BTO
name pending profile ingest
Momentum inputs (comparable managers):
holder breadth +4.8% ·
share flow +3.1% ·
net new positions +4.5%
— formula
Broad accumulation — rising shares across more 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 | 22 | +1 | 2.83M | $111.66M | +1 | — |
| Q1 2026 | 22 | +3 | 2.75M | $98.55M | +3 | — |
| Q4 2025 | 19 | 0 | 2.74M | $95.96M | — | — |
| Q3 2025 | 1 | — | 1.22M | $43.83M | — | — |
| # | Manager | Shares | Δ shares | Value | Their weight | Held | ||
|---|---|---|---|---|---|---|---|---|
| 1 | Morgan Stanley ✦ | 1.26M | +5.8% | $49.61M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 2 | Morgan Stanley ✦ | 1.26M | +5.8% | $49.61M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 3 | Morgan Stanley ✦ | 1.26M | +5.8% | $49.61M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 4 | Morgan Stanley ✦ | 1.26M | +5.8% | $49.61M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 5 | Morgan Stanley ✦ | 1.26M | +5.8% | $49.61M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 6 | Wells Fargo & Company/Mn | 646.73K | -1.0% | $25.49M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 7 | Wells Fargo & Company/Mn | 646.73K | -1.0% | $25.49M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 8 | Royal Bank Of Canada | 270.29K | +0.9% | $10.65M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 9 | Royal Bank Of Canada | 270.29K | +0.9% | $10.65M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 10 | Raymond James Financial Inc | 172.70K | -3.2% | $6.81M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 11 | Raymond James Financial Inc | 172.70K | -3.2% | $6.81M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 12 | LPL Financial LLC | 130.04K | +1.7% | $5.13M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 13 | Stifel Financial Corp | 99.30K | -2.8% | $3.91M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 14 | Bank Of America Corp /De/ | 46.68K | +3.4% | $1.84M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 15 | Bank Of America Corp /De/ | 46.68K | +3.4% | $1.84M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 16 | UBS Group AG | 43.82K | -1.6% | $1.73M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 17 | UBS Group AG | 43.82K | -1.6% | $1.73M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 18 | Ameriprise Financial Inc | 35.32K | +3.9% | $1.39M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 19 | HighTower Advisors, LLC | 25.39K | +0.8% | $1.00M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 20 | Osaic Holdings, Inc. | 19.45K | +80.0% | $767,061 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 21 | Osaic Holdings, Inc. | 19.45K | +80.0% | $767,061 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 22 | Envestnet Asset Management Inc | 15.41K | +147.2% | $607,456 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 23 | Commonwealth Equity Services, Llc | 14.54K | -3.7% | $573,330 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 24 | Mariner, LLC | 14.22K | +1.3% | $560,459 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 25 | Focus Partners Wealth | 9.94K | +5.0% | $391,879 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 26 | Citadel Advisors ✦ | 8.50K | New | $335,188 | 0.0% | New | 1 | SEC ↗ |
| 27 | Cetera Investment Advisers | 8.43K | +0.2% | $332,251 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 28 | Creative Planning | 6.64K | +0.3% | $261,779 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 29 | Fifth Third Bancorp | 5.20K | -9.3% | $205,142 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 30 | JPMorgan Chase ✦ | 830 | +3672.7% | $32,544 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 31 | Pnc Financial Services Group, Inc. | 357 | -82.4% | $14,073 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 32 | Northwestern Mutual Wealth… | 80 | -32.2% | $3,154 | 0.0% | ▼ Trim | 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 | $335,188 | 0.0% |
Exited
| No tracked exits this quarter. |
Full-market context: across ALL 13F filers (SEC structured data, Q1 2026): 76 holders, 4.07M shares, $136.82M 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.