AVSE
name pending profile ingest
Momentum inputs (comparable managers):
holder breadth +30.0% ·
share flow -19.5% ·
net new positions +20.0%
— formula
Ownership fragmentation — more holders, smaller aggregate stake
All ownership figures: tracked 13F managers only, common-stock positions, reporting period Q2 2026
| # | Manager | Shares | Δ shares | Value | Their weight | Held | ||
|---|---|---|---|---|---|---|---|---|
| 1 | Focus Partners Wealth | 150.69K | -0.5% | $12.33M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 2 | HighTower Advisors, LLC | 67.90K | +2.7% | $5.56M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 3 | Commonwealth Equity Services, Llc | 45.91K | +18.9% | $3.76M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 4 | Corient Private Wealth LP | 41.58K | -63.3% | $3.40M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 5 | Citadel Advisors ✦ | 40.68K | -76.5% | $3.33M | 0.0% | ▼ Trim | 6 | SEC ↗ |
| 6 | Susquehanna International Group, Llp | 40.62K | New | $3.32M | 0.0% | New | 1 | SEC ↗ |
| 7 | Mercer Global Advisors Inc /Adv | 39.00K | +7.4% | $3.19M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 8 | Jane Street Group, Llc | 27.72K | New | $2.27M | 0.0% | New | 1 | SEC ↗ |
| 9 | LPL Financial LLC | 20.12K | +55.2% | $1.65M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 10 | Raymond James Financial Inc | 19.70K | -27.9% | $1.61M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 11 | Envestnet Asset Management Inc | 7.55K | +17.1% | $617,638 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 12 | Truist Financial Corp | 4.09K | +2.8% | $335,120 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 13 | Kayne Anderson Rudnick Investment… | 948 | New | $77,454 | 0.0% | New | 1 | SEC ↗ |
| 14 | Morgan Stanley ✦ | 868 | 0.0% | $71,034 | 0.0% | Held | 4 | SEC ↗ |
| 15 | Royal Bank Of Canada | 45 | New | $4,000 | 0.0% | New | 1 | SEC ↗ |
| 16 | Osaic Holdings, Inc. | 25 | New | $2,045 | 0.0% | New | 1 | SEC ↗ |
“Their weight” = the position's share of that manager's reported 13F equity value — the conviction measure. ✦ = curated manager.
New buyers
| Susquehanna International… | $3.32M | 0.0% |
| Jane Street Group, Llc | $2.27M | 0.0% |
| Kayne Anderson Rudnick… | $77,454 | 0.0% |
| Royal Bank Of Canada | $4,000 | 0.0% |
| Osaic Holdings, Inc. | $2,045 | 0.0% |
Exited
| No tracked exits this quarter. |
Full-market context: across ALL 13F filers (SEC structured data, Q1 2026): 64 holders, 1.92M shares, $118.02M 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.