EOCT
name pending profile ingest
Momentum inputs (comparable managers):
holder breadth +23.1% ·
share flow -13.9% ·
net new positions +12.5%
— formula
Ownership fragmentation — more holders, smaller aggregate stake
All ownership figures: tracked 13F managers only, common-stock positions, reporting period Q2 2026
| # | Manager | Shares | Δ shares | Value | Their weight | Held | ||
|---|---|---|---|---|---|---|---|---|
| 1 | Commonwealth Equity Services, Llc | 282.05K | -29.6% | $9.63M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 2 | Creative Planning | 120.13K | -4.5% | $4.10M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 3 | Cetera Investment Advisers | 61.90K | -2.0% | $2.11M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 4 | Envestnet Asset Management Inc | 36.06K | -6.6% | $1.23M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 5 | Osaic Holdings, Inc. | 26.88K | +0.3% | $918,030 | 0.0% | ▲ Add | 3 | SEC ↗ ×3 |
| 6 | Raymond James Financial Inc | 24.32K | -8.1% | $830,581 | 0.0% | ▼ Trim | 3 | SEC ↗ ×2 |
| 7 | Mml Investors Services, Llc | 22.19K | -5.4% | $757,797 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 8 | Susquehanna International Group, Llp | 18.13K | New | $619,298 | 0.0% | New | 1 | SEC ↗ ×2 |
| 9 | LPL Financial LLC | 12.22K | +20.2% | $417,340 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 10 | Captrust Financial Advisors | 11.66K | 0.0% | $398,179 | 0.0% | Held | 3 | SEC ↗ |
| 11 | Truist Financial Corp | 8.21K | 0.0% | $280,583 | 0.0% | Held | 2 | SEC ↗ |
| 12 | Citadel Advisors ✦ | 7.63K | New | $260,671 | 0.0% | New | 1 | SEC ↗ |
| 13 | Hrt Financial Lp | 5.90K | New | $201,000 | 0.0% | New | 1 | SEC ↗ |
| 14 | Wealth Enhancement Advisory… | 28.03K | -2.1% | $45,925 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 15 | JPMorgan Chase ✦ | 800 | New | $27,260 | 0.0% | New | 1 | SEC ↗ |
| 16 | Northwestern Mutual Wealth… | 222 | New | $7,582 | 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
| Susquehanna International… | $619,298 | 0.0% |
| Citadel Advisors | $260,671 | 0.0% |
| Hrt Financial Lp | $201,000 | 0.0% |
| JPMorgan Chase | $27,260 | 0.0% |
| Northwestern Mutual Wealth… | $7,582 | 0.0% |
Exited
| HighTower Advisors, LLC | $4.57M | was 0.0% |
| Goldman Sachs Group | $320,775 | was 0.0% |
| UBS Group AG | $6,390 | was 0.0% |
Full-market context: across ALL 13F filers (SEC structured data, Q1 2026): 63 holders, 2.64M shares, $83.93M 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.