MARM
name pending profile ingest
Momentum inputs (comparable managers):
holder breadth -7.1% ·
share flow -2.8% ·
net new positions -7.7%
— 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 | Commonwealth Equity Services, Llc | 193.81K | -2.4% | $6.62M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 2 | Cetera Investment Advisers | 74.74K | -4.7% | $2.55M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 3 | Captrust Financial Advisors | 55.58K | -14.8% | $1.90M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 4 | Mariner, LLC | 52.55K | +4.2% | $1.79M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 5 | Osaic Holdings, Inc. | 44.64K | +8.0% | $1.52M | 0.0% | ▲ Add | 3 | SEC ↗ ×2 |
| 6 | LPL Financial LLC | 40.72K | -5.0% | $1.39M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 7 | Truist Financial Corp | 39.41K | 0.0% | $1.34M | 0.0% | Held | 3 | SEC ↗ |
| 8 | Susquehanna International Group, Llp | 38.34K | New | $1.31M | 0.0% | New | 1 | SEC ↗ ×2 |
| 9 | Envestnet Asset Management Inc | 7.58K | -7.1% | $258,786 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 10 | Creative Planning | 7.24K | -0.4% | $247,181 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 11 | JPMorgan Chase ✦ | 3.69K | -34.7% | $125,779 | 0.0% | ▼ Trim | 4 | SEC ↗ |
| 12 | UBS Group AG | 1.74K | New | $59,356 | 0.0% | New | 1 | SEC ↗ |
| 13 | Barclays Plc | 406 | -91.7% | $13,857 | 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
| Susquehanna International… | $1.31M | 0.0% |
| UBS Group AG | $59,356 | 0.0% |
Exited
| Jane Street Group, Llc | $724,809 | was 0.0% |
| Citadel Advisors | $214,105 | was 0.0% |
| Raymond James Financial Inc | $212,933 | was 0.0% |
Full-market context: across ALL 13F filers (SEC structured data, Q1 2026): 73 holders, 1.86M shares, $59.63M 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.