KBWD
name pending profile ingest
Momentum inputs (comparable managers):
holder breadth -9.1% ·
share flow +12.7% ·
net new positions -10.0%
— 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 | 20 | -2 | 5.07M | $62.93M | +2 | −4 |
| Q1 2026 | 23 | +3 | 4.51M | $56.56M | +5 | −2 |
| Q4 2025 | 20 | -1 | 3.67M | $50.08M | — | −1 |
| Q3 2025 | 4 | -1 | 926.46K | $12.54M | +1 | −2 |
| Q2 2025 | 3 | -1 | 15.01K | $208,180 | — | −1 |
| Q1 2025 | 2 | 0 | 261.82K | $3.78M | — | — |
| Q4 2024 | 2 | -1 | 186.71K | $2.74M | — | −1 |
| Q3 2024 | 3 | +1 | 164.74K | $2.52M | +1 | — |
| Q2 2024 | 2 | — | 35.59K | $535,198 | — | — |
| # | Manager | Shares | Δ shares | Value | Their weight | Held | ||
|---|---|---|---|---|---|---|---|---|
| 1 | Wells Fargo & Company/Mn | 1.50M | +11.3% | $18.61M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 2 | Wells Fargo & Company/Mn | 1.50M | +11.3% | $18.61M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 3 | LPL Financial LLC | 908.91K | +13.8% | $11.29M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 4 | Morgan Stanley ✦ | 857.98K | -10.8% | $10.66M | 0.0% | ▼ Trim | 4 | SEC ↗ |
| 5 | Morgan Stanley ✦ | 857.98K | -10.8% | $10.66M | 0.0% | ▼ Trim | 4 | SEC ↗ |
| 6 | Bank Of America Corp /De/ | 807.31K | +11.1% | $10.03M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 7 | Bank Of America Corp /De/ | 807.31K | +11.1% | $10.03M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 8 | Bnp Paribas Financial Markets | 338.64K | +1593.2% | $4.21M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 9 | Raymond James Financial Inc | 214.55K | +14.4% | $2.66M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 10 | Raymond James Financial Inc | 214.55K | +14.4% | $2.66M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 11 | Envestnet Asset Management Inc | 121.86K | +8.0% | $1.51M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 12 | Cetera Investment Advisers | 71.41K | +24.0% | $886,937 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 13 | Mml Investors Services, Llc | 62.45K | +12.9% | $775,606 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 14 | Osaic Holdings, Inc. | 51.40K | -3.1% | $638,443 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 15 | D. E. Shaw & Co. ✦ | 38.52K | New | $478,431 | 0.0% | New | 1 | SEC ↗ |
| 16 | UBS Group AG | 26.66K | -71.8% | $331,068 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 17 | UBS Group AG | 26.66K | -71.8% | $331,068 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 18 | Rockefeller Capital Management L.P. | 19.31K | +0.5% | $239,814 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 19 | Royal Bank Of Canada | 16.16K | +261.4% | $201,000 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 20 | Pnc Financial Services Group, Inc. | 9.01K | 0.0% | $111,917 | 0.0% | Held | 3 | SEC ↗ |
| 21 | Pnc Financial Services Group, Inc. | 9.01K | 0.0% | $111,917 | 0.0% | Held | 3 | SEC ↗ |
| 22 | Pnc Financial Services Group, Inc. | 9.01K | 0.0% | $111,917 | 0.0% | Held | 3 | SEC ↗ |
| 23 | Fifth Third Bancorp | 8.70K | -9.5% | $108,029 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 24 | JPMorgan Chase ✦ | 8.35K | +467.7% | $103,302 | 0.0% | ▲ Add | 4 | SEC ↗ |
| 25 | JPMorgan Chase ✦ | 8.35K | +467.7% | $103,302 | 0.0% | ▲ Add | 4 | SEC ↗ |
| 26 | Simplex Trading, Llc | 5.18K | +483.6% | $64,360 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 27 | Jones Financial Companies Lllp | 1.16K | +17.7% | $14,213 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 28 | Fidelity (FMR) ✦ | 733 | New | $9,101 | 0.0% | New | 1 | SEC ↗ |
“Their weight” = the position's share of that manager's reported 13F equity value — the conviction measure. ✦ = curated manager.
New buyers
| D. E. Shaw & Co. | $478,431 | 0.0% |
| Fidelity (FMR) | $9,101 | 0.0% |
Exited
| Citadel Advisors | $282,927 | was 0.0% |
| Jane Street Group, Llc | $133,313 | was 0.0% |
| Citigroup Inc | $10,045 | was 0.0% |
| Qube Research & Technologies… | $364 | was 0.0% |
Full-market context: across ALL 13F filers (SEC structured data, Q1 2026): 64 holders, 7.05M shares, $86.74M 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.