LEAD
name pending profile ingest
Momentum inputs (comparable managers):
holder breadth -18.2% ·
share flow +10.1% ·
net new positions -20.0%
— formula
Concentrated accumulation — rising shares among fewer holders
All ownership figures: tracked 13F managers only, common-stock positions, reporting period Q2 2026
| # | Manager | Shares | Δ shares | Value | Their weight | Held | ||
|---|---|---|---|---|---|---|---|---|
| 1 | LPL Financial LLC | 86.52K | +32.2% | $7.93M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 2 | Goldman Sachs Group ✦ | 76.74K | 0.0% | $7.03M | 0.0% | Held | 3 | SEC ↗ |
| 3 | Susquehanna International Group, Llp | 18.14K | -11.4% | $1.66M | 0.0% | ▼ Trim | 3 | SEC ↗ ×2 |
| 4 | Raymond James Financial Inc | 10.52K | +0.1% | $964,394 | 0.0% | ▲ Add | 3 | SEC ↗ ×2 |
| 5 | Osaic Holdings, Inc. | 6.00K | +1.9% | $549,563 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 6 | Cetera Investment Advisers | 4.54K | -7.4% | $415,938 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 7 | Morgan Stanley ✦ | 600 | +100.0% | $54,993 | 0.0% | ▲ Add | 4 | SEC ↗ |
| 8 | Wells Fargo & Company/Mn | 421 | — | $38,618 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 9 | Fidelity (FMR) ✦ | 256 | 0.0% | $23,464 | 0.0% | Held | 5 | 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
| Northwestern Mutual Wealth… | $38,120 | was 0.0% |
| National Bank Of Canada /Fi/ | $689 | was 0.0% |
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.