KRSP-UN
name pending profile ingest
Momentum inputs (comparable managers):
holder breadth -13.3% ·
share flow -0.4% ·
net new positions -15.4%
— formula
Broad distribution — falling shares and 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 | 13 | -2 | 4.81M | $50.86M | — | −2 |
| Q1 2026 | 15 | 0 | 4.83M | $50.29M | +2 | −2 |
| Q4 2025 | 15 | +4 | 5.64M | $58.34M | +4 | — |
| # | Manager | Shares | Δ shares | Value | Their weight | Held | ||
|---|---|---|---|---|---|---|---|---|
| 1 | Clearbridge Investments, LLC | 3.21M | -0.8% | $33.68M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 2 | Wellington Management ✦ | 742.89K | +1.6% | $7.96M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 3 | Wellington Management ✦ | 742.89K | +1.6% | $7.96M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 4 | Wellington Management ✦ | 742.89K | +1.6% | $7.96M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 5 | Toronto Dominion Bank | 469.90K | +32.7% | $5.03M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 6 | LMR Partners LLP | 300.00K | 0.0% | $3.21M | 0.0% | Held | 3 | SEC ↗ |
| 7 | Raymond James Financial Inc | 38.93K | -2.8% | $416,930 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 8 | LPL Financial LLC | 20.80K | -7.3% | $222,813 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 9 | Stifel Financial Corp | 11.44K | -2.9% | $122,533 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 10 | Stifel Financial Corp | 11.44K | -2.9% | $122,533 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 11 | Envestnet Asset Management Inc | 11.03K | -1.9% | $118,099 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 12 | Morgan Stanley ✦ | 5.00K | +6.5% | $53,497 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 13 | Morgan Stanley ✦ | 5.00K | +6.5% | $53,497 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 14 | Citigroup Inc | 2.39K | +27.7% | $25,575 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 15 | Wells Fargo & Company/Mn | 937 | +1002.4% | $10,035 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 16 | Wells Fargo & Company/Mn | 937 | +1002.4% | $10,035 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 17 | UBS Group AG | 503 | -40.9% | $5,387 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 18 | Osaic Holdings, Inc. | 466 | 0.0% | $4,990 | 0.0% | Held | 2 | 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
| Millennium Management | $1.25M | was 0.0% |
| Royal Bank Of Canada | $12,000 | was 0.0% |
Full-market context: across ALL 13F filers (SEC structured data, Q1 2026): 32 holders, 14.49M shares, $152.56M 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.