MEAR
name pending profile ingest
Momentum inputs (comparable managers):
holder breadth -3.0% ·
share flow +0.7% ·
net new positions -6.2%
— formula
Concentrated accumulation — rising shares among 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 | Morgan Stanley ✦ | 3.33M | +2.1% | $167.57M | 0.0% | ▲ Add | 4 | SEC ↗ ×2 |
| 2 | Bank Of America Corp /De/ | 1.41M | -0.4% | $71.17M | 0.0% | ▼ Trim | 3 | SEC ↗ ×3 |
| 3 | Captrust Financial Advisors | 1.05M | -1.6% | $53.14M | 0.1% | ▼ Trim | 3 | SEC ↗ |
| 4 | LPL Financial LLC | 755.03K | -0.6% | $38.04M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 5 | Cetera Investment Advisers | 533.44K | +5.4% | $26.87M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 6 | Rockefeller Capital Management L.P. | 457.12K | +102.2% | $23.03M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 7 | JPMorgan Chase ✦ | 366.93K | +11.4% | $18.49M | 0.0% | ▲ Add | 4 | SEC ↗ ×3 |
| 8 | Osaic Holdings, Inc. | 341.83K | +15.3% | $17.22M | 0.0% | ▲ Add | 3 | SEC ↗ ×2 |
| 9 | Royal Bank Of Canada | 207.54K | +29.8% | $10.46M | 0.0% | ▲ Add | 3 | SEC ↗ ×2 |
| 10 | Jones Financial Companies Lllp | 195.91K | +46.6% | $9.87M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 11 | Focus Partners Wealth | 181.09K | -6.4% | $9.12M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 12 | UBS Group AG | 131.55K | +25.8% | $6.63M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 13 | Envestnet Asset Management Inc | 112.91K | +12.9% | $5.69M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 14 | Raymond James Financial Inc | 84.76K | +68.6% | $4.27M | 0.0% | ▲ Add | 3 | SEC ↗ ×2 |
| 15 | BlackRock ✦ (passive) | 53.35K | -1.1% | $2.69M | 0.0% | ▼ Trim | 5 | SEC ↗ ×2 |
| 16 | Bank of New York Mellon Corp | 52.93K | -87.7% | $2.67M | 0.0% | ▼ Trim | 3 | SEC ↗ ×3 |
| 17 | Stifel Financial Corp | 49.02K | -0.4% | $2.47M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 18 | Wealth Enhancement Advisory… | 43.11K | -0.1% | $2.17M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 19 | Mml Investors Services, Llc | 33.57K | +46.9% | $1.69M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 20 | Commonwealth Equity Services, Llc | 31.76K | +0.9% | $1.60M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 21 | Northwestern Mutual Wealth… | 29.54K | -39.7% | $1.49M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 22 | Fifth Third Bancorp | 28.59K | -6.9% | $1.44M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 23 | Truist Financial Corp | 27.07K | +0.2% | $1.36M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 24 | Creative Planning | 22.66K | +2.9% | $1.14M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 25 | Quantinno Capital Management LP | 19.10K | New | $962,258 | 0.0% | New | 1 | SEC ↗ |
| 26 | Pnc Financial Services Group, Inc. | 12.37K | +2.5% | $622,970 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 27 | Cerity Partners LLC | 9.52K | -0.2% | $479,702 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 28 | Nuveen, LLC | 9.34K | New | $470,600 | 0.0% | New | 1 | SEC ↗ |
| 29 | Corient Private Wealth LP | 4.50K | -5.3% | $226,559 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 30 | Mercer Global Advisors Inc /Adv | 4.06K | -0.1% | $204,570 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 31 | Wells Fargo & Company/Mn | 1.10K | +1029.9% | $55,221 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 32 | Assetmark, Inc | 8 | 0.0% | $403 | 0.0% | Held | 3 | SEC ↗ |
“Their weight” = the position's share of that manager's reported 13F equity value — the conviction measure. ✦ = curated manager.
New buyers
| Quantinno Capital Management… | $962,258 | 0.0% |
| Nuveen, LLC | $470,600 | 0.0% |
Exited
| HighTower Advisors, LLC | $9.75M | was 0.0% |
| Jane Street Group, Llc | $2.68M | was 0.0% |
| Mariner, LLC | $2.04M | was 0.0% |
| Citadel Advisors | $1.90M | was 0.0% |
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.