LTPZ
name pending profile ingest
Momentum inputs (comparable managers):
holder breadth -12.5% ·
share flow +3.5% ·
net new positions -14.3%
— formula
Concentrated accumulation — rising shares among fewer holders
All ownership figures: tracked 13F managers only, common-stock positions, reporting period Q1 2026
| Quarter | Holders | Δ | Shares | Reported value | New | Exits |
|---|---|---|---|---|---|---|
| Q2 2026 | 24 | +3 | 1.81M | $91.54M | +4 | −1 |
| Q1 2026 | 21 | -3 | 1.22M | $62.44M | +3 | −6 |
| Q4 2025 | 24 | 0 | 1.18M | $61.19M | — | — |
| Q3 2025 | 3 | +1 | 89.79K | $4.78M | +1 | — |
| Q1 2025 | 1 | 0 | 19.41K | $1.06M | — | — |
| Q4 2024 | 1 | 0 | 28.51K | $1.48M | — | — |
| Q3 2024 | 1 | 0 | 76.45K | $4.41M | — | — |
| Q2 2024 | 1 | — | 44.64K | $2.41M | — | — |
| # | Manager | Shares | Δ shares | Value | Their weight | Held | ||
|---|---|---|---|---|---|---|---|---|
| 1 | Wells Fargo & Company/Mn | 486.02K | +21.1% | $24.80M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 2 | Wells Fargo & Company/Mn | 486.02K | +21.1% | $24.80M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 3 | Northern Trust Corp | 237.43K | -17.7% | $12.12M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 4 | Northern Trust Corp | 237.43K | -17.7% | $12.12M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 5 | Osaic Holdings, Inc. | 121.33K | +64.5% | $6.19M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 6 | Osaic Holdings, Inc. | 121.33K | +64.5% | $6.19M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 7 | HighTower Advisors, LLC | 99.01K | New | $5.05M | 0.0% | New | 1 | SEC ↗ |
| 8 | UBS Group AG | 55.06K | +25.4% | $2.81M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 9 | Morgan Stanley ✦ | 50.41K | +1.6% | $2.57M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 10 | Morgan Stanley ✦ | 50.41K | +1.6% | $2.57M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 11 | Goldman Sachs Group ✦ | 39.05K | +82.1% | $1.99M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 12 | LPL Financial LLC | 35.12K | -3.4% | $1.79M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 13 | Bank Of America Corp /De/ | 24.48K | +13.9% | $1.25M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 14 | Bank Of America Corp /De/ | 24.48K | +13.9% | $1.25M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 15 | Mml Investors Services, Llc | 20.54K | -13.3% | $1.05M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 16 | Envestnet Asset Management Inc | 12.51K | +2.4% | $638,261 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 17 | Cetera Investment Advisers | 8.49K | -14.2% | $433,328 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 18 | Rockefeller Capital Management L.P. | 7.98K | -14.6% | $407,097 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 19 | Stifel Financial Corp | 6.28K | +15.5% | $320,519 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 20 | Susquehanna International Group, Llp | 5.88K | -16.0% | $300,005 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 21 | Lido Advisors, LLC | 4.74K | New | $241,760 | 0.0% | New | 1 | SEC ↗ |
| 22 | Royal Bank Of Canada | 4.22K | -49.2% | $216,000 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 23 | Royal Bank Of Canada | 4.22K | -49.2% | $216,000 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 24 | Jones Financial Companies Lllp | 3.68K | -2.4% | $185,409 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 25 | UBS AM, a distinct business unit of… | 1.26K | +79.9% | $64,247 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 26 | Fifth Third Bancorp | 149 | New | $7,603 | 0.0% | New | 1 | SEC ↗ |
| 27 | Simplex Trading, Llc | 59 | -96.5% | $3,010 | 0.0% | ▼ Trim | 2 | SEC ↗ |
“Their weight” = the position's share of that manager's reported 13F equity value — the conviction measure. ✦ = curated manager.
New buyers
| HighTower Advisors, LLC | $5.05M | 0.0% |
| Lido Advisors, LLC | $241,760 | 0.0% |
| Fifth Third Bancorp | $7,603 | 0.0% |
Exited
| Citadel Advisors | $3.11M | was 0.0% |
| Jane Street Group, Llc | $2.71M | was 0.0% |
| Us Bancorp \De\ | $1.95M | was 0.0% |
| Commonwealth Equity Services… | $476,500 | was 0.0% |
| Raymond James Financial Inc | $223,043 | was 0.0% |
| Qube Research & Technologies… | $4,347 | was 0.0% |
Full-market context: across ALL 13F filers (SEC structured data, Q1 2026): 86 holders, 4.37M shares, $222.73M 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.