COPY
name pending profile ingest
Momentum inputs (comparable managers):
holder breadth -25.0% ·
share flow -23.9% ·
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 | 960.68K | +398.3% | $14.15M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 2 | LPL Financial LLC | 417.07K | +13.3% | $6.14M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 3 | Osaic Holdings, Inc. | 3.98K | +73.0% | $58,625 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 4 | Osaic Holdings, Inc. | 3.98K | +73.0% | $58,625 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 5 | Morgan Stanley ✦ | 1.02K | New | $15,025 | 0.0% | New | 1 | SEC ↗ |
| 6 | Fifth Third Bancorp | 654 | New | $9,633 | 0.0% | New | 1 | SEC ↗ |
| 7 | UBS Group AG | 548 | +448.0% | $8,073 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 8 | UBS Group AG | 548 | +448.0% | $8,073 | 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
| Morgan Stanley | $15,025 | 0.0% |
| Fifth Third Bancorp | $9,633 | 0.0% |
Exited
| Jane Street Group, Llc | $9.60M | was 0.0% |
| Susquehanna International… | $7.35M | was 0.0% |
| Bank Of America Corp /De/ | $230,222 | was 0.0% |
| Fidelity (FMR) | $27,440 | was 0.0% |
Full-market context: across ALL 13F filers (SEC structured data, Q1 2026): 41 holders, 5.43M shares, $69.35M 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.