CPSD
name pending profile ingest
Momentum inputs (comparable managers):
holder breadth -12.5% ·
share flow -12.2% ·
net new positions -14.3%
· formula
Broad distribution: falling shares and fewer holders
All ownership figures: tracked 13F managers only, common-stock positions, reporting period Q1 2026
| # | Manager | Shares | Δ shares | Value | Their weight | Held | ||
|---|---|---|---|---|---|---|---|---|
| 1 | Commonwealth Equity Services, Llc | 58.77K | +0.9% | $1.52M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 2 | LPL Financial LLC | 44.09K | -3.5% | $1.14M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 3 | Creative Planning | 27.06K | New | $701,259 | 0.0% | New | 1 | SEC ↗ |
| 4 | Cetera Investment Advisers | 17.37K | 0.0% | $450,073 | 0.0% | Held | 2 | SEC ↗ |
| 5 | Envestnet Asset Management Inc | 15.67K | New | $406,068 | 0.0% | New | 1 | SEC ↗ |
| 6 | HighTower Advisors, LLC | 12.19K | -15.9% | $315,779 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 7 | Osaic Holdings, Inc. | 874 | -92.9% | $22,653 | 0.0% | ▼ Trim | 2 | SEC ↗ |
“Their weight” = the position's share of that manager's reported 13F equity value: the conviction measure. ✦ = curated manager.
New buyers
| Creative Planning | $701,259 | 0.0% |
| Envestnet Asset Management Inc | $406,068 | 0.0% |
Exited
| Susquehanna International… | $944,369 | was 0.0% |
| Jane Street Group, Llc | $381,214 | was 0.0% |
| UBS Group AG | $31,985 | was 0.0% |
Full-market context: across ALL 13F filers (SEC structured data, Q1 2026): 31 holders, 1.11M shares, $28.45M 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.