CARY
name pending profile ingest
Momentum inputs (comparable managers):
holder breadth +10.0% ·
share flow +10.1% ·
net new positions +9.1%
— formula
Broad accumulation — rising shares across more holders
All ownership figures: tracked 13F managers only, common-stock positions, reporting period Q4 2025
| Quarter | Holders | Δ | Shares | Reported value | New | Exits |
|---|---|---|---|---|---|---|
| Q2 2026 | 22 | -4 | 34.22M | $711.02M | +2 | −6 |
| Q1 2026 | 26 | +4 | 23.36M | $514.79M | +6 | −2 |
| Q4 2025 | 22 | +2 | 17.52M | $364.89M | +2 | — |
| Q3 2025 | 2 | -1 | 3.20M | $66.86M | — | −1 |
| Q2 2025 | 2 | 0 | 18.59K | $386,582 | — | — |
| Q1 2025 | 1 | 0 | 40.79K | $846,738 | — | — |
| Q4 2024 | 1 | 0 | 21.41K | $440,811 | — | — |
| Q3 2024 | 1 | +1 | 18.50K | $392,057 | +1 | — |
| # | Manager | Shares | Δ shares | Value | Their weight | Held | ||
|---|---|---|---|---|---|---|---|---|
| 1 | Morgan Stanley ✦ | 4.79M | +49.9% | $99.79M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 2 | Wells Fargo & Company/Mn | 3.92M | — | $81.55M | 0.0% | n/c | 1 | SEC ↗ |
| 3 | Wells Fargo & Company/Mn | 3.92M | — | $81.55M | 0.0% | n/c | 1 | SEC ↗ |
| 4 | UBS Group AG | 2.17M | — | $45.28M | 0.0% | n/c | 1 | SEC ↗ |
| 5 | Focus Partners Wealth | 1.42M | — | $29.68M | 0.0% | n/c | 1 | SEC ↗ |
| 6 | Osaic Holdings, Inc. | 1.09M | — | $22.73M | 0.0% | n/c | 1 | SEC ↗ |
| 7 | Osaic Holdings, Inc. | 1.09M | — | $22.73M | 0.0% | n/c | 1 | SEC ↗ |
| 8 | Osaic Holdings, Inc. | 1.09M | — | $22.73M | 0.0% | n/c | 1 | SEC ↗ |
| 9 | Raymond James Financial Inc | 1.05M | — | $21.88M | 0.0% | n/c | 1 | SEC ↗ |
| 10 | Raymond James Financial Inc | 1.05M | — | $21.88M | 0.0% | n/c | 1 | SEC ↗ |
| 11 | Bank of New York Mellon Corp | 962.87K | — | $20.05M | 0.0% | n/c | 1 | SEC ↗ |
| 12 | Bank of New York Mellon Corp | 962.87K | — | $20.05M | 0.0% | n/c | 1 | SEC ↗ |
| 13 | Bank of New York Mellon Corp | 962.87K | — | $20.05M | 0.0% | n/c | 1 | SEC ↗ |
| 14 | Baird Financial Group, Inc. | 552.27K | — | $11.50M | 0.0% | n/c | 1 | SEC ↗ |
| 15 | Envestnet Asset Management Inc | 482.35K | — | $10.05M | 0.0% | n/c | 1 | SEC ↗ |
| 16 | Stifel Financial Corp | 434.32K | — | $9.05M | 0.0% | n/c | 1 | SEC ↗ |
| 17 | LPL Financial LLC | 327.08K | — | $6.81M | 0.0% | n/c | 1 | SEC ↗ |
| 18 | Rockefeller Capital Management L.P. | 99.61K | — | $2.07M | 0.0% | n/c | 1 | SEC ↗ |
| 19 | Truist Financial Corp | 95.40K | — | $1.99M | 0.0% | n/c | 1 | SEC ↗ |
| 20 | Ameriprise Financial Inc | 55.82K | — | $1.16M | 0.0% | n/c | 1 | SEC ↗ |
| 21 | HighTower Advisors, LLC | 30.92K | — | $643,852 | 0.0% | n/c | 1 | SEC ↗ |
| 22 | Goldman Sachs Group ✦ | 14.95K | New | $311,383 | 0.0% | New | 1 | SEC ↗ |
| 23 | Commonwealth Equity Services, Llc | 9.78K | — | $203,610 | 0.0% | n/c | 1 | SEC ↗ |
| 24 | Bank Of America Corp /De/ | 4.77K | — | $99,273 | 0.0% | n/c | 1 | SEC ↗ |
| 25 | JPMorgan Chase ✦ | 1.29K | New | $26,962 | 0.0% | New | 1 | SEC ↗ |
| 26 | JPMorgan Chase ✦ | 1.29K | New | $26,962 | 0.0% | New | 1 | SEC ↗ |
| 27 | Jones Financial Companies Lllp | 241 | — | $5,019 | 0.0% | n/c | 1 | SEC ↗ |
| 28 | Assetmark, Inc | 49 | — | $1,020 | 0.0% | n/c | 1 | SEC ↗ |
| 29 | Fidelity (FMR) ✦ | 119 | -4.8% | $247 | 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
| Goldman Sachs Group | $311,383 | 0.0% |
| JPMorgan Chase | $26,962 | 0.0% |
| JPMorgan Chase | $26,962 | 0.0% |
Exited
| No tracked exits this quarter. |
Full-market context: across ALL 13F filers (SEC structured data, Q1 2026): 100 holders, 37.83M shares, $804.08M 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.