EOCT
name pending profile ingest
Momentum inputs (comparable managers):
holder breadth +30.0% ·
share flow +20.1% ·
net new positions +20.0%
· formula
Broad accumulation: rising shares across more holders
All ownership figures: tracked 13F managers only, common-stock positions, reporting period Q1 2026
| # | Manager | Shares | Δ shares | Value | Their weight | Held | ||
|---|---|---|---|---|---|---|---|---|
| 1 | Commonwealth Equity Services, Llc | 400.61K | +2.8% | $12.80M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 2 | HighTower Advisors, LLC | 143.03K | +0.8% | $4.57M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 3 | Creative Planning | 125.82K | New | $4.02M | 0.0% | New | 1 | SEC ↗ |
| 4 | Cetera Investment Advisers | 63.16K | -2.5% | $2.02M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 5 | Envestnet Asset Management Inc | 38.62K | +0.1% | $1.23M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 6 | Osaic Holdings, Inc. | 26.79K | -10.1% | $855,951 | 0.0% | ▼ Trim | 2 | SEC ↗ ×2 |
| 7 | Raymond James Financial Inc | 26.47K | -50.0% | $845,644 | 0.0% | ▼ Trim | 2 | SEC ↗ ×2 |
| 8 | Mml Investors Services, Llc | 23.45K | 0.0% | $749,125 | 0.0% | Held | 2 | SEC ↗ |
| 9 | Captrust Financial Advisors | 11.66K | 0.0% | $372,470 | 0.0% | Held | 2 | SEC ↗ |
| 10 | LPL Financial LLC | 10.16K | +20.4% | $324,737 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 11 | Goldman Sachs Group ✦ | 10.04K | New | $320,775 | 0.0% | New | 1 | SEC ↗ |
| 12 | Truist Financial Corp | 8.21K | New | $262,467 | 0.0% | New | 1 | SEC ↗ |
| 13 | Wealth Enhancement Advisory… | 28.64K | +1359.8% | $40,645 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 14 | UBS Group AG | 200 | New | $6,390 | 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
| Creative Planning | $4.02M | 0.0% |
| Goldman Sachs Group | $320,775 | 0.0% |
| Truist Financial Corp | $262,467 | 0.0% |
| UBS Group AG | $6,390 | 0.0% |
Exited
| No tracked exits this quarter. |
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.