MDIV
name pending profile ingest
Momentum inputs (comparable managers):
holder breadth +12.5% ·
share flow +0.1% ·
net new positions +11.1%
· formula
Broad accumulation: rising shares across more holders
All ownership figures: tracked 13F managers only, common-stock positions, reporting period Q1 2026
| Quarter | Holders | Δ | Shares | Reported value | New | Exits |
|---|---|---|---|---|---|---|
| Q3 2026 | 1 | 0 | 32.27K | $512,854 | n/a | n/a |
| Q2 2026 | 22 | -3 | 6.57M | $108.54M | n/a | −4 |
| Q1 2026 | 27 | +3 | 5.98M | $96.65M | +3 | n/a |
| Q4 2025 | 24 | +1 | 5.97M | $93.80M | +1 | n/a |
| Q3 2025 | 2 | -1 | 845.94K | $13.57M | n/a | −1 |
| Q2 2025 | 2 | 0 | 10.86K | $171,640 | n/a | n/a |
| Q1 2025 | 1 | 0 | 43.90K | $717,854 | n/a | n/a |
| Q4 2024 | 1 | 0 | 17.06K | $275,551 | n/a | n/a |
| Q3 2024 | 1 | 0 | 32.28K | $536,866 | n/a | n/a |
| Q2 2024 | 1 | n/a | 22.30K | $350,534 | n/a | n/a |
| # | Manager | Shares | Δ shares | Value | Their weight | Held | ||
|---|---|---|---|---|---|---|---|---|
| 1 | Morgan Stanley ✦ | 1.23M | +42.4% | $19.88M | 0.0% | ▲ Add | 3 | SEC ↗ ×2 |
| 2 | LPL Financial LLC | 1.06M | +5.4% | $17.16M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 3 | Ameriprise Financial Inc | 653.91K | -1.6% | $10.57M | 0.0% | ▼ Trim | 2 | SEC ↗ ×2 |
| 4 | Bank Of America Corp /De/ | 564.28K | +1.2% | $9.12M | 0.0% | ▲ Add | 2 | SEC ↗ ×2 |
| 5 | Royal Bank Of Canada | 419.48K | +2.4% | $6.78M | 0.0% | ▲ Add | 2 | SEC ↗ ×2 |
| 6 | Raymond James Financial Inc | 369.42K | +45.5% | $5.97M | 0.0% | ▲ Add | 2 | SEC ↗ ×2 |
| 7 | Wells Fargo & Company/Mn | 287.87K | +3.1% | $4.65M | 0.0% | ▲ Add | 2 | SEC ↗ ×2 |
| 8 | Cetera Investment Advisers | 278.67K | -9.8% | $4.51M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 9 | Commonwealth Equity Services, Llc | 252.73K | -38.6% | $4.09M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 10 | Rockefeller Capital Management L.P. | 192.86K | +7.0% | $3.12M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 11 | Osaic Holdings, Inc. | 159.57K | -6.2% | $2.58M | 0.0% | ▼ Trim | 2 | SEC ↗ ×2 |
| 12 | Envestnet Asset Management Inc | 96.85K | +154.5% | $1.57M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 13 | Jones Financial Companies Lllp | 82.26K | +27.4% | $1.32M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 14 | UBS Group AG | 70.25K | +4.0% | $1.14M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 15 | Stifel Financial Corp | 67.50K | -88.4% | $1.09M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 16 | Citadel Advisors ✦ | 46.46K | +141.2% | $751,274 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 17 | HighTower Advisors, LLC | 34.61K | +8.0% | $559,587 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 18 | Susquehanna International Group, Llp | 32.54K | New | $526,123 | 0.0% | New | 1 | SEC ↗ ×2 |
| 19 | Wealth Enhancement Advisory… | 23.84K | -11.3% | $387,229 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 20 | Truist Financial Corp | 15.04K | -18.7% | $243,243 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 21 | Fifth Third Bancorp | 12.13K | New | $196,147 | 0.0% | New | 1 | SEC ↗ |
| 22 | Baird Financial Group, Inc. | 11.80K | 0.0% | $190,806 | 0.0% | Held | 2 | SEC ↗ |
| 23 | Mercer Global Advisors Inc /Adv | 11.13K | New | $180,036 | 0.0% | New | 1 | SEC ↗ |
| 24 | Citigroup Inc | 2.00K | -0.1% | $32,340 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 25 | Us Bancorp \De\ | 1.80K | 0.0% | $29,106 | 0.0% | Held | 2 | SEC ↗ |
| 26 | Fidelity (FMR) ✦ | 343 | +117.1% | $5,541 | 0.0% | ▲ Add | 4 | SEC ↗ |
| 27 | Cwm, Llc | 100 | 0.0% | $1,617 | 0.0% | Held | 2 | SEC ↗ |
“Their weight” = the position's share of that manager's reported 13F equity value: the conviction measure. ✦ = curated manager.
New buyers
| Susquehanna International… | $526,123 | 0.0% |
| Fifth Third Bancorp | $196,147 | 0.0% |
| Mercer Global Advisors Inc… | $180,036 | 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.