HERO
name pending profile ingest
Momentum inputs (comparable managers):
holder breadth -4.3% ·
share flow -1.0% ·
net new positions -4.5%
· formula
Broad distribution: falling shares and fewer holders
All ownership figures: tracked 13F managers only, common-stock positions, reporting period Q4 2025
| # | Manager | Shares | Δ shares | Value | Their weight | Held | ||
|---|---|---|---|---|---|---|---|---|
| 1 | Bank Of America Corp /De/ | 380.95K | n/a | $11.34M | 0.0% | n/c | 1 | SEC ↗ ×5 |
| 2 | Daiwa Securities Group Inc. | 218.91K | n/a | $6.51M | 0.0% | n/c | 1 | SEC ↗ |
| 3 | Royal Bank Of Canada | 195.93K | n/a | $5.83M | 0.0% | n/c | 1 | SEC ↗ ×3 |
| 4 | LPL Financial LLC | 168.13K | n/a | $5.00M | 0.0% | n/c | 1 | SEC ↗ |
| 5 | Envestnet Asset Management Inc | 54.23K | n/a | $1.61M | 0.0% | n/c | 1 | SEC ↗ |
| 6 | Cetera Investment Advisers | 48.99K | n/a | $1.46M | 0.0% | n/c | 1 | SEC ↗ |
| 7 | Focus Partners Wealth | 20.61K | n/a | $674,735 | 0.0% | n/c | 1 | SEC ↗ |
| 8 | Jane Street Group, Llc | 20.87K | n/a | $621,078 | 0.0% | n/c | 1 | SEC ↗ |
| 9 | Osaic Holdings, Inc. | 20.02K | n/a | $595,470 | 0.0% | n/c | 1 | SEC ↗ ×3 |
| 10 | Raymond James Financial Inc | 10.89K | n/a | $324,171 | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 11 | Wealthfront Advisers LLC | 8.54K | n/a | $254,001 | 0.0% | n/c | 1 | SEC ↗ |
| 12 | Jones Financial Companies Lllp | 6.90K | n/a | $205,406 | 0.0% | n/c | 1 | SEC ↗ |
| 13 | Cwm, Llc | 6.57K | n/a | $195,000 | 0.0% | n/c | 1 | SEC ↗ |
| 14 | Pnc Financial Services Group, Inc. | 6.50K | n/a | $193,533 | 0.0% | n/c | 1 | SEC ↗ ×4 |
| 15 | UBS Group AG | 4.10K | n/a | $121,970 | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 16 | Morgan Stanley ✦ | 2.06K | -21.0% | $61,269 | 0.0% | ▼ Trim | 2 | SEC ↗ ×4 |
| 17 | TD Waterhouse Canada Inc. | 650 | n/a | $19,208 | 0.0% | n/c | 1 | SEC ↗ |
| 18 | National Bank Of Canada /Fi/ | 361 | n/a | $10,668 | 0.0% | n/c | 1 | SEC ↗ |
| 19 | Qube Research & Technologies Ltd | 208 | n/a | $6,189 | 0.0% | n/c | 1 | SEC ↗ |
| 20 | Fidelity (FMR) ✦ | 163 | -22.4% | $4,848 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 21 | Rockefeller Capital Management L.P. | 44 | n/a | $1,309 | 0.0% | n/c | 1 | SEC ↗ |
| 22 | JPMorgan Chase ✦ | 2 | -50.0% | $60 | 0.0% | ▼ Trim | 2 | SEC ↗ |
“Their weight” = the position's share of that manager's reported 13F equity value: the conviction measure. ✦ = curated manager.
New buyers
| No new tracked buyers this quarter. |
Exited
| Citadel Advisors | $362,558 | was 0.0% |
Full-market context: across ALL 13F filers (SEC structured data, Q1 2026): 54 holders, 965.70K shares, $23.67M 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.