HDUS
name pending profile ingest
Momentum inputs (comparable managers):
holder breadth +5.9% ·
share flow -0.3% ·
net new positions +5.6%
· formula
Ownership fragmentation: more holders, smaller aggregate stake
All ownership figures: tracked 13F managers only, common-stock positions, reporting period Q4 2025
| # | Manager | Shares | Δ shares | Value | Their weight | Held | ||
|---|---|---|---|---|---|---|---|---|
| 1 | Envestnet Asset Management Inc | 647.02K | n/a | $42.17M | 0.0% | n/c | 1 | SEC ↗ |
| 2 | LPL Financial LLC | 302.72K | n/a | $19.73M | 0.0% | n/c | 1 | SEC ↗ |
| 3 | Raymond James Financial Inc | 223.37K | n/a | $14.56M | 0.0% | n/c | 1 | SEC ↗ ×3 |
| 4 | Royal Bank Of Canada | 140.00K | n/a | $9.13M | 0.0% | n/c | 1 | SEC ↗ ×3 |
| 5 | Stifel Financial Corp | 32.07K | n/a | $2.09M | 0.0% | n/c | 1 | SEC ↗ |
| 6 | JPMorgan Chase ✦ | 19.66K | -46.5% | $1.28M | 0.0% | ▼ Trim | 2 | SEC ↗ ×3 |
| 7 | Truist Financial Corp | 16.65K | n/a | $1.09M | 0.0% | n/c | 1 | SEC ↗ |
| 8 | Jones Financial Companies Lllp | 14.41K | n/a | $939,598 | 0.0% | n/c | 1 | SEC ↗ |
| 9 | Citadel Advisors ✦ | 12.25K | New | $798,751 | 0.0% | New | 1 | SEC ↗ |
| 10 | Commonwealth Equity Services, Llc | 12.20K | n/a | $794,890 | 0.0% | n/c | 1 | SEC ↗ |
| 11 | Cetera Investment Advisers | 7.63K | n/a | $497,101 | 0.0% | n/c | 1 | SEC ↗ |
| 12 | Wealth Enhancement Advisory… | 5.05K | n/a | $333,742 | 0.0% | n/c | 1 | SEC ↗ |
| 13 | Osaic Holdings, Inc. | 1.86K | n/a | $121,427 | 0.0% | n/c | 1 | SEC ↗ |
| 14 | Morgan Stanley ✦ | 1.06K | -9.7% | $69,363 | 0.0% | ▼ Trim | 2 | SEC ↗ ×3 |
| 15 | Rockefeller Capital Management L.P. | 247 | n/a | $16,100 | 0.0% | n/c | 1 | SEC ↗ |
| 16 | Wells Fargo & Company/Mn | 228 | n/a | $14,862 | 0.0% | n/c | 1 | SEC ↗ |
| 17 | Northwestern Mutual Wealth… | 129 | n/a | $8,409 | 0.0% | n/c | 1 | SEC ↗ |
| 18 | Fidelity (FMR) ✦ | 110 | -0.9% | $7,170 | 0.0% | ▼ Trim | 3 | SEC ↗ |
“Their weight” = the position's share of that manager's reported 13F equity value: the conviction measure. ✦ = curated manager.
New buyers
| Citadel Advisors | $798,751 | 0.0% |
Exited
| No tracked exits this quarter. |
Full-market context: across ALL 13F filers (SEC structured data, Q1 2026): 34 holders, 2.43M shares, $148.79M 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.