EBIZ
name pending profile ingest
Momentum inputs (comparable managers):
holder breadth -17.6% ·
share flow -30.0% ·
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 | UBS Group AG | 127.09K | -51.6% | $3.40M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 2 | Cetera Investment Advisers | 33.24K | +40.9% | $889,590 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 3 | Envestnet Asset Management Inc | 28.24K | +37.1% | $755,941 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 4 | Daiwa Securities Group Inc. | 22.59K | -30.7% | $604,528 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 5 | Susquehanna International Group, Llp | 16.33K | -74.3% | $437,116 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 6 | Raymond James Financial Inc | 13.98K | +49.7% | $374,238 | 0.0% | ▲ Add | 2 | SEC ↗ ×2 |
| 7 | LPL Financial LLC | 13.15K | -4.7% | $352,051 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 8 | Bank Of America Corp /De/ | 12.48K | -19.4% | $333,996 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 9 | UBS AM, a distinct business unit of… | 286 | 0.0% | $7,655 | 0.0% | Held | 2 | SEC ↗ |
| 10 | Osaic Holdings, Inc. | 102 | 0.0% | $2,738 | 0.0% | Held | 2 | SEC ↗ |
| 11 | Royal Bank Of Canada | 88 | 0.0% | $2,000 | 0.0% | Held | 2 | SEC ↗ |
| 12 | Morgan Stanley ✦ | 1 | -50.0% | $30 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 13 | JPMorgan Chase ✦ | 0 | n/a | $20 | 0.0% | Held | 3 | SEC ↗ |
| 14 | Wells Fargo & Company/Mn | 0 | n/a | $0 | 0.0% | Held | 2 | 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
| MIRAE ASSET GLOBAL ETFS… | $1.79M | was 0.0% |
| Jane Street Group, Llc | $481,645 | was 0.0% |
| Fidelity (FMR) | $3,290 | was 0.0% |
Full-market context: across ALL 13F filers (SEC structured data, Q1 2026): 25 holders, 331.96K shares, $8.15M 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.