FIVA
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 Q1 2026
| # | Manager | Shares | Δ shares | Value | Their weight | Held | ||
|---|---|---|---|---|---|---|---|---|
| 1 | Commonwealth Equity Services, Llc | 1.56M | -3.4% | $54.36M | 0.1% | ▼ Trim | 2 | SEC ↗ |
| 2 | Fidelity (FMR) ✦ | 1.52M | -4.3% | $52.95M | 0.0% | ▼ Trim | 4 | SEC ↗ |
| 3 | LPL Financial LLC | 473.42K | +74.1% | $16.48M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 4 | Osaic Holdings, Inc. | 463.68K | +337.0% | $16.14M | 0.0% | ▲ Add | 2 | SEC ↗ ×2 |
| 5 | Northwestern Mutual Wealth… | 344.58K | +19714.8% | $11.99M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 6 | Royal Bank Of Canada | 191.53K | +9202.2% | $6.67M | 0.0% | ▲ Add | 2 | SEC ↗ ×3 |
| 7 | Cetera Investment Advisers | 153.11K | +16.7% | $5.33M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 8 | Jane Street Group, Llc | 130.93K | +30.8% | $4.56M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 9 | Envestnet Asset Management Inc | 126.01K | +53.6% | $4.39M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 10 | JPMorgan Chase ✦ | 97.81K | +46.1% | $3.31M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 11 | Wealth Enhancement Advisory… | 61.36K | New | $2.16M | 0.0% | New | 1 | SEC ↗ |
| 12 | Bank Of America Corp /De/ | 55.77K | +13.2% | $1.94M | 0.0% | ▲ Add | 2 | SEC ↗ ×2 |
| 13 | Raymond James Financial Inc | 50.37K | +153.5% | $1.75M | 0.0% | ▲ Add | 2 | SEC ↗ ×2 |
| 14 | Citadel Advisors ✦ | 47.48K | New | $1.65M | 0.0% | New | 1 | SEC ↗ |
| 15 | Sei Investments Co | 38.41K | New | $1.34M | 0.0% | New | 1 | SEC ↗ |
| 16 | Mariner, LLC | 36.87K | +55.2% | $1.28M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 17 | Ameriprise Financial Inc | 23.89K | -4.7% | $831,785 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 18 | Stifel Financial Corp | 6.92K | New | $240,816 | 0.0% | New | 1 | SEC ↗ |
| 19 | National Bank Of Canada /Fi/ | 4.92K | -2.8% | $171,242 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 20 | Morgan Stanley ✦ | 4.53K | +1.9% | $157,646 | 0.0% | ▲ Add | 3 | SEC ↗ ×3 |
| 21 | UBS Group AG | 3.65K | New | $127,196 | 0.0% | New | 1 | SEC ↗ ×2 |
| 22 | Fifth Third Bancorp | 2.12K | New | $73,936 | 0.0% | New | 1 | SEC ↗ |
| 23 | Bank Of Montreal /Can/ | 826 | +37.7% | $28,753 | 0.0% | ▲ Add | 2 | SEC ↗ ×2 |
| 24 | Us Bancorp \De\ | 167 | New | $5,813 | 0.0% | New | 1 | SEC ↗ |
| 25 | Assetmark, Inc | 122 | New | $4,247 | 0.0% | New | 1 | SEC ↗ |
| 26 | Jones Financial Companies Lllp | 47 | New | $1,583 | 0.0% | New | 1 | SEC ↗ |
| 27 | Rockefeller Capital Management L.P. | 4 | 0.0% | $139 | 0.0% | Held | 2 | SEC ↗ |
| 28 | Wells Fargo & Company/Mn | 1 | -99.4% | $29 | 0.0% | ▼ Trim | 2 | SEC ↗ |
“Their weight” = the position's share of that manager's reported 13F equity value — the conviction measure. ✦ = curated manager.
New buyers
| Wealth Enhancement Advisory… | $2.16M | 0.0% |
| Citadel Advisors | $1.65M | 0.0% |
| Sei Investments Co | $1.34M | 0.0% |
| Stifel Financial Corp | $240,816 | 0.0% |
| UBS Group AG | $127,196 | 0.0% |
| Fifth Third Bancorp | $73,936 | 0.0% |
| Us Bancorp \De\ | $5,813 | 0.0% |
| Assetmark, Inc | $4,247 | 0.0% |
| Jones Financial Companies Lllp | $1,583 | 0.0% |
Exited
| Mml Investors Services, Llc | $282,631 | was 0.0% |
Full-market context: across ALL 13F filers (SEC structured data, Q1 2026): 85 holders, 7.14M shares, $244.99M 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.