ECON
name pending profile ingest
Momentum inputs (comparable managers):
holder breadth -6.2% ·
share flow -0.3% ·
net new positions -6.7%
· formula
Broad distribution: falling shares and fewer holders
All ownership figures: tracked 13F managers only, common-stock positions, reporting period Q4 2025
| Quarter | Holders | Δ | Shares | Reported value | New | Exits |
|---|---|---|---|---|---|---|
| Q2 2026 | 18 | -1 | 8.59M | $311.54M | +2 | −3 |
| Q1 2026 | 19 | +3 | 9.06M | $260.52M | +5 | −2 |
| Q4 2025 | 15 | -1 | 7.69M | $210.06M | n/a | −1 |
| Q3 2025 | 3 | 0 | 167.88K | $4.45M | +1 | −1 |
| Q2 2025 | 1 | 0 | 17.11K | $410,133 | n/a | n/a |
| Q1 2025 | 1 | 0 | 118.44K | $2.58M | n/a | n/a |
| Q4 2024 | 1 | +1 | 31.19K | $647,103 | +1 | n/a |
| Q2 2024 | 1 | n/a | 41.11K | $859,101 | n/a | n/a |
| # | Manager | Shares | Δ shares | Value | Their weight | Held | ||
|---|---|---|---|---|---|---|---|---|
| 1 | Ameriprise Financial Inc | 4.77M | n/a | $130.32M | 0.0% | n/c | 1 | SEC ↗ |
| 2 | LPL Financial LLC | 2.26M | n/a | $61.76M | 0.0% | n/c | 1 | SEC ↗ |
| 3 | Bank Of America Corp /De/ | 427.20K | n/a | $11.68M | 0.0% | n/c | 1 | SEC ↗ ×3 |
| 4 | Morgan Stanley ✦ | 144.78K | -2.1% | $3.96M | 0.0% | ▼ Trim | 2 | SEC ↗ ×2 |
| 5 | Royal Bank Of Canada | 35.96K | n/a | $983,000 | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 6 | UBS Group AG | 19.37K | n/a | $529,464 | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 7 | Jane Street Group, Llc | 17.15K | n/a | $468,764 | 0.0% | n/c | 1 | SEC ↗ |
| 8 | Raymond James Financial Inc | 11.28K | n/a | $308,310 | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 9 | Osaic Holdings, Inc. | 917 | n/a | $25,087 | 0.0% | n/c | 1 | SEC ↗ |
| 10 | Fidelity (FMR) ✦ | 861 | +63.7% | $23,531 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 11 | Northwestern Mutual Wealth… | 312 | n/a | $8,527 | 0.0% | n/c | 1 | SEC ↗ |
| 12 | Rockefeller Capital Management L.P. | 120 | n/a | $3,305 | 0.0% | n/c | 1 | SEC ↗ |
| 13 | Jones Financial Companies Lllp | 97 | n/a | $2,651 | 0.0% | n/c | 1 | SEC ↗ |
| 14 | Wells Fargo & Company/Mn | 80 | n/a | $2,200 | 0.0% | n/c | 1 | SEC ↗ |
| 15 | Pnc Financial Services Group, Inc. | 17 | n/a | $465 | 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
| Goldman Sachs Group | $517,140 | was 0.0% |
Full-market context: across ALL 13F filers (SEC structured data, Q1 2026): 34 holders, 9.14M shares, $262.16M 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.