FID
name pending profile ingest
Momentum inputs (comparable managers):
holder breadth +16.7% ·
share flow +12.6% ·
net new positions +14.3%
· formula
Broad accumulation: rising shares across more holders
All ownership figures: tracked 13F managers only, common-stock positions, reporting period Q1 2026
| # | Manager | Shares | Δ shares | Value | Their weight | Held | ||
|---|---|---|---|---|---|---|---|---|
| 1 | LPL Financial LLC | 1.08M | -3.7% | $22.57M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 2 | Envestnet Asset Management Inc | 273.54K | +1.0% | $5.73M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 3 | Raymond James Financial Inc | 254.82K | +23.8% | $5.34M | 0.0% | ▲ Add | 2 | SEC ↗ ×3 |
| 4 | Stifel Financial Corp | 248.30K | +25.4% | $5.20M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 5 | Jane Street Group, Llc | 182.40K | +763.2% | $3.82M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 6 | Royal Bank Of Canada | 155.81K | +170.7% | $3.26M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 7 | Cetera Investment Advisers | 112.46K | +1.1% | $2.36M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 8 | Susquehanna International Group, Llp | 82.94K | New | $1.74M | 0.0% | New | 1 | SEC ↗ |
| 9 | Osaic Holdings, Inc. | 79.57K | -13.1% | $1.67M | 0.0% | ▼ Trim | 2 | SEC ↗ ×2 |
| 10 | Commonwealth Equity Services, Llc | 49.61K | -66.7% | $1.04M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 11 | Mml Investors Services, Llc | 13.95K | -40.1% | $292,100 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 12 | JPMorgan Chase ✦ | 7.18K | +6.4% | $147,060 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 13 | Fidelity (FMR) ✦ | 5.77K | 0.0% | $120,932 | 0.0% | Held | 3 | SEC ↗ |
| 14 | Rockefeller Capital Management L.P. | 5.31K | +23.3% | $111,227 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 15 | Morgan Stanley ✦ | 3.44K | 0.0% | $72,080 | 0.0% | Held | 3 | SEC ↗ ×2 |
| 16 | Pnc Financial Services Group, Inc. | 2.54K | -18.1% | $53,158 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 17 | Cwm, Llc | 1.12K | 0.0% | $23,437 | 0.0% | Held | 2 | SEC ↗ |
| 18 | Assetmark, Inc | 647 | New | $13,551 | 0.0% | New | 1 | SEC ↗ |
| 19 | National Bank Of Canada /Fi/ | 170 | 0.0% | $3,553 | 0.0% | Held | 2 | SEC ↗ |
| 20 | UBS Group AG | 133 | New | $2,786 | 0.0% | New | 1 | SEC ↗ |
| 21 | Wells Fargo & Company/Mn | 1 | 0.0% | $15 | 0.0% | Held | 2 | SEC ↗ |
“Their weight” = the position's share of that manager's reported 13F equity value: the conviction measure. ✦ = curated manager.
New buyers
| Susquehanna International… | $1.74M | 0.0% |
| Assetmark, Inc | $13,551 | 0.0% |
| UBS Group AG | $2,786 | 0.0% |
Exited
| No tracked exits this quarter. |
Full-market context: across ALL 13F filers (SEC structured data, Q1 2026): 70 holders, 6.41M shares, $123.13M 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.