HIGH
name pending profile ingest
Momentum inputs (comparable managers):
holder breadth +30.0% ·
share flow -1.2% ·
net new positions +20.0%
· formula
Ownership fragmentation: more holders, smaller aggregate stake
All ownership figures: tracked 13F managers only, common-stock positions, reporting period Q1 2026
| Quarter | Holders | Δ | Shares | Reported value | New | Exits |
|---|---|---|---|---|---|---|
| Q2 2026 | 13 | +1 | 681.24K | $14.73M | +3 | −2 |
| Q1 2026 | 12 | +3 | 737.96K | $15.75M | +3 | n/a |
| Q4 2025 | 9 | -1 | 746.67K | $16.66M | n/a | −1 |
| Q3 2025 | 2 | 0 | 39.59K | $914,114 | n/a | n/a |
| Q2 2025 | 1 | 0 | 22.75K | $551,281 | n/a | n/a |
| Q1 2025 | 1 | 0 | 29.11K | $638,564 | n/a | n/a |
| Q4 2024 | 1 | 0 | 45.44K | $1.05M | n/a | n/a |
| Q3 2024 | 1 | +1 | 38.73K | $908,072 | +1 | n/a |
| # | Manager | Shares | Δ shares | Value | Their weight | Held | ||
|---|---|---|---|---|---|---|---|---|
| 1 | LPL Financial LLC | 285.78K | -3.4% | $6.10M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 2 | Envestnet Asset Management Inc | 267.62K | -7.2% | $5.71M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 3 | Osaic Holdings, Inc. | 119.42K | -12.3% | $2.55M | 0.0% | ▼ Trim | 2 | SEC ↗ ×2 |
| 4 | Susquehanna International Group, Llp | 31.51K | +170.0% | $672,466 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 5 | Jane Street Group, Llc | 15.45K | New | $329,596 | 0.0% | New | 1 | SEC ↗ |
| 6 | Mml Investors Services, Llc | 13.04K | New | $278,280 | 0.0% | New | 1 | SEC ↗ |
| 7 | Royal Bank Of Canada | 3.62K | -70.4% | $77,000 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 8 | UBS Group AG | 1.28K | -40.1% | $27,273 | 0.0% | ▼ Trim | 2 | SEC ↗ ×2 |
| 9 | National Bank Of Canada /Fi/ | 133 | 0.0% | $2,822 | 0.0% | Held | 2 | SEC ↗ |
| 10 | BlackRock ✦ (passive) | 105 | New | $2,241 | 0.0% | New | 1 | SEC ↗ |
| 11 | Morgan Stanley ✦ | 1 | 0.0% | $31 | 0.0% | Held | 3 | SEC ↗ |
| 12 | Wells Fargo & Company/Mn | 1 | 0.0% | $23 | 0.0% | Held | 2 | SEC ↗ |
“Their weight” = the position's share of that manager's reported 13F equity value: the conviction measure. ✦ = curated manager.
New buyers
| Jane Street Group, Llc | $329,596 | 0.0% |
| Mml Investors Services, Llc | $278,280 | 0.0% |
| BlackRock | $2,241 | 0.0% |
Exited
| No tracked exits this quarter. |
Full-market context: across ALL 13F filers (SEC structured data, Q1 2026): 41 holders, 2.10M shares, $44.91M 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.