CCD
name pending profile ingest
Momentum inputs (comparable managers):
holder breadth -5.3% ·
share flow +0.4% ·
net new positions -5.6%
— formula
Concentrated accumulation — rising shares among 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 | Wells Fargo & Company/Mn | 439.58K | — | $9.17M | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 2 | Morgan Stanley ✦ | 323.01K | +0.8% | $6.74M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 3 | Bank Of America Corp /De/ | 303.44K | — | $6.33M | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 4 | Royal Bank Of Canada | 177.91K | — | $3.71M | 0.0% | n/c | 1 | SEC ↗ |
| 5 | LPL Financial LLC | 147.63K | — | $3.08M | 0.0% | n/c | 1 | SEC ↗ |
| 6 | Truist Financial Corp | 108.79K | — | $2.27M | 0.0% | n/c | 1 | SEC ↗ |
| 7 | UBS Group AG | 104.25K | — | $2.17M | 0.0% | n/c | 1 | SEC ↗ ×3 |
| 8 | Raymond James Financial Inc | 82.67K | — | $1.72M | 0.0% | n/c | 1 | SEC ↗ ×3 |
| 9 | Commonwealth Equity Services, Llc | 77.41K | — | $1.61M | 0.0% | n/c | 1 | SEC ↗ |
| 10 | Osaic Holdings, Inc. | 59.86K | — | $1.25M | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 11 | Ameriprise Financial Inc | 52.46K | — | $1.09M | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 12 | Citadel Advisors ✦ | 30.97K | +26.7% | $644,837 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 13 | Rockefeller Capital Management L.P. | 29.53K | — | $616,011 | 0.0% | n/c | 1 | SEC ↗ |
| 14 | Cerity Partners LLC | 20.00K | — | $417,200 | 0.0% | n/c | 1 | SEC ↗ |
| 15 | Envestnet Asset Management Inc | 18.40K | — | $383,759 | 0.0% | n/c | 1 | SEC ↗ |
| 16 | Stifel Financial Corp | 17.30K | — | $360,846 | 0.0% | n/c | 1 | SEC ↗ |
| 17 | Cetera Investment Advisers | 12.38K | — | $258,245 | 0.0% | n/c | 1 | SEC ↗ |
| 18 | JPMorgan Chase ✦ | 405 | -50.6% | $8,432 | 0.0% | ▼ Trim | 2 | 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
| Fidelity (FMR) | $18 | was 0.0% |
Full-market context: across ALL 13F filers (SEC structured data, Q1 2026): 64 holders, 3.84M shares, $79.55M 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.
Open-market purchases (P)
10% owner · 128.00K sh @ 25.00 · $3.20M
10% owner · 296.00K sh @ 25.00 · $7.40M
10% owner · 168.00K sh @ 25.00 · $4.20M
10% owner · 244.00K sh @ 25.00 · $6.10M
10% owner · 44.00K sh @ 25.00 · $1.10M
Open-market sales (S)
No open-market insider sales in our coverage window.
Awards, exercises and tax withholding are never counted as buys or sales here. Methodology