FDIF
name pending profile ingest
Momentum inputs (comparable managers):
holder breadth -22.2% ·
share flow -30.0% ·
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 Q2 2026
| # | Manager | Shares | Δ shares | Value | Their weight | Held | ||
|---|---|---|---|---|---|---|---|---|
| 1 | Commonwealth Equity Services, Llc | 13.94K | +1.8% | $564,130 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 2 | Osaic Holdings, Inc. | 13.43K | +270.9% | $543,793 | 0.0% | ▲ Add | 3 | SEC ↗ ×2 |
| 3 | Citadel Advisors ✦ | 10.57K | +17.7% | $427,736 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 4 | Raymond James Financial Inc | 6.28K | -53.5% | $253,978 | 0.0% | ▼ Trim | 2 | SEC ↗ ×2 |
| 5 | Jane Street Group, Llc | 5.53K | -94.6% | $223,784 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 6 | Fidelity (FMR) ✦ | 2.42K | -63.2% | $97,979 | 0.0% | ▼ Trim | 5 | SEC ↗ |
| 7 | Bank Of Montreal /Can/ | 2.20K | 0.0% | $89,004 | 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
| No new tracked buyers this quarter. |
Exited
| Royal Bank Of Canada | $9,000 | was 0.0% |
| Morgan Stanley | $5,115 | was 0.0% |
Full-market context: across ALL 13F filers (SEC structured data, Q1 2026): 22 holders, 427.32K shares, $14.02M 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.