FISR
name pending profile ingest
Momentum inputs (comparable managers):
holder breadth +11.1% ·
share flow -14.9% ·
net new positions 0.0%
— formula
Ownership fragmentation — more holders, smaller aggregate stake
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 | 3.54M | -18.7% | $90.92M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 2 | Envestnet Asset Management Inc | 2.61M | -10.7% | $66.90M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 3 | Cerity Partners LLC | 525.66K | -15.2% | $13.48M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 4 | Mml Investors Services, Llc | 143.41K | +2.4% | $3.68M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 5 | Raymond James Financial Inc | 139.78K | -13.0% | $3.59M | 0.0% | ▼ Trim | 3 | SEC ↗ ×2 |
| 6 | Morgan Stanley ✦ | 9.73K | -19.6% | $249,503 | 0.0% | ▼ Trim | 4 | SEC ↗ ×2 |
| 7 | Citadel Advisors ✦ | 9.68K | New | $248,343 | 0.0% | New | 1 | SEC ↗ |
| 8 | Osaic Holdings, Inc. | 7.35K | +544.1% | $188,523 | 0.0% | ▲ Add | 3 | SEC ↗ ×2 |
| 9 | Jones Financial Companies Lllp | 477 | New | $12,278 | 0.0% | New | 1 | SEC ↗ |
| 10 | Royal Bank Of Canada | 1 | 0.0% | $0 | 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
| Citadel Advisors | $248,343 | 0.0% |
| Jones Financial Companies Lllp | $12,278 | 0.0% |
Exited
| HighTower Advisors, LLC | $10.98M | was 0.0% |
| Pnc Financial Services Group… | $1,286 | was 0.0% |
Full-market context: across ALL 13F filers (SEC structured data, Q1 2026): 80 holders, 18.09M shares, $439.37M 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.