CLOI
name pending profile ingest
Momentum inputs (comparable managers):
holder breadth +22.7% ·
share flow +30.0% ·
net new positions +14.8%
— formula
Broad accumulation — rising shares across more holders
All ownership figures: tracked 13F managers only, common-stock positions, reporting period Q2 2026
| Quarter | Holders | Δ | Shares | Reported value | New | Exits |
|---|---|---|---|---|---|---|
| Q2 2026 | 27 | +5 | 3.91M | $206.96M | +5 | −1 |
| Q1 2026 | 24 | +2 | 3.02M | $159.31M | +7 | −5 |
| Q4 2025 | 22 | 0 | 3.55M | $187.55M | — | — |
| Q3 2025 | 2 | -1 | 164.46K | $8.73M | — | −1 |
| Q2 2025 | 1 | 0 | 28.05K | $1.49M | — | — |
| Q1 2025 | 1 | 0 | 72.72K | $3.84M | — | — |
| Q4 2024 | 1 | +1 | 23.74K | $1.25M | +1 | — |
| Q2 2024 | 1 | — | 68.84K | $3.64M | — | — |
| # | Manager | Shares | Δ shares | Value | Their weight | Held | ||
|---|---|---|---|---|---|---|---|---|
| 1 | LPL Financial LLC | 1.96M | +9.7% | $104.03M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 2 | Morgan Stanley ✦ | 319.95K | +98.6% | $16.94M | 0.0% | ▲ Add | 4 | SEC ↗ ×2 |
| 3 | Jones Financial Companies Lllp | 306.34K | +22.1% | $16.21M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 4 | Mml Investors Services, Llc | 248.62K | +33.8% | $13.16M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 5 | Wells Fargo & Company/Mn | 228.90K | +8697.1% | $12.12M | 0.0% | ▲ Add | 3 | SEC ↗ ×2 |
| 6 | Envestnet Asset Management Inc | 189.42K | +113.0% | $10.03M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 7 | Stifel Financial Corp | 153.59K | +11.8% | $8.13M | 0.0% | ▲ Add | 3 | SEC ↗ ×2 |
| 8 | Osaic Holdings, Inc. | 126.16K | +33.8% | $6.68M | 0.0% | ▲ Add | 3 | SEC ↗ ×3 |
| 9 | Royal Bank Of Canada | 57.07K | -12.5% | $3.02M | 0.0% | ▼ Trim | 3 | SEC ↗ ×3 |
| 10 | Susquehanna International Group, Llp | 56.55K | +101.0% | $2.99M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 11 | Tidal Investments LLC | 53.84K | New | $2.85M | 0.0% | New | 1 | SEC ↗ |
| 12 | Goldman Sachs Group ✦ | 46.92K | New | $2.48M | 0.0% | New | 1 | SEC ↗ |
| 13 | Jane Street Group, Llc | 33.73K | New | $1.79M | 0.0% | New | 1 | SEC ↗ |
| 14 | Commonwealth Equity Services, Llc | 26.78K | +19.5% | $1.42M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 15 | Mariner, LLC | 25.99K | New | $1.38M | 0.0% | New | 1 | SEC ↗ |
| 16 | Wealth Enhancement Advisory… | 18.07K | +32.2% | $953,090 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 17 | Bank of New York Mellon Corp | 17.92K | New | $948,810 | 0.0% | New | 1 | SEC ↗ ×3 |
| 18 | Mercer Global Advisors Inc /Adv | 9.32K | -4.0% | $493,475 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 19 | Truist Financial Corp | 7.36K | +0.1% | $389,606 | 0.0% | ▲ Add | 3 | SEC ↗ ×2 |
| 20 | Raymond James Financial Inc | 7.21K | +4.2% | $381,928 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 21 | Citadel Advisors ✦ | 5.77K | -86.4% | $305,522 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 22 | Assetmark, Inc | 1.89K | +4.5% | $100,128 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 23 | JPMorgan Chase ✦ | 993 | +35.7% | $52,574 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 24 | Fifth Third Bancorp | 612 | 0.0% | $32,406 | 0.0% | Held | 2 | SEC ↗ |
| 25 | BlackRock ✦ (passive) | 597 | +1005.6% | $31,611 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 26 | Northwestern Mutual Wealth… | 408 | +65.2% | $21,604 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 27 | Russell Investments Group, Ltd. | 2 | +100.0% | $106 | 0.0% | ▲ Add | 2 | SEC ↗ |
“Their weight” = the position's share of that manager's reported 13F equity value — the conviction measure. ✦ = curated manager.
New buyers
| Tidal Investments LLC | $2.85M | 0.0% |
| Goldman Sachs Group | $2.48M | 0.0% |
| Jane Street Group, Llc | $1.79M | 0.0% |
| Mariner, LLC | $1.38M | 0.0% |
| Bank of New York Mellon Corp | $948,810 | 0.0% |
Exited
| HighTower Advisors, LLC | $5.88M | was 0.0% |
Full-market context: across ALL 13F filers (SEC structured data, Q1 2026): 165 holders, 14.60M shares, $756.64M 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.