HCRB
name pending profile ingest
Momentum inputs (comparable managers):
holder breadth -9.1% ·
share flow +10.8% ·
net new positions -10.0%
— formula
Concentrated accumulation — rising shares among 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 | 10 | -1 | 2.14M | $74.96M | +1 | −2 |
| Q1 2026 | 11 | +1 | 1.93M | $67.68M | +2 | −1 |
| Q4 2025 | 10 | 0 | 1.82M | $64.49M | — | — |
| Q3 2025 | 3 | 0 | 512.99K | $18.21M | — | — |
| Q2 2025 | 1 | 0 | 30.07K | $1.06M | — | — |
| Q1 2025 | 1 | 0 | 22.78K | $800,406 | — | — |
| Q4 2024 | 1 | 0 | 25.51K | $880,199 | — | — |
| Q3 2024 | 1 | 0 | 90.51K | $3.26M | — | — |
| Q2 2024 | 1 | — | 18.52K | $639,990 | — | — |
| # | Manager | Shares | Δ shares | Value | Their weight | Held | ||
|---|---|---|---|---|---|---|---|---|
| 1 | LPL Financial LLC | 1.33M | +21.9% | $46.50M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 2 | Raymond James Financial Inc | 249.28K | +1404.8% | $8.72M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 3 | Raymond James Financial Inc | 249.28K | +1404.8% | $8.72M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 4 | JPMorgan Chase ✦ | 161.54K | +1.2% | $5.68M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 5 | Jones Financial Companies Lllp | 121.79K | +25.3% | $4.29M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 6 | Osaic Holdings, Inc. | 68.97K | -7.0% | $2.41M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 7 | Morgan Stanley ✦ | 54.39K | +23.8% | $1.90M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 8 | Morgan Stanley ✦ | 54.39K | +23.8% | $1.90M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 9 | Goldman Sachs Group ✦ | 49.82K | +21.9% | $1.74M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 10 | Susquehanna International Group, Llp | 47.61K | New | $1.67M | 0.0% | New | 1 | SEC ↗ |
| 11 | Jane Street Group, Llc | 33.10K | +7.7% | $1.16M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 12 | Citadel Advisors ✦ | 25.56K | -75.2% | $894,290 | 0.0% | ▼ Trim | 9 | SEC ↗ |
“Their weight” = the position's share of that manager's reported 13F equity value — the conviction measure. ✦ = curated manager.
New buyers
| Susquehanna International… | $1.67M | 0.0% |
Exited
| Mariner, LLC | $9.25M | was 0.0% |
| Focus Partners Wealth | $378,583 | was 0.0% |
Full-market context: across ALL 13F filers (SEC structured data, Q1 2026): 22 holders, 9.05M shares, $317.24M 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.