HEFT
name pending profile ingest
Momentum inputs (comparable managers):
holder breadth +30.0% ·
share flow +30.0% ·
net new positions +20.0%
· formula
Broad accumulation: rising shares across more holders
All ownership figures: tracked 13F managers only, common-stock positions, reporting period Q1 2026
| # | Manager | Shares | Δ shares | Value | Their weight | Held | ||
|---|---|---|---|---|---|---|---|---|
| 1 | Truist Financial Corp | 297.12K | New | $7.94M | 0.0% | New | 1 | SEC ↗ |
| 2 | HighTower Advisors, LLC | 226.40K | New | $6.03M | 0.0% | New | 1 | SEC ↗ |
| 3 | Envestnet Asset Management Inc | 42.65K | New | $1.14M | 0.0% | New | 1 | SEC ↗ |
| 4 | Bank Of Montreal /Can/ | 2.00K | New | $53,240 | 0.0% | New | 1 | SEC ↗ |
| 5 | Cwm, Llc | 500 | New | $13,310 | 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
| Truist Financial Corp | $7.94M | 0.0% |
| HighTower Advisors, LLC | $6.03M | 0.0% |
| Envestnet Asset Management Inc | $1.14M | 0.0% |
| Bank Of Montreal /Can/ | $53,240 | 0.0% |
| Cwm, Llc | $13,310 | 0.0% |
Exited
| Jane Street Group, Llc | $490,179 | was 0.0% |
Full-market context: across ALL 13F filers (SEC structured data, Q1 2026): 18 holders, 1.32M shares, $35.28M 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.