MBOX
name pending profile ingest
Momentum inputs (comparable managers): holder breadth 0.0% · share flow -30.0% · net new positions -20.0% — formula
All ownership figures: tracked 13F managers only, common-stock positions, reporting period Q2 2026
| # | Manager | Shares | Δ shares | Value | Their weight | Held | ||
|---|---|---|---|---|---|---|---|---|
| 1 | Royal Bank Of Canada | 8.24K | +120.3% | $331,000 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 2 | Cetera Investment Advisers | 5.56K | -6.2% | $223,212 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 3 | Morgan Stanley ✦ | 1.39K | -87.1% | $55,952 | 0.0% | ▼ Trim | 4 | SEC ↗ ×2 |
| 4 | UBS Group AG | 491 | -69.4% | $19,698 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 5 | JPMorgan Chase ✦ | 74 | -94.8% | $2,956 | 0.0% | ▼ Trim | 4 | 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
| HighTower Advisors, LLC | $686,559 | was 0.0% |
Full-market context: across ALL 13F filers (SEC structured data, Q1 2026): 9 holders, 3.20M shares, $116.64M 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.