HFRO
name pending profile ingest
Momentum inputs (comparable managers):
holder breadth -7.7% ·
share flow -1.9% ·
net new positions -8.3%
· formula
Broad distribution: falling shares and fewer holders
All ownership figures: tracked 13F managers only, common-stock positions, reporting period Q1 2026
| # | Manager | Shares | Δ shares | Value | Their weight | Held | ||
|---|---|---|---|---|---|---|---|---|
| 1 | Raymond James Financial Inc | 3.92M | +3.4% | $22.39M | 0.0% | ▲ Add | 2 | SEC ↗ ×3 |
| 2 | Morgan Stanley ✦ | 2.54M | -9.9% | $14.53M | 0.0% | ▼ Trim | 3 | SEC ↗ ×3 |
| 3 | Envestnet Asset Management Inc | 2.15M | +2.2% | $12.26M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 4 | Invesco Ltd. | 1.41M | +3.0% | $8.04M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 5 | Royal Bank Of Canada | 631.21K | -5.5% | $3.60M | 0.0% | ▼ Trim | 2 | SEC ↗ ×2 |
| 6 | LPL Financial LLC | 622.71K | -2.2% | $3.56M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 7 | HighTower Advisors, LLC | 114.03K | -3.9% | $651,085 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 8 | Baird Financial Group, Inc. | 113.70K | +17.7% | $649,250 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 9 | Osaic Holdings, Inc. | 110.54K | +4.2% | $631,259 | 0.0% | ▲ Add | 2 | SEC ↗ ×2 |
| 10 | Creative Planning | 68.55K | +49.1% | $391,409 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 11 | Cetera Investment Advisers | 51.12K | -8.0% | $291,872 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 12 | Susquehanna International Group, Llp | 37.26K | -51.9% | $212,749 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 13 | Mercer Global Advisors Inc /Adv | 35.83K | 0.0% | $204,595 | 0.0% | Held | 2 | SEC ↗ |
| 14 | Jane Street Group, Llc | 32.52K | -72.3% | $185,689 | 0.0% | ▼ Trim | 2 | SEC ↗ ×2 |
| 15 | Mariner, LLC | 30.25K | -1.1% | $172,738 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 16 | UBS Group AG | 18.65K | -1.6% | $106,481 | 0.0% | ▼ Trim | 2 | SEC ↗ ×2 |
| 17 | Mml Investors Services, Llc | 16.33K | -17.1% | $93,260 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 18 | Citadel Advisors ✦ | 15.56K | -22.4% | $88,870 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 19 | Commonwealth Equity Services, Llc | 12.53K | -7.6% | $71,520 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 20 | Rockefeller Capital Management L.P. | 8.90K | +71.8% | $50,810 | 0.0% | ▲ Add | 2 | SEC ↗ ×3 |
| 21 | Wells Fargo & Company/Mn | 7.85K | +392350.0% | $44,816 | 0.0% | ▲ Add | 2 | SEC ↗ ×2 |
| 22 | Fifth Third Bancorp | 6.16K | New | $35,151 | 0.0% | New | 1 | SEC ↗ |
| 23 | Us Bancorp \De\ | 1.77K | 0.0% | $10,135 | 0.0% | Held | 2 | SEC ↗ |
| 24 | Fidelity (FMR) ✦ | 23 | 0.0% | $131 | 0.0% | Held | 4 | SEC ↗ |
“Their weight” = the position's share of that manager's reported 13F equity value: the conviction measure. ✦ = curated manager.
New buyers
| Fifth Third Bancorp | $35,151 | 0.0% |
Exited
| Millennium Management | $172,523 | was 0.0% |
| Nomura Holdings Inc | $59,800 | was 0.0% |
| Assetmark, Inc | $8,970 | 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.