FTBD
name pending profile ingest
Momentum inputs (comparable managers):
holder breadth -11.1% ·
share flow -17.2% ·
net new positions -12.5%
· formula
Broad distribution: falling shares and fewer holders
All ownership figures: tracked 13F managers only, common-stock positions, reporting period Q2 2026
| Quarter | Holders | Δ | Shares | Reported value | New | Exits |
|---|---|---|---|---|---|---|
| Q3 2026 | 1 | 0 | 1.87K | $87,666 | n/a | n/a |
| Q2 2026 | 8 | -1 | 55.98K | $2.76M | +1 | −2 |
| Q1 2026 | 10 | +3 | 67.88K | $3.34M | +3 | n/a |
| Q4 2025 | 7 | -1 | 36.46K | $1.81M | n/a | −1 |
| Q3 2025 | 2 | 0 | 31.49K | $1.57M | n/a | n/a |
| Q2 2025 | 1 | 0 | 21.89K | $1.08M | n/a | n/a |
| Q1 2025 | 1 | 0 | 26.57K | $1.30M | n/a | n/a |
| Q4 2024 | 1 | 0 | 24.40K | $1.17M | n/a | n/a |
| Q3 2024 | 1 | +1 | 8.25K | $415,805 | +1 | n/a |
| # | Manager | Shares | Δ shares | Value | Their weight | Held | ||
|---|---|---|---|---|---|---|---|---|
| 1 | Commonwealth Equity Services, Llc | 28.90K | +17.1% | $1.42M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 2 | Osaic Holdings, Inc. | 16.30K | +35.6% | $803,426 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 3 | Morgan Stanley ✦ | 7.94K | New | $391,382 | 0.0% | New | 1 | SEC ↗ |
| 4 | Royal Bank Of Canada | 1.00K | 0.0% | $49,000 | 0.0% | Held | 3 | SEC ↗ |
| 5 | TD Waterhouse Canada Inc. | 714 | 0.0% | $35,079 | 0.0% | Held | 3 | SEC ↗ |
| 6 | JPMorgan Chase ✦ | 698 | +20.8% | $34,522 | 0.0% | ▲ Add | 4 | SEC ↗ |
| 7 | Bank Of Montreal /Can/ | 315 | 0.0% | $15,523 | 0.0% | Held | 3 | SEC ↗ |
| 8 | UBS Group AG | 108 | +191.9% | $5,322 | 0.0% | ▲ Add | 3 | SEC ↗ |
“Their weight” = the position's share of that manager's reported 13F equity value: the conviction measure. ✦ = curated manager.
New buyers
| Morgan Stanley | $391,382 | 0.0% |
Exited
| Citadel Advisors | $1.06M | was 0.0% |
| Jane Street Group, Llc | $332,571 | was 0.0% |
Full-market context: across ALL 13F filers (SEC structured data, Q1 2026): 21 holders, 144.68K shares, $6.77M 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.