MEAR
name pending profile ingest
Momentum inputs (comparable managers):
holder breadth +2.9% ·
share flow -5.3% ·
net new positions +2.9%
· formula
Ownership fragmentation: more holders, smaller aggregate stake
All ownership figures: tracked 13F managers only, common-stock positions, reporting period Q4 2025
| # | Manager | Shares | Δ shares | Value | Their weight | Held | ||
|---|---|---|---|---|---|---|---|---|
| 1 | Morgan Stanley ✦ | 3.21M | -6.0% | $161.70M | 0.0% | ▼ Trim | 2 | SEC ↗ ×3 |
| 2 | Captrust Financial Advisors | 1.47M | n/a | $73.98M | 0.1% | n/c | 1 | SEC ↗ |
| 3 | Bank Of America Corp /De/ | 1.17M | n/a | $59.07M | 0.0% | n/c | 1 | SEC ↗ ×3 |
| 4 | LPL Financial LLC | 672.92K | n/a | $33.86M | 0.0% | n/c | 1 | SEC ↗ |
| 5 | Cetera Investment Advisers | 485.30K | n/a | $24.42M | 0.0% | n/c | 1 | SEC ↗ |
| 6 | Envestnet Asset Management Inc | 379.79K | n/a | $19.11M | 0.0% | n/c | 1 | SEC ↗ |
| 7 | Quantinno Capital Management LP | 307.37K | n/a | $15.47M | 0.0% | n/c | 1 | SEC ↗ |
| 8 | JPMorgan Chase ✦ | 298.63K | -55.0% | $15.03M | 0.0% | ▼ Trim | 2 | SEC ↗ ×2 |
| 9 | Osaic Holdings, Inc. | 231.99K | n/a | $11.67M | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 10 | Focus Partners Wealth | 201.76K | n/a | $10.15M | 0.0% | n/c | 1 | SEC ↗ |
| 11 | HighTower Advisors, LLC | 194.73K | n/a | $9.80M | 0.0% | n/c | 1 | SEC ↗ |
| 12 | Royal Bank Of Canada | 182.24K | n/a | $9.17M | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 13 | Cwm, Llc | 170.19K | n/a | $8.56M | 0.0% | n/c | 1 | SEC ↗ |
| 14 | UBS Group AG | 166.35K | n/a | $8.37M | 0.0% | n/c | 1 | SEC ↗ |
| 15 | Rockefeller Capital Management L.P. | 114.80K | n/a | $5.78M | 0.0% | n/c | 1 | SEC ↗ |
| 16 | Jones Financial Companies Lllp | 79.81K | n/a | $4.02M | 0.0% | n/c | 1 | SEC ↗ |
| 17 | Mariner, LLC | 72.46K | n/a | $3.65M | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 18 | Raymond James Financial Inc | 54.91K | n/a | $2.76M | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 19 | BlackRock ✦ (passive) | 52.24K | +4.3% | $2.63M | 0.0% | ▲ Add | 3 | SEC ↗ ×2 |
| 20 | Bank of New York Mellon Corp | 51.96K | n/a | $2.61M | 0.0% | n/c | 1 | SEC ↗ ×4 |
| 21 | Stifel Financial Corp | 49.87K | n/a | $2.51M | 0.0% | n/c | 1 | SEC ↗ |
| 22 | Wealth Enhancement Advisory… | 49.70K | n/a | $2.50M | 0.0% | n/c | 1 | SEC ↗ |
| 23 | Mml Investors Services, Llc | 33.47K | n/a | $1.68M | 0.0% | n/c | 1 | SEC ↗ |
| 24 | Commonwealth Equity Services, Llc | 32.17K | n/a | $1.62M | 0.0% | n/c | 1 | SEC ↗ |
| 25 | Northwestern Mutual Wealth… | 28.17K | n/a | $1.42M | 0.0% | n/c | 1 | SEC ↗ |
| 26 | Citadel Advisors ✦ | 24.69K | +84.4% | $1.24M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 27 | Creative Planning | 22.58K | n/a | $1.14M | 0.0% | n/c | 1 | SEC ↗ |
| 28 | Truist Financial Corp | 19.99K | n/a | $1.01M | 0.0% | n/c | 1 | SEC ↗ |
| 29 | Pnc Financial Services Group, Inc. | 11.82K | n/a | $594,878 | 0.0% | n/c | 1 | SEC ↗ |
| 30 | Cerity Partners LLC | 9.17K | n/a | $461,368 | 0.0% | n/c | 1 | SEC ↗ |
| 31 | Corient Private Wealth LP | 8.99K | n/a | $452,578 | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 32 | Goldman Sachs Group ✦ | 6.01K | New | $302,423 | 0.0% | New | 1 | SEC ↗ |
| 33 | Mercer Global Advisors Inc /Adv | 5.61K | n/a | $282,509 | 0.0% | n/c | 1 | SEC ↗ |
| 34 | Assetmark, Inc | 8 | n/a | $403 | 0.0% | n/c | 1 | SEC ↗ |
| 35 | Wells Fargo & Company/Mn | 1 | n/a | $49 | 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
| Goldman Sachs Group | $302,423 | 0.0% |
Exited
| No tracked exits this quarter. |
Full-market context: across ALL 13F filers (SEC structured data, Q1 2026): 214 holders, 20.85M shares, $1.02B 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.