HEQ
name pending profile ingest
Momentum inputs (comparable managers):
holder breadth +7.1% ·
share flow -11.5% ·
net new positions +6.7%
· formula
Ownership fragmentation: more holders, smaller aggregate stake
All ownership figures: tracked 13F managers only, common-stock positions, reporting period Q1 2026
| # | Manager | Shares | Δ shares | Value | Their weight | Held | ||
|---|---|---|---|---|---|---|---|---|
| 1 | Bank Of America Corp /De/ | 304.52K | +4.1% | $3.31M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 2 | Commonwealth Equity Services, Llc | 154.11K | +2.4% | $1.67M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 3 | Morgan Stanley ✦ | 147.72K | -51.7% | $1.60M | 0.0% | ▼ Trim | 3 | SEC ↗ ×2 |
| 4 | Envestnet Asset Management Inc | 137.47K | +1.0% | $1.49M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 5 | Invesco Ltd. | 130.66K | +9.4% | $1.42M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 6 | Ameriprise Financial Inc | 79.38K | +3.5% | $862,010 | 0.0% | ▲ Add | 2 | SEC ↗ ×2 |
| 7 | Wells Fargo & Company/Mn | 67.98K | -0.1% | $738,231 | 0.0% | ▼ Trim | 2 | SEC ↗ ×2 |
| 8 | Royal Bank Of Canada | 46.31K | -0.2% | $503,000 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 9 | LPL Financial LLC | 42.88K | -2.5% | $465,713 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 10 | Raymond James Financial Inc | 31.66K | +20.5% | $343,862 | 0.0% | ▲ Add | 2 | SEC ↗ ×2 |
| 11 | Osaic Holdings, Inc. | 24.18K | -29.7% | $262,580 | 0.0% | ▼ Trim | 2 | SEC ↗ ×2 |
| 12 | Cetera Investment Advisers | 18.52K | -0.6% | $201,174 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 13 | Pnc Financial Services Group, Inc. | 10.00K | New | $108,600 | 0.0% | New | 1 | SEC ↗ |
| 14 | UBS Group AG | 6.52K | -61.6% | $70,851 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 15 | Fifth Third Bancorp | 4.29K | New | $46,535 | 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
| Pnc Financial Services Group… | $108,600 | 0.0% |
| Fifth Third Bancorp | $46,535 | 0.0% |
Exited
| Two Sigma Investments | $294,163 | was 0.0% |
Full-market context: across ALL 13F filers (SEC structured data, Q1 2026): 33 holders, 3.45M shares, $37.49M 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.