AVSD
name pending profile ingest
Momentum inputs (comparable managers):
holder breadth +6.7% ·
share flow +12.4% ·
net new positions +6.2%
— 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 | Corient Private Wealth LP | 274.24K | — | $20.36M | 0.0% | n/c | 1 | SEC ↗ ×3 |
| 2 | Fidelity (FMR) ✦ | 149.04K | +9.6% | $11.07M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 3 | Citadel Advisors ✦ | 101.20K | +352.3% | $7.51M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 4 | Mercer Global Advisors Inc /Adv | 65.31K | — | $4.85M | 0.0% | n/c | 1 | SEC ↗ |
| 5 | LPL Financial LLC | 59.13K | — | $4.39M | 0.0% | n/c | 1 | SEC ↗ |
| 6 | Commonwealth Equity Services, Llc | 57.58K | — | $4.28M | 0.0% | n/c | 1 | SEC ↗ |
| 7 | HighTower Advisors, LLC | 55.34K | — | $4.11M | 0.0% | n/c | 1 | SEC ↗ |
| 8 | Focus Partners Wealth | 40.07K | — | $2.98M | 0.0% | n/c | 1 | SEC ↗ |
| 9 | Jane Street Group, Llc | 18.59K | — | $1.38M | 0.0% | n/c | 1 | SEC ↗ |
| 10 | Envestnet Asset Management Inc | 13.52K | — | $1.00M | 0.0% | n/c | 1 | SEC ↗ |
| 11 | Truist Financial Corp | 11.02K | — | $817,974 | 0.0% | n/c | 1 | SEC ↗ |
| 12 | Mariner, LLC | 9.76K | — | $724,372 | 0.0% | n/c | 1 | SEC ↗ |
| 13 | Morgan Stanley ✦ | 2.97K | New | $220,849 | 0.0% | New | 1 | SEC ↗ |
| 14 | Cwm, Llc | 1.79K | — | $133,000 | 0.0% | n/c | 1 | SEC ↗ |
| 15 | Royal Bank Of Canada | 438 | — | $33,000 | 0.0% | n/c | 1 | SEC ↗ |
| 16 | Osaic Holdings, Inc. | 415 | — | $30,816 | 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
| Morgan Stanley | $220,849 | 0.0% |
Exited
| No tracked exits this quarter. |
Full-market context: across ALL 13F filers (SEC structured data, Q1 2026): 90 holders, 4.83M shares, $346.63M 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.