CLIP
name pending profile ingest
Momentum inputs (comparable managers):
holder breadth +3.8% ·
share flow +30.0% ·
net new positions +3.7%
— formula
Broad accumulation — rising shares across more 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 | 29 | +3 | 4.74M | $475.10M | +6 | −3 |
| Q1 2026 | 27 | +1 | 4.74M | $476.01M | +3 | −2 |
| Q4 2025 | 26 | 0 | 3.46M | $346.03M | +1 | −1 |
| Q3 2025 | 3 | +1 | 3.11K | $312,099 | +1 | — |
| Q2 2025 | 1 | -1 | 17.98K | $1.81M | — | −1 |
| Q1 2025 | 2 | 0 | 369.75K | $37.14M | — | — |
| Q4 2024 | 2 | 0 | 274.25K | $27.45M | — | — |
| Q3 2024 | 2 | +1 | 202.52K | $20.35M | +1 | — |
| Q2 2024 | 1 | — | 7.20K | $723,585 | — | — |
| # | Manager | Shares | Δ shares | Value | Their weight | Held | ||
|---|---|---|---|---|---|---|---|---|
| 1 | LPL Financial LLC | 1.82M | +116.8% | $182.18M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 2 | Sei Investments Co | 1.33M | -11.7% | $133.05M | 0.1% | ▼ Trim | 2 | SEC ↗ |
| 3 | Cetera Investment Advisers | 271.22K | +298.5% | $27.22M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 4 | Mirae Asset Global Investments Co.… | 259.00K | +15.1% | $25.99M | 0.1% | ▲ Add | 2 | SEC ↗ |
| 5 | Raymond James Financial Inc | 254.11K | +163.1% | $25.50M | 0.0% | ▲ Add | 2 | SEC ↗ ×2 |
| 6 | MIRAE ASSET GLOBAL ETFS HOLDINGS… | 131.96K | -8.4% | $13.24M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 7 | Wealth Enhancement Advisory… | 109.50K | -6.5% | $10.96M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 8 | Cerity Partners LLC | 91.24K | New | $9.16M | 0.0% | New | 1 | SEC ↗ |
| 9 | Osaic Holdings, Inc. | 91.21K | -11.1% | $9.15M | 0.0% | ▼ Trim | 2 | SEC ↗ ×2 |
| 10 | Truist Financial Corp | 86.22K | +20.1% | $8.65M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 11 | Envestnet Asset Management Inc | 61.31K | -6.6% | $6.15M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 12 | Royal Bank Of Canada | 56.93K | +8.3% | $5.71M | 0.0% | ▲ Add | 2 | SEC ↗ ×2 |
| 13 | Bank Of America Corp /De/ | 51.30K | -7.3% | $5.15M | 0.0% | ▼ Trim | 2 | SEC ↗ ×2 |
| 14 | Susquehanna International Group, Llp | 32.13K | +21.6% | $3.23M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 15 | Commonwealth Equity Services, Llc | 30.20K | -18.7% | $3.03M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 16 | Jane Street Group, Llc | 23.08K | +813.7% | $2.32M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 17 | Stifel Financial Corp | 17.15K | +160.3% | $1.72M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 18 | Mml Investors Services, Llc | 14.80K | -31.3% | $1.49M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 19 | Citadel Advisors ✦ | 13.83K | New | $1.39M | 0.0% | New | 1 | SEC ↗ |
| 20 | UBS Group AG | 5.93K | +1.2% | $595,637 | 0.0% | ▲ Add | 2 | SEC ↗ ×2 |
| 21 | Morgan Stanley ✦ | 475 | -32.0% | $47,671 | 0.0% | ▼ Trim | 3 | SEC ↗ ×2 |
| 22 | Bank Of Montreal /Can/ | 300 | New | $30,108 | 0.0% | New | 1 | SEC ↗ |
| 23 | Northwestern Mutual Wealth… | 163 | +1530.0% | $16,359 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 24 | Blair William & Co/Il | 153 | 0.0% | $15,355 | 0.0% | Held | 2 | SEC ↗ |
| 25 | Cwm, Llc | 13 | 0.0% | $1,300 | 0.0% | Held | 2 | SEC ↗ |
| 26 | Fidelity (FMR) ✦ | 1 | -97.1% | $80 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 27 | Wells Fargo & Company/Mn | 0 | -100.0% | $12 | 0.0% | ▼ Trim | 2 | SEC ↗ |
“Their weight” = the position's share of that manager's reported 13F equity value — the conviction measure. ✦ = curated manager.
New buyers
| Cerity Partners LLC | $9.16M | 0.0% |
| Citadel Advisors | $1.39M | 0.0% |
| Bank Of Montreal /Can/ | $30,108 | 0.0% |
Exited
| Goldman Sachs Group | $918,109 | was 0.0% |
| Hrt Financial Lp | $841,000 | was 0.0% |
Full-market context: across ALL 13F filers (SEC structured data, Q1 2026): 143 holders, 15.95M shares, $1.30B 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.