LSAF
name pending profile ingest
Momentum inputs (comparable managers):
holder breadth +14.3% ·
share flow -0.2% ·
net new positions +12.5%
— formula
Ownership fragmentation — more holders, smaller aggregate stake
All ownership figures: tracked 13F managers only, common-stock positions, reporting period Q2 2026
| Quarter | Holders | Δ | Shares | Reported value | New | Exits |
|---|---|---|---|---|---|---|
| Q2 2026 | 8 | +1 | 718.92K | $37.23M | +1 | — |
| Q1 2026 | 7 | -2 | 720.60K | $33.07M | +1 | −3 |
| Q4 2025 | 9 | -1 | 699.31K | $31.52M | — | −1 |
| Q3 2025 | 4 | 0 | 36.64K | $1.64M | — | — |
| Q2 2025 | 2 | +1 | 24.29K | $1.03M | +1 | — |
| Q4 2024 | 1 | +1 | 17.14K | $694,310 | +1 | — |
| Q2 2024 | 1 | — | 22.35K | $844,307 | — | — |
| # | Manager | Shares | Δ shares | Value | Their weight | Held | ||
|---|---|---|---|---|---|---|---|---|
| 1 | LPL Financial LLC | 582.71K | -1.5% | $30.18M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 2 | Cetera Investment Advisers | 111.16K | +13.9% | $5.76M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 3 | Goldman Sachs Group ✦ | 13.89K | -24.4% | $719,095 | 0.0% | ▼ Trim | 4 | SEC ↗ |
| 4 | Susquehanna International Group, Llp | 6.55K | +9.4% | $339,403 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 5 | Fidelity (FMR) ✦ | 2.24K | +4.1% | $116,180 | 0.0% | ▲ Add | 5 | SEC ↗ |
| 6 | UBS Group AG | 1.73K | -61.8% | $89,642 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 7 | Osaic Holdings, Inc. | 411 | +7.0% | $21,284 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 8 | JPMorgan Chase ✦ | 223 | New | $11,542 | 0.0% | New | 1 | SEC ↗ |
“Their weight” = the position's share of that manager's reported 13F equity value — the conviction measure. ✦ = curated manager.
New buyers
| JPMorgan Chase | $11,542 | 0.0% |
Exited
| No tracked exits this quarter. |
Full-market context: across ALL 13F filers (SEC structured data, Q1 2026): 23 holders, 2.04M shares, $38.67M 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.