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name pending profile ingest
Momentum inputs (comparable managers):
holder breadth +6.7% ·
share flow -0.3% ·
net new positions +6.2%
· 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 | 13 | -2 | 1.80M | $7.57M | +2 | −4 |
| Q1 2026 | 16 | +1 | 1.71M | $6.72M | +2 | −1 |
| Q4 2025 | 15 | -1 | 1.72M | $7.20M | n/a | −1 |
| Q3 2025 | 3 | +1 | 1.32M | $5.68M | +1 | n/a |
| Q2 2025 | 1 | -1 | 1.25M | $5.16M | n/a | −1 |
| Q1 2025 | 2 | 0 | 1.27M | $5.87M | n/a | n/a |
| Q4 2024 | 2 | +1 | 1.27M | $5.65M | +1 | n/a |
| Q3 2024 | 1 | 0 | 1.20M | $5.90M | n/a | n/a |
| Q2 2024 | 1 | n/a | 1.21M | $6.50M | n/a | n/a |
| # | Manager | Shares | Δ shares | Value | Their weight | Held | ||
|---|---|---|---|---|---|---|---|---|
| 1 | GAMCO Investors ✦ | 1.28M | +2.0% | $5.01M | 0.0% | ▲ Add | 8 | SEC ↗ |
| 2 | Baird Financial Group, Inc. | 107.70K | +4.4% | $423,281 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 3 | Morgan Stanley ✦ | 89.25K | +6.0% | $350,774 | 0.0% | ▲ Add | 3 | SEC ↗ ×3 |
| 4 | LPL Financial LLC | 69.91K | -8.6% | $274,760 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 5 | Envestnet Asset Management Inc | 58.02K | +102.2% | $228,019 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 6 | Royal Bank Of Canada | 24.30K | -0.3% | $96,000 | 0.0% | ▼ Trim | 2 | SEC ↗ ×2 |
| 7 | Osaic Holdings, Inc. | 21.62K | +52.4% | $84,967 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 8 | Cetera Investment Advisers | 21.39K | +27.5% | $84,063 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 9 | Raymond James Financial Inc | 14.37K | +1.8% | $56,475 | 0.0% | ▲ Add | 2 | SEC ↗ ×2 |
| 10 | Jane Street Group, Llc | 11.24K | -85.7% | $44,181 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 11 | Mml Investors Services, Llc | 10.76K | -1.2% | $42,265 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 12 | UBS Group AG | 3.90K | -13.9% | $15,307 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 13 | Northwestern Mutual Wealth… | 1.32K | New | $5,184 | 0.0% | New | 1 | SEC ↗ |
| 14 | Pnc Financial Services Group, Inc. | 367 | New | $1,442 | 0.0% | New | 1 | SEC ↗ |
| 15 | Cwm, Llc | 33 | 0.0% | $130 | 0.0% | Held | 2 | SEC ↗ |
| 16 | Wells Fargo & Company/Mn | 1 | n/a | $4 | 0.0% | ▲ Add | 2 | SEC ↗ |
“Their weight” = the position's share of that manager's reported 13F equity value: the conviction measure. ✦ = curated manager.
New buyers
| Northwestern Mutual Wealth… | $5,184 | 0.0% |
| Pnc Financial Services Group… | $1,442 | 0.0% |
Exited
| Bank Of America Corp /De/ | $34,899 | was 0.0% |
Full-market context: across ALL 13F filers (SEC structured data, Q1 2026): 46 holders, 3.40M shares, $13.28M 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.