HCRB
name pending profile ingest
Momentum inputs (comparable managers):
holder breadth +10.0% ·
share flow +6.1% ·
net new positions +9.1%
· formula
Broad accumulation: rising shares across more holders
All ownership figures: tracked 13F managers only, common-stock positions, reporting period Q1 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 | n/a | n/a |
| Q3 2025 | 3 | 0 | 512.99K | $18.21M | n/a | n/a |
| Q2 2025 | 1 | 0 | 30.07K | $1.06M | n/a | n/a |
| Q1 2025 | 1 | 0 | 22.78K | $800,406 | n/a | n/a |
| Q4 2024 | 1 | 0 | 25.51K | $880,199 | n/a | n/a |
| Q3 2024 | 1 | 0 | 90.51K | $3.26M | n/a | n/a |
| Q2 2024 | 1 | n/a | 18.52K | $639,990 | n/a | n/a |
| # | Manager | Shares | Δ shares | Value | Their weight | Held | ||
|---|---|---|---|---|---|---|---|---|
| 1 | LPL Financial LLC | 1.09M | -0.6% | $38.22M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 2 | Mariner, LLC | 264.03K | -2.2% | $9.25M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 3 | JPMorgan Chase ✦ | 159.68K | +3.7% | $5.59M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 4 | Citadel Advisors ✦ | 103.14K | +288.1% | $3.62M | 0.0% | ▲ Add | 8 | SEC ↗ |
| 5 | Jones Financial Companies Lllp | 97.19K | +20.1% | $3.39M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 6 | Osaic Holdings, Inc. | 74.17K | -11.8% | $2.60M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 7 | Morgan Stanley ✦ | 43.92K | +5.1% | $1.54M | 0.0% | ▲ Add | 3 | SEC ↗ ×2 |
| 8 | Goldman Sachs Group ✦ | 40.88K | New | $1.43M | 0.0% | New | 1 | SEC ↗ |
| 9 | Jane Street Group, Llc | 30.73K | -30.4% | $1.08M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 10 | Raymond James Financial Inc | 16.57K | New | $580,603 | 0.0% | New | 1 | SEC ↗ |
| 11 | Focus Partners Wealth | 10.80K | 0.0% | $378,583 | 0.0% | Held | 2 | SEC ↗ |
“Their weight” = the position's share of that manager's reported 13F equity value: the conviction measure. ✦ = curated manager.
New buyers
| Goldman Sachs Group | $1.43M | 0.0% |
| Raymond James Financial Inc | $580,603 | 0.0% |
Exited
| Susquehanna International… | $359,304 | 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.