FSCS
name pending profile ingest
Momentum inputs (comparable managers):
holder breadth -25.0% ·
share flow -2.2% ·
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 | LPL Financial LLC | 514.45K | -1.3% | $18.93M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 2 | Osaic Holdings, Inc. | 51.59K | -3.0% | $1.90M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 3 | Susquehanna International Group, Llp | 23.96K | -6.5% | $881,790 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 4 | Cetera Investment Advisers | 18.71K | +38.0% | $688,496 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 5 | Two Sigma Investments ✦ | 14.30K | -7.7% | $526,233 | 0.0% | ▼ Trim | 5 | SEC ↗ |
| 6 | Rockefeller Capital Management L.P. | 1.30K | 0.0% | $47,839 | 0.0% | Held | 3 | SEC ↗ |
| 7 | Morgan Stanley ✦ | 1.10K | +55000.0% | $40,579 | 0.0% | ▲ Add | 4 | SEC ↗ ×2 |
| 8 | Royal Bank Of Canada | 314 | +6.8% | $12,000 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 9 | Wells Fargo & Company/Mn | 1 | 0.0% | $39 | 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
| No new tracked buyers this quarter. |
Exited
| Envestnet Asset Management Inc | $310,829 | was 0.0% |
| Assetmark, Inc | $2,218 | was 0.0% |
| UBS Group AG | $1,267 | 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.