MDIV
name pending profile ingest
Momentum inputs (comparable managers):
holder breadth +4.3% ·
share flow +0.6% ·
net new positions +4.2%
— formula
Broad accumulation — rising shares across more holders
All ownership figures: tracked 13F managers only, common-stock positions, reporting period Q4 2025
| Quarter | Holders | Δ | Shares | Reported value | New | Exits |
|---|---|---|---|---|---|---|
| Q2 2026 | 23 | -3 | 6.60M | $109.11M | — | −3 |
| Q1 2026 | 27 | +3 | 5.98M | $96.65M | +3 | — |
| Q4 2025 | 24 | +1 | 5.97M | $93.80M | +1 | — |
| Q3 2025 | 2 | -1 | 845.94K | $13.57M | — | −1 |
| Q2 2025 | 2 | 0 | 10.86K | $171,640 | — | — |
| Q1 2025 | 1 | 0 | 43.90K | $717,854 | — | — |
| Q4 2024 | 1 | 0 | 17.06K | $275,551 | — | — |
| Q3 2024 | 1 | 0 | 32.28K | $536,866 | — | — |
| Q2 2024 | 1 | — | 22.30K | $350,534 | — | — |
| # | Manager | Shares | Δ shares | Value | Their weight | Held | ||
|---|---|---|---|---|---|---|---|---|
| 1 | LPL Financial LLC | 1.01M | — | $15.82M | 0.0% | n/c | 1 | SEC ↗ |
| 2 | Morgan Stanley ✦ | 863.21K | +2.1% | $13.57M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 3 | Morgan Stanley ✦ | 863.21K | +2.1% | $13.57M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 4 | Ameriprise Financial Inc | 664.86K | — | $10.39M | 0.0% | n/c | 1 | SEC ↗ |
| 5 | Ameriprise Financial Inc | 664.86K | — | $10.39M | 0.0% | n/c | 1 | SEC ↗ |
| 6 | Stifel Financial Corp | 582.65K | — | $9.16M | 0.0% | n/c | 1 | SEC ↗ |
| 7 | Bank Of America Corp /De/ | 557.63K | — | $8.77M | 0.0% | n/c | 1 | SEC ↗ |
| 8 | Bank Of America Corp /De/ | 557.63K | — | $8.77M | 0.0% | n/c | 1 | SEC ↗ |
| 9 | Commonwealth Equity Services, Llc | 411.45K | — | $6.47M | 0.0% | n/c | 1 | SEC ↗ |
| 10 | Royal Bank Of Canada | 409.69K | — | $6.44M | 0.0% | n/c | 1 | SEC ↗ |
| 11 | Royal Bank Of Canada | 409.69K | — | $6.44M | 0.0% | n/c | 1 | SEC ↗ |
| 12 | Cetera Investment Advisers | 308.84K | — | $4.85M | 0.0% | n/c | 1 | SEC ↗ |
| 13 | Wells Fargo & Company/Mn | 279.06K | — | $4.39M | 0.0% | n/c | 1 | SEC ↗ |
| 14 | Wells Fargo & Company/Mn | 279.06K | — | $4.39M | 0.0% | n/c | 1 | SEC ↗ |
| 15 | Raymond James Financial Inc | 253.96K | — | $3.99M | 0.0% | n/c | 1 | SEC ↗ |
| 16 | Raymond James Financial Inc | 253.96K | — | $3.99M | 0.0% | n/c | 1 | SEC ↗ |
| 17 | Rockefeller Capital Management L.P. | 180.20K | — | $2.83M | 0.0% | n/c | 1 | SEC ↗ |
| 18 | Osaic Holdings, Inc. | 170.10K | — | $2.67M | 0.0% | n/c | 1 | SEC ↗ |
| 19 | Osaic Holdings, Inc. | 170.10K | — | $2.67M | 0.0% | n/c | 1 | SEC ↗ |
| 20 | UBS Group AG | 67.53K | — | $1.06M | 0.0% | n/c | 1 | SEC ↗ |
| 21 | UBS Group AG | 67.53K | — | $1.06M | 0.0% | n/c | 1 | SEC ↗ |
| 22 | Jones Financial Companies Lllp | 64.57K | — | $1.02M | 0.0% | n/c | 1 | SEC ↗ |
| 23 | Envestnet Asset Management Inc | 38.06K | — | $598,263 | 0.0% | n/c | 1 | SEC ↗ |
| 24 | HighTower Advisors, LLC | 32.03K | — | $503,539 | 0.0% | n/c | 1 | SEC ↗ |
| 25 | Wealth Enhancement Advisory… | 26.88K | — | $424,588 | 0.0% | n/c | 1 | SEC ↗ |
| 26 | Citadel Advisors ✦ | 19.26K | New | $302,751 | 0.0% | New | 1 | SEC ↗ |
| 27 | Truist Financial Corp | 18.50K | — | $290,745 | 0.0% | n/c | 1 | SEC ↗ |
| 28 | Baird Financial Group, Inc. | 11.80K | — | $185,496 | 0.0% | n/c | 1 | SEC ↗ |
| 29 | Citigroup Inc | 2.00K | — | $31,471 | 0.0% | n/c | 1 | SEC ↗ |
| 30 | Us Bancorp \De\ | 1.80K | — | $28,296 | 0.0% | n/c | 1 | SEC ↗ |
| 31 | Fidelity (FMR) ✦ | 158 | -20.2% | $2,488 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 32 | Cwm, Llc | 100 | — | $2,000 | 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
| Citadel Advisors | $302,751 | 0.0% |
Exited
| No tracked exits this quarter. |
Full-market context: across ALL 13F filers (SEC structured data, Q1 2026): 95 holders, 8.88M shares, $138.61M 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.