FDNI
name pending profile ingest
Momentum inputs (comparable managers):
holder breadth -23.1% ·
share flow -11.3% ·
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 | Raymond James Financial Inc | 123.78K | -15.3% | $3.15M | 0.0% | ▼ Trim | 3 | SEC ↗ ×2 |
| 2 | Susquehanna International Group, Llp | 105.51K | +24.3% | $2.68M | 0.0% | ▲ Add | 3 | SEC ↗ ×2 |
| 3 | Osaic Holdings, Inc. | 48.63K | -6.3% | $1.24M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 4 | Citadel Advisors ✦ | 42.41K | +17.6% | $1.08M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 5 | LPL Financial LLC | 30.34K | -13.5% | $772,098 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 6 | Millennium Management ✦ | 17.30K | -33.1% | $440,107 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 7 | Royal Bank Of Canada | 8.16K | -3.5% | $208,000 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 8 | Assetmark, Inc | 248 | -93.6% | $6,310 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 9 | JPMorgan Chase ✦ | 0 | — | $14 | 0.0% | Held | 4 | SEC ↗ |
| 10 | Wells Fargo & Company/Mn | 0 | -100.0% | $12 | 0.0% | ▼ Trim | 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
| Mariner, LLC | $351,066 | was 0.0% |
| Financial Engines Advisors… | $307,452 | was 0.0% |
| Morgan Stanley | $169,394 | was 0.0% |
Full-market context: across ALL 13F filers (SEC structured data, Q1 2026): 24 holders, 737.17K shares, $35.04M 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.