HFRO
name pending profile ingest
Momentum inputs (comparable managers):
holder breadth +4.2% ·
share flow -2.6% ·
net new positions +4.0%
— 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 | Raymond James Financial Inc | 3.98M | +1.5% | $28.37M | 0.0% | ▲ Add | 3 | SEC ↗ ×3 |
| 2 | Morgan Stanley ✦ | 2.49M | -2.2% | $17.74M | 0.0% | ▼ Trim | 4 | SEC ↗ ×4 |
| 3 | Envestnet Asset Management Inc | 2.18M | +1.7% | $15.57M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 4 | Invesco Ltd. | 1.16M | -17.6% | $8.28M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 5 | LPL Financial LLC | 615.07K | -1.2% | $4.39M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 6 | Royal Bank Of Canada | 544.38K | -13.8% | $3.88M | 0.0% | ▼ Trim | 3 | SEC ↗ ×2 |
| 7 | HighTower Advisors, LLC | 109.91K | -3.6% | $783,640 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 8 | Baird Financial Group, Inc. | 95.80K | -15.7% | $683,083 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 9 | Osaic Holdings, Inc. | 95.53K | -13.6% | $681,235 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 10 | Creative Planning | 68.55K | 0.0% | $488,774 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 11 | Cetera Investment Advisers | 50.97K | -0.3% | $363,402 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 12 | Susquehanna International Group, Llp | 43.43K | +16.6% | $309,627 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 13 | Jane Street Group, Llc | 40.66K | +25.0% | $289,913 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 14 | Mercer Global Advisors Inc /Adv | 35.83K | 0.0% | $255,475 | 0.0% | Held | 3 | SEC ↗ |
| 15 | UBS Group AG | 29.94K | +60.6% | $213,494 | 0.0% | ▲ Add | 3 | SEC ↗ ×2 |
| 16 | Mariner, LLC | 25.11K | -17.0% | $179,049 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 17 | Mml Investors Services, Llc | 18.68K | +14.4% | $133,209 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 18 | Goldman Sachs Group ✦ | 15.15K | New | $108,005 | 0.0% | New | 1 | SEC ↗ |
| 19 | Nomura Holdings Inc | 15.00K | New | $106,950 | 0.0% | New | 1 | SEC ↗ |
| 20 | Commonwealth Equity Services, Llc | 12.69K | +1.3% | $90,480 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 21 | Rockefeller Capital Management L.P. | 9.38K | +5.5% | $66,919 | 0.0% | ▲ Add | 3 | SEC ↗ ×3 |
| 22 | Wells Fargo & Company/Mn | 6.50K | -17.1% | $46,380 | 0.0% | ▼ Trim | 3 | SEC ↗ ×2 |
| 23 | Fifth Third Bancorp | 6.16K | 0.0% | $43,892 | 0.0% | Held | 2 | SEC ↗ |
| 24 | Assetmark, Inc | 226 | New | $1,611 | 0.0% | New | 1 | SEC ↗ |
| 25 | Fidelity (FMR) ✦ | 23 | 0.0% | $164 | 0.0% | Held | 5 | SEC ↗ |
“Their weight” = the position's share of that manager's reported 13F equity value — the conviction measure. ✦ = curated manager.
New buyers
| Goldman Sachs Group | $108,005 | 0.0% |
| Nomura Holdings Inc | $106,950 | 0.0% |
| Assetmark, Inc | $1,611 | 0.0% |
Exited
| Citadel Advisors | $88,870 | was 0.0% |
| Us Bancorp \De\ | $10,135 | was 0.0% |
Full-market context: across ALL 13F filers (SEC structured data, Q1 2026): 94 holders, 30.17M shares, $164.81M 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.