BUYW
name pending profile ingest
Momentum inputs (comparable managers):
holder breadth -16.7% ·
share flow -0.1% ·
net new positions -20.0%
· formula
Broad distribution: falling shares and fewer holders
All ownership figures: tracked 13F managers only, common-stock positions, reporting period Q4 2025
| # | Manager | Shares | Δ shares | Value | Their weight | Held | ||
|---|---|---|---|---|---|---|---|---|
| 1 | LPL Financial LLC | 14.73M | n/a | $210.87M | 0.1% | n/c | 1 | SEC ↗ |
| 2 | Osaic Holdings, Inc. | 7.51M | n/a | $107.55M | 0.2% | n/c | 1 | SEC ↗ ×2 |
| 3 | Envestnet Asset Management Inc | 2.54M | n/a | $36.35M | 0.0% | n/c | 1 | SEC ↗ |
| 4 | Cwm, Llc | 939.71K | n/a | $13.46M | 0.0% | n/c | 1 | SEC ↗ |
| 5 | Cetera Investment Advisers | 245.72K | n/a | $3.52M | 0.0% | n/c | 1 | SEC ↗ |
| 6 | Raymond James Financial Inc | 13.55K | n/a | $193,993 | 0.0% | n/c | 1 | SEC ↗ |
| 7 | Bank Of America Corp /De/ | 10.32K | n/a | $147,725 | 0.0% | n/c | 1 | SEC ↗ |
| 8 | UBS Group AG | 1.24K | n/a | $17,814 | 0.0% | n/c | 1 | SEC ↗ |
| 9 | Assetmark, Inc | 44 | n/a | $630 | 0.0% | n/c | 1 | SEC ↗ |
| 10 | Wells Fargo & Company/Mn | 2 | n/a | $26 | 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
| No new tracked buyers this quarter. |
Exited
| Goldman Sachs Group | $207,196 | was 0.0% |
| Morgan Stanley | $1,648 | was 0.0% |
Full-market context: across ALL 13F filers (SEC structured data, Q1 2026): 70 holders, 71.31M shares, $852.62M 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.