CLSE
name pending profile ingest
Momentum inputs (comparable managers):
holder breadth +13.3% ·
share flow +30.0% ·
net new positions +11.8%
— 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 | 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 | 1.33M | +88.8% | $45.53M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 2 | Envestnet Asset Management Inc | 903.08K | +113.7% | $30.83M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 3 | Rockefeller Capital Management L.P. | 889.01K | +65.0% | $30.35M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 4 | Wealth Enhancement Advisory… | 337.65K | -12.0% | $11.54M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 5 | HighTower Advisors, LLC | 324.50K | +4.3% | $11.08M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 6 | Royal Bank Of Canada | 303.77K | +19435.3% | $10.37M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 7 | Royal Bank Of Canada | 303.77K | +19435.3% | $10.37M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 8 | Creative Planning | 126.17K | -1.1% | $4.31M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 9 | Mariner, LLC | 92.80K | 0.0% | $3.17M | 0.0% | Held | 3 | SEC ↗ |
| 10 | Stifel Financial Corp | 77.71K | +45.8% | $2.65M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 11 | Osaic Holdings, Inc. | 58.92K | +58.0% | $2.01M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 12 | Cerity Partners LLC | 57.12K | New | $1.95M | 0.0% | New | 1 | SEC ↗ |
| 13 | Mml Investors Services, Llc | 42.90K | New | $1.46M | 0.0% | New | 1 | SEC ↗ |
| 14 | Brown Advisory Inc | 17.05K | New | $582,138 | 0.0% | New | 1 | SEC ↗ |
| 15 | Truist Financial Corp | 11.32K | New | $386,306 | 0.0% | New | 1 | SEC ↗ |
| 16 | Bank of New York Mellon Corp | 6.83K | -40.7% | $233,260 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 17 | Bank of New York Mellon Corp | 6.83K | -40.7% | $233,260 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 18 | Wells Fargo & Company/Mn | 1.15K | -52.8% | $39,272 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 19 | Wells Fargo & Company/Mn | 1.15K | -52.8% | $39,272 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 20 | Morgan Stanley ✦ | 2 | 0.0% | $68 | 0.0% | Held | 3 | 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 | $1.95M | 0.0% |
| Mml Investors Services, Llc | $1.46M | 0.0% |
| Brown Advisory Inc | $582,138 | 0.0% |
| Truist Financial Corp | $386,306 | 0.0% |
Exited
| Commonwealth Equity Services… | $7.88M | was 0.0% |
| Susquehanna International… | $346,038 | 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.