FSCS
name pending profile ingest
Momentum inputs (comparable managers):
holder breadth -9.1% ·
share flow -4.9% ·
net new positions -10.0%
— formula
Broad distribution — falling shares and fewer holders
All ownership figures: tracked 13F managers only, common-stock positions, reporting period Q4 2025
| # | Manager | Shares | Δ shares | Value | Their weight | Held | ||
|---|---|---|---|---|---|---|---|---|
| 1 | LPL Financial LLC | 509.67K | — | $18.23M | 0.0% | n/c | 1 | SEC ↗ |
| 2 | Osaic Holdings, Inc. | 51.98K | — | $1.86M | 0.0% | n/c | 1 | SEC ↗ |
| 3 | Two Sigma Investments ✦ | 15.50K | +27.1% | $554,449 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 4 | Cetera Investment Advisers | 8.58K | — | $307,053 | 0.0% | n/c | 1 | SEC ↗ |
| 5 | Envestnet Asset Management Inc | 8.43K | — | $301,372 | 0.0% | n/c | 1 | SEC ↗ |
| 6 | Rockefeller Capital Management L.P. | 1.30K | — | $46,502 | 0.0% | n/c | 1 | SEC ↗ |
| 7 | Cwm, Llc | 1.21K | — | $43,000 | 0.0% | n/c | 1 | SEC ↗ |
| 8 | Royal Bank Of Canada | 314 | — | $11,000 | 0.0% | n/c | 1 | SEC ↗ |
| 9 | Morgan Stanley ✦ | 3 | +50.0% | $113 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 10 | Wells Fargo & Company/Mn | 1 | — | $30 | 0.0% | n/c | 1 | SEC ↗ |
“Their weight” = the position's share of that manager's reported 13F equity value — the conviction measure. ✦ = curated manager.
New buyers
| No new tracked buyers this quarter. |
Exited
| Citadel Advisors | $1.26M | was 0.0% |
Full-market context: across ALL 13F filers (SEC structured data, Q1 2026): 31 holders, 887.35K shares, $40.61M 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.