CEFA
name pending profile ingest
Momentum inputs (comparable managers):
holder breadth +11.1% ·
share flow +4.4% ·
net new positions +10.0%
— formula
Broad accumulation — rising shares across more holders
All ownership figures: tracked 13F managers only, common-stock positions, reporting period Q2 2026
| # | Manager | Shares | Δ shares | Value | Their weight | Held | ||
|---|---|---|---|---|---|---|---|---|
| 1 | Chevy Chase Trust Holdings, LLC | 44.98K | -3.4% | $1.79M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 2 | Royal Bank Of Canada | 22.97K | 0.0% | $912,000 | 0.0% | Held | 3 | SEC ↗ |
| 3 | Envestnet Asset Management Inc | 14.44K | +12.1% | $573,071 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 4 | LPL Financial LLC | 13.68K | +59.3% | $543,043 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 5 | Goldman Sachs Group ✦ | 7.00K | 0.0% | $277,812 | 0.0% | Held | 3 | SEC ↗ |
| 6 | Jane Street Group, Llc | 5.62K | New | $222,964 | 0.0% | New | 1 | SEC ↗ |
| 7 | Osaic Holdings, Inc. | 4.04K | 0.0% | $160,297 | 0.0% | Held | 3 | SEC ↗ |
| 8 | Osaic Holdings, Inc. | 4.04K | 0.0% | $160,297 | 0.0% | Held | 3 | SEC ↗ |
| 9 | Us Bancorp \De\ | 1.52K | +1.7% | $60,484 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 10 | Fifth Third Bancorp | 1.51K | +5.4% | $60,087 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 11 | UBS Group AG | 684 | New | $27,146 | 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
| Jane Street Group, Llc | $222,964 | 0.0% |
| UBS Group AG | $27,146 | 0.0% |
Exited
| Citadel Advisors | $243,933 | 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.