ESUM
name pending profile ingest
Momentum inputs (comparable managers):
holder breadth +20.0% ·
share flow +22.7% ·
net new positions +16.7%
— formula
Broad accumulation — rising shares across more holders
All ownership figures: tracked 13F managers only, common-stock positions, reporting period Q2 2026
| Quarter | Holders | Δ | Shares | Reported value | New | Exits |
|---|---|---|---|---|---|---|
| Q2 2026 | 6 | +1 | 1.46M | $44.38M | +2 | −1 |
| Q1 2026 | 5 | -2 | 1.19M | $31.26M | — | −2 |
| Q4 2025 | 7 | -1 | 1.65M | $45.34M | — | −1 |
| Q3 2025 | 2 | -1 | 28.68K | $779,441 | — | −1 |
| Q2 2025 | 1 | +1 | 21.35K | $554,862 | +1 | — |
| # | Manager | Shares | Δ shares | Value | Their weight | Held | ||
|---|---|---|---|---|---|---|---|---|
| 1 | Wealth Enhancement Advisory… | 1.15M | +20.8% | $35.24M | 0.1% | ▲ Add | 3 | SEC ↗ |
| 2 | LPL Financial LLC | 146.82K | +4.2% | $4.50M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 3 | Jones Financial Companies Lllp | 121.05K | +46.4% | $3.64M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 4 | Raymond James Financial Inc | 12.72K | New | $389,708 | 0.0% | New | 1 | SEC ↗ |
| 5 | Raymond James Financial Inc | 12.72K | New | $389,708 | 0.0% | New | 1 | SEC ↗ |
| 6 | Citadel Advisors ✦ | 11.37K | New | $348,228 | 0.0% | New | 1 | SEC ↗ |
| 7 | Osaic Holdings, Inc. | 8.69K | +131.4% | $266,340 | 0.0% | ▲ Add | 3 | SEC ↗ |
“Their weight” = the position's share of that manager's reported 13F equity value — the conviction measure. ✦ = curated manager.
New buyers
| Raymond James Financial Inc | $389,708 | 0.0% |
| Raymond James Financial Inc | $389,708 | 0.0% |
| Citadel Advisors | $348,228 | 0.0% |
Exited
| Royal Bank Of Canada | $90,000 | was 0.0% |
Full-market context: across ALL 13F filers (SEC structured data, Q1 2026): 38 holders, 6.24M shares, $164.75M 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.