CSD
name pending profile ingest
Momentum inputs (comparable managers):
holder breadth -5.3% ·
share flow -6.2% ·
net new positions -5.6%
— formula
Broad distribution — falling shares and fewer holders
All ownership figures: tracked 13F managers only, common-stock positions, reporting period Q4 2025
| # | Manager | Shares | Δ shares | Value | Their weight | Held | ||
|---|---|---|---|---|---|---|---|---|
| 1 | LPL Financial LLC | 22.13K | — | $2.21M | 0.0% | n/c | 1 | SEC ↗ |
| 2 | Bank Of America Corp /De/ | 9.93K | — | $990,669 | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 3 | Morgan Stanley ✦ | 7.39K | -6.7% | $737,176 | 0.0% | ▼ Trim | 2 | SEC ↗ ×3 |
| 4 | First Manhattan Co. Llc. | 4.51K | — | $450,283 | 0.0% | n/c | 1 | SEC ↗ |
| 5 | Susquehanna International Group, Llp | 4.32K | — | $431,035 | 0.0% | n/c | 1 | SEC ↗ |
| 6 | Wells Fargo & Company/Mn | 3.86K | — | $385,371 | 0.0% | n/c | 1 | SEC ↗ ×3 |
| 7 | Commonwealth Equity Services, Llc | 3.81K | — | $379,730 | 0.0% | n/c | 1 | SEC ↗ |
| 8 | Ameriprise Financial Inc | 2.92K | — | $291,089 | 0.0% | n/c | 1 | SEC ↗ |
| 9 | HighTower Advisors, LLC | 2.81K | — | $280,571 | 0.0% | n/c | 1 | SEC ↗ |
| 10 | Raymond James Financial Inc | 2.49K | — | $247,886 | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 11 | Two Sigma Investments ✦ | 2.10K | New | $209,434 | 0.0% | New | 1 | SEC ↗ |
| 12 | Osaic Holdings, Inc. | 1.10K | — | $110,100 | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 13 | Jones Financial Companies Lllp | 706 | — | $70,409 | 0.0% | n/c | 1 | SEC ↗ |
| 14 | UBS Group AG | 500 | — | $49,866 | 0.0% | n/c | 1 | SEC ↗ |
| 15 | Blair William & Co/Il | 410 | — | $40,911 | 0.0% | n/c | 1 | SEC ↗ |
| 16 | Citigroup Inc | 243 | — | $24,235 | 0.0% | n/c | 1 | SEC ↗ |
| 17 | Fidelity (FMR) ✦ | 181 | -1.1% | $18,098 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 18 | Cwm, Llc | 0 | — | $0 | 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
| Two Sigma Investments | $209,434 | 0.0% |
Exited
| JPMorgan Chase | $319,416 | was 0.0% |
| Citadel Advisors | $252,646 | was 0.0% |
Full-market context: across ALL 13F filers (SEC structured data, Q1 2026): 41 holders, 283.48K shares, $31.41M 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.