DMA
name pending profile ingest
Momentum inputs (comparable managers):
holder breadth -30.0% ·
share flow -7.5% ·
net new positions -20.0%
· 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 | Royal Bank Of Canada | 85.00K | -10.5% | $689,000 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 2 | LPL Financial LLC | 70.03K | +27.7% | $567,942 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 3 | Capstone Investment Advisors, Llc | 45.89K | 0.0% | $372,200 | 0.0% | Held | 2 | SEC ↗ |
| 4 | Osaic Holdings, Inc. | 24.08K | -17.6% | $195,319 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 5 | Morgan Stanley ✦ | 5.20K | -1.9% | $42,144 | 0.0% | ▼ Trim | 3 | SEC ↗ ×2 |
| 6 | JPMorgan Chase ✦ | 2.85K | 0.0% | $23,097 | 0.0% | Held | 3 | SEC ↗ |
| 7 | Wells Fargo & Company/Mn | 0 | New | $1 | 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
| Wells Fargo & Company/Mn | $1 | 0.0% |
Exited
| Cetera Investment Advisers | $155,612 | was 0.0% |
| Assetmark, Inc | $7,642 | was 0.0% |
| UBS Group AG | $5,032 | was 0.0% |
| Fidelity (FMR) | $9 | was 0.0% |
Full-market context: across ALL 13F filers (SEC structured data, Q1 2026): 27 holders, 4.27M shares, $34.61M 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.