FDLS
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 | 182.94K | +42.3% | $7.73M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 2 | Goldman Sachs Group ✦ | 95.41K | +237.2% | $4.03M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 3 | Envestnet Asset Management Inc | 43.01K | -30.9% | $1.82M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 4 | Raymond James Financial Inc | 35.13K | -1.2% | $1.49M | 0.0% | ▼ Trim | 3 | SEC ↗ ×2 |
| 5 | Osaic Holdings, Inc. | 20.74K | +138.5% | $876,463 | 0.0% | ▲ Add | 3 | SEC ↗ ×2 |
| 6 | Susquehanna International Group, Llp | 15.58K | New | $658,398 | 0.0% | New | 1 | SEC ↗ |
| 7 | Citadel Advisors ✦ | 15.32K | New | $647,492 | 0.0% | New | 1 | SEC ↗ |
| 8 | Cetera Investment Advisers | 15.05K | +37.4% | $636,038 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 9 | Brown Advisory Inc | 11.93K | New | $504,281 | 0.0% | New | 1 | SEC ↗ |
| 10 | Commonwealth Equity Services, Llc | 8.85K | +20.5% | $373,900 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 11 | Stifel Financial Corp | 5.27K | New | $222,805 | 0.0% | New | 1 | SEC ↗ |
| 12 | Morgan Stanley ✦ | 612 | -0.5% | $25,903 | 0.0% | ▼ Trim | 4 | SEC ↗ ×2 |
| 13 | Royal Bank Of Canada | 340 | New | $14,000 | 0.0% | New | 1 | SEC ↗ |
| 14 | Fidelity (FMR) ✦ | 105 | +94.4% | $4,441 | 0.0% | ▲ Add | 5 | SEC ↗ |
“Their weight” = the position's share of that manager's reported 13F equity value — the conviction measure. ✦ = curated manager.
New buyers
| Susquehanna International… | $658,398 | 0.0% |
| Citadel Advisors | $647,492 | 0.0% |
| Brown Advisory Inc | $504,281 | 0.0% |
| Stifel Financial Corp | $222,805 | 0.0% |
| Royal Bank Of Canada | $14,000 | 0.0% |
Exited
| Jane Street Group, Llc | $322,486 | was 0.0% |
Full-market context: across ALL 13F filers (SEC structured data, Q1 2026): 37 holders, 2.27M shares, $81.96M 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.