CPER
name pending profile ingest
Momentum inputs (comparable managers):
holder breadth +30.0% ·
share flow +30.0% ·
net new positions +20.0%
— formula
Broad accumulation — rising shares across more holders
All ownership figures: tracked 13F managers only, common-stock positions, reporting period Q1 2026
| Quarter | Holders | Δ | Shares | Reported value | New | Exits |
|---|---|---|---|---|---|---|
| Q2 2026 | 39 | +2 | 4.18M | $157.85M | +4 | −3 |
| Q1 2026 | 39 | +12 | 4.85M | $167.05M | +13 | −1 |
| Q4 2025 | 27 | -1 | 1.79M | $62.66M | — | −1 |
| Q3 2025 | 3 | 0 | 130.04K | $3.90M | — | — |
| Q2 2025 | 1 | 0 | 109.37K | $3.46M | — | — |
| Q1 2025 | 1 | 0 | 105.01K | $3.32M | — | — |
| Q4 2024 | 1 | 0 | 66.12K | $1.66M | — | — |
| Q3 2024 | 1 | 0 | 29.86K | $846,588 | — | — |
| Q2 2024 | 1 | — | 27.52K | $748,846 | — | — |
| # | Manager | Shares | Δ shares | Value | Their weight | Held | ||
|---|---|---|---|---|---|---|---|---|
| 1 | Susquehanna International Group, Llp | 1.45M | New | $49.97M | 0.1% | New | 1 | SEC ↗ |
| 2 | Mirae Asset Global Investments Co.… | 758.10K | +101.0% | $26.10M | 0.1% | ▲ Add | 2 | SEC ↗ |
| 3 | UBS Group AG | 415.22K | +386.3% | $14.30M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 4 | Ameriprise Financial Inc | 399.70K | +224.6% | $13.74M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 5 | LPL Financial LLC | 275.47K | +5.3% | $9.48M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 6 | Rockefeller Capital Management L.P. | 238.34K | +3259.2% | $8.21M | 0.0% | ▲ Add | 2 | SEC ↗ ×2 |
| 7 | Royal Bank Of Canada | 159.21K | +7704.5% | $5.48M | 0.0% | ▲ Add | 2 | SEC ↗ ×3 |
| 8 | Bank Of America Corp /De/ | 145.80K | +1902.8% | $5.02M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 9 | Envestnet Asset Management Inc | 125.29K | +196.3% | $4.31M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 10 | Simplex Trading, Llc | 90.05K | New | $3.10M | 0.1% | New | 1 | SEC ↗ |
| 11 | Jane Street Group, Llc | 81.99K | New | $2.82M | 0.0% | New | 1 | SEC ↗ |
| 12 | Brown Advisory Inc | 58.50K | +43.7% | $2.01M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 13 | TD Waterhouse Canada Inc. | 56.99K | -12.8% | $1.96M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 14 | HighTower Advisors, LLC | 56.28K | +15.8% | $1.94M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 15 | Pnc Financial Services Group, Inc. | 53.84K | +1.4% | $1.85M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 16 | Mml Investors Services, Llc | 53.22K | -0.2% | $1.83M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 17 | Group One Trading Llc | 47.84K | -36.9% | $1.65M | 0.1% | ▼ Trim | 2 | SEC ↗ |
| 18 | Cerity Partners LLC | 42.99K | +96.5% | $1.48M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 19 | Osaic Holdings, Inc. | 41.12K | +35.2% | $1.42M | 0.0% | ▲ Add | 2 | SEC ↗ ×2 |
| 20 | National Bank Of Canada /Fi/ | 36.23K | +1572.6% | $1.25M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 21 | Stifel Financial Corp | 34.07K | +2.0% | $1.17M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 22 | Mariner, LLC | 30.42K | New | $1.05M | 0.0% | New | 1 | SEC ↗ |
| 23 | Us Bancorp \De\ | 27.29K | New | $939,457 | 0.0% | New | 1 | SEC ↗ |
| 24 | Morgan Stanley ✦ | 26.16K | +88.7% | $900,757 | 0.0% | ▲ Add | 3 | SEC ↗ ×4 |
| 25 | Northern Trust Corp | 25.05K | New | $862,472 | 0.0% | New | 1 | SEC ↗ |
| 26 | Cetera Investment Advisers | 20.71K | -68.1% | $713,183 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 27 | Creative Planning | 16.07K | New | $553,118 | 0.0% | New | 1 | SEC ↗ |
| 28 | Hrt Financial Lp | 15.32K | New | $527,000 | 0.0% | New | 1 | SEC ↗ |
| 29 | Commonwealth Equity Services, Llc | 12.06K | +20.0% | $415,360 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 30 | Lazard Asset Management Llc | 10.99K | -43.2% | $378,386 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 31 | Truist Financial Corp | 9.84K | New | $338,894 | 0.0% | New | 1 | SEC ↗ |
| 32 | Focus Partners Wealth | 9.10K | -10.5% | $313,244 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 33 | Bank Of Montreal /Can/ | 9.10K | New | $313,210 | 0.0% | New | 1 | SEC ↗ ×2 |
| 34 | Jones Financial Companies Lllp | 5.63K | +7.0% | $188,390 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 35 | Fifth Third Bancorp | 5.40K | New | $185,887 | 0.0% | New | 1 | SEC ↗ |
| 36 | Belvedere Trading LLC | 5.19K | New | $178,623 | 0.0% | New | 1 | SEC ↗ |
| 37 | Bnp Paribas Financial Markets | 1.36K | -13.3% | $46,790 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 38 | Wells Fargo & Company/Mn | 859 | New | $29,575 | 0.0% | New | 1 | SEC ↗ ×2 |
| 39 | Cwm, Llc | 637 | +927.4% | $21,932 | 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
| Susquehanna International… | $49.97M | 0.1% |
| Simplex Trading, Llc | $3.10M | 0.1% |
| Jane Street Group, Llc | $2.82M | 0.0% |
| Mariner, LLC | $1.05M | 0.0% |
| Us Bancorp \De\ | $939,457 | 0.0% |
| Northern Trust Corp | $862,472 | 0.0% |
| Creative Planning | $553,118 | 0.0% |
| Hrt Financial Lp | $527,000 | 0.0% |
| Truist Financial Corp | $338,894 | 0.0% |
| Bank Of Montreal /Can/ | $313,210 | 0.0% |
| Fifth Third Bancorp | $185,887 | 0.0% |
| Belvedere Trading LLC | $178,623 | 0.0% |
Exited
| Citadel Advisors | $11.77M | was 0.0% |
Full-market context: across ALL 13F filers (SEC structured data, Q1 2026): 130 holders, 5.93M shares, $201.00M 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.