CSQ
name pending profile ingest
Momentum inputs (comparable managers):
holder breadth -2.8% ·
share flow -0.5% ·
net new positions -2.9%
— 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 | Bank Of America Corp /De/ | 4.77M | — | $91.65M | 0.0% | n/c | 1 | SEC ↗ ×4 |
| 2 | Morgan Stanley ✦ | 4.21M | -2.1% | $80.86M | 0.0% | ▼ Trim | 2 | SEC ↗ ×4 |
| 3 | UBS Group AG | 3.93M | — | $75.48M | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 4 | Wells Fargo & Company/Mn | 3.06M | — | $58.70M | 0.0% | n/c | 1 | SEC ↗ ×3 |
| 5 | Raymond James Financial Inc | 2.09M | — | $40.18M | 0.0% | n/c | 1 | SEC ↗ ×3 |
| 6 | Royal Bank Of Canada | 2.03M | — | $38.91M | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 7 | LPL Financial LLC | 1.21M | — | $23.15M | 0.0% | n/c | 1 | SEC ↗ |
| 8 | Cetera Investment Advisers | 754.79K | — | $14.49M | 0.0% | n/c | 1 | SEC ↗ |
| 9 | Rockefeller Capital Management L.P. | 670.23K | — | $12.87M | 0.0% | n/c | 1 | SEC ↗ |
| 10 | Stifel Financial Corp | 393.04K | — | $7.55M | 0.0% | n/c | 1 | SEC ↗ ×3 |
| 11 | Osaic Holdings, Inc. | 300.40K | — | $5.77M | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 12 | Ameriprise Financial Inc | 299.16K | — | $5.74M | 0.0% | n/c | 1 | SEC ↗ |
| 13 | Truist Financial Corp | 285.90K | — | $5.49M | 0.0% | n/c | 1 | SEC ↗ |
| 14 | Commonwealth Equity Services, Llc | 165.01K | — | $3.17M | 0.0% | n/c | 1 | SEC ↗ |
| 15 | HighTower Advisors, LLC | 117.25K | — | $2.25M | 0.0% | n/c | 1 | SEC ↗ |
| 16 | Mariner, LLC | 97.27K | — | $1.87M | 0.0% | n/c | 1 | SEC ↗ |
| 17 | Captrust Financial Advisors | 96.07K | — | $1.84M | 0.0% | n/c | 1 | SEC ↗ |
| 18 | Envestnet Asset Management Inc | 91.62K | — | $1.76M | 0.0% | n/c | 1 | SEC ↗ |
| 19 | Invesco Ltd. | 84.50K | — | $1.62M | 0.0% | n/c | 1 | SEC ↗ |
| 20 | Pnc Financial Services Group, Inc. | 55.17K | — | $1.06M | 0.0% | n/c | 1 | SEC ↗ ×4 |
| 21 | Corient Private Wealth LP | 36.14K | — | $695,196 | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 22 | Goldman Sachs Group ✦ | 31.65K | 0.0% | $607,603 | 0.0% | Held | 2 | SEC ↗ |
| 23 | Wealth Enhancement Advisory… | 24.64K | — | $479,494 | 0.0% | n/c | 1 | SEC ↗ |
| 24 | Baird Financial Group, Inc. | 23.66K | — | $454,234 | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 25 | Empower Advisory Group, LLC | 18.41K | — | $353,453 | 0.0% | n/c | 1 | SEC ↗ |
| 26 | JPMorgan Chase ✦ | 15.65K | +112.8% | $300,506 | 0.0% | ▲ Add | 2 | SEC ↗ ×3 |
| 27 | Mml Investors Services, Llc | 14.28K | — | $274,206 | 0.0% | n/c | 1 | SEC ↗ |
| 28 | Neuberger Berman Group LLC | 11.14K | — | $213,811 | 0.0% | n/c | 1 | SEC ↗ |
| 29 | Mercer Global Advisors Inc /Adv | 10.59K | — | $203,391 | 0.0% | n/c | 1 | SEC ↗ |
| 30 | Kayne Anderson Rudnick Investment… | 10.06K | — | $193,210 | 0.0% | n/c | 1 | SEC ↗ |
| 31 | Northwestern Mutual Wealth… | 9.91K | — | $190,291 | 0.0% | n/c | 1 | SEC ↗ |
| 32 | Cwm, Llc | 7.44K | — | $143,000 | 0.0% | n/c | 1 | SEC ↗ |
| 33 | Us Bancorp \De\ | 2.24K | — | $42,950 | 0.0% | n/c | 1 | SEC ↗ |
| 34 | Assetmark, Inc | 642 | — | $12,327 | 0.0% | n/c | 1 | SEC ↗ |
| 35 | Russell Investments Group, Ltd. | 0 | — | $4 | 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
| No new tracked buyers this quarter. |
Exited
| Citadel Advisors | $872,062 | was 0.0% |
Full-market context: across ALL 13F filers (SEC structured data, Q1 2026): 217 holders, 38.48M shares, $654.65M 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.