AVMU
name pending profile ingest
Momentum inputs (comparable managers):
holder breadth -20.0% ·
share flow +4.1% ·
net new positions -20.0%
— formula
Concentrated accumulation — rising shares among fewer holders
All ownership figures: tracked 13F managers only, common-stock positions, reporting period Q1 2026
| Quarter | Holders | Δ | Shares | Reported value | New | Exits |
|---|---|---|---|---|---|---|
| Q2 2026 | 8 | 0 | 1.12M | $52.21M | +2 | −2 |
| Q1 2026 | 8 | -2 | 1.09M | $49.75M | +1 | −3 |
| Q4 2025 | 10 | 0 | 1.04M | $48.27M | — | — |
| Q3 2025 | 1 | — | 109 | $4,973 | — | — |
| # | Manager | Shares | Δ shares | Value | Their weight | Held | ||
|---|---|---|---|---|---|---|---|---|
| 1 | Envestnet Asset Management Inc | 846.08K | +5.2% | $38.75M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 2 | Commonwealth Equity Services, Llc | 81.26K | +0.2% | $3.72M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 3 | LPL Financial LLC | 69.38K | +1.4% | $3.18M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 4 | Financial Engines Advisors L.L.C. | 45.32K | -18.4% | $2.08M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 5 | Jane Street Group, Llc | 22.74K | +61.3% | $1.04M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 6 | Citadel Advisors ✦ | 15.75K | New | $721,386 | 0.0% | New | 1 | SEC ↗ |
| 7 | Mml Investors Services, Llc | 5.69K | -16.0% | $260,570 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 8 | Morgan Stanley ✦ | 108 | 0.0% | $4,946 | 0.0% | Held | 3 | SEC ↗ |
“Their weight” = the position's share of that manager's reported 13F equity value — the conviction measure. ✦ = curated manager.
New buyers
| Citadel Advisors | $721,386 | 0.0% |
Exited
| Wealth Enhancement Advisory… | $338,895 | was 0.0% |
| Creative Planning | $256,771 | was 0.0% |
| Osaic Holdings, Inc. | $26,912 | was 0.0% |
Full-market context: across ALL 13F filers (SEC structured data, Q1 2026): 39 holders, 2.02M shares, $91.14M 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.