IG
name pending profile ingest
Momentum inputs (comparable managers):
holder breadth -18.2% ·
share flow +25.1% ·
net new positions -20.0%
— formula
Concentrated accumulation — rising shares among fewer holders
All ownership figures: tracked 13F managers only, common-stock positions, reporting period Q2 2026
| # | Manager | Shares | Δ shares | Value | Their weight | Held | ||
|---|---|---|---|---|---|---|---|---|
| 1 | Envestnet Asset Management Inc | 6.32M | +33.1% | $130.65M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 2 | Raymond James Financial Inc | 1.03M | +8.0% | $21.27M | 0.0% | ▲ Add | 3 | SEC ↗ ×2 |
| 3 | Royal Bank Of Canada | 117.97K | +55.1% | $2.44M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 4 | Mariner, LLC | 96.22K | 0.0% | $1.99M | 0.0% | Held | 3 | SEC ↗ |
| 5 | Principal Financial Group Inc | 47.10K | 0.0% | $971,933 | 0.0% | Held | 3 | SEC ↗ |
| 6 | Goldman Sachs Group ✦ | 31.21K | -67.7% | $645,058 | 0.0% | ▼ Trim | 4 | SEC ↗ |
| 7 | LPL Financial LLC | 15.63K | +0.8% | $322,983 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 8 | Morgan Stanley ✦ | 806 | +40200.0% | $16,670 | 0.0% | ▲ Add | 3 | SEC ↗ ×2 |
| 9 | Wells Fargo & Company/Mn | 0 | — | $8 | 0.0% | Held | 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
| Citadel Advisors | $1.13M | was 0.0% |
| Jane Street Group, Llc | $747,751 | was 0.0% |
Full-market context: across ALL 13F filers (SEC structured data, Q1 2026): 25 holders, 12.11M shares, $250.02M 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.