MID
name pending profile ingest
Momentum inputs (comparable managers):
holder breadth -16.7% ·
share flow -0.4% ·
net new positions -20.0%
· formula
Broad distribution: falling shares and fewer holders
All ownership figures: tracked 13F managers only, common-stock positions, reporting period Q4 2025
| # | Manager | Shares | Δ shares | Value | Their weight | Held | ||
|---|---|---|---|---|---|---|---|---|
| 1 | Envestnet Asset Management Inc | 812.99K | n/a | $52.97M | 0.0% | n/c | 1 | SEC ↗ |
| 2 | Mml Investors Services, Llc | 47.38K | n/a | $3.09M | 0.0% | n/c | 1 | SEC ↗ |
| 3 | Bank Of America Corp /De/ | 33.02K | n/a | $2.15M | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 4 | LPL Financial LLC | 15.82K | n/a | $1.03M | 0.0% | n/c | 1 | SEC ↗ |
| 5 | Raymond James Financial Inc | 8.53K | n/a | $556,010 | 0.0% | n/c | 1 | SEC ↗ |
| 6 | Truist Financial Corp | 5.81K | n/a | $378,514 | 0.0% | n/c | 1 | SEC ↗ |
| 7 | Osaic Holdings, Inc. | 4.20K | n/a | $273,364 | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 8 | Commonwealth Equity Services, Llc | 4.14K | n/a | $269,860 | 0.0% | n/c | 1 | SEC ↗ |
| 9 | Morgan Stanley ✦ | 1.48K | +0.1% | $96,592 | 0.0% | ▲ Add | 2 | SEC ↗ ×2 |
| 10 | Fidelity (FMR) ✦ | 15 | 0.0% | $977 | 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
| Citadel Advisors | $231,062 | was 0.0% |
| JPMorgan Chase | $8,900 | was 0.0% |
Full-market context: across ALL 13F filers (SEC structured data, Q1 2026): 22 holders, 1.10M shares, $66.78M 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.