FSCS
name pending profile ingest
Momentum inputs (comparable managers):
holder breadth +30.0% ·
share flow +7.3% ·
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 | LPL Financial LLC | 521.24K | +2.3% | $18.35M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 2 | Osaic Holdings, Inc. | 53.18K | +2.3% | $1.87M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 3 | Susquehanna International Group, Llp | 25.62K | New | $901,734 | 0.0% | New | 1 | SEC ↗ |
| 4 | Two Sigma Investments ✦ | 15.50K | 0.0% | $545,631 | 0.0% | Held | 4 | SEC ↗ |
| 5 | Cetera Investment Advisers | 13.55K | +57.9% | $477,049 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 6 | Envestnet Asset Management Inc | 8.83K | +4.8% | $310,829 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 7 | Rockefeller Capital Management L.P. | 1.30K | 0.0% | $45,763 | 0.0% | Held | 2 | SEC ↗ |
| 8 | Cwm, Llc | 869 | -28.4% | $30,591 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 9 | Royal Bank Of Canada | 294 | -6.4% | $10,000 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 10 | Assetmark, Inc | 63 | New | $2,218 | 0.0% | New | 1 | SEC ↗ |
| 11 | UBS Group AG | 36 | New | $1,267 | 0.0% | New | 1 | SEC ↗ |
| 12 | Morgan Stanley ✦ | 2 | -33.3% | $90 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 13 | Wells Fargo & Company/Mn | 1 | 0.0% | $40 | 0.0% | Held | 2 | SEC ↗ |
“Their weight” = the position's share of that manager's reported 13F equity value — the conviction measure. ✦ = curated manager.
New buyers
| Susquehanna International… | $901,734 | 0.0% |
| Assetmark, Inc | $2,218 | 0.0% |
| UBS Group AG | $1,267 | 0.0% |
Exited
| No tracked exits this quarter. |
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.