DSEP
name pending profile ingest
Momentum inputs (comparable managers):
holder breadth -5.0% ·
share flow -7.4% ·
net new positions -5.3%
— 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 | Envestnet Asset Management Inc | 298.70K | +8.7% | $13.13M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 2 | Cetera Investment Advisers | 126.83K | +8.5% | $5.58M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 3 | Cwm, Llc | 125.93K | -32.7% | $5.54M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 4 | Mml Investors Services, Llc | 91.03K | -19.6% | $4.00M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 5 | Commonwealth Equity Services, Llc | 88.46K | -20.0% | $3.89M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 6 | Raymond James Financial Inc | 87.00K | -0.5% | $3.82M | 0.0% | ▼ Trim | 2 | SEC ↗ ×2 |
| 7 | Osaic Holdings, Inc. | 78.87K | -20.8% | $3.47M | 0.0% | ▼ Trim | 2 | SEC ↗ ×2 |
| 8 | LPL Financial LLC | 67.55K | -2.0% | $2.97M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 9 | Truist Financial Corp | 59.61K | +3.0% | $2.62M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 10 | Rockefeller Capital Management L.P. | 27.13K | -5.0% | $1.19M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 11 | Citadel Advisors ✦ | 17.05K | New | $749,589 | 0.0% | New | 1 | SEC ↗ |
| 12 | JPMorgan Chase ✦ | 12.73K | New | $551,693 | 0.0% | New | 1 | SEC ↗ |
| 13 | Wealth Enhancement Advisory… | 11.84K | 0.0% | $523,477 | 0.0% | Held | 2 | SEC ↗ |
| 14 | HighTower Advisors, LLC | 9.38K | 0.0% | $412,226 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 15 | Susquehanna International Group, Llp | 7.55K | -4.2% | $331,734 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 16 | Mercer Global Advisors Inc /Adv | 4.90K | New | $215,544 | 0.0% | New | 1 | SEC ↗ |
| 17 | Barclays Plc | 2.64K | +28.2% | $115,883 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 18 | Morgan Stanley ✦ | 1.08K | 0.0% | $47,479 | 0.0% | Held | 3 | SEC ↗ |
| 19 | Jones Financial Companies Lllp | 400 | New | $17,360 | 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 | $749,589 | 0.0% |
| JPMorgan Chase | $551,693 | 0.0% |
| Mercer Global Advisors Inc… | $215,544 | 0.0% |
| Jones Financial Companies Lllp | $17,360 | 0.0% |
Exited
| IMC-Chicago, LLC | $682,213 | was 0.0% |
| Goldman Sachs Group | $617,055 | was 0.0% |
| Royal Bank Of Canada | $34,000 | was 0.0% |
| UBS Group AG | $25,282 | was 0.0% |
| Assetmark, Inc | $539 | was 0.0% |
Full-market context: across ALL 13F filers (SEC structured data, Q1 2026): 108 holders, 3.26M shares, $132.53M 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.