EOT
name pending profile ingest
Momentum inputs (comparable managers):
holder breadth +5.9% ·
share flow +4.0% ·
net new positions +5.6%
— formula
Broad accumulation — rising shares across more holders
All ownership figures: tracked 13F managers only, common-stock positions, reporting period Q2 2026
| # | Manager | Shares | Δ shares | Value | Their weight | Held | ||
|---|---|---|---|---|---|---|---|---|
| 1 | Raymond James Financial Inc | 422.88K | +2.9% | $7.45M | 0.0% | ▲ Add | 3 | SEC ↗ ×2 |
| 2 | Jones Financial Companies Lllp | 394.76K | +2.4% | $6.98M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 3 | UBS Group AG | 190.62K | +0.7% | $3.36M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 4 | LPL Financial LLC | 133.47K | +10.9% | $2.35M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 5 | Morgan Stanley ✦ | 129.44K | +5.8% | $2.28M | 0.0% | ▲ Add | 4 | SEC ↗ ×2 |
| 6 | Royal Bank Of Canada | 98.91K | -6.6% | $1.74M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 7 | Invesco Ltd. | 82.65K | -0.9% | $1.46M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 8 | Bank Of America Corp /De/ | 71.24K | -6.6% | $1.26M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 9 | Allspring Global Investments… | 56.19K | 0.0% | $990,015 | 0.0% | Held | 3 | SEC ↗ |
| 10 | Ameriprise Financial Inc | 41.22K | +59.9% | $726,305 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 11 | Wells Fargo & Company/Mn | 29.00K | -24.8% | $510,974 | 0.0% | ▼ Trim | 3 | SEC ↗ ×2 |
| 12 | Baird Financial Group, Inc. | 27.87K | +24.6% | $491,034 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 13 | Commonwealth Equity Services, Llc | 26.76K | +0.9% | $471,480 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 14 | HighTower Advisors, LLC | 17.94K | 0.0% | $316,032 | 0.0% | Held | 3 | SEC ↗ |
| 15 | Hrt Financial Lp | 13.53K | New | $238,000 | 0.0% | New | 1 | SEC ↗ |
| 16 | Osaic Holdings, Inc. | 12.33K | +12231.0% | $217,284 | 0.0% | ▲ Add | 3 | SEC ↗ ×2 |
| 17 | Creative Planning | 11.38K | 0.0% | $200,551 | 0.0% | Held | 3 | SEC ↗ |
| 18 | Rockefeller Capital Management L.P. | 3.25K | 0.0% | $57,181 | 0.0% | Held | 3 | SEC ↗ |
“Their weight” = the position's share of that manager's reported 13F equity value — the conviction measure. ✦ = curated manager.
New buyers
| Hrt Financial Lp | $238,000 | 0.0% |
Exited
| No tracked exits this quarter. |
Full-market context: across ALL 13F filers (SEC structured data, Q1 2026): 47 holders, 3.54M shares, $57.96M 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.