FTMA
name pending profile ingest
Momentum inputs (comparable managers):
holder breadth -9.1% ·
share flow +13.4% ·
net new positions -10.0%
— formula
Concentrated accumulation — rising shares among 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 | Commonwealth Equity Services, Llc | 4.13M | +28.0% | $37.65M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 2 | Ameriprise Financial Inc | 2.95M | -1.9% | $26.95M | 0.0% | ▼ Trim | 3 | SEC ↗ ×2 |
| 3 | Morgan Stanley ✦ | 2.77M | +3.6% | $25.23M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 4 | Bank Of America Corp /De/ | 1.17M | +70.5% | $10.66M | 0.0% | ▲ Add | 3 | SEC ↗ ×3 |
| 5 | LPL Financial LLC | 501.00K | +60.1% | $4.57M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 6 | Wells Fargo & Company/Mn | 299.23K | +17.3% | $2.73M | 0.0% | ▲ Add | 3 | SEC ↗ ×2 |
| 7 | Envestnet Asset Management Inc | 296.05K | +9.5% | $2.70M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 8 | Raymond James Financial Inc | 239.85K | +7.1% | $2.19M | 0.0% | ▲ Add | 3 | SEC ↗ ×2 |
| 9 | Cetera Investment Advisers | 172.19K | +0.1% | $1.57M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 10 | Northwestern Mutual Wealth… | 129.19K | -1.5% | $1.18M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 11 | Jane Street Group, Llc | 87.80K | -66.7% | $801,175 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 12 | Wealth Enhancement Advisory… | 50.04K | +1.1% | $454,102 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 13 | Royal Bank Of Canada | 44.66K | +143.4% | $408,000 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 14 | Jones Financial Companies Lllp | 28.49K | +100.6% | $259,365 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 15 | Osaic Holdings, Inc. | 23.74K | -4.5% | $216,755 | 0.0% | ▼ Trim | 3 | SEC ↗ ×2 |
| 16 | Stifel Financial Corp | 20.87K | +0.1% | $190,430 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 17 | Mml Investors Services, Llc | 20.05K | New | $182,913 | 0.0% | New | 1 | SEC ↗ |
| 18 | Mariner, LLC | 19.42K | +0.9% | $177,198 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 19 | UBS Group AG | 4.27K | -20.6% | $38,955 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 20 | Fidelity (FMR) ✦ | 99 | 0.0% | $903 | 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
| Mml Investors Services, Llc | $182,913 | 0.0% |
Exited
| Goldman Sachs Group | $216,030 | was 0.0% |
| Russell Investments Group… | $197,024 | was 0.0% |
| Assetmark, Inc | $3,738 | was 0.0% |
Full-market context: across ALL 13F filers (SEC structured data, Q1 2026): 54 holders, 13.07M shares, $116.68M 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.