LOWC
name pending profile ingest
Momentum inputs (comparable managers):
holder breadth -5.3% ·
share flow 0.0% ·
net new positions -5.6%
— 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 | State Street Global Advisors ✦ (passive) | 977.30K | -0.1% | $44.87M | 0.0% | ▼ Trim | 7 | SEC ↗ |
| 2 | Pnc Financial Services Group, Inc. | 212.59K | +11.8% | $9.76M | 0.0% | ▲ Add | 3 | SEC ↗ ×4 |
| 3 | Morgan Stanley ✦ | 70.31K | 0.0% | $3.23M | 0.0% | ▲ Add | 4 | SEC ↗ ×2 |
| 4 | LPL Financial LLC | 70.16K | +1.4% | $3.22M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 5 | Bank Of America Corp /De/ | 67.88K | +17.1% | $3.12M | 0.0% | ▲ Add | 3 | SEC ↗ ×4 |
| 6 | Envestnet Asset Management Inc | 62.00K | +18.7% | $2.85M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 7 | Raymond James Financial Inc | 37.80K | +3.4% | $1.74M | 0.0% | ▲ Add | 3 | SEC ↗ ×2 |
| 8 | Susquehanna International Group, Llp | 33.54K | -16.4% | $1.54M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 9 | Truist Financial Corp | 31.87K | -7.3% | $1.46M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 10 | Royal Bank Of Canada | 18.84K | +0.7% | $865,000 | 0.0% | ▲ Add | 3 | SEC ↗ ×2 |
| 11 | UBS Group AG | 18.78K | +17.0% | $862,403 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 12 | Jones Financial Companies Lllp | 12.28K | +28.3% | $553,136 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 13 | Mariner, LLC | 8.09K | 0.0% | $371,259 | 0.0% | Held | 3 | SEC ↗ |
| 14 | AQR Capital Management ✦ | 7.60K | 0.0% | $348,945 | 0.0% | Held | 3 | SEC ↗ |
| 15 | Osaic Holdings, Inc. | 5.50K | +2.5% | $252,839 | 0.0% | ▲ Add | 3 | SEC ↗ ×2 |
| 16 | Franklin Resources Inc | 5.10K | 0.0% | $234,160 | 0.0% | Held | 3 | SEC ↗ |
| 17 | Fidelity (FMR) ✦ | 618 | 0.0% | $28,394 | 0.0% | Held | 5 | SEC ↗ |
| 18 | Wells Fargo & Company/Mn | 0 | -100.0% | $4 | 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
| No new tracked buyers this quarter. |
Exited
| Citadel Advisors | $1.61M | was 0.0% |
Full-market context: across ALL 13F filers (SEC structured data, Q1 2026): 40 holders, 1.90M shares, $71.59M 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.