FOPC
name pending profile ingest
Momentum inputs (comparable managers):
holder breadth -16.7% ·
share flow -2.5% ·
net new positions -20.0%
— formula
Broad distribution — falling shares and 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 | JPMorgan Chase ✦ | 543.48K | +2.3% | $13.82M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 2 | Envestnet Asset Management Inc | 392.10K | -0.5% | $9.95M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 3 | Citadel Advisors ✦ | 21.39K | -1.2% | $542,481 | 0.0% | ▼ Trim | 7 | SEC ↗ |
| 4 | Rockefeller Capital Management L.P. | 537 | New | $13,621 | 0.0% | New | 1 | SEC ↗ |
| 5 | Assetmark, Inc | 401 | 0.0% | $10,171 | 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
| Rockefeller Capital… | $13,621 | 0.0% |
Exited
| Goldman Sachs Group | $900,647 | was 0.0% |
| UBS Group AG | $229 | was 0.0% |
Full-market context: across ALL 13F filers (SEC structured data, Q1 2026): 11 holders, 816.70K shares, $20.75M 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.