GAPR
name pending profile ingest
Momentum inputs (comparable managers):
holder breadth +5.9% ·
share flow -15.7% ·
net new positions +5.6%
— formula
Ownership fragmentation — more holders, smaller aggregate stake
All ownership figures: tracked 13F managers only, common-stock positions, reporting period Q1 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 | 377.01K | -2.9% | $15.26M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 2 | Raymond James Financial Inc | 377.01K | -2.9% | $15.26M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 3 | Envestnet Asset Management Inc | 189.52K | -45.3% | $7.67M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 4 | Cetera Investment Advisers | 156.53K | -38.7% | $6.33M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 5 | Truist Financial Corp | 155.42K | -4.9% | $6.29M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 6 | Osaic Holdings, Inc. | 115.13K | -8.1% | $4.66M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 7 | Osaic Holdings, Inc. | 115.13K | -8.1% | $4.66M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 8 | LPL Financial LLC | 100.84K | +3.0% | $4.08M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 9 | Commonwealth Equity Services, Llc | 98.01K | -9.9% | $3.97M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 10 | Susquehanna International Group, Llp | 35.80K | +105.4% | $1.45M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 11 | Captrust Financial Advisors | 33.98K | -3.1% | $1.38M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 12 | Lido Advisors, LLC | 25.22K | 0.0% | $1.02M | 0.0% | Held | 2 | SEC ↗ |
| 13 | Citadel Advisors ✦ | 20.70K | New | $837,891 | 0.0% | New | 1 | SEC ↗ |
| 14 | Wealth Enhancement Advisory… | 10.66K | -4.0% | $431,782 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 15 | Mercer Global Advisors Inc /Adv | 9.78K | New | $395,878 | 0.0% | New | 1 | SEC ↗ |
| 16 | Mml Investors Services, Llc | 7.68K | -43.3% | $310,850 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 17 | Rockefeller Capital Management L.P. | 5.40K | 0.0% | $218,538 | 0.0% | Held | 2 | SEC ↗ |
| 18 | Barclays Plc | 2.24K | +22260.0% | $90,491 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 19 | Cwm, Llc | 977 | 0.0% | $39,539 | 0.0% | Held | 2 | SEC ↗ |
| 20 | Wells Fargo & Company/Mn | 139 | 0.0% | $5,625 | 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
| Citadel Advisors | $837,891 | 0.0% |
| Mercer Global Advisors Inc… | $395,878 | 0.0% |
Exited
| Royal Bank Of Canada | $0 | 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.