HACK
name pending profile ingest
Momentum inputs (comparable managers):
holder breadth +3.8% ·
share flow -0.8% ·
net new positions +3.6%
— 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 | 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 | 681.41K | -6.7% | $51.17M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 2 | HighTower Advisors, LLC | 356.61K | +2.2% | $26.78M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 3 | Raymond James Financial Inc | 266.73K | +2.6% | $20.03M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 4 | Raymond James Financial Inc | 266.73K | +2.6% | $20.03M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 5 | Royal Bank Of Canada | 224.64K | -5.5% | $16.87M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 6 | Royal Bank Of Canada | 224.64K | -5.5% | $16.87M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 7 | Royal Bank Of Canada | 224.64K | -5.5% | $16.87M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 8 | Royal Bank Of Canada | 224.64K | -5.5% | $16.87M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 9 | Royal Bank Of Canada | 224.64K | -5.5% | $16.87M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 10 | Cetera Investment Advisers | 207.32K | +38.4% | $15.57M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 11 | Wealth Enhancement Advisory… | 196.48K | -35.7% | $15.16M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 12 | Envestnet Asset Management Inc | 180.39K | +1551.3% | $13.55M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 13 | Bank Of America Corp /De/ | 180.18K | +7.7% | $13.53M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 14 | Bank Of America Corp /De/ | 180.18K | +7.7% | $13.53M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 15 | Bank Of America Corp /De/ | 180.18K | +7.7% | $13.53M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 16 | Susquehanna International Group, Llp | 144.72K | +554.1% | $10.87M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 17 | Commonwealth Equity Services, Llc | 113.08K | -13.7% | $8.49M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 18 | Mml Investors Services, Llc | 109.97K | +15.3% | $8.26M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 19 | Creative Planning | 98.51K | -2.9% | $7.40M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 20 | Stifel Financial Corp | 95.02K | -24.0% | $7.14M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 21 | Northwestern Mutual Wealth… | 85.61K | +3.3% | $6.43M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 22 | Morgan Stanley ✦ | 85.18K | -11.4% | $6.40M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 23 | Morgan Stanley ✦ | 85.18K | -11.4% | $6.40M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 24 | Morgan Stanley ✦ | 85.18K | -11.4% | $6.40M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 25 | Morgan Stanley ✦ | 85.18K | -11.4% | $6.40M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 26 | Corient Private Wealth LP | 76.92K | -61.1% | $5.77M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 27 | Osaic Holdings, Inc. | 76.48K | -45.9% | $5.74M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 28 | Osaic Holdings, Inc. | 76.48K | -45.9% | $5.74M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 29 | Rockefeller Capital Management L.P. | 74.60K | -13.1% | $5.60M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 30 | Rockefeller Capital Management L.P. | 74.60K | -13.1% | $5.60M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 31 | Financial Engines Advisors L.L.C. | 49.51K | +0.1% | $3.72M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 32 | Cerity Partners LLC | 43.76K | +2.0% | $3.29M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 33 | Cerity Partners LLC | 43.76K | +2.0% | $3.29M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 34 | Cerity Partners LLC | 43.76K | +2.0% | $3.29M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 35 | Wealthfront Advisers LLC | 31.09K | -7.5% | $2.33M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 36 | TD Waterhouse Canada Inc. | 24.46K | -8.7% | $1.86M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 37 | Citadel Advisors ✦ | 23.29K | New | $1.75M | 0.0% | New | 1 | SEC ↗ |
| 38 | Baird Financial Group, Inc. | 22.48K | +82.4% | $1.69M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 39 | Baird Financial Group, Inc. | 22.48K | +82.4% | $1.69M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 40 | Mercer Global Advisors Inc /Adv | 21.38K | -19.8% | $1.61M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 41 | Jones Financial Companies Lllp | 21.04K | -1.8% | $1.53M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 42 | Fidelity (FMR) ✦ | 19.78K | +9.7% | $1.49M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 43 | Captrust Financial Advisors | 18.70K | +26.1% | $1.40M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 44 | Lido Advisors, LLC | 16.46K | -1.5% | $1.24M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 45 | Focus Partners Wealth | 12.19K | -5.0% | $915,653 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 46 | D. E. Shaw & Co. ✦ | 12.15K | +71.1% | $912,344 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 47 | CIBC Bancorp USA Inc. | 10.09K | — | $757,700 | 0.0% | n/c | 1 | SEC ↗ |
| 48 | Mariner, LLC | 9.49K | -10.4% | $712,592 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 49 | Bank Of Montreal /Can/ | 9.49K | -0.2% | $712,502 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 50 | Bank Of Montreal /Can/ | 9.49K | -0.2% | $712,502 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 51 | Bank Of Montreal /Can/ | 9.49K | -0.2% | $712,502 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 52 | UBS Group AG | 7.95K | -73.7% | $596,966 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 53 | Cwm, Llc | 7.61K | -2.7% | $571,635 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 54 | Barclays Plc | 5.65K | -34.7% | $423,958 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 55 | Cibc World Market Inc. | 5.62K | -30.9% | $422,006 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 56 | Walleye Trading LLC | 4.50K | New | $337,905 | 0.0% | New | 1 | SEC ↗ |
| 57 | Pnc Financial Services Group, Inc. | 4.30K | +2.4% | $322,962 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 58 | Pnc Financial Services Group, Inc. | 4.30K | +2.4% | $322,962 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 59 | Pnc Financial Services Group, Inc. | 4.30K | +2.4% | $322,962 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 60 | Qube Research & Technologies Ltd | 4.21K | +105.2% | $316,504 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 61 | AQR Capital Management ✦ | 3.92K | -0.8% | $294,612 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 62 | Us Bancorp \De\ | 3.87K | 0.0% | $290,223 | 0.0% | Held | 2 | SEC ↗ |
| 63 | Truist Financial Corp | 3.72K | +2.5% | $279,505 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 64 | Truist Financial Corp | 3.72K | +2.5% | $279,505 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 65 | Fifth Third Bancorp | 2.94K | New | $220,840 | 0.0% | New | 1 | SEC ↗ |
| 66 | JPMorgan Chase ✦ | 2.47K | -38.8% | $178,999 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 67 | JPMorgan Chase ✦ | 2.47K | -38.8% | $178,999 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 68 | JPMorgan Chase ✦ | 2.47K | -38.8% | $178,999 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 69 | National Bank Of Canada /Fi/ | 2.38K | -0.4% | $178,660 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 70 | Franklin Resources Inc | 1.59K | +0.1% | $119,468 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 71 | Wells Fargo & Company/Mn | 1.06K | -56.8% | $79,845 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 72 | Wells Fargo & Company/Mn | 1.06K | -56.8% | $79,845 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 73 | BlackRock ✦ (passive) | 713 | +16.5% | $53,520 | 0.0% | ▲ Add | 4 | SEC ↗ |
| 74 | BlackRock ✦ (passive) | 713 | +16.5% | $53,520 | 0.0% | ▲ Add | 4 | SEC ↗ |
| 75 | Russell Investments Group, Ltd. | 669 | -7.2% | $50,235 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 76 | UBS AM, a distinct business unit of… | 412 | +154.3% | $30,937 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 77 | Assetmark, Inc | 221 | +206.9% | $16,595 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 78 | Simplex Trading, Llc | 203 | -62.1% | $15,243 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 79 | Deutsche Bank Ag\ | 150 | New | $11,264 | 0.0% | New | 1 | SEC ↗ |
“Their weight” = the position's share of that manager's reported 13F equity value — the conviction measure. ✦ = curated manager.
New buyers
| Citadel Advisors | $1.75M | 0.0% |
| Walleye Trading LLC | $337,905 | 0.0% |
| Fifth Third Bancorp | $220,840 | 0.0% |
| Deutsche Bank Ag\ | $11,264 | 0.0% |
Exited
| Jane Street Group, Llc | $550,374 | was 0.0% |
| Group One Trading Llc | $5,947 | 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.