CTA
name pending profile ingest
Momentum inputs (comparable managers):
holder breadth +3.1% ·
share flow +28.4% ·
net new positions +3.0%
· formula
Broad accumulation: rising shares across more holders
All ownership figures: tracked 13F managers only, common-stock positions, reporting period Q1 2026
| # | Manager | Shares | Δ shares | Value | Their weight | Held | ||
|---|---|---|---|---|---|---|---|---|
| 1 | Bank Of America Corp /De/ | 4.47M | +336.9% | $135.02M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 2 | Wealth Enhancement Advisory… | 2.11M | -27.2% | $59.80M | 0.1% | ▼ Trim | 2 | SEC ↗ |
| 3 | Citigroup Inc | 1.35M | +1756.8% | $40.68M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 4 | Envestnet Asset Management Inc | 1.27M | +153.4% | $38.52M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 5 | LPL Financial LLC | 1.05M | -1.7% | $31.84M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 6 | UBS Group AG | 809.77K | +21545.9% | $24.47M | 0.0% | ▲ Add | 2 | SEC ↗ ×2 |
| 7 | HighTower Advisors, LLC | 683.58K | +29.3% | $20.66M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 8 | Assetmark, Inc | 526.11K | -6.7% | $15.90M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 9 | Mml Investors Services, Llc | 435.21K | +273.8% | $13.15M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 10 | Truist Financial Corp | 381.96K | +3.0% | $11.54M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 11 | Raymond James Financial Inc | 373.26K | +11.3% | $11.28M | 0.0% | ▲ Add | 2 | SEC ↗ ×2 |
| 12 | Wells Fargo & Company/Mn | 286.18K | +33807.7% | $8.65M | 0.0% | ▲ Add | 2 | SEC ↗ ×2 |
| 13 | Osaic Holdings, Inc. | 190.67K | -19.6% | $5.76M | 0.0% | ▼ Trim | 2 | SEC ↗ ×2 |
| 14 | Morgan Stanley ✦ | 188.56K | -34.6% | $5.70M | 0.0% | ▼ Trim | 3 | SEC ↗ ×3 |
| 15 | Cwm, Llc | 187.25K | -93.6% | $5.66M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 16 | Stifel Financial Corp | 165.10K | +27.0% | $4.99M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 17 | Royal Bank Of Canada | 82.41K | -4.0% | $2.49M | 0.0% | ▼ Trim | 2 | SEC ↗ ×4 |
| 18 | Baird Financial Group, Inc. | 67.13K | -57.8% | $2.03M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 19 | Bank Of Nova Scotia | 66.00K | 0.0% | $1.99M | 0.0% | Held | 2 | SEC ↗ |
| 20 | Mariner, LLC | 59.66K | +20.7% | $1.80M | 0.0% | ▲ Add | 2 | SEC ↗ ×2 |
| 21 | Citadel Advisors ✦ | 43.94K | New | $1.33M | 0.0% | New | 1 | SEC ↗ |
| 22 | Commonwealth Equity Services, Llc | 27.60K | -6.7% | $834,090 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 23 | National Bank Of Canada /Fi/ | 22.77K | -7.7% | $686,288 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 24 | Tidal Investments LLC | 17.40K | New | $525,737 | 0.0% | New | 1 | SEC ↗ |
| 25 | Northwestern Mutual Wealth… | 13.28K | +8.5% | $401,413 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 26 | Cetera Investment Advisers | 12.15K | -43.5% | $367,329 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 27 | Creative Planning | 12.08K | +19.6% | $365,027 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 28 | AQR Capital Management ✦ | 10.40K | -5.4% | $314,348 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 29 | JPMorgan Chase ✦ | 4.55K | +1896.5% | $139,382 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 30 | Simplex Trading, Llc | 1.70K | New | $51,374 | 0.0% | New | 1 | SEC ↗ |
| 31 | Bank Of Montreal /Can/ | 1.47K | +0.3% | $44,525 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 32 | Fifth Third Bancorp | 1.43K | New | $43,245 | 0.0% | New | 1 | SEC ↗ |
| 33 | Pnc Financial Services Group, Inc. | 387 | New | $11,695 | 0.0% | New | 1 | SEC ↗ |
“Their weight” = the position's share of that manager's reported 13F equity value: the conviction measure. ✦ = curated manager.
New buyers
| Citadel Advisors | $1.33M | 0.0% |
| Tidal Investments LLC | $525,737 | 0.0% |
| Simplex Trading, Llc | $51,374 | 0.0% |
| Fifth Third Bancorp | $43,245 | 0.0% |
| Pnc Financial Services Group… | $11,695 | 0.0% |
Exited
| Jane Street Group, Llc | $1.95M | was 0.0% |
| Rockefeller Capital… | $2,344 | was 0.0% |
| Jones Financial Companies Lllp | $1,799 | was 0.0% |
| Us Bancorp \De\ | $1,418 | was 0.0% |
Full-market context: across ALL 13F filers (SEC structured data, Q1 2026): 234 holders, 37.32M shares, $1.11B 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.