HACK
name pending profile ingest
Momentum inputs (comparable managers):
holder breadth +2.0% ·
share flow -0.1% ·
net new positions +1.9%
— formula
Ownership fragmentation — more holders, smaller aggregate stake
All ownership figures: tracked 13F managers only, common-stock positions, reporting period Q4 2025
| Quarter | Holders | Δ | Shares | Reported value | New | Exits |
|---|---|---|---|---|---|---|
| Q2 2026 | 55 | +1 | 3.71M | $390.11M | +5 | −4 |
| Q1 2026 | 55 | +2 | 3.66M | $275.45M | +4 | −2 |
| Q4 2025 | 52 | +1 | 3.68M | $293.15M | +2 | −1 |
| Q3 2025 | 5 | 0 | 132.58K | $11.51M | +1 | −1 |
| Q2 2025 | 3 | -1 | 27.17K | $2.35M | +1 | −2 |
| Q1 2025 | 2 | 0 | 52.24K | $3.75M | — | — |
| Q4 2024 | 2 | 0 | 13.66K | $1.02M | +1 | −1 |
| Q3 2024 | 2 | +2 | 8.83K | $602,844 | +2 | — |
| # | Manager | Shares | Δ shares | Value | Their weight | Held | ||
|---|---|---|---|---|---|---|---|---|
| 1 | LPL Financial LLC | 730.61K | — | $58.72M | 0.0% | n/c | 1 | SEC ↗ |
| 2 | HighTower Advisors, LLC | 348.88K | — | $28.04M | 0.0% | n/c | 1 | SEC ↗ |
| 3 | Wealth Enhancement Advisory… | 305.74K | — | $24.64M | 0.0% | n/c | 1 | SEC ↗ |
| 4 | Raymond James Financial Inc | 259.87K | — | $20.89M | 0.0% | n/c | 1 | SEC ↗ |
| 5 | Raymond James Financial Inc | 259.87K | — | $20.89M | 0.0% | n/c | 1 | SEC ↗ |
| 6 | Raymond James Financial Inc | 259.87K | — | $20.89M | 0.0% | n/c | 1 | SEC ↗ |
| 7 | Royal Bank Of Canada | 237.72K | — | $19.11M | 0.0% | n/c | 1 | SEC ↗ |
| 8 | Royal Bank Of Canada | 237.72K | — | $19.11M | 0.0% | n/c | 1 | SEC ↗ |
| 9 | Royal Bank Of Canada | 237.72K | — | $19.11M | 0.0% | n/c | 1 | SEC ↗ |
| 10 | Royal Bank Of Canada | 237.72K | — | $19.11M | 0.0% | n/c | 1 | SEC ↗ |
| 11 | Royal Bank Of Canada | 237.72K | — | $19.11M | 0.0% | n/c | 1 | SEC ↗ |
| 12 | Royal Bank Of Canada | 237.72K | — | $19.11M | 0.0% | n/c | 1 | SEC ↗ |
| 13 | Bank Of America Corp /De/ | 167.23K | — | $13.44M | 0.0% | n/c | 1 | SEC ↗ |
| 14 | Bank Of America Corp /De/ | 167.23K | — | $13.44M | 0.0% | n/c | 1 | SEC ↗ |
| 15 | Bank Of America Corp /De/ | 167.23K | — | $13.44M | 0.0% | n/c | 1 | SEC ↗ |
| 16 | Corient Private Wealth LP | 197.59K | — | $12.69M | 0.0% | n/c | 1 | SEC ↗ |
| 17 | Corient Private Wealth LP | 197.59K | — | $12.69M | 0.0% | n/c | 1 | SEC ↗ |
| 18 | Cetera Investment Advisers | 149.85K | — | $12.04M | 0.0% | n/c | 1 | SEC ↗ |
| 19 | Osaic Holdings, Inc. | 141.42K | — | $11.37M | 0.0% | n/c | 1 | SEC ↗ |
| 20 | Osaic Holdings, Inc. | 141.42K | — | $11.37M | 0.0% | n/c | 1 | SEC ↗ |
| 21 | Osaic Holdings, Inc. | 141.42K | — | $11.37M | 0.0% | n/c | 1 | SEC ↗ |
| 22 | Commonwealth Equity Services, Llc | 130.99K | — | $10.53M | 0.0% | n/c | 1 | SEC ↗ |
| 23 | Stifel Financial Corp | 125.04K | — | $10.05M | 0.0% | n/c | 1 | SEC ↗ |
| 24 | Creative Planning | 101.43K | — | $8.15M | 0.0% | n/c | 1 | SEC ↗ |
| 25 | Morgan Stanley ✦ | 96.12K | +7.9% | $7.72M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 26 | Morgan Stanley ✦ | 96.12K | +7.9% | $7.72M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 27 | Morgan Stanley ✦ | 96.12K | +7.9% | $7.72M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 28 | Morgan Stanley ✦ | 96.12K | +7.9% | $7.72M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 29 | Mml Investors Services, Llc | 95.41K | — | $7.67M | 0.0% | n/c | 1 | SEC ↗ |
| 30 | Rockefeller Capital Management L.P. | 85.84K | — | $6.90M | 0.0% | n/c | 1 | SEC ↗ |
| 31 | Rockefeller Capital Management L.P. | 85.84K | — | $6.90M | 0.0% | n/c | 1 | SEC ↗ |
| 32 | Northwestern Mutual Wealth… | 82.89K | — | $6.66M | 0.0% | n/c | 1 | SEC ↗ |
| 33 | Financial Engines Advisors L.L.C. | 49.45K | — | $3.97M | 0.0% | n/c | 1 | SEC ↗ |
| 34 | Cerity Partners LLC | 42.91K | — | $3.45M | 0.0% | n/c | 1 | SEC ↗ |
| 35 | Cerity Partners LLC | 42.91K | — | $3.45M | 0.0% | n/c | 1 | SEC ↗ |
| 36 | Cerity Partners LLC | 42.91K | — | $3.45M | 0.0% | n/c | 1 | SEC ↗ |
| 37 | Wealthfront Advisers LLC | 33.62K | — | $2.70M | 0.0% | n/c | 1 | SEC ↗ |
| 38 | UBS Group AG | 30.20K | — | $2.43M | 0.0% | n/c | 1 | SEC ↗ |
| 39 | UBS Group AG | 30.20K | — | $2.43M | 0.0% | n/c | 1 | SEC ↗ |
| 40 | UBS Group AG | 30.20K | — | $2.43M | 0.0% | n/c | 1 | SEC ↗ |
| 41 | UBS Group AG | 30.20K | — | $2.43M | 0.0% | n/c | 1 | SEC ↗ |
| 42 | TD Waterhouse Canada Inc. | 26.80K | — | $2.15M | 0.0% | n/c | 1 | SEC ↗ |
| 43 | Mercer Global Advisors Inc /Adv | 26.66K | — | $2.14M | 0.0% | n/c | 1 | SEC ↗ |
| 44 | Susquehanna International Group, Llp | 22.13K | — | $1.78M | 0.0% | n/c | 1 | SEC ↗ |
| 45 | Jones Financial Companies Lllp | 21.41K | — | $1.72M | 0.0% | n/c | 1 | SEC ↗ |
| 46 | Fidelity (FMR) ✦ | 18.03K | -0.3% | $1.45M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 47 | Lido Advisors, LLC | 16.71K | — | $1.45M | 0.0% | n/c | 1 | SEC ↗ |
| 48 | Captrust Financial Advisors | 14.83K | — | $1.19M | 0.0% | n/c | 1 | SEC ↗ |
| 49 | Focus Partners Wealth | 12.84K | — | $1.07M | 0.0% | n/c | 1 | SEC ↗ |
| 50 | Baird Financial Group, Inc. | 12.33K | — | $990,721 | 0.0% | n/c | 1 | SEC ↗ |
| 51 | Envestnet Asset Management Inc | 10.92K | — | $877,947 | 0.0% | n/c | 1 | SEC ↗ |
| 52 | Mariner, LLC | 10.59K | — | $850,980 | 0.0% | n/c | 1 | SEC ↗ |
| 53 | Bank Of Montreal /Can/ | 9.51K | — | $764,218 | 0.0% | n/c | 1 | SEC ↗ |
| 54 | Bank Of Montreal /Can/ | 9.51K | — | $764,218 | 0.0% | n/c | 1 | SEC ↗ |
| 55 | Bank Of Montreal /Can/ | 9.51K | — | $764,218 | 0.0% | n/c | 1 | SEC ↗ |
| 56 | Barclays Plc | 8.65K | — | $694,879 | 0.0% | n/c | 1 | SEC ↗ |
| 57 | Cibc World Market Inc. | 8.13K | — | $653,167 | 0.0% | n/c | 1 | SEC ↗ |
| 58 | Cwm, Llc | 7.82K | — | $629,000 | 0.0% | n/c | 1 | SEC ↗ |
| 59 | D. E. Shaw & Co. ✦ | 7.10K | New | $570,707 | 0.0% | New | 1 | SEC ↗ |
| 60 | Jane Street Group, Llc | 6.85K | — | $550,374 | 0.0% | n/c | 1 | SEC ↗ |
| 61 | Pnc Financial Services Group, Inc. | 4.20K | — | $337,554 | 0.0% | n/c | 1 | SEC ↗ |
| 62 | Pnc Financial Services Group, Inc. | 4.20K | — | $337,554 | 0.0% | n/c | 1 | SEC ↗ |
| 63 | Pnc Financial Services Group, Inc. | 4.20K | — | $337,554 | 0.0% | n/c | 1 | SEC ↗ |
| 64 | JPMorgan Chase ✦ | 4.03K | -11.5% | $324,212 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 65 | JPMorgan Chase ✦ | 4.03K | -11.5% | $324,212 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 66 | JPMorgan Chase ✦ | 4.03K | -11.5% | $324,212 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 67 | JPMorgan Chase ✦ | 4.03K | -11.5% | $324,212 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 68 | JPMorgan Chase ✦ | 4.03K | -11.5% | $324,212 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 69 | AQR Capital Management ✦ | 3.95K | New | $317,739 | 0.0% | New | 1 | SEC ↗ |
| 70 | Us Bancorp \De\ | 3.87K | — | $310,630 | 0.0% | n/c | 1 | SEC ↗ |
| 71 | Truist Financial Corp | 3.63K | — | $291,762 | 0.0% | n/c | 1 | SEC ↗ |
| 72 | Truist Financial Corp | 3.63K | — | $291,762 | 0.0% | n/c | 1 | SEC ↗ |
| 73 | Wells Fargo & Company/Mn | 2.46K | — | $197,746 | 0.0% | n/c | 1 | SEC ↗ |
| 74 | Wells Fargo & Company/Mn | 2.46K | — | $197,746 | 0.0% | n/c | 1 | SEC ↗ |
| 75 | National Bank Of Canada /Fi/ | 2.40K | — | $192,103 | 0.0% | n/c | 1 | SEC ↗ |
| 76 | Qube Research & Technologies Ltd | 2.05K | — | $165,080 | 0.0% | n/c | 1 | SEC ↗ |
| 77 | Franklin Resources Inc | 1.59K | — | $127,788 | 0.0% | n/c | 1 | SEC ↗ |
| 78 | Russell Investments Group, Ltd. | 721 | — | $57,947 | 0.0% | n/c | 1 | SEC ↗ |
| 79 | BlackRock ✦ (passive) | 612 | 0.0% | $49,186 | 0.0% | Held | 3 | SEC ↗ |
| 80 | Simplex Trading, Llc | 535 | — | $42,997 | 0.0% | n/c | 1 | SEC ↗ |
| 81 | UBS AM, a distinct business unit of… | 162 | — | $13,020 | 0.0% | n/c | 1 | SEC ↗ |
| 82 | Group One Trading Llc | 74 | — | $5,947 | 0.0% | n/c | 1 | SEC ↗ |
| 83 | Assetmark, Inc | 72 | — | $5,787 | 0.0% | n/c | 1 | SEC ↗ |
“Their weight” = the position's share of that manager's reported 13F equity value — the conviction measure. ✦ = curated manager.
New buyers
| D. E. Shaw & Co. | $570,707 | 0.0% |
| AQR Capital Management | $317,739 | 0.0% |
Exited
| Citadel Advisors | $1.76M | was 0.0% |
Full-market context: across ALL 13F filers (SEC structured data, Q1 2026): 356 holders, 6.60M shares, $472.87M 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.