CEV
name pending profile ingest
Momentum inputs (comparable managers):
holder breadth +18.2% ·
share flow +6.7% ·
net new positions +15.4%
— 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 | LPL Financial LLC | 134.77K | +0.2% | $1.42M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 2 | Morgan Stanley ✦ | 134.12K | +13.6% | $1.41M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 3 | Morgan Stanley ✦ | 134.12K | +13.6% | $1.41M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 4 | Rockefeller Capital Management L.P. | 120.43K | 0.0% | $1.27M | 0.0% | Held | 3 | SEC ↗ |
| 5 | Raymond James Financial Inc | 56.52K | -6.1% | $594,548 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 6 | Raymond James Financial Inc | 56.52K | -6.1% | $594,548 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 7 | Wells Fargo & Company/Mn | 49.03K | -2.3% | $515,784 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 8 | Wells Fargo & Company/Mn | 49.03K | -2.3% | $515,784 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 9 | UBS Group AG | 41.11K | +0.6% | $432,488 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 10 | Mariner, LLC | 18.21K | 0.0% | $191,585 | 0.0% | Held | 3 | SEC ↗ |
| 11 | Hrt Financial Lp | 13.55K | New | $142,000 | 0.0% | New | 1 | SEC ↗ |
| 12 | Royal Bank Of Canada | 11.59K | +2.6% | $122,000 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 13 | Citadel Advisors ✦ | 10.18K | New | $107,073 | 0.0% | New | 1 | SEC ↗ |
| 14 | Us Bancorp \De\ | 7.46K | 0.0% | $78,448 | 0.0% | Held | 3 | SEC ↗ |
| 15 | Osaic Holdings, Inc. | 4.00K | +100.0% | $42,080 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 16 | Fifth Third Bancorp | 703 | 0.0% | $7,396 | 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
| Hrt Financial Lp | $142,000 | 0.0% |
| Citadel Advisors | $107,073 | 0.0% |
Exited
| No tracked exits this quarter. |
Full-market context: across ALL 13F filers (SEC structured data, Q1 2026): 33 holders, 1.23M shares, $11.84M 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.