HEDG
name pending profile ingest
Momentum inputs (comparable managers):
holder breadth +15.4% ·
share flow +0.1% ·
net new positions +13.3%
— formula
Broad accumulation — rising shares across more holders
All ownership figures: tracked 13F managers only, common-stock positions, reporting period Q4 2025
| Quarter | Holders | Δ | Shares | Reported value | New | Exits |
|---|---|---|---|---|---|---|
| Q2 2026 | 15 | 0 | 7.03M | $210.89M | +2 | −2 |
| Q1 2026 | 16 | +1 | 6.95M | $201.27M | +4 | −3 |
| Q4 2025 | 15 | +2 | 6.14M | $180.02M | +2 | — |
| # | Manager | Shares | Δ shares | Value | Their weight | Held | ||
|---|---|---|---|---|---|---|---|---|
| 1 | HighTower Advisors, LLC | 2.32M | — | $68.18M | 0.1% | n/c | 1 | SEC ↗ |
| 2 | UBS Group AG | 1.78M | — | $52.10M | 0.0% | n/c | 1 | SEC ↗ |
| 3 | Royal Bank Of Canada | 715.74K | — | $21.00M | 0.0% | n/c | 1 | SEC ↗ |
| 4 | Royal Bank Of Canada | 715.74K | — | $21.00M | 0.0% | n/c | 1 | SEC ↗ |
| 5 | Rockefeller Capital Management L.P. | 593.36K | — | $17.41M | 0.0% | n/c | 1 | SEC ↗ |
| 6 | Rockefeller Capital Management L.P. | 593.36K | — | $17.41M | 0.0% | n/c | 1 | SEC ↗ |
| 7 | Rockefeller Capital Management L.P. | 593.36K | — | $17.41M | 0.0% | n/c | 1 | SEC ↗ |
| 8 | Envestnet Asset Management Inc | 327.51K | — | $9.61M | 0.0% | n/c | 1 | SEC ↗ |
| 9 | Stifel Financial Corp | 154.57K | — | $4.53M | 0.0% | n/c | 1 | SEC ↗ |
| 10 | Raymond James Financial Inc | 101.96K | — | $2.99M | 0.0% | n/c | 1 | SEC ↗ |
| 11 | Raymond James Financial Inc | 101.96K | — | $2.99M | 0.0% | n/c | 1 | SEC ↗ |
| 12 | Commonwealth Equity Services, Llc | 58.42K | — | $1.71M | 0.0% | n/c | 1 | SEC ↗ |
| 13 | Blair William & Co/Il | 52.18K | — | $1.53M | 0.0% | n/c | 1 | SEC ↗ |
| 14 | Baird Financial Group, Inc. | 16.11K | — | $472,613 | 0.0% | n/c | 1 | SEC ↗ |
| 15 | Quantinno Capital Management LP | 10.27K | — | $301,151 | 0.0% | n/c | 1 | SEC ↗ |
| 16 | JPMorgan Chase ✦ | 5.28K | New | $155,005 | 0.0% | New | 1 | SEC ↗ |
| 17 | Cwm, Llc | 627 | — | $18,000 | 0.0% | n/c | 1 | SEC ↗ |
| 18 | Jones Financial Companies Lllp | 308 | — | $9,035 | 0.0% | n/c | 1 | SEC ↗ |
| 19 | Fidelity (FMR) ✦ | 36 | New | $1,056 | 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
| JPMorgan Chase | $155,005 | 0.0% |
| Fidelity (FMR) | $1,056 | 0.0% |
Exited
| No tracked exits this quarter. |
Full-market context: across ALL 13F filers (SEC structured data, Q1 2026): 37 holders, 11.40M shares, $325.95M 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.