COMB
name pending profile ingest
Momentum inputs (comparable managers):
holder breadth -21.4% ·
share flow -6.8% ·
net new positions -20.0%
— formula
Broad distribution — falling shares and fewer holders
All ownership figures: tracked 13F managers only, common-stock positions, reporting period Q2 2026
| # | Manager | Shares | Δ shares | Value | Their weight | Held | ||
|---|---|---|---|---|---|---|---|---|
| 1 | Royal Bank Of Canada | 352.74K | -3.9% | $8.49M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 2 | Stifel Financial Corp | 41.80K | +26.7% | $1.01M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 3 | Nuveen, LLC | 39.54K | New | $952,027 | 0.0% | New | 1 | SEC ↗ |
| 4 | LPL Financial LLC | 21.16K | -47.5% | $509,448 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 5 | Focus Partners Wealth | 13.49K | -3.4% | $324,952 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 6 | Us Bancorp \De\ | 4.73K | -2.3% | $113,995 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 7 | Osaic Holdings, Inc. | 4.44K | -0.5% | $107,010 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 8 | Osaic Holdings, Inc. | 4.44K | -0.5% | $107,010 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 9 | Assetmark, Inc | 215 | 0.0% | $5,177 | 0.0% | Held | 3 | SEC ↗ |
| 10 | Rockefeller Capital Management L.P. | 190 | 0.0% | $4,575 | 0.0% | Held | 3 | SEC ↗ |
| 11 | Morgan Stanley ✦ | 2 | +100.0% | $52 | 0.0% | ▲ Add | 4 | SEC ↗ |
| 12 | Wells Fargo & Company/Mn | 0 | — | $11 | 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
| Nuveen, LLC | $952,027 | 0.0% |
Exited
| Susquehanna International… | $921,770 | was 0.0% |
| Jane Street Group, Llc | $278,409 | was 0.0% |
| Northwestern Mutual Wealth… | $66,897 | was 0.0% |
| Fifth Third Bancorp | $30,914 | was 0.0% |
Full-market context: across ALL 13F filers (SEC structured data, Q1 2026): 41 holders, 4.84M shares, $95.24M 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.