CDX
name pending profile ingest
Momentum inputs (comparable managers):
holder breadth -5.3% ·
share flow -11.3% ·
net new positions -5.6%
— formula
Broad distribution — falling shares and fewer 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 | 18 | +1 | 2.94M | $62.00M | +4 | −3 |
| Q1 2026 | 18 | -1 | 3.10M | $66.13M | +3 | −4 |
| Q4 2025 | 19 | -1 | 3.49M | $77.76M | — | −1 |
| Q3 2025 | 3 | +1 | 54.91K | $1.26M | +1 | — |
| # | Manager | Shares | Δ shares | Value | Their weight | Held | ||
|---|---|---|---|---|---|---|---|---|
| 1 | Envestnet Asset Management Inc | 1.50M | +9.3% | $31.94M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 2 | LPL Financial LLC | 586.65K | -19.1% | $12.52M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 3 | Osaic Holdings, Inc. | 243.11K | -12.9% | $5.19M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 4 | Osaic Holdings, Inc. | 243.11K | -12.9% | $5.19M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 5 | Focus Partners Wealth | 196.14K | +4.7% | $4.19M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 6 | Commonwealth Equity Services, Llc | 189.42K | -51.0% | $4.04M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 7 | Citadel Advisors ✦ | 107.64K | -13.1% | $2.30M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 8 | Goldman Sachs Group ✦ | 100.30K | New | $2.14M | 0.0% | New | 1 | SEC ↗ |
| 9 | TD Waterhouse Canada Inc. | 48.60K | +59.9% | $1.04M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 10 | Cibc World Market Inc. | 46.10K | -18.2% | $983,753 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 11 | Mml Investors Services, Llc | 43.09K | -0.9% | $919,424 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 12 | HighTower Advisors, LLC | 11.40K | New | $243,299 | 0.0% | New | 1 | SEC ↗ |
| 13 | Cetera Investment Advisers | 9.56K | -75.2% | $204,033 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 14 | Cwm, Llc | 9.11K | +68.3% | $194,322 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 15 | Pnc Financial Services Group, Inc. | 8.10K | 0.0% | $172,854 | 0.0% | Held | 2 | SEC ↗ |
| 16 | Pnc Financial Services Group, Inc. | 8.10K | 0.0% | $172,854 | 0.0% | Held | 2 | SEC ↗ |
| 17 | UBS Group AG | 1.70K | +1120.1% | $36,193 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 18 | Wells Fargo & Company/Mn | 553 | -53.8% | $11,801 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 19 | Assetmark, Inc | 114 | New | $2,433 | 0.0% | New | 1 | SEC ↗ |
| 20 | Morgan Stanley ✦ | 94 | +4600.0% | $2,019 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 21 | Morgan Stanley ✦ | 94 | +4600.0% | $2,019 | 0.0% | ▲ Add | 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 | $2.14M | 0.0% |
| HighTower Advisors, LLC | $243,299 | 0.0% |
| Assetmark, Inc | $2,433 | 0.0% |
Exited
| Jane Street Group, Llc | $4.55M | was 0.0% |
| Hrt Financial Lp | $379,000 | was 0.0% |
| Susquehanna International… | $333,671 | was 0.0% |
| Northwestern Mutual Wealth… | $1,002 | 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.