MFUS
name pending profile ingest
Momentum inputs (comparable managers):
holder breadth +7.1% ·
share flow +30.0% ·
net new positions +6.7%
— formula
Broad accumulation — rising shares across more holders
All ownership figures: tracked 13F managers only, common-stock positions, reporting period Q2 2026
| Quarter | Holders | Δ | Shares | Reported value | New | Exits |
|---|---|---|---|---|---|---|
| Q2 2026 | 15 | +1 | 416.67K | $27.96M | +2 | −1 |
| Q1 2026 | 14 | -1 | 236.21K | $13.73M | +2 | −3 |
| Q4 2025 | 15 | +1 | 320.00K | $18.12M | +1 | — |
| Q3 2025 | 5 | +1 | 313.03K | $17.61M | +1 | — |
| Q2 2025 | 1 | -1 | 2.22K | $118,679 | — | −1 |
| Q1 2025 | 1 | +1 | 10.65K | $534,643 | +1 | — |
| Q3 2024 | 1 | 0 | 55.95K | $2.83M | — | — |
| Q2 2024 | 1 | — | 5.38K | $255,280 | — | — |
| # | Manager | Shares | Δ shares | Value | Their weight | Held | ||
|---|---|---|---|---|---|---|---|---|
| 1 | Wells Fargo & Company/Mn | 101.56K | +3158.3% | $6.82M | 0.0% | ▲ Add | 3 | SEC ↗ ×2 |
| 2 | JPMorgan Chase ✦ | 101.08K | +107.4% | $6.76M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 3 | Citadel Advisors ✦ | 67.69K | +76.1% | $4.55M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 4 | Cetera Investment Advisers | 46.82K | +29.2% | $3.14M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 5 | LPL Financial LLC | 23.48K | +7.6% | $1.58M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 6 | Goldman Sachs Group ✦ | 17.80K | -62.8% | $1.20M | 0.0% | ▼ Trim | 4 | SEC ↗ |
| 7 | AQR Capital Management ✦ | 11.37K | +19.0% | $763,992 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 8 | Mml Investors Services, Llc | 9.73K | New | $653,266 | 0.0% | New | 1 | SEC ↗ |
| 9 | Envestnet Asset Management Inc | 9.70K | -1.2% | $651,251 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 10 | Commonwealth Equity Services, Llc | 9.61K | +21.7% | $645,510 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 11 | Raymond James Financial Inc | 8.35K | 0.0% | $561,004 | 0.0% | Held | 3 | SEC ↗ |
| 12 | Creative Planning | 3.72K | New | $250,074 | 0.0% | New | 1 | SEC ↗ |
| 13 | Fidelity (FMR) ✦ | 2.73K | 0.0% | $183,728 | 0.0% | Held | 5 | SEC ↗ |
| 14 | Osaic Holdings, Inc. | 2.62K | +79.3% | $176,101 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 15 | Northwestern Mutual Wealth… | 408 | +2300.0% | $27,405 | 0.0% | ▲ Add | 2 | SEC ↗ |
“Their weight” = the position's share of that manager's reported 13F equity value — the conviction measure. ✦ = curated manager.
New buyers
| Mml Investors Services, Llc | $653,266 | 0.0% |
| Creative Planning | $250,074 | 0.0% |
Exited
| Morgan Stanley | $9,987 | was 0.0% |
Full-market context: across ALL 13F filers (SEC structured data, Q1 2026): 30 holders, 3.00M shares, $173.85M 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.