ESUM
name pending profile ingest
Momentum inputs (comparable managers):
holder breadth -28.6% ·
share flow -27.9% ·
net new positions -20.0%
· formula
Broad distribution: falling shares and fewer holders
All ownership figures: tracked 13F managers only, common-stock positions, reporting period Q1 2026
| # | Manager | Shares | Δ shares | Value | Their weight | Held | ||
|---|---|---|---|---|---|---|---|---|
| 1 | Wealth Enhancement Advisory… | 955.52K | -34.2% | $25.26M | 0.1% | ▼ Trim | 2 | SEC ↗ |
| 2 | LPL Financial LLC | 140.85K | +18.5% | $3.69M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 3 | Jones Financial Companies Lllp | 82.69K | +151.0% | $2.13M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 4 | Osaic Holdings, Inc. | 3.75K | +32.6% | $98,372 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 5 | Royal Bank Of Canada | 3.44K | -74.5% | $90,000 | 0.0% | ▼ Trim | 2 | SEC ↗ |
“Their weight” = the position's share of that manager's reported 13F equity value: the conviction measure. ✦ = curated manager.
New buyers
| No new tracked buyers this quarter. |
Exited
| Goldman Sachs Group | $344,273 | was 0.0% |
| Commonwealth Equity Services… | $301,800 | 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.