HOLA
name pending profile ingest
Momentum inputs (comparable managers):
holder breadth +5.6% ·
share flow -30.0% ·
net new positions +5.3%
— formula
Ownership fragmentation — more holders, smaller aggregate stake
All ownership figures: tracked 13F managers only, common-stock positions, reporting period Q2 2026
| Quarter | Holders | Δ | Shares | Reported value | New | Exits |
|---|---|---|---|---|---|---|
| Q2 2026 | 19 | +1 | 841.43K | $46.59M | +1 | — |
| Q1 2026 | 18 | 0 | 1.29M | $67.71M | +1 | −1 |
| Q4 2025 | 18 | 0 | 1.22M | $63.91M | +1 | −1 |
| Q3 2025 | 2 | +1 | 325 | $16,738 | +1 | — |
| # | Manager | Shares | Δ shares | Value | Their weight | Held | ||
|---|---|---|---|---|---|---|---|---|
| 1 | Ameriprise Financial Inc | 217.41K | +1.7% | $12.04M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 2 | Ameriprise Financial Inc | 217.41K | +1.7% | $12.04M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 3 | Ameriprise Financial Inc | 217.41K | +1.7% | $12.04M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 4 | LPL Financial LLC | 166.01K | +14.7% | $9.19M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 5 | Osaic Holdings, Inc. | 86.56K | -7.2% | $4.79M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 6 | Royal Bank Of Canada | 55.49K | -82.2% | $3.07M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 7 | Cetera Investment Advisers | 50.82K | +11.1% | $2.81M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 8 | Focus Partners Wealth | 50.38K | -0.3% | $2.79M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 9 | Jane Street Group, Llc | 48.94K | -13.8% | $2.71M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 10 | JPMorgan Chase ✦ | 37.51K | +38.8% | $2.07M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 11 | JPMorgan Chase ✦ | 37.51K | +38.8% | $2.07M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 12 | Commonwealth Equity Services, Llc | 34.31K | -15.1% | $1.90M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 13 | Baird Financial Group, Inc. | 25.99K | +0.1% | $1.44M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 14 | Wells Fargo & Company/Mn | 23.10K | -25.1% | $1.28M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 15 | Wells Fargo & Company/Mn | 23.10K | -25.1% | $1.28M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 16 | Raymond James Financial Inc | 12.02K | -0.4% | $665,509 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 17 | Raymond James Financial Inc | 12.02K | -0.4% | $665,509 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 18 | Stifel Financial Corp | 7.49K | +17.8% | $414,679 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 19 | Mml Investors Services, Llc | 5.83K | +16.4% | $322,990 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 20 | Creative Planning | 5.28K | -28.9% | $292,519 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 21 | Citadel Advisors ✦ | 4.72K | -44.7% | $261,630 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 22 | Envestnet Asset Management Inc | 4.43K | New | $245,517 | 0.0% | New | 1 | SEC ↗ |
| 23 | Mariner, LLC | 4.25K | -98.0% | $235,218 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 24 | Morgan Stanley ✦ | 882 | 0.0% | $48,838 | 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
| Envestnet Asset Management Inc | $245,517 | 0.0% |
Exited
| No tracked exits this quarter. |
Full-market context: across ALL 13F filers (SEC structured data, Q1 2026): 49 holders, 2.76M shares, $144.19M 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.