EOI
name pending profile ingest
Momentum inputs (comparable managers):
holder breadth +8.0% ·
share flow +11.1% ·
net new positions +7.4%
· 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 | Raymond James Financial Inc | 1.51M | +3.8% | $28.31M | 0.0% | ▲ Add | 2 | SEC ↗ ×3 |
| 2 | Focus Partners Wealth | 1.47M | +88.8% | $27.65M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 3 | Morgan Stanley ✦ | 815.60K | +0.8% | $15.32M | 0.0% | ▲ Add | 3 | SEC ↗ ×3 |
| 4 | Bank Of America Corp /De/ | 569.31K | -4.4% | $10.69M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 5 | Wells Fargo & Company/Mn | 545.25K | +6.1% | $10.24M | 0.0% | ▲ Add | 2 | SEC ↗ ×2 |
| 6 | Invesco Ltd. | 398.77K | -13.2% | $7.49M | 0.0% | ▼ Trim | 2 | SEC ↗ ×2 |
| 7 | LPL Financial LLC | 355.21K | +37.1% | $6.67M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 8 | Royal Bank Of Canada | 336.43K | +2.3% | $6.32M | 0.0% | ▲ Add | 2 | SEC ↗ ×3 |
| 9 | Ameriprise Financial Inc | 216.81K | +1.3% | $4.15M | 0.0% | ▲ Add | 2 | SEC ↗ ×3 |
| 10 | Truist Financial Corp | 200.60K | +5.8% | $3.77M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 11 | UBS Group AG | 188.75K | -1.1% | $3.54M | 0.0% | ▼ Trim | 2 | SEC ↗ ×3 |
| 12 | Osaic Holdings, Inc. | 168.11K | -16.4% | $3.16M | 0.0% | ▼ Trim | 2 | SEC ↗ ×2 |
| 13 | Cetera Investment Advisers | 74.64K | -13.2% | $1.40M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 14 | Commonwealth Equity Services, Llc | 53.69K | -19.3% | $1.01M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 15 | Rockefeller Capital Management L.P. | 49.80K | -0.5% | $935,263 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 16 | HighTower Advisors, LLC | 47.61K | +17.8% | $894,110 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 17 | Corient Private Wealth LP | 46.70K | -51.0% | $876,970 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 18 | Stifel Financial Corp | 44.97K | +0.3% | $844,429 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 19 | Northwestern Mutual Wealth… | 40.95K | +2.0% | $769,060 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 20 | Jane Street Group, Llc | 11.37K | New | $213,434 | 0.0% | New | 1 | SEC ↗ ×2 |
| 21 | Cwm, Llc | 10.05K | +0.6% | $188,704 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 22 | Pnc Financial Services Group, Inc. | 4.86K | 0.0% | $91,193 | 0.0% | Held | 2 | SEC ↗ |
| 23 | JPMorgan Chase ✦ | 3.83K | 0.0% | $69,402 | 0.0% | Held | 3 | SEC ↗ |
| 24 | Fifth Third Bancorp | 1.50K | New | $28,170 | 0.0% | New | 1 | SEC ↗ |
| 25 | Us Bancorp \De\ | 274 | 0.0% | $5,146 | 0.0% | Held | 2 | SEC ↗ |
| 26 | Jones Financial Companies Lllp | 39 | New | $706 | 0.0% | New | 1 | SEC ↗ |
| 27 | Assetmark, Inc | 24 | 0.0% | $451 | 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
| Jane Street Group, Llc | $213,434 | 0.0% |
| Fifth Third Bancorp | $28,170 | 0.0% |
| Jones Financial Companies Lllp | $706 | 0.0% |
Exited
| Mariner, LLC | $222,070 | was 0.0% |
Full-market context: across ALL 13F filers (SEC structured data, Q1 2026): 81 holders, 9.57M shares, $169.82M 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.