CDX
name pending profile ingest
Momentum inputs (comparable managers):
holder breadth -5.0% ·
share flow +2.0% ·
net new positions -5.3%
— 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 | Envestnet Asset Management Inc | 1.37M | — | $30.50M | 0.0% | n/c | 1 | SEC ↗ |
| 2 | LPL Financial LLC | 725.18K | — | $16.15M | 0.0% | n/c | 1 | SEC ↗ |
| 3 | Commonwealth Equity Services, Llc | 386.66K | — | $8.61M | 0.0% | n/c | 1 | SEC ↗ |
| 4 | Osaic Holdings, Inc. | 279.01K | — | $6.21M | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 5 | Jane Street Group, Llc | 204.11K | — | $4.55M | 0.0% | n/c | 1 | SEC ↗ |
| 6 | Focus Partners Wealth | 187.41K | — | $4.17M | 0.0% | n/c | 1 | SEC ↗ |
| 7 | Citadel Advisors ✦ | 123.90K | +661.9% | $2.76M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 8 | Cibc World Market Inc. | 56.37K | — | $1.26M | 0.0% | n/c | 1 | SEC ↗ |
| 9 | Mml Investors Services, Llc | 43.48K | — | $968,271 | 0.0% | n/c | 1 | SEC ↗ |
| 10 | Cetera Investment Advisers | 38.58K | — | $859,246 | 0.0% | n/c | 1 | SEC ↗ |
| 11 | TD Waterhouse Canada Inc. | 30.40K | — | $676,400 | 0.0% | n/c | 1 | SEC ↗ |
| 12 | Hrt Financial Lp | 17.05K | — | $379,000 | 0.0% | n/c | 1 | SEC ↗ |
| 13 | Susquehanna International Group, Llp | 14.98K | — | $333,671 | 0.0% | n/c | 1 | SEC ↗ |
| 14 | Pnc Financial Services Group, Inc. | 8.10K | — | $180,388 | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 15 | Cwm, Llc | 5.41K | — | $120,000 | 0.0% | n/c | 1 | SEC ↗ |
| 16 | Wells Fargo & Company/Mn | 1.20K | — | $26,650 | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 17 | UBS Group AG | 139 | — | $3,096 | 0.0% | n/c | 1 | SEC ↗ |
| 18 | Northwestern Mutual Wealth… | 45 | — | $1,002 | 0.0% | n/c | 1 | SEC ↗ |
| 19 | Morgan Stanley ✦ | 2 | 0.0% | $51 | 0.0% | Held | 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
| Goldman Sachs Group | $885,449 | was 0.0% |
Full-market context: across ALL 13F filers (SEC structured data, Q1 2026): 88 holders, 14.75M shares, $304.38M 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.