LCR
name pending profile ingest
Momentum inputs (comparable managers):
holder breadth -16.7% ·
share flow -30.0% ·
net new positions -20.0%
· formula
Broad distribution: falling shares and fewer holders
All ownership figures: tracked 13F managers only, common-stock positions, reporting period Q1 2026
| # | Manager | Shares | Δ shares | Value | Their weight | Held | ||
|---|---|---|---|---|---|---|---|---|
| 1 | LPL Financial LLC | 44.63K | +106.5% | $1.66M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 2 | Osaic Holdings, Inc. | 41.18K | -77.8% | $1.53M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 3 | Envestnet Asset Management Inc | 28.94K | +144.1% | $1.08M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 4 | Citadel Advisors ✦ | 17.47K | New | $651,161 | 0.0% | New | 1 | SEC ↗ |
| 5 | Royal Bank Of Canada | 9.53K | +17.1% | $355,000 | 0.0% | ▲ Add | 2 | SEC ↗ |
“Their weight” = the position's share of that manager's reported 13F equity value: the conviction measure. ✦ = curated manager.
New buyers
| Citadel Advisors | $651,161 | 0.0% |
Exited
| Susquehanna International… | $457,320 | was 0.0% |
| Morgan Stanley | $169,110 | was 0.0% |
Full-market context: across ALL 13F filers (SEC structured data, Q1 2026): 18 holders, 719.66K shares, $26.05M 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.