KBWR
name pending profile ingest
Momentum inputs (comparable managers):
holder breadth -5.6% ·
share flow +30.0% ·
net new positions -5.9%
— 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 | 17 | -1 | 168.92K | $10.80M | +3 | −4 |
| Q1 2026 | 19 | +4 | 114.97K | $7.85M | +7 | −3 |
| Q4 2025 | 15 | -1 | 96.52K | $6.00M | — | −1 |
| Q3 2025 | 2 | -1 | 18.83K | $1.14M | — | −1 |
| Q2 2025 | 2 | 0 | 4.10K | $236,997 | — | — |
| Q1 2025 | 1 | +1 | 4.60K | $258,336 | +1 | — |
| Q3 2024 | 1 | 0 | 9.02K | $511,163 | — | — |
| Q2 2024 | 1 | — | 13.44K | $660,142 | — | — |
| # | Manager | Shares | Δ shares | Value | Their weight | Held | ||
|---|---|---|---|---|---|---|---|---|
| 1 | Jane Street Group, Llc | 28.01K | +103.1% | $1.79M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 2 | Brown Advisory Inc | 25.13K | 0.0% | $1.61M | 0.0% | Held | 3 | SEC ↗ |
| 3 | Susquehanna International Group, Llp | 24.10K | New | $1.54M | 0.0% | New | 1 | SEC ↗ ×2 |
| 4 | Citadel Advisors ✦ | 20.34K | +201.8% | $1.30M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 5 | LPL Financial LLC | 19.13K | -4.4% | $1.22M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 6 | Morgan Stanley ✦ | 15.11K | -0.3% | $965,825 | 0.0% | ▼ Trim | 4 | SEC ↗ |
| 7 | Hrt Financial Lp | 11.53K | New | $737,000 | 0.0% | New | 1 | SEC ↗ |
| 8 | Two Sigma Investments ✦ | 6.50K | +30.0% | $415,587 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 9 | Fidelity (FMR) ✦ | 5.03K | -1.4% | $321,518 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 10 | Raymond James Financial Inc | 3.76K | -15.4% | $240,632 | 0.0% | ▼ Trim | 2 | SEC ↗ ×2 |
| 11 | Royal Bank Of Canada | 3.26K | +45.9% | $208,000 | 0.0% | ▲ Add | 3 | SEC ↗ ×3 |
| 12 | Bank Of America Corp /De/ | 3.15K | New | $201,143 | 0.0% | New | 1 | SEC ↗ |
| 13 | UBS Group AG | 1.86K | +529.4% | $119,115 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 14 | Osaic Holdings, Inc. | 1.76K | -8.7% | $112,789 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 15 | Blair William & Co/Il | 241 | 0.0% | $15,409 | 0.0% | Held | 3 | SEC ↗ |
| 16 | Russell Investments Group, Ltd. | 4 | -90.9% | $256 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 17 | Wells Fargo & Company/Mn | 1 | 0.0% | $33 | 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
| Susquehanna International… | $1.54M | 0.0% |
| Hrt Financial Lp | $737,000 | 0.0% |
| Bank Of America Corp /De/ | $201,143 | 0.0% |
Exited
| Corient Private Wealth LP | $390,900 | was 0.0% |
| Captrust Financial Advisors | $293,531 | was 0.0% |
| Goldman Sachs Group | $222,185 | was 0.0% |
| Pnc Financial Services Group… | $86,409 | was 0.0% |
Full-market context: across ALL 13F filers (SEC structured data, Q1 2026): 36 holders, 217.38K shares, $14.84M 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.