HEFT
name pending profile ingest
Momentum inputs (comparable managers):
holder breadth +30.0% ·
share flow -30.0% ·
net new positions +20.0%
— formula
Ownership fragmentation — more holders, smaller aggregate stake
All ownership figures: tracked 13F managers only, common-stock positions, reporting period Q2 2026
| # | Manager | Shares | Δ shares | Value | Their weight | Held | ||
|---|---|---|---|---|---|---|---|---|
| 1 | HighTower Advisors, LLC | 118.95K | -47.5% | $3.15M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 2 | Truist Financial Corp | 74.20K | -75.0% | $1.97M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 3 | Susquehanna International Group, Llp | 28.82K | New | $764,200 | 0.0% | New | 1 | SEC ↗ ×2 |
| 4 | Envestnet Asset Management Inc | 26.81K | -37.1% | $711,001 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 5 | Citadel Advisors ✦ | 23.55K | New | $624,440 | 0.0% | New | 1 | SEC ↗ |
| 6 | Mml Investors Services, Llc | 9.82K | New | $260,374 | 0.0% | New | 1 | SEC ↗ |
| 7 | Royal Bank Of Canada | 2.39K | New | $64,000 | 0.0% | New | 1 | SEC ↗ ×2 |
| 8 | Bank Of Montreal /Can/ | 2.00K | 0.0% | $53,040 | 0.0% | Held | 2 | SEC ↗ |
| 9 | UBS Group AG | 1.17K | New | $31,028 | 0.0% | New | 1 | SEC ↗ |
| 10 | Wells Fargo & Company/Mn | 92 | New | $2,440 | 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
| Susquehanna International… | $764,200 | 0.0% |
| Citadel Advisors | $624,440 | 0.0% |
| Mml Investors Services, Llc | $260,374 | 0.0% |
| Royal Bank Of Canada | $64,000 | 0.0% |
| UBS Group AG | $31,028 | 0.0% |
| Wells Fargo & Company/Mn | $2,440 | 0.0% |
Exited
| No tracked exits this quarter. |
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.