IJUN
name pending profile ingest
Momentum inputs (comparable managers):
holder breadth -8.3% ·
share flow +3.6% ·
net new positions -9.1%
· formula
Concentrated accumulation: rising shares among fewer holders
All ownership figures: tracked 13F managers only, common-stock positions, reporting period Q4 2025
| # | Manager | Shares | Δ shares | Value | Their weight | Held | ||
|---|---|---|---|---|---|---|---|---|
| 1 | Cetera Investment Advisers | 71.95K | n/a | $2.10M | 0.0% | n/c | 1 | SEC ↗ |
| 2 | Commonwealth Equity Services, Llc | 53.03K | n/a | $1.55M | 0.0% | n/c | 1 | SEC ↗ |
| 3 | Truist Financial Corp | 37.80K | n/a | $1.10M | 0.0% | n/c | 1 | SEC ↗ |
| 4 | Osaic Holdings, Inc. | 31.24K | n/a | $912,713 | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 5 | Goldman Sachs Group ✦ | 25.00K | New | $730,585 | 0.0% | New | 1 | SEC ↗ |
| 6 | Focus Partners Wealth | 10.97K | n/a | $320,493 | 0.0% | n/c | 1 | SEC ↗ |
| 7 | HighTower Advisors, LLC | 9.00K | n/a | $263,098 | 0.0% | n/c | 1 | SEC ↗ |
| 8 | LPL Financial LLC | 8.89K | n/a | $259,942 | 0.0% | n/c | 1 | SEC ↗ |
| 9 | Royal Bank Of Canada | 8.67K | n/a | $253,000 | 0.0% | n/c | 1 | SEC ↗ |
| 10 | Envestnet Asset Management Inc | 8.36K | n/a | $244,278 | 0.0% | n/c | 1 | SEC ↗ |
| 11 | UBS Group AG | 150 | n/a | $4,383 | 0.0% | n/c | 1 | SEC ↗ |
“Their weight” = the position's share of that manager's reported 13F equity value: the conviction measure. ✦ = curated manager.
New buyers
| Goldman Sachs Group | $730,585 | 0.0% |
Exited
| Citadel Advisors | $385,956 | was 0.0% |
| JPMorgan Chase | $63,616 | was 0.0% |
Full-market context: across ALL 13F filers (SEC structured data, Q1 2026): 45 holders, 790.53K shares, $22.90M 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.