IBD
name pending profile ingest
Momentum inputs (comparable managers):
holder breadth +5.9% ·
share flow +5.1% ·
net new positions +5.6%
— formula
Broad accumulation — rising shares across more holders
All ownership figures: tracked 13F managers only, common-stock positions, reporting period Q1 2026
| Quarter | Holders | Δ | Shares | Reported value | New | Exits |
|---|---|---|---|---|---|---|
| Q2 2026 | 17 | 0 | 1.86M | $44.10M | +1 | −1 |
| Q1 2026 | 18 | +1 | 1.96M | $46.78M | +2 | −1 |
| Q4 2025 | 17 | 0 | 1.87M | $45.13M | — | — |
| Q3 2025 | 4 | +1 | 80.58K | $1.95M | +1 | — |
| Q2 2025 | 1 | 0 | 53.30K | $1.28M | — | — |
| Q1 2025 | 1 | 0 | 50.30K | $1.19M | — | — |
| Q4 2024 | 1 | +1 | 173.99K | $4.08M | +1 | — |
| Q2 2024 | 1 | — | 76.62K | $1.79M | — | — |
| # | Manager | Shares | Δ shares | Value | Their weight | Held | ||
|---|---|---|---|---|---|---|---|---|
| 1 | LPL Financial LLC | 615.49K | +46.5% | $14.68M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 2 | Citadel Advisors ✦ | 228.76K | +364.5% | $5.46M | 0.0% | ▲ Add | 6 | SEC ↗ |
| 3 | Assetmark, Inc | 212.07K | +1.4% | $5.06M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 4 | Goldman Sachs Group ✦ | 200.00K | +895.7% | $4.77M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 5 | Cetera Investment Advisers | 178.64K | +15.8% | $4.26M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 6 | Envestnet Asset Management Inc | 156.09K | +0.1% | $3.72M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 7 | Osaic Holdings, Inc. | 92.42K | -18.0% | $2.21M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 8 | Raymond James Financial Inc | 79.82K | +8.1% | $1.90M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 9 | Raymond James Financial Inc | 79.82K | +8.1% | $1.90M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 10 | Jane Street Group, Llc | 55.45K | New | $1.32M | 0.0% | New | 1 | SEC ↗ |
| 11 | Susquehanna International Group, Llp | 43.97K | New | $1.05M | 0.0% | New | 1 | SEC ↗ |
| 12 | Commonwealth Equity Services, Llc | 26.03K | +5.9% | $620,930 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 13 | Cwm, Llc | 20.02K | -1.8% | $477,641 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 14 | Wealth Enhancement Advisory… | 18.34K | -96.9% | $438,757 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 15 | Royal Bank Of Canada | 14.82K | +1.7% | $354,000 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 16 | Stifel Financial Corp | 9.76K | +3.7% | $232,844 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 17 | Mml Investors Services, Llc | 8.94K | -43.1% | $213,302 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 18 | Morgan Stanley ✦ | 41 | +4000.0% | $982 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 19 | Wells Fargo & Company/Mn | 0 | — | $3 | 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 | $1.32M | 0.0% |
| Susquehanna International… | $1.05M | 0.0% |
Exited
| Fidelity (FMR) | $2,275 | was 0.0% |
Full-market context: across ALL 13F filers (SEC structured data, Q1 2026): 104 holders, 16.34M shares, $388.13M 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.