LIEN
name pending profile ingest
Momentum inputs (comparable managers):
holder breadth -13.3% ·
share flow -28.8% ·
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 | 874.56K | $8.54M | +2 | −4 |
| Q1 2026 | 15 | +2 | 1.23M | $11.46M | +4 | −2 |
| Q4 2025 | 13 | +1 | 1.30M | $13.38M | +1 | — |
| Q3 2025 | 3 | 0 | 64.43K | $676,517 | — | — |
| Q2 2025 | 2 | +2 | 58.16K | $601,904 | +2 | — |
| # | Manager | Shares | Δ shares | Value | Their weight | Held | ||
|---|---|---|---|---|---|---|---|---|
| 1 | MIRAE ASSET GLOBAL ETFS HOLDINGS… | 189.60K | +4.1% | $1.85M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 2 | Corient Private Wealth LP | 188.86K | -50.4% | $1.85M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 3 | HighTower Advisors, LLC | 155.92K | -10.2% | $1.52M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 4 | Raymond James Financial Inc | 96.13K | New | $939,200 | 0.0% | New | 1 | SEC ↗ |
| 5 | Raymond James Financial Inc | 96.13K | New | $939,200 | 0.0% | New | 1 | SEC ↗ |
| 6 | Citadel Advisors ✦ | 88.15K | +45.8% | $861,216 | 0.0% | ▲ Add | 5 | SEC ↗ |
| 7 | BlackRock ✦ (passive) | 74.48K | +4.3% | $727,670 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 8 | Tidal Investments LLC | 30.02K | -13.7% | $293,315 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 9 | Millennium Management ✦ | 23.75K | +13.9% | $232,086 | 0.0% | ▲ Add | 5 | SEC ↗ |
| 10 | Brown Advisory Inc | 16.34K | 0.0% | $159,632 | 0.0% | Held | 3 | SEC ↗ |
| 11 | Morgan Stanley ✦ | 4.93K | +492700.0% | $48,155 | 0.0% | ▲ Add | 4 | SEC ↗ |
| 12 | Morgan Stanley ✦ | 4.93K | +492700.0% | $48,155 | 0.0% | ▲ Add | 4 | SEC ↗ |
| 13 | Citigroup Inc | 3.37K | New | $32,954 | 0.0% | New | 1 | SEC ↗ |
| 14 | Rockefeller Capital Management L.P. | 3.00K | 0.0% | $29,310 | 0.0% | Held | 3 | SEC ↗ |
| 15 | UBS Group AG | 2 | -96.9% | $20 | 0.0% | ▼ Trim | 3 | SEC ↗ |
“Their weight” = the position's share of that manager's reported 13F equity value — the conviction measure. ✦ = curated manager.
New buyers
| Raymond James Financial Inc | $939,200 | 0.0% |
| Raymond James Financial Inc | $939,200 | 0.0% |
| Citigroup Inc | $32,954 | 0.0% |
Exited
| JPMorgan Chase | $2.21M | was 0.0% |
| Jane Street Group, Llc | $222,199 | was 0.0% |
| Mariner, LLC | $211,952 | was 0.0% |
| National Bank Of Canada /Fi/ | $513 | was 0.0% |
Full-market context: across ALL 13F filers (SEC structured data, Q1 2026): 41 holders, 3.50M shares, $31.12M 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.
Open-market purchases (P)
Officer, Director · Co-Chief Investment… · 1.52K sh @ 10.11 · $15,366
Officer, Director · Co-Chief Investment… · 195 sh @ 9.95 · $1,940
Officer, Director · Co-Chief Investment… · 7.50K sh @ 9.70 · $72,784
Officer, Director · Co-Chief Investment… · 8.20K sh @ 9.57 · $78,474
Officer, Director · Co-Chief Investment… · 17.58K sh @ 9.54 · $167,751
10% owner · 60.00K sh @ 9.44 · $566,400
Officer · Secretary; Co-CIO · 4.00K sh @ 9.60 · $38,400
Officer · Chief Accounting… · 200 sh @ 9.55 · $1,910
Officer, Director · Co-Chief Investment… · 18.30K sh @ 9.54 · $174,582
Open-market sales (S)
No open-market insider sales in our coverage window.
Awards, exercises and tax withholding are never counted as buys or sales here. Methodology