HERZ
name pending profile ingest
Momentum inputs (comparable managers):
holder breadth n/a ·
share flow n/a ·
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 | Envestnet Asset Management Inc | 251.03K | New | $3.89M | 0.0% | New | 1 | SEC ↗ |
| 2 | Osaic Holdings, Inc. | 4.40K | New | $68,133 | 0.0% | New | 1 | SEC ↗ |
| 3 | Morgan Stanley ✦ | 2.61K | New | $40,517 | 0.0% | New | 1 | SEC ↗ |
| 4 | Rockefeller Capital Management L.P. | 1.08K | New | $16,771 | 0.0% | New | 1 | SEC ↗ |
| 5 | Royal Bank Of Canada | 510 | New | $8,000 | 0.0% | New | 1 | SEC ↗ |
| 6 | JPMorgan Chase ✦ | 52 | New | $822 | 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
| Envestnet Asset Management Inc | $3.89M | 0.0% |
| Osaic Holdings, Inc. | $68,133 | 0.0% |
| Morgan Stanley | $40,517 | 0.0% |
| Rockefeller Capital… | $16,771 | 0.0% |
| Royal Bank Of Canada | $8,000 | 0.0% |
| JPMorgan Chase | $822 | 0.0% |
Exited
| No tracked exits this quarter. |
Full-market context: across ALL 13F filers (SEC structured data, Q1 2026): 11 holders, 1.17M shares, $18.12M 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.