CMDT
name pending profile ingest
Momentum inputs (comparable managers):
holder breadth +7.1% ·
share flow 0.0% ·
net new positions +6.7%
— 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 | 18 | +4 | 9.33M | $286.11M | +5 | −1 |
| Q1 2026 | 15 | 0 | 10.17M | $328.25M | +3 | −3 |
| Q4 2025 | 15 | +1 | 10.21M | $281.63M | +1 | — |
| Q3 2025 | 1 | — | 361 | $9,891 | — | — |
| # | Manager | Shares | Δ shares | Value | Their weight | Held | ||
|---|---|---|---|---|---|---|---|---|
| 1 | Wells Fargo & Company/Mn | 5.97M | — | $164.79M | 0.0% | n/c | 1 | SEC ↗ |
| 2 | Wells Fargo & Company/Mn | 5.97M | — | $164.79M | 0.0% | n/c | 1 | SEC ↗ |
| 3 | Wells Fargo & Company/Mn | 5.97M | — | $164.79M | 0.0% | n/c | 1 | SEC ↗ |
| 4 | Wells Fargo & Company/Mn | 5.97M | — | $164.79M | 0.0% | n/c | 1 | SEC ↗ |
| 5 | Allianz Asset Management GmbH | 2.98M | — | $82.14M | 0.1% | n/c | 1 | SEC ↗ |
| 6 | Cwm, Llc | 906.48K | — | $25.01M | 0.1% | n/c | 1 | SEC ↗ |
| 7 | LPL Financial LLC | 198.66K | — | $5.48M | 0.0% | n/c | 1 | SEC ↗ |
| 8 | Susquehanna International Group, Llp | 72.91K | — | $2.01M | 0.0% | n/c | 1 | SEC ↗ |
| 9 | Jane Street Group, Llc | 24.89K | — | $686,660 | 0.0% | n/c | 1 | SEC ↗ |
| 10 | Corient Private Wealth LP | 21.91K | — | $604,608 | 0.0% | n/c | 1 | SEC ↗ |
| 11 | Corient Private Wealth LP | 21.91K | — | $604,608 | 0.0% | n/c | 1 | SEC ↗ |
| 12 | Envestnet Asset Management Inc | 11.66K | — | $321,717 | 0.0% | n/c | 1 | SEC ↗ |
| 13 | Mml Investors Services, Llc | 11.10K | — | $306,222 | 0.0% | n/c | 1 | SEC ↗ |
| 14 | Commonwealth Equity Services, Llc | 9.26K | — | $255,400 | 0.0% | n/c | 1 | SEC ↗ |
| 15 | JPMorgan Chase ✦ | 296 | New | $8,167 | 0.0% | New | 1 | SEC ↗ |
| 16 | Morgan Stanley ✦ | 266 | -26.3% | $7,339 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 17 | Osaic Holdings, Inc. | 118 | — | $3,255 | 0.0% | n/c | 1 | SEC ↗ |
| 18 | Royal Bank Of Canada | 83 | — | $2,000 | 0.0% | n/c | 1 | SEC ↗ |
| 19 | UBS Group AG | 42 | — | $1,159 | 0.0% | n/c | 1 | SEC ↗ |
“Their weight” = the position's share of that manager's reported 13F equity value — the conviction measure. ✦ = curated manager.
New buyers
| JPMorgan Chase | $8,167 | 0.0% |
Exited
| No tracked exits this quarter. |
Full-market context: across ALL 13F filers (SEC structured data, Q1 2026): 53 holders, 13.79M shares, $438.49M 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.