GRPM
name pending profile ingest
Momentum inputs (comparable managers):
holder breadth -6.5% ·
share flow -8.0% ·
net new positions -10.3%
— formula
Broad distribution — falling shares and fewer 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 | 29 | -2 | 921.70K | $119.96M | — | −3 |
| Q1 2026 | 33 | +2 | 1.34M | $158.94M | +4 | −2 |
| Q4 2025 | 31 | +1 | 1.64M | $197.16M | +1 | — |
| Q3 2025 | 5 | 0 | 409.71K | $49.42M | — | — |
| Q2 2025 | 2 | 0 | 13.90K | $1.52M | — | — |
| Q1 2025 | 1 | 0 | 9.11K | $954,239 | — | — |
| Q4 2024 | 1 | 0 | 16.43K | $1.85M | — | — |
| Q3 2024 | 1 | +1 | 6.72K | $787,012 | +1 | — |
| # | Manager | Shares | Δ shares | Value | Their weight | Held | ||
|---|---|---|---|---|---|---|---|---|
| 1 | Morgan Stanley ✦ | 174.94K | -23.1% | $22.77M | 0.0% | ▼ Trim | 4 | SEC ↗ ×3 |
| 2 | Bank Of America Corp /De/ | 161.43K | +12.0% | $21.01M | 0.0% | ▲ Add | 3 | SEC ↗ ×2 |
| 3 | LPL Financial LLC | 149.66K | +4.9% | $19.48M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 4 | Osaic Holdings, Inc. | 88.72K | +67.9% | $11.56M | 0.0% | ▲ Add | 3 | SEC ↗ ×3 |
| 5 | Cetera Investment Advisers | 51.38K | -31.5% | $6.69M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 6 | Jones Financial Companies Lllp | 38.49K | -10.9% | $4.98M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 7 | Raymond James Financial Inc | 36.26K | +1.3% | $4.72M | 0.0% | ▲ Add | 3 | SEC ↗ ×3 |
| 8 | Creative Planning | 35.30K | -16.6% | $4.59M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 9 | Northwestern Mutual Wealth… | 28.81K | -47.2% | $3.75M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 10 | UBS Group AG | 27.73K | -0.5% | $3.61M | 0.0% | ▼ Trim | 3 | SEC ↗ ×2 |
| 11 | Goldman Sachs Group ✦ | 26.85K | +60.0% | $3.49M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 12 | Cerity Partners LLC | 26.56K | -0.9% | $3.46M | 0.0% | ▼ Trim | 3 | SEC ↗ ×2 |
| 13 | Envestnet Asset Management Inc | 19.74K | -36.7% | $2.57M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 14 | Commonwealth Equity Services, Llc | 12.67K | -2.8% | $1.65M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 15 | Two Sigma Investments ✦ | 8.80K | +18.9% | $1.15M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 16 | Royal Bank Of Canada | 8.03K | -11.5% | $1.04M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 17 | Ameriprise Financial Inc | 7.41K | +2.6% | $963,938 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 18 | Mml Investors Services, Llc | 6.15K | +19.1% | $800,128 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 19 | Susquehanna International Group, Llp | 6.09K | -47.7% | $792,327 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 20 | Us Bancorp \De\ | 1.92K | 0.0% | $249,400 | 0.0% | Held | 3 | SEC ↗ |
| 21 | Lido Advisors, LLC | 1.68K | -4.6% | $219,075 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 22 | UBS AM, a distinct business unit of… | 902 | 0.0% | $117,411 | 0.0% | Held | 2 | SEC ↗ |
| 23 | Rockefeller Capital Management L.P. | 713 | +0.1% | $92,911 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 24 | JPMorgan Chase ✦ | 554 | +295.7% | $71,676 | 0.0% | ▲ Add | 4 | SEC ↗ ×2 |
| 25 | Fidelity (FMR) ✦ | 435 | -0.5% | $56,663 | 0.0% | ▼ Trim | 5 | SEC ↗ |
| 26 | Bank Of Montreal /Can/ | 280 | 0.0% | $36,447 | 0.0% | Held | 3 | SEC ↗ ×2 |
| 27 | Qube Research & Technologies Ltd | 131 | +6450.0% | $17,052 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 28 | Russell Investments Group, Ltd. | 66 | -42.1% | $8,591 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 29 | Wells Fargo & Company/Mn | 1 | 0.0% | $120 | 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
| No new tracked buyers this quarter. |
Exited
| HighTower Advisors, LLC | $40.60M | was 0.0% |
| Truist Financial Corp | $1.57M | was 0.0% |
| Jane Street Group, Llc | $899,021 | was 0.0% |
Full-market context: across ALL 13F filers (SEC structured data, Q1 2026): 97 holders, 2.23M shares, $257.50M 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.