LEAD
name pending profile ingest
Momentum inputs (comparable managers):
holder breadth -8.3% ·
share flow -10.9% ·
net new positions -9.1%
· 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 | Goldman Sachs Group ✦ | 76.74K | 0.0% | $5.89M | 0.0% | Held | 2 | SEC ↗ |
| 2 | Raymond James Financial Inc | 10.51K | -20.2% | $806,434 | 0.0% | ▼ Trim | 2 | SEC ↗ ×2 |
| 3 | Morgan Stanley ✦ | 300 | 0.0% | $23,010 | 0.0% | Held | 3 | SEC ↗ |
| 4 | Fidelity (FMR) ✦ | 256 | +28.0% | $19,635 | 0.0% | ▲ Add | 4 | SEC ↗ |
| 5 | National Bank Of Canada /Fi/ | 9 | 0.0% | $689 | 0.0% | Held | 2 | SEC ↗ |
| 6 | Wells Fargo & Company/Mn | 0 | -100.0% | $2 | 0.0% | ▼ Trim | 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
| No tracked exits this quarter. |
Full-market context: across ALL 13F filers (SEC structured data, Q1 2026): 29 holders, 455.45K shares, $31.58M 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.