CLSE
name pending profile ingest
Momentum inputs (comparable managers):
holder breadth +8.3% ·
share flow 0.0% ·
net new positions +7.7%
— formula
Broad accumulation — rising shares across more holders
All ownership figures: tracked 13F managers only, common-stock positions, reporting period Q4 2025
| Quarter | Holders | Δ | Shares | Reported value | New | Exits |
|---|---|---|---|---|---|---|
| Q2 2026 | 17 | +2 | 4.58M | $156.48M | +4 | −2 |
| Q1 2026 | 15 | +2 | 2.98M | $84.10M | +4 | −2 |
| Q4 2025 | 13 | +1 | 1.68M | $45.99M | +1 | — |
| Q1 2025 | 1 | +1 | 16.95K | $366,398 | +1 | — |
| # | Manager | Shares | Δ shares | Value | Their weight | Held | ||
|---|---|---|---|---|---|---|---|---|
| 1 | LPL Financial LLC | 696.06K | — | $19.02M | 0.0% | n/c | 1 | SEC ↗ |
| 2 | Wealth Enhancement Advisory… | 292.32K | — | $8.12M | 0.0% | n/c | 1 | SEC ↗ |
| 3 | Envestnet Asset Management Inc | 247.41K | — | $6.76M | 0.0% | n/c | 1 | SEC ↗ |
| 4 | Rockefeller Capital Management L.P. | 169.69K | — | $4.64M | 0.0% | n/c | 1 | SEC ↗ |
| 5 | Creative Planning | 127.62K | — | $3.49M | 0.0% | n/c | 1 | SEC ↗ |
| 6 | Mariner, LLC | 93.51K | — | $2.56M | 0.0% | n/c | 1 | SEC ↗ |
| 7 | HighTower Advisors, LLC | 21.58K | — | $589,754 | 0.0% | n/c | 1 | SEC ↗ |
| 8 | Mml Investors Services, Llc | 18.18K | — | $496,743 | 0.0% | n/c | 1 | SEC ↗ |
| 9 | Bank of New York Mellon Corp | 8.72K | — | $238,211 | 0.0% | n/c | 1 | SEC ↗ |
| 10 | Bank of New York Mellon Corp | 8.72K | — | $238,211 | 0.0% | n/c | 1 | SEC ↗ |
| 11 | Wells Fargo & Company/Mn | 2.27K | — | $62,107 | 0.0% | n/c | 1 | SEC ↗ |
| 12 | Northwestern Mutual Wealth… | 355 | — | $9,702 | 0.0% | n/c | 1 | SEC ↗ |
| 13 | Royal Bank Of Canada | 332 | — | $9,000 | 0.0% | n/c | 1 | SEC ↗ |
| 14 | Morgan Stanley ✦ | 1 | New | $48 | 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
| Morgan Stanley | $48 | 0.0% |
Exited
| No tracked exits this quarter. |
Full-market context: across ALL 13F filers (SEC structured data, Q1 2026): 75 holders, 7.83M shares, $204.22M 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.