AUSF
name pending profile ingest
Momentum inputs (comparable managers):
holder breadth -4.8% ·
share flow +8.6% ·
net new positions -5.0%
— formula
Concentrated accumulation — rising shares among fewer 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 | 20 | -1 | 6.83M | $336.90M | +3 | −4 |
| Q1 2026 | 22 | +2 | 6.29M | $304.94M | +4 | −2 |
| Q4 2025 | 20 | -2 | 7.73M | $363.47M | — | −2 |
| Q3 2025 | 5 | +1 | 40.85K | $1.90M | +1 | — |
| Q2 2025 | 1 | -1 | 778 | $34,789 | — | −1 |
| Q1 2025 | 1 | +1 | 12.00K | $523,800 | +1 | — |
| # | Manager | Shares | Δ shares | Value | Their weight | Held | ||
|---|---|---|---|---|---|---|---|---|
| 1 | Wealth Enhancement Advisory… | 2.61M | +8.9% | $130.91M | 0.2% | ▲ Add | 3 | SEC ↗ |
| 2 | LPL Financial LLC | 1.65M | +16.9% | $80.51M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 3 | Commonwealth Equity Services, Llc | 1.16M | +10.2% | $56.78M | 0.1% | ▲ Add | 3 | SEC ↗ |
| 4 | Northwestern Mutual Wealth… | 295.53K | +0.4% | $14.44M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 5 | Raymond James Financial Inc | 283.23K | +7.6% | $13.84M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 6 | Raymond James Financial Inc | 283.23K | +7.6% | $13.84M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 7 | Cetera Investment Advisers | 281.78K | +9.2% | $13.77M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 8 | Royal Bank Of Canada | 203.91K | -31.6% | $9.96M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 9 | Envestnet Asset Management Inc | 131.90K | +12.2% | $6.44M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 10 | Mml Investors Services, Llc | 85.17K | +30.2% | $4.16M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 11 | Osaic Holdings, Inc. | 37.62K | +25.0% | $1.84M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 12 | Osaic Holdings, Inc. | 37.62K | +25.0% | $1.84M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 13 | Osaic Holdings, Inc. | 37.62K | +25.0% | $1.84M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 14 | Goldman Sachs Group ✦ | 17.61K | +109.7% | $860,229 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 15 | Hrt Financial Lp | 14.72K | New | $719,000 | 0.0% | New | 1 | SEC ↗ |
| 16 | Susquehanna International Group, Llp | 13.82K | +23.9% | $675,245 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 17 | Jane Street Group, Llc | 13.09K | +72.7% | $639,724 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 18 | Fifth Third Bancorp | 9.23K | -3.7% | $450,929 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 19 | UBS Group AG | 7.99K | New | $390,587 | 0.0% | New | 1 | SEC ↗ |
| 20 | JPMorgan Chase ✦ | 7.29K | New | $358,454 | 0.0% | New | 1 | SEC ↗ |
| 21 | Morgan Stanley ✦ | 1.35K | +0.1% | $65,783 | 0.0% | ▲ Add | 4 | SEC ↗ |
| 22 | Morgan Stanley ✦ | 1.35K | +0.1% | $65,783 | 0.0% | ▲ Add | 4 | SEC ↗ |
| 23 | Fidelity (FMR) ✦ | 1.28K | +14.7% | $62,608 | 0.0% | ▲ Add | 5 | SEC ↗ |
| 24 | Wells Fargo & Company/Mn | 549 | — | $26,831 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 25 | Wells Fargo & Company/Mn | 549 | — | $26,831 | 0.0% | ▲ Add | 3 | SEC ↗ |
“Their weight” = the position's share of that manager's reported 13F equity value — the conviction measure. ✦ = curated manager.
New buyers
| Hrt Financial Lp | $719,000 | 0.0% |
| UBS Group AG | $390,587 | 0.0% |
| JPMorgan Chase | $358,454 | 0.0% |
Exited
| Two Sigma Investments | $2.03M | was 0.0% |
| Creative Planning | $412,861 | was 0.0% |
| Brown Advisory Inc | $325,686 | was 0.0% |
| Rockefeller Capital… | $23,643 | was 0.0% |
Full-market context: across ALL 13F filers (SEC structured data, Q1 2026): 86 holders, 12.21M shares, $581.45M 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.