LST
name pending profile ingest
Momentum inputs (comparable managers):
holder breadth -27.3% ·
share flow -30.0% ·
net new positions -20.0%
— formula
Broad distribution — falling shares and 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 | 234.14K | -58.8% | $10.94M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 2 | Goldman Sachs Group ✦ | 77.96K | New | $3.64M | 0.0% | New | 1 | SEC ↗ |
| 3 | Commonwealth Equity Services, Llc | 33.05K | +0.4% | $1.54M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 4 | Citadel Advisors ✦ | 9.11K | -48.9% | $425,804 | 0.0% | ▼ Trim | 6 | SEC ↗ |
| 5 | Jane Street Group, Llc | 6.84K | -43.6% | $319,867 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 6 | Wells Fargo & Company/Mn | 3.12K | New | $145,891 | 0.0% | New | 1 | SEC ↗ |
| 7 | JPMorgan Chase ✦ | 990 | New | $45,943 | 0.0% | New | 1 | SEC ↗ ×3 |
| 8 | Osaic Holdings, Inc. | 69 | 0.0% | $3,256 | 0.0% | Held | 2 | SEC ↗ |
“Their weight” = the position's share of that manager's reported 13F equity value — the conviction measure. ✦ = curated manager.
New buyers
| Goldman Sachs Group | $3.64M | 0.0% |
| Wells Fargo & Company/Mn | $145,891 | 0.0% |
| JPMorgan Chase | $45,943 | 0.0% |
Exited
| Envestnet Asset Management Inc | $11.22M | was 0.0% |
| Cetera Investment Advisers | $7.22M | was 0.0% |
| Bank of New York Mellon Corp | $822,591 | was 0.0% |
| Susquehanna International… | $490,942 | was 0.0% |
| Royal Bank Of Canada | $25,000 | was 0.0% |
| Northwestern Mutual Wealth… | $6,229 | was 0.0% |
Full-market context: across ALL 13F filers (SEC structured data, Q1 2026): 55 holders, 2.85M shares, $110.96M 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.