HDUS
name pending profile ingest
Momentum inputs (comparable managers):
holder breadth -5.6% ·
share flow +5.6% ·
net new positions -5.9%
— formula
Concentrated accumulation — rising shares among fewer 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 | 18 | +1 | 1.59M | $113.19M | +2 | −1 |
| Q1 2026 | 17 | -1 | 1.52M | $95.71M | +3 | −4 |
| Q4 2025 | 18 | +1 | 1.44M | $93.65M | +1 | — |
| Q3 2025 | 3 | -1 | 38.05K | $2.45M | — | −1 |
| Q2 2025 | 2 | +1 | 11.36K | $676,132 | +1 | — |
| Q4 2024 | 1 | +1 | 20.44K | $1.15M | +1 | — |
| Q2 2024 | 1 | — | 18.81K | $985,727 | — | — |
| # | Manager | Shares | Δ shares | Value | Their weight | Held | ||
|---|---|---|---|---|---|---|---|---|
| 1 | Envestnet Asset Management Inc | 669.07K | +3.4% | $42.23M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 2 | LPL Financial LLC | 326.90K | +8.0% | $20.63M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 3 | Raymond James Financial Inc | 229.04K | +2.5% | $14.46M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 4 | Raymond James Financial Inc | 229.04K | +2.5% | $14.46M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 5 | Royal Bank Of Canada | 140.79K | +0.6% | $8.88M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 6 | Royal Bank Of Canada | 140.79K | +0.6% | $8.88M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 7 | Stifel Financial Corp | 33.20K | +3.5% | $2.10M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 8 | Jones Financial Companies Lllp | 30.93K | +114.6% | $1.91M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 9 | JPMorgan Chase ✦ | 20.15K | +2.5% | $1.24M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 10 | JPMorgan Chase ✦ | 20.15K | +2.5% | $1.24M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 11 | JPMorgan Chase ✦ | 20.15K | +2.5% | $1.24M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 12 | Truist Financial Corp | 16.29K | -2.2% | $1.03M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 13 | Jane Street Group, Llc | 13.92K | New | $878,376 | 0.0% | New | 1 | SEC ↗ |
| 14 | Commonwealth Equity Services, Llc | 12.79K | +4.9% | $807,270 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 15 | Citadel Advisors ✦ | 10.03K | -18.1% | $633,191 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 16 | Cetera Investment Advisers | 7.70K | +1.0% | $486,086 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 17 | Fifth Third Bancorp | 3.18K | New | $200,558 | 0.0% | New | 1 | SEC ↗ |
| 18 | Osaic Holdings, Inc. | 1.97K | +5.9% | $124,514 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 19 | Morgan Stanley ✦ | 949 | -10.7% | $59,892 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 20 | Morgan Stanley ✦ | 949 | -10.7% | $59,892 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 21 | Fidelity (FMR) ✦ | 503 | +357.3% | $31,745 | 0.0% | ▲ Add | 4 | SEC ↗ |
| 22 | UBS Group AG | 238 | New | $15,020 | 0.0% | New | 1 | SEC ↗ |
| 23 | UBS Group AG | 238 | New | $15,020 | 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
| Jane Street Group, Llc | $878,376 | 0.0% |
| Fifth Third Bancorp | $200,558 | 0.0% |
| UBS Group AG | $15,020 | 0.0% |
| UBS Group AG | $15,020 | 0.0% |
Exited
| Wealth Enhancement Advisory… | $333,742 | was 0.0% |
| Rockefeller Capital… | $16,100 | was 0.0% |
| Wells Fargo & Company/Mn | $14,862 | was 0.0% |
| Northwestern Mutual Wealth… | $8,409 | was 0.0% |
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.