CLSE
name pending profile ingest
Momentum inputs (comparable managers):
holder breadth +15.4% ·
share flow +30.0% ·
net new positions +13.3%
· formula
Broad accumulation: rising shares across more holders
All ownership figures: tracked 13F managers only, common-stock positions, reporting period Q1 2026
| # | Manager | Shares | Δ shares | Value | Their weight | Held | ||
|---|---|---|---|---|---|---|---|---|
| 1 | LPL Financial LLC | 706.55K | +1.5% | $19.88M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 2 | Rockefeller Capital Management L.P. | 538.71K | +217.5% | $15.16M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 3 | Envestnet Asset Management Inc | 422.52K | +70.8% | $11.89M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 4 | Wealth Enhancement Advisory… | 383.51K | +31.2% | $11.01M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 5 | HighTower Advisors, LLC | 311.09K | +1341.6% | $8.75M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 6 | Commonwealth Equity Services, Llc | 279.95K | New | $7.88M | 0.0% | New | 1 | SEC ↗ |
| 7 | Creative Planning | 127.62K | 0.0% | $3.59M | 0.0% | Held | 2 | SEC ↗ |
| 8 | Mariner, LLC | 92.80K | -0.8% | $2.61M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 9 | Stifel Financial Corp | 53.28K | New | $1.50M | 0.0% | New | 1 | SEC ↗ |
| 10 | Osaic Holdings, Inc. | 37.28K | New | $1.05M | 0.0% | New | 1 | SEC ↗ |
| 11 | Susquehanna International Group, Llp | 12.30K | New | $346,038 | 0.0% | New | 1 | SEC ↗ |
| 12 | Bank of New York Mellon Corp | 11.52K | +32.2% | $324,176 | 0.0% | ▲ Add | 2 | SEC ↗ ×2 |
| 13 | Wells Fargo & Company/Mn | 2.44K | +7.2% | $68,563 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 14 | Royal Bank Of Canada | 1.55K | +368.4% | $43,000 | 0.0% | ▲ Add | 2 | SEC ↗ ×2 |
| 15 | Morgan Stanley ✦ | 2 | +100.0% | $57 | 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
| Commonwealth Equity Services… | $7.88M | 0.0% |
| Stifel Financial Corp | $1.50M | 0.0% |
| Osaic Holdings, Inc. | $1.05M | 0.0% |
| Susquehanna International… | $346,038 | 0.0% |
Exited
| Mml Investors Services, Llc | $496,743 | was 0.0% |
| Northwestern Mutual Wealth… | $9,702 | was 0.0% |
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.