FLIA
name pending profile ingest
Momentum inputs (comparable managers):
holder breadth -6.7% ·
share flow +7.2% ·
net new positions -7.1%
— formula
Concentrated accumulation — rising shares among 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 | Wealth Enhancement Advisory… | 11.59M | +15.8% | $233.66M | 0.4% | ▲ Add | 3 | SEC ↗ |
| 2 | Franklin Resources Inc | 7.61M | +0.1% | $156.01M | 0.0% | ▲ Add | 3 | SEC ↗ ×3 |
| 3 | LPL Financial LLC | 659.12K | -8.5% | $13.51M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 4 | Cetera Investment Advisers | 262.73K | +71.4% | $5.38M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 5 | Susquehanna International Group, Llp | 43.44K | +167.9% | $890,085 | 0.0% | ▲ Add | 3 | SEC ↗ ×2 |
| 6 | JPMorgan Chase ✦ | 31.74K | +57.4% | $651,096 | 0.0% | ▲ Add | 4 | SEC ↗ |
| 7 | Jane Street Group, Llc | 30.13K | -2.4% | $617,282 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 8 | Citadel Advisors ✦ | 29.93K | -26.2% | $613,163 | 0.0% | ▼ Trim | 7 | SEC ↗ |
| 9 | Hrt Financial Lp | 19.33K | New | $396,000 | 0.0% | New | 1 | SEC ↗ |
| 10 | Raymond James Financial Inc | 13.05K | +14.4% | $267,333 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 11 | Goldman Sachs Group ✦ | 10.63K | New | $217,829 | 0.0% | New | 1 | SEC ↗ |
| 12 | Royal Bank Of Canada | 9.61K | +1.5% | $197,000 | 0.0% | ▲ Add | 3 | SEC ↗ ×2 |
| 13 | Morgan Stanley ✦ | 901 | +44950.0% | $18,467 | 0.0% | ▲ Add | 4 | SEC ↗ ×2 |
| 14 | Osaic Holdings, Inc. | 268 | -24.5% | $5,490 | 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
| Hrt Financial Lp | $396,000 | 0.0% |
| Goldman Sachs Group | $217,829 | 0.0% |
Exited
| Mariner, LLC | $4.34M | was 0.0% |
| Bank Of America Corp /De/ | $2.40M | was 0.0% |
| Wells Fargo & Company/Mn | $5,227 | was 0.0% |
Full-market context: across ALL 13F filers (SEC structured data, Q1 2026): 36 holders, 26.81M shares, $405.00M 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.