FAI
name pending profile ingest
Momentum inputs (comparable managers):
holder breadth +30.0% ·
share flow +30.0% ·
net new positions +20.0%
— 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 | LPL Financial LLC | 370.82K | New | $20.17M | 0.0% | New | 1 | SEC ↗ |
| 2 | Envestnet Asset Management Inc | 234.61K | New | $12.76M | 0.0% | New | 1 | SEC ↗ |
| 3 | Assetmark, Inc | 164.28K | New | $8.94M | 0.0% | New | 1 | SEC ↗ |
| 4 | Cetera Investment Advisers | 116.78K | +313.8% | $6.35M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 5 | Raymond James Financial Inc | 52.39K | New | $2.85M | 0.0% | New | 1 | SEC ↗ ×2 |
| 6 | Susquehanna International Group, Llp | 52.24K | New | $2.84M | 0.0% | New | 1 | SEC ↗ |
| 7 | Bank of New York Mellon Corp | 24.18K | New | $1.32M | 0.0% | New | 1 | SEC ↗ ×2 |
| 8 | Jane Street Group, Llc | 15.09K | -36.0% | $820,950 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 9 | Osaic Holdings, Inc. | 10.27K | -13.6% | $558,737 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 10 | Citadel Advisors ✦ | 10.00K | New | $543,782 | 0.0% | New | 1 | SEC ↗ |
| 11 | Mml Investors Services, Llc | 5.31K | New | $288,646 | 0.0% | New | 1 | SEC ↗ |
“Their weight” = the position's share of that manager's reported 13F equity value — the conviction measure. ✦ = curated manager.
New buyers
| LPL Financial LLC | $20.17M | 0.0% |
| Envestnet Asset Management Inc | $12.76M | 0.0% |
| Assetmark, Inc | $8.94M | 0.0% |
| Raymond James Financial Inc | $2.85M | 0.0% |
| Susquehanna International… | $2.84M | 0.0% |
| Bank of New York Mellon Corp | $1.32M | 0.0% |
| Citadel Advisors | $543,782 | 0.0% |
| Mml Investors Services, Llc | $288,646 | 0.0% |
Exited
| Royal Bank Of Canada | $337,000 | was 0.0% |
| UBS Group AG | $15,585 | was 0.0% |
Full-market context: across ALL 13F filers (SEC structured data, Q1 2026): 28 holders, 372.85K shares, $11.51M 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.