS Group AG | 175 | — | $6,577 | 0.0% | n/c | 1 | SEC ↗ |
“Their weight” = the position's share of that manager's reported 13F equity value — the conviction measure. ✦ = curated manager.
New buyers
| Citadel Advisors | $424,316 | 0.0% |
Exited
| No tracked exits this quarter. |
Full-market context: across ALL 13F filers (SEC structured data, Q1 2026): 25 holders, 410.13K shares, $15.40M 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.