ERC
name pending profile ingest
Momentum inputs (comparable managers):
holder breadth -13.6% ·
share flow +1.5% ·
net new positions -15.8%
— formula
Concentrated accumulation — rising shares among fewer holders
All ownership figures: tracked 13F managers only, common-stock positions, reporting period Q2 2026
| # | Manager | Shares | Δ shares | Value | Their weight | Held | ||
|---|---|---|---|---|---|---|---|---|
| 1 | Royal Bank Of Canada | 967.41K | +15.1% | $8.91M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 2 | Raymond James Financial Inc | 853.34K | -2.8% | $7.86M | 0.0% | ▼ Trim | 3 | SEC ↗ ×2 |
| 3 | Invesco Ltd. | 545.53K | +0.3% | $5.02M | 0.0% | ▲ Add | 3 | SEC ↗ ×2 |
| 4 | Morgan Stanley ✦ | 504.03K | -12.8% | $4.64M | 0.0% | ▼ Trim | 4 | SEC ↗ ×3 |
| 5 | Ameriprise Financial Inc | 256.13K | +3.5% | $2.36M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 6 | Northwestern Mutual Wealth… | 129.36K | -1.0% | $1.19M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 7 | Osaic Holdings, Inc. | 107.02K | +61.7% | $985,644 | 0.0% | ▲ Add | 3 | SEC ↗ ×2 |
| 8 | LPL Financial LLC | 84.72K | -2.1% | $780,298 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 9 | Bank Of America Corp /De/ | 68.82K | -2.1% | $633,829 | 0.0% | ▼ Trim | 3 | SEC ↗ ×2 |
| 10 | Stifel Financial Corp | 59.19K | -3.1% | $545,179 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 11 | UBS Group AG | 49.18K | -5.4% | $452,975 | 0.0% | ▼ Trim | 3 | SEC ↗ ×2 |
| 12 | Envestnet Asset Management Inc | 36.58K | +11.0% | $336,922 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 13 | Cetera Investment Advisers | 26.38K | +19.1% | $242,913 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 14 | Wealth Enhancement Advisory… | 21.54K | -0.2% | $197,128 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 15 | Susquehanna International Group, Llp | 12.57K | New | $115,751 | 0.0% | New | 1 | SEC ↗ |
| 16 | Pnc Financial Services Group, Inc. | 602 | 0.0% | $5,541 | 0.0% | Held | 3 | SEC ↗ |
| 17 | Fifth Third Bancorp | 161 | -21.5% | $1,483 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 18 | Rockefeller Capital Management L.P. | 54 | 0.0% | $497 | 0.0% | Held | 2 | SEC ↗ |
| 19 | Wells Fargo & Company/Mn | 1 | 0.0% | $6 | 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
| Susquehanna International… | $115,751 | 0.0% |
Exited
| Mariner, LLC | $199,922 | was 0.0% |
| Commonwealth Equity Services… | $99,390 | was 0.0% |
| Assetmark, Inc | $6,758 | was 0.0% |
| BlackRock | $541 | was 0.0% |
Full-market context: across ALL 13F filers (SEC structured data, Q1 2026): 72 holders, 9.88M shares, $60.98M 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.