GAPR
name pending profile ingest
Momentum inputs (comparable managers):
holder breadth +17.6% ·
share flow +25.7% ·
net new positions +15.0%
— formula
Broad accumulation — rising shares across more holders
All ownership figures: tracked 13F managers only, common-stock positions, reporting period Q2 2026
| Quarter | Holders | Δ | Shares | Reported value | New | Exits |
|---|---|---|---|---|---|---|
| Q2 2026 | 20 | +3 | 1.69M | $69.91M | +4 | −1 |
| Q1 2026 | 18 | +1 | 1.35M | $54.43M | +2 | −1 |
| Q4 2025 | 17 | -1 | 1.59M | $63.76M | — | −1 |
| Q3 2025 | 1 | 0 | 21.46K | $842,265 | — | — |
| Q2 2025 | 1 | 0 | 8.44K | $323,446 | — | — |
| Q1 2025 | 1 | +1 | 11.44K | $429,634 | +1 | — |
| Q3 2024 | 1 | 0 | 13.94K | $512,301 | — | — |
| Q2 2024 | 1 | — | 15.63K | $557,490 | — | — |
| # | Manager | Shares | Δ shares | Value | Their weight | Held | ||
|---|---|---|---|---|---|---|---|---|
| 1 | Raymond James Financial Inc | 343.77K | -8.8% | $14.33M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 2 | Raymond James Financial Inc | 343.77K | -8.8% | $14.33M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 3 | Envestnet Asset Management Inc | 206.13K | +8.8% | $8.59M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 4 | Cetera Investment Advisers | 193.09K | +23.4% | $8.05M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 5 | Osaic Holdings, Inc. | 183.44K | +59.3% | $7.64M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 6 | Osaic Holdings, Inc. | 183.44K | +59.3% | $7.64M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 7 | Osaic Holdings, Inc. | 183.44K | +59.3% | $7.64M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 8 | Truist Financial Corp | 170.11K | +9.4% | $7.09M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 9 | LPL Financial LLC | 169.30K | +67.9% | $7.06M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 10 | Commonwealth Equity Services, Llc | 113.39K | +15.7% | $4.73M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 11 | HighTower Advisors, LLC | 99.76K | New | $4.16M | 0.0% | New | 1 | SEC ↗ |
| 12 | Susquehanna International Group, Llp | 42.14K | +17.7% | $1.76M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 13 | JPMorgan Chase ✦ | 38.82K | New | $1.61M | 0.0% | New | 1 | SEC ↗ |
| 14 | Captrust Financial Advisors | 30.32K | -10.8% | $1.26M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 15 | Citadel Advisors ✦ | 22.91K | +10.7% | $954,842 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 16 | Mml Investors Services, Llc | 17.56K | +128.6% | $731,884 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 17 | Mercer Global Advisors Inc /Adv | 9.78K | 0.0% | $407,658 | 0.0% | Held | 2 | SEC ↗ |
| 18 | Goldman Sachs Group ✦ | 9.38K | New | $391,030 | 0.0% | New | 1 | SEC ↗ |
| 19 | Lido Advisors, LLC | 8.40K | -66.7% | $350,062 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 20 | Rockefeller Capital Management L.P. | 7.84K | +45.2% | $326,727 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 21 | Wealth Enhancement Advisory… | 18.50K | +73.6% | $251,537 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 22 | Royal Bank Of Canada | 3.26K | New | $136,000 | 0.0% | New | 1 | SEC ↗ |
| 23 | Barclays Plc | 2.24K | 0.0% | $93,184 | 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
| HighTower Advisors, LLC | $4.16M | 0.0% |
| JPMorgan Chase | $1.61M | 0.0% |
| Goldman Sachs Group | $391,030 | 0.0% |
| Royal Bank Of Canada | $136,000 | 0.0% |
Exited
| Wells Fargo & Company/Mn | $5,625 | was 0.0% |
Full-market context: across ALL 13F filers (SEC structured data, Q1 2026): 88 holders, 2.71M shares, $107.14M 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.