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name pending profile ingest
Momentum inputs (comparable managers):
holder breadth -10.5% ·
share flow -11.4% ·
net new positions -11.8%
— formula
Broad distribution — falling shares and 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 | Goldman Sachs Group ✦ | 1.11M | -10.6% | $87.13M | 0.0% | ▼ Trim | 4 | SEC ↗ ×2 |
| 2 | Cerity Partners LLC | 73.44K | -3.8% | $5.79M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 3 | Rockefeller Capital Management L.P. | 66.56K | 0.0% | $5.24M | 0.0% | Held | 3 | SEC ↗ |
| 4 | Bank Of America Corp /De/ | 36.31K | +0.5% | $2.86M | 0.0% | ▲ Add | 3 | SEC ↗ ×2 |
| 5 | Northwestern Mutual Wealth… | 25.98K | +28.9% | $2.05M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 6 | Susquehanna International Group, Llp | 20.18K | +27.9% | $1.59M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 7 | HighTower Advisors, LLC | 17.24K | -5.7% | $1.36M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 8 | Morgan Stanley ✦ | 14.49K | +9.2% | $1.14M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 9 | LPL Financial LLC | 11.79K | +51.0% | $928,615 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 10 | Raymond James Financial Inc | 11.20K | -1.0% | $882,460 | 0.0% | ▼ Trim | 3 | SEC ↗ ×2 |
| 11 | Cetera Investment Advisers | 7.38K | -5.1% | $581,290 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 12 | Wells Fargo & Company/Mn | 4.68K | +10.7% | $369,037 | 0.0% | ▲ Add | 3 | SEC ↗ ×2 |
| 13 | Fifth Third Bancorp | 236 | 0.0% | $18,618 | 0.0% | Held | 2 | SEC ↗ |
| 14 | Fidelity (FMR) ✦ | 151 | -1.3% | $11,857 | 0.0% | ▼ Trim | 5 | SEC ↗ |
| 15 | Osaic Holdings, Inc. | 120 | -11.8% | $9,452 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 16 | UBS Group AG | 43 | +152.9% | $3,387 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 17 | Simplex Trading, Llc | 7 | -66.7% | $551 | 0.0% | ▼ Trim | 2 | SEC ↗ |
“Their weight” = the position's share of that manager's reported 13F equity value — the conviction measure. ✦ = curated manager.
New buyers
| No new tracked buyers this quarter. |
Exited
| Citadel Advisors | $2.87M | was 0.0% |
| Jane Street Group, Llc | $1.24M | was 0.0% |
Full-market context: across ALL 13F filers (SEC structured data, Q1 2026): 42 holders, 2.04M shares, $137.69M 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.