CARY
name pending profile ingest
Momentum inputs (comparable managers):
holder breadth +18.2% ·
share flow +30.0% ·
net new positions +15.4%
· formula
Broad accumulation: rising shares across more holders
All ownership figures: tracked 13F managers only, common-stock positions, reporting period Q1 2026
| 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 | n/a |
| Q3 2025 | 2 | -1 | 3.20M | $66.86M | n/a | −1 |
| Q2 2025 | 2 | 0 | 18.59K | $386,582 | n/a | n/a |
| Q1 2025 | 1 | 0 | 40.79K | $846,738 | n/a | n/a |
| Q4 2024 | 1 | 0 | 21.41K | $440,811 | n/a | n/a |
| Q3 2024 | 1 | +1 | 18.50K | $392,057 | +1 | n/a |
| # | Manager | Shares | Δ shares | Value | Their weight | Held | ||
|---|---|---|---|---|---|---|---|---|
| 1 | Morgan Stanley ✦ | 5.67M | +18.4% | $117.85M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 2 | Bank Of America Corp /De/ | 4.95M | +103779.5% | $102.86M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 3 | Wells Fargo & Company/Mn | 4.38M | +11.9% | $91.00M | 0.0% | ▲ Add | 2 | SEC ↗ ×2 |
| 4 | UBS Group AG | 2.41M | +10.6% | $49.96M | 0.0% | ▲ Add | 2 | SEC ↗ ×2 |
| 5 | Focus Partners Wealth | 1.00K | -99.9% | $29.50M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 6 | Raymond James Financial Inc | 1.32M | +25.5% | $27.39M | 0.0% | ▲ Add | 2 | SEC ↗ ×2 |
| 7 | Osaic Holdings, Inc. | 1.19M | +8.7% | $24.65M | 0.0% | ▲ Add | 2 | SEC ↗ ×3 |
| 8 | Bank of New York Mellon Corp | 946.91K | -1.7% | $19.67M | 0.0% | ▼ Trim | 2 | SEC ↗ ×3 |
| 9 | Baird Financial Group, Inc. | 543.83K | -1.5% | $11.30M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 10 | Envestnet Asset Management Inc | 543.58K | +12.7% | $11.29M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 11 | Stifel Financial Corp | 504.56K | +16.2% | $10.48M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 12 | LPL Financial LLC | 431.89K | +32.0% | $8.97M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 13 | Citadel Advisors ✦ | 126.44K | New | $2.63M | 0.0% | New | 1 | SEC ↗ |
| 14 | Rockefeller Capital Management L.P. | 110.31K | +10.7% | $2.29M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 15 | Truist Financial Corp | 100.61K | +5.5% | $2.09M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 16 | HighTower Advisors, LLC | 34.85K | +12.7% | $723,864 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 17 | Jane Street Group, Llc | 21.41K | New | $444,852 | 0.0% | New | 1 | SEC ↗ |
| 18 | Fifth Third Bancorp | 20.68K | New | $429,480 | 0.0% | New | 1 | SEC ↗ |
| 19 | Goldman Sachs Group ✦ | 19.20K | +28.4% | $398,944 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 20 | Susquehanna International Group, Llp | 15.51K | New | $322,271 | 0.0% | New | 1 | SEC ↗ |
| 21 | Commonwealth Equity Services, Llc | 14.10K | +44.3% | $292,990 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 22 | Mml Investors Services, Llc | 10.58K | New | $219,850 | 0.0% | New | 1 | SEC ↗ |
| 23 | Royal Bank Of Canada | 458 | New | $10,000 | 0.0% | New | 1 | SEC ↗ |
| 24 | JPMorgan Chase ✦ | 77 | -94.0% | $1,620 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 25 | Assetmark, Inc | 49 | 0.0% | $1,018 | 0.0% | Held | 2 | SEC ↗ |
| 26 | Fidelity (FMR) ✦ | 126 | +5.9% | $262 | 0.0% | ▲ Add | 4 | SEC ↗ |
“Their weight” = the position's share of that manager's reported 13F equity value: the conviction measure. ✦ = curated manager.
New buyers
| Citadel Advisors | $2.63M | 0.0% |
| Jane Street Group, Llc | $444,852 | 0.0% |
| Fifth Third Bancorp | $429,480 | 0.0% |
| Susquehanna International… | $322,271 | 0.0% |
| Mml Investors Services, Llc | $219,850 | 0.0% |
| Royal Bank Of Canada | $10,000 | 0.0% |
Exited
| Ameriprise Financial Inc | $1.16M | was 0.0% |
| Jones Financial Companies Lllp | $5,019 | was 0.0% |
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.