MGOV
name pending profile ingest
Momentum inputs (comparable managers):
holder breadth -10.0% ·
share flow -1.0% ·
net new positions -11.1%
· formula
Broad distribution: falling shares and fewer holders
All ownership figures: tracked 13F managers only, common-stock positions, reporting period Q4 2025
| Quarter | Holders | Δ | Shares | Reported value | New | Exits |
|---|---|---|---|---|---|---|
| Q2 2026 | 10 | +1 | 3.94M | $79.57M | +2 | −2 |
| Q1 2026 | 10 | +1 | 3.49M | $70.69M | +2 | −1 |
| Q4 2025 | 9 | -1 | 2.74M | $56.08M | n/a | −1 |
| Q3 2025 | 1 | 0 | 26.58K | $544,113 | n/a | n/a |
| Q2 2025 | 1 | 0 | 24.64K | $496,536 | n/a | n/a |
| Q1 2025 | 1 | 0 | 51.97K | $1.05M | n/a | n/a |
| Q4 2024 | 1 | +1 | 43.02K | $853,259 | +1 | n/a |
| Q2 2024 | 1 | n/a | 17.11K | $341,932 | n/a | n/a |
| # | Manager | Shares | Δ shares | Value | Their weight | Held | ||
|---|---|---|---|---|---|---|---|---|
| 1 | Envestnet Asset Management Inc | 805.14K | n/a | $16.49M | 0.0% | n/c | 1 | SEC ↗ |
| 2 | Truist Financial Corp | 715.58K | n/a | $14.65M | 0.0% | n/c | 1 | SEC ↗ |
| 3 | Commonwealth Equity Services, Llc | 483.47K | n/a | $9.90M | 0.0% | n/c | 1 | SEC ↗ |
| 4 | LPL Financial LLC | 206.16K | n/a | $4.22M | 0.0% | n/c | 1 | SEC ↗ |
| 5 | Cetera Investment Advisers | 189.96K | n/a | $3.89M | 0.0% | n/c | 1 | SEC ↗ |
| 6 | First Trust Advisors Lp | 181.41K | n/a | $3.71M | 0.0% | n/c | 1 | SEC ↗ |
| 7 | HighTower Advisors, LLC | 133.95K | n/a | $2.74M | 0.0% | n/c | 1 | SEC ↗ |
| 8 | Osaic Holdings, Inc. | 23.00K | n/a | $470,942 | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 9 | Wells Fargo & Company/Mn | 135 | n/a | $2,764 | 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
| No new tracked buyers this quarter. |
Exited
| Citadel Advisors | $544,113 | was 0.0% |
Full-market context: across ALL 13F filers (SEC structured data, Q1 2026): 32 holders, 5.07M shares, $100.83M 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.