MFM
name pending profile ingest
Momentum inputs (comparable managers):
holder breadth +30.0% ·
share flow +30.0% ·
net new positions +20.0%
— formula
Broad accumulation — rising shares across more holders
All ownership figures: tracked 13F managers only, common-stock positions, reporting period Q2 2026
| # | Manager | Shares | Δ shares | Value | Their weight | Held | ||
|---|---|---|---|---|---|---|---|---|
| 1 | Bank Of America Corp /De/ | 2.17M | +35.4% | $12.22M | 0.0% | ▲ Add | 3 | SEC ↗ ×3 |
| 2 | UBS Group AG | 1.82M | +42.9% | $10.24M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 3 | Morgan Stanley ✦ | 566.53K | +190.7% | $3.18M | 0.0% | ▲ Add | 4 | SEC ↗ ×3 |
| 4 | Commonwealth Equity Services, Llc | 460.27K | New | $2.59M | 0.0% | New | 1 | SEC ↗ |
| 5 | Invesco Ltd. | 455.66K | +0.3% | $2.56M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 6 | Osaic Holdings, Inc. | 398.60K | +131.1% | $2.24M | 0.0% | ▲ Add | 3 | SEC ↗ ×3 |
| 7 | Envestnet Asset Management Inc | 362.00K | +38.7% | $2.03M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 8 | Raymond James Financial Inc | 350.69K | +67.6% | $1.97M | 0.0% | ▲ Add | 3 | SEC ↗ ×3 |
| 9 | Wells Fargo & Company/Mn | 235.72K | +134.9% | $1.32M | 0.0% | ▲ Add | 3 | SEC ↗ ×2 |
| 10 | Rockefeller Capital Management L.P. | 152.65K | +17.2% | $857,876 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 11 | Royal Bank Of Canada | 149.45K | +16.6% | $840,000 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 12 | LPL Financial LLC | 143.47K | +29.7% | $806,315 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 13 | Bank of New York Mellon Corp | 114.29K | -30.3% | $642,308 | 0.0% | ▼ Trim | 3 | SEC ↗ ×2 |
| 14 | Creative Planning | 110.70K | -4.6% | $622,128 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 15 | Ameriprise Financial Inc | 99.73K | -1.1% | $560,460 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 16 | Lido Advisors, LLC | 92.34K | New | $518,956 | 0.0% | New | 1 | SEC ↗ |
| 17 | Captrust Financial Advisors | 72.11K | New | $405,230 | 0.0% | New | 1 | SEC ↗ |
| 18 | Cetera Investment Advisers | 64.19K | +87.1% | $360,715 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 19 | Mml Investors Services, Llc | 45.24K | +11.7% | $254,237 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 20 | Northwestern Mutual Wealth… | 44.95K | +2.5% | $252,647 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 21 | Truist Financial Corp | 44.34K | New | $249,163 | 0.0% | New | 1 | SEC ↗ |
| 22 | Focus Partners Wealth | 43.76K | New | $245,929 | 0.0% | New | 1 | SEC ↗ |
| 23 | Citadel Advisors ✦ | 41.34K | New | $232,359 | 0.0% | New | 1 | SEC ↗ |
| 24 | HighTower Advisors, LLC | 32.31K | +61.4% | $181,572 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 25 | Stifel Financial Corp | 25.75K | New | $144,709 | 0.0% | New | 1 | SEC ↗ |
| 26 | Baird Financial Group, Inc. | 25.56K | +4.3% | $143,670 | 0.0% | ▲ Add | 3 | SEC ↗ ×2 |
| 27 | Susquehanna International Group, Llp | 22.40K | +4.1% | $125,882 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 28 | Corient Private Wealth LP | 20.71K | +1.0% | $116,385 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 29 | Nomura Holdings Inc | 20.00K | New | $112,400 | 0.0% | New | 1 | SEC ↗ |
| 30 | Allspring Global Investments… | 19.70K | New | $110,742 | 0.0% | New | 1 | SEC ↗ |
| 31 | Mariner, LLC | 16.22K | +35.5% | $91,152 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 32 | Mercer Global Advisors Inc /Adv | 14.45K | New | $81,194 | 0.0% | New | 1 | SEC ↗ |
| 33 | Jane Street Group, Llc | 11.55K | New | $64,934 | 0.0% | New | 1 | SEC ↗ ×2 |
| 34 | Fifth Third Bancorp | 5.64K | New | $31,719 | 0.0% | New | 1 | SEC ↗ |
| 35 | Us Bancorp \De\ | 2.08K | 0.0% | $11,690 | 0.0% | Held | 3 | SEC ↗ |
| 36 | Pnc Financial Services Group, Inc. | 1.29K | New | $7,272 | 0.0% | New | 1 | SEC ↗ ×3 |
“Their weight” = the position's share of that manager's reported 13F equity value — the conviction measure. ✦ = curated manager.
New buyers
| Commonwealth Equity Services… | $2.59M | 0.0% |
| Lido Advisors, LLC | $518,956 | 0.0% |
| Captrust Financial Advisors | $405,230 | 0.0% |
| Truist Financial Corp | $249,163 | 0.0% |
| Focus Partners Wealth | $245,929 | 0.0% |
| Citadel Advisors | $232,359 | 0.0% |
| Stifel Financial Corp | $144,709 | 0.0% |
| Nomura Holdings Inc | $112,400 | 0.0% |
| Allspring Global Investments… | $110,742 | 0.0% |
| Mercer Global Advisors Inc… | $81,194 | 0.0% |
| Jane Street Group, Llc | $64,934 | 0.0% |
| Fifth Third Bancorp | $31,719 | 0.0% |
Exited
| Hrt Financial Lp | $58,000 | was 0.0% |
Full-market context: across ALL 13F filers (SEC structured data, Q1 2026): 84 holders, 17.99M shares, $92.63M 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.
Open-market purchases (P)
Director · 300 sh @ 4.89 · $1,466
Open-market sales (S)
No open-market insider sales in our coverage window.
Awards, exercises and tax withholding are never counted as buys or sales here. Methodology