IFEB
name pending profile ingest
Momentum inputs (comparable managers):
holder breadth -7.7% ·
share flow +0.3% ·
net new positions -16.7%
— formula
Concentrated accumulation — rising shares among fewer holders
All ownership figures: tracked 13F managers only, common-stock positions, reporting period Q2 2026
| Quarter | Holders | Δ | Shares | Reported value | New | Exits |
|---|---|---|---|---|---|---|
| Q2 2026 | 12 | -1 | 418.45K | $13.09M | — | −2 |
| Q1 2026 | 14 | +7 | 428.55K | $12.78M | +7 | — |
| Q4 2025 | 7 | -1 | 152.19K | $4.60M | — | −1 |
| Q3 2025 | 1 | 0 | 10.62K | $312,077 | — | — |
| Q2 2025 | 1 | 0 | 9.39K | $268,336 | — | — |
| Q1 2025 | 1 | 0 | 13.56K | $363,269 | — | — |
| Q4 2024 | 1 | 0 | 15.50K | $392,116 | — | — |
| Q3 2024 | 1 | 0 | 15.84K | $432,799 | — | — |
| Q2 2024 | 1 | — | 15.47K | $402,889 | — | — |
| # | Manager | Shares | Δ shares | Value | Their weight | Held | ||
|---|---|---|---|---|---|---|---|---|
| 1 | Commonwealth Equity Services, Llc | 93.26K | +5.6% | $2.92M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 2 | Osaic Holdings, Inc. | 66.58K | +13.2% | $2.08M | 0.0% | ▲ Add | 3 | SEC ↗ ×3 |
| 3 | Raymond James Financial Inc | 56.48K | -2.8% | $1.77M | 0.0% | ▼ Trim | 2 | SEC ↗ ×2 |
| 4 | Cetera Investment Advisers | 48.14K | +1.2% | $1.51M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 5 | Envestnet Asset Management Inc | 36.63K | -1.0% | $1.15M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 6 | LPL Financial LLC | 27.98K | +54.2% | $875,270 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 7 | Cerity Partners LLC | 25.66K | -9.2% | $802,396 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 8 | Captrust Financial Advisors | 19.66K | 0.0% | $614,988 | 0.0% | Held | 3 | SEC ↗ |
| 9 | Truist Financial Corp | 18.82K | 0.0% | $588,653 | 0.0% | Held | 2 | SEC ↗ |
| 10 | Susquehanna International Group, Llp | 13.10K | -44.6% | $409,658 | 0.0% | ▼ Trim | 3 | SEC ↗ ×2 |
| 11 | Focus Partners Wealth | 11.42K | 0.0% | $357,145 | 0.0% | Held | 3 | SEC ↗ |
| 12 | UBS Group AG | 720 | +125.0% | $22,519 | 0.0% | ▲ Add | 3 | SEC ↗ |
“Their weight” = the position's share of that manager's reported 13F equity value — the conviction measure. ✦ = curated manager.
New buyers
| No new tracked buyers this quarter. |
Exited
| HighTower Advisors, LLC | $338,210 | was 0.0% |
| Citadel Advisors | $213,265 | was 0.0% |
Full-market context: across ALL 13F filers (SEC structured data, Q1 2026): 73 holders, 2.10M shares, $62.28M 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.