LTPZ
name pending profile ingest
Momentum inputs (comparable managers):
holder breadth +15.0% ·
share flow +30.0% ·
net new positions +8.7%
— formula
Broad accumulation — rising shares across more holders
All ownership figures: tracked 13F managers only, common-stock positions, reporting period Q2 2026
| # | Manager | Shares | Δ shares | Value | Their weight | Held | ||
|---|---|---|---|---|---|---|---|---|
| 1 | Morgan Stanley ✦ | 475.23K | +842.8% | $24.07M | 0.0% | ▲ Add | 4 | SEC ↗ ×3 |
| 2 | Wells Fargo & Company/Mn | 439.79K | -9.5% | $22.28M | 0.0% | ▼ Trim | 3 | SEC ↗ ×2 |
| 3 | Northern Trust Corp | 202.22K | -14.8% | $10.24M | 0.0% | ▼ Trim | 3 | SEC ↗ ×2 |
| 4 | Osaic Holdings, Inc. | 128.47K | +5.9% | $6.51M | 0.0% | ▲ Add | 3 | SEC ↗ ×2 |
| 5 | LPL Financial LLC | 92.57K | +163.6% | $4.69M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 6 | Goldman Sachs Group ✦ | 88.78K | +127.4% | $4.50M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 7 | UBS Group AG | 54.55K | -0.9% | $2.76M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 8 | Citadel Advisors ✦ | 38.88K | New | $1.97M | 0.0% | New | 1 | SEC ↗ |
| 9 | Envestnet Asset Management Inc | 34.43K | +175.2% | $1.74M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 10 | Bank Of America Corp /De/ | 27.61K | +12.8% | $1.40M | 0.0% | ▲ Add | 3 | SEC ↗ ×2 |
| 11 | Rockefeller Capital Management L.P. | 23.89K | +199.4% | $1.21M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 12 | Mml Investors Services, Llc | 23.13K | +12.6% | $1.17M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 13 | Cetera Investment Advisers | 8.62K | +1.5% | $436,701 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 14 | Stifel Financial Corp | 6.32K | +0.6% | $319,905 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 15 | Lido Advisors, LLC | 5.69K | +20.1% | $288,052 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 16 | Hrt Financial Lp | 5.48K | New | $277,000 | 0.0% | New | 1 | SEC ↗ |
| 17 | Royal Bank Of Canada | 4.22K | 0.0% | $214,000 | 0.0% | Held | 3 | SEC ↗ ×2 |
| 18 | Jones Financial Companies Lllp | 4.12K | +12.0% | $211,142 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 19 | Simplex Trading, Llc | 2.43K | +4020.3% | $123,130 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 20 | Blair William & Co/Il | 1.39K | New | $70,302 | 0.0% | New | 1 | SEC ↗ |
| 21 | Fidelity (FMR) ✦ | 278 | New | $14,070 | 0.0% | New | 1 | SEC ↗ |
| 22 | Fifth Third Bancorp | 108 | -27.5% | $5,470 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 23 | UBS AM, a distinct business unit of… | 15 | -98.8% | $760 | 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
| Citadel Advisors | $1.97M | 0.0% |
| Hrt Financial Lp | $277,000 | 0.0% |
| Blair William & Co/Il | $70,302 | 0.0% |
| Fidelity (FMR) | $14,070 | 0.0% |
Exited
| HighTower Advisors, LLC | $5.05M | was 0.0% |
| Susquehanna International… | $300,005 | 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.