MARB
name pending profile ingest
Momentum inputs (comparable managers):
holder breadth -8.3% ·
share flow -2.1% ·
net new positions -9.1%
— formula
Broad distribution — falling shares and fewer holders
All ownership figures: tracked 13F managers only, common-stock positions, reporting period Q4 2025
| # | Manager | Shares | Δ shares | Value | Their weight | Held | ||
|---|---|---|---|---|---|---|---|---|
| 1 | LPL Financial LLC | 295.46K | — | $6.10M | 0.0% | n/c | 1 | SEC ↗ |
| 2 | Assetmark, Inc | 106.30K | — | $2.19M | 0.0% | n/c | 1 | SEC ↗ |
| 3 | First Trust Advisors Lp | 80.93K | — | $1.67M | 0.0% | n/c | 1 | SEC ↗ |
| 4 | Envestnet Asset Management Inc | 43.46K | — | $897,046 | 0.0% | n/c | 1 | SEC ↗ |
| 5 | Morgan Stanley ✦ | 28.00K | +22123.8% | $577,981 | 0.0% | ▲ Add | 2 | SEC ↗ ×3 |
| 6 | Cetera Investment Advisers | 25.27K | — | $521,586 | 0.0% | n/c | 1 | SEC ↗ |
| 7 | Susquehanna International Group, Llp | 23.45K | — | $484,070 | 0.0% | n/c | 1 | SEC ↗ |
| 8 | Osaic Holdings, Inc. | 6.55K | — | $135,264 | 0.0% | n/c | 1 | SEC ↗ |
| 9 | UBS Group AG | 108 | — | $2,229 | 0.0% | n/c | 1 | SEC ↗ |
| 10 | Royal Bank Of Canada | 88 | — | $2,000 | 0.0% | n/c | 1 | SEC ↗ |
| 11 | Bank Of America Corp /De/ | 95 | — | $1,961 | 0.0% | n/c | 1 | 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 | $832,280 | was 0.0% |
Full-market context: across ALL 13F filers (SEC structured data, Q1 2026): 35 holders, 1.20M shares, $21.52M 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.