CEFA
name pending profile ingest
Momentum inputs (comparable managers):
holder breadth +30.0% ·
share flow +30.0% ·
net new positions +20.0%
— formula
Broad accumulation — rising shares across more holders
All ownership figures: tracked 13F managers only, common-stock positions, reporting period Q1 2026
| # | Manager | Shares | Δ shares | Value | Their weight | Held | ||
|---|---|---|---|---|---|---|---|---|
| 1 | Chevy Chase Trust Holdings, LLC | 46.57K | New | $1.72M | 0.0% | New | 1 | SEC ↗ |
| 2 | Royal Bank Of Canada | 22.97K | +1.8% | $847,000 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 3 | Envestnet Asset Management Inc | 12.88K | +58.8% | $475,053 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 4 | LPL Financial LLC | 8.59K | New | $316,822 | 0.0% | New | 1 | SEC ↗ |
| 5 | Goldman Sachs Group ✦ | 7.00K | 0.0% | $258,208 | 0.0% | Held | 2 | SEC ↗ |
| 6 | Citadel Advisors ✦ | 6.61K | New | $243,933 | 0.0% | New | 1 | SEC ↗ |
| 7 | Osaic Holdings, Inc. | 4.04K | +10.0% | $148,987 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 8 | Osaic Holdings, Inc. | 4.04K | +10.0% | $148,987 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 9 | Us Bancorp \De\ | 1.50K | 0.0% | $55,294 | 0.0% | Held | 2 | SEC ↗ |
| 10 | Fifth Third Bancorp | 1.44K | New | $52,970 | 0.0% | New | 1 | SEC ↗ |
“Their weight” = the position's share of that manager's reported 13F equity value — the conviction measure. ✦ = curated manager.
New buyers
| Chevy Chase Trust Holdings… | $1.72M | 0.0% |
| LPL Financial LLC | $316,822 | 0.0% |
| Citadel Advisors | $243,933 | 0.0% |
| Fifth Third Bancorp | $52,970 | 0.0% |
Exited
| Jane Street Group, Llc | $323,199 | was 0.0% |
Full-market context: across ALL 13F filers (SEC structured data, Q1 2026): 37 holders, 934.67K shares, $34.69M 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.