MFEM
name pending profile ingest
Momentum inputs (comparable managers):
holder breadth -7.1% ·
share flow +6.2% ·
net new positions -7.7%
— formula
Concentrated accumulation — rising shares among fewer holders
All ownership figures: tracked 13F managers only, common-stock positions, reporting period Q1 2026
| Quarter | Holders | Δ | Shares | Reported value | New | Exits |
|---|---|---|---|---|---|---|
| Q2 2026 | 15 | +2 | 1.32M | $37.32M | +2 | — |
| Q1 2026 | 13 | -1 | 1.29M | $32.23M | — | −1 |
| Q4 2025 | 14 | -1 | 1.21M | $28.08M | — | −1 |
| Q3 2025 | 3 | -1 | 18.46K | $415,770 | — | −1 |
| Q2 2025 | 2 | +1 | 59.97K | $1.27M | +1 | — |
| Q1 2025 | 1 | 0 | 22.47K | $428,512 | — | — |
| Q4 2024 | 1 | -1 | 21.82K | $414,831 | — | −1 |
| Q3 2024 | 2 | 0 | 154.04K | $3.27M | — | — |
| Q2 2024 | 2 | — | 82.92K | $1.70M | — | — |
| # | Manager | Shares | Δ shares | Value | Their weight | Held | ||
|---|---|---|---|---|---|---|---|---|
| 1 | Envestnet Asset Management Inc | 912.80K | +0.4% | $22.84M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 2 | Jane Street Group, Llc | 144.02K | +585.7% | $3.60M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 3 | Mml Investors Services, Llc | 110.18K | -23.9% | $2.76M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 4 | LPL Financial LLC | 31.89K | +13.5% | $797,988 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 5 | Cetera Investment Advisers | 16.51K | -2.0% | $412,979 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 6 | Wells Fargo & Company/Mn | 15.00K | +45.8% | $375,371 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 7 | Commonwealth Equity Services, Llc | 14.46K | +0.2% | $361,740 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 8 | Wealth Enhancement Advisory… | 11.90K | -56.6% | $296,251 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 9 | AQR Capital Management ✦ | 11.14K | -14.0% | $278,744 | 0.0% | ▼ Trim | 8 | SEC ↗ |
| 10 | Susquehanna International Group, Llp | 9.70K | -29.6% | $242,566 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 11 | Osaic Holdings, Inc. | 9.47K | -24.4% | $236,842 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 12 | Osaic Holdings, Inc. | 9.47K | -24.4% | $236,842 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 13 | Assetmark, Inc | 1.21K | 0.0% | $30,174 | 0.0% | Held | 2 | SEC ↗ |
| 14 | Morgan Stanley ✦ | 1 | 0.0% | $36 | 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
| No new tracked buyers this quarter. |
Exited
| UBS Group AG | $6,636 | was 0.0% |
Full-market context: across ALL 13F filers (SEC structured data, Q1 2026): 31 holders, 4.94M shares, $102.31M 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.