FDEC
name pending profile ingest
Momentum inputs (comparable managers):
holder breadth +22.7% ·
share flow +0.2% ·
net new positions +18.5%
— formula
Broad accumulation — rising shares across more holders
All ownership figures: tracked 13F managers only, common-stock positions, reporting period Q1 2026
| Quarter | Holders | Δ | Shares | Reported value | New | Exits |
|---|---|---|---|---|---|---|
| Q2 2026 | 25 | -1 | 2.39M | $130.27M | +2 | −3 |
| Q1 2026 | 27 | +5 | 3.04M | $150.92M | +5 | — |
| Q4 2025 | 22 | 0 | 3.03M | $155.00M | — | — |
| Q3 2025 | 2 | -1 | 11.18K | $550,454 | — | −1 |
| Q2 2025 | 2 | 0 | 13.94K | $650,717 | — | — |
| Q1 2025 | 2 | +1 | 23.26K | $1.01M | +1 | — |
| Q4 2024 | 1 | 0 | 21.35K | $951,855 | — | — |
| Q3 2024 | 1 | 0 | 17.13K | $749,879 | — | — |
| Q2 2024 | 1 | — | 22.63K | $962,864 | — | — |
| # | Manager | Shares | Δ shares | Value | Their weight | Held | ||
|---|---|---|---|---|---|---|---|---|
| 1 | Envestnet Asset Management Inc | 555.49K | +6.7% | $27.62M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 2 | Cetera Investment Advisers | 359.03K | -4.1% | $17.85M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 3 | Cwm, Llc | 332.87K | -9.0% | $16.55M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 4 | Commonwealth Equity Services, Llc | 309.51K | +5.1% | $15.39M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 5 | Assetmark, Inc | 281.96K | +10.7% | $14.02M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 6 | Raymond James Financial Inc | 276.45K | -33.8% | $13.74M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 7 | Raymond James Financial Inc | 276.45K | -33.8% | $13.74M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 8 | LPL Financial LLC | 211.15K | -10.8% | $10.50M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 9 | Osaic Holdings, Inc. | 127.61K | -17.5% | $6.34M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 10 | Osaic Holdings, Inc. | 127.61K | -17.5% | $6.34M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 11 | National Bank Of Canada /Fi/ | 127.22K | New | $6.32M | 0.0% | New | 1 | SEC ↗ |
| 12 | Truist Financial Corp | 98.47K | -1.5% | $4.90M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 13 | Rockefeller Capital Management L.P. | 73.00K | +78.6% | $3.63M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 14 | Mml Investors Services, Llc | 67.49K | +15.2% | $3.36M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 15 | HighTower Advisors, LLC | 36.52K | +6.2% | $1.82M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 16 | Royal Bank Of Canada | 27.27K | -0.4% | $1.36M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 17 | Jane Street Group, Llc | 26.16K | -2.4% | $1.30M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 18 | Mariner, LLC | 22.60K | -2.3% | $1.12M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 19 | Mariner, LLC | 22.60K | -2.3% | $1.12M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 20 | Susquehanna International Group, Llp | 20.37K | -28.4% | $1.01M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 21 | Pnc Financial Services Group, Inc. | 18.61K | +47.8% | $925,090 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 22 | Citadel Advisors ✦ | 16.99K | New | $844,892 | 0.0% | New | 1 | SEC ↗ |
| 23 | AQR Capital Management ✦ | 14.60K | 0.0% | $725,912 | 0.0% | Held | 5 | SEC ↗ |
| 24 | Captrust Financial Advisors | 13.15K | -10.9% | $654,067 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 25 | Wealth Enhancement Advisory… | 9.88K | -62.3% | $494,644 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 26 | Hrt Financial Lp | 5.26K | New | $261,000 | 0.0% | New | 1 | SEC ↗ |
| 27 | Morgan Stanley ✦ | 1.90K | +20.6% | $94,667 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 28 | UBS Group AG | 732 | New | $36,395 | 0.0% | New | 1 | SEC ↗ |
| 29 | Jones Financial Companies Lllp | 606 | New | $29,658 | 0.0% | New | 1 | SEC ↗ |
| 30 | Wells Fargo & Company/Mn | 383 | +17.9% | $19,043 | 0.0% | ▲ Add | 2 | SEC ↗ |
“Their weight” = the position's share of that manager's reported 13F equity value — the conviction measure. ✦ = curated manager.
New buyers
| National Bank Of Canada /Fi/ | $6.32M | 0.0% |
| Citadel Advisors | $844,892 | 0.0% |
| Hrt Financial Lp | $261,000 | 0.0% |
| UBS Group AG | $36,395 | 0.0% |
| Jones Financial Companies Lllp | $29,658 | 0.0% |
Exited
| No tracked exits this quarter. |
Full-market context: across ALL 13F filers (SEC structured data, Q1 2026): 152 holders, 6.46M shares, $306.78M 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.