FEOE
name pending profile ingest
Momentum inputs (comparable managers):
holder breadth +4.3% ·
share flow +30.0% ·
net new positions +4.2%
— formula
Broad accumulation — rising shares across more holders
All ownership figures: tracked 13F managers only, common-stock positions, reporting period Q2 2026
| Quarter | Holders | Δ | Shares | Reported value | New | Exits |
|---|---|---|---|---|---|---|
| Q2 2026 | 24 | +1 | 13.00M | $694.09M | +2 | −1 |
| Q1 2026 | 24 | +5 | 7.80M | $393.03M | +6 | −1 |
| Q4 2025 | 19 | -1 | 3.23M | $156.14M | — | −1 |
| Q3 2025 | 1 | +1 | 74.74K | $3.45M | +1 | — |
| # | Manager | Shares | Δ shares | Value | Their weight | Held | ||
|---|---|---|---|---|---|---|---|---|
| 1 | LPL Financial LLC | 1.71M | +52.2% | $91.39M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 2 | Northwestern Mutual Wealth… | 1.63M | +92.1% | $86.85M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 3 | Raymond James Financial Inc | 1.44M | +24.0% | $76.64M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 4 | Raymond James Financial Inc | 1.44M | +24.0% | $76.64M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 5 | Royal Bank Of Canada | 1.38M | +42.8% | $73.95M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 6 | Royal Bank Of Canada | 1.38M | +42.8% | $73.95M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 7 | Bank Of America Corp /De/ | 1.31M | +124.1% | $70.19M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 8 | Bank Of America Corp /De/ | 1.31M | +124.1% | $70.19M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 9 | Stifel Financial Corp | 1.12M | +12.4% | $59.63M | 0.1% | ▲ Add | 3 | SEC ↗ |
| 10 | Morgan Stanley ✦ | 843.71K | +492.8% | $45.05M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 11 | UBS Group AG | 728.08K | +410.0% | $38.88M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 12 | Envestnet Asset Management Inc | 570.21K | +134.2% | $30.45M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 13 | Commonwealth Equity Services, Llc | 499.92K | +95.4% | $26.70M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 14 | Cetera Investment Advisers | 447.26K | +19.1% | $23.88M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 15 | Jones Financial Companies Lllp | 313.87K | +75.8% | $16.73M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 16 | HighTower Advisors, LLC | 271.93K | +7.1% | $14.52M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 17 | Truist Financial Corp | 152.09K | +693.8% | $8.12M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 18 | Osaic Holdings, Inc. | 144.54K | +67.4% | $7.72M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 19 | Osaic Holdings, Inc. | 144.54K | +67.4% | $7.72M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 20 | Osaic Holdings, Inc. | 144.54K | +67.4% | $7.72M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 21 | JPMorgan Chase ✦ | 122.81K | +5.6% | $6.57M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 22 | Mariner, LLC | 95.78K | +346.0% | $5.11M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 23 | Jane Street Group, Llc | 77.13K | -57.0% | $4.12M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 24 | Mml Investors Services, Llc | 74.12K | +587.3% | $3.96M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 25 | Rockefeller Capital Management L.P. | 24.53K | +44.3% | $1.31M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 26 | Rockefeller Capital Management L.P. | 24.53K | +44.3% | $1.31M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 27 | Rockefeller Capital Management L.P. | 24.53K | +44.3% | $1.31M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 28 | Goldman Sachs Group ✦ | 20.08K | New | $1.07M | 0.0% | New | 1 | SEC ↗ |
| 29 | Wealth Enhancement Advisory… | 17.02K | +2.9% | $918,687 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 30 | Quantinno Capital Management LP | 5.39K | New | $287,826 | 0.0% | New | 1 | SEC ↗ |
| 31 | Fifth Third Bancorp | 937 | +70.7% | $50,036 | 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
| Goldman Sachs Group | $1.07M | 0.0% |
| Quantinno Capital Management… | $287,826 | 0.0% |
Exited
| Hrt Financial Lp | $920,000 | was 0.0% |
Full-market context: across ALL 13F filers (SEC structured data, Q1 2026): 134 holders, 14.68M shares, $693.10M 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.