MID
name pending profile ingest
Momentum inputs (comparable managers):
holder breadth +10.0% ·
share flow -0.6% ·
net new positions +9.1%
· formula
Ownership fragmentation: more holders, smaller aggregate stake
All ownership figures: tracked 13F managers only, common-stock positions, reporting period Q1 2026
| # | Manager | Shares | Δ shares | Value | Their weight | Held | ||
|---|---|---|---|---|---|---|---|---|
| 1 | Envestnet Asset Management Inc | 844.01K | +3.8% | $51.57M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 2 | Mml Investors Services, Llc | 36.25K | -23.5% | $2.21M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 3 | LPL Financial LLC | 15.71K | -0.7% | $960,119 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 4 | Raymond James Financial Inc | 8.66K | +1.5% | $528,967 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 5 | Truist Financial Corp | 6.80K | +17.0% | $415,390 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 6 | Osaic Holdings, Inc. | 6.50K | +55.0% | $397,150 | 0.0% | ▲ Add | 2 | SEC ↗ ×2 |
| 7 | Commonwealth Equity Services, Llc | 4.10K | -1.1% | $250,230 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 8 | Cetera Investment Advisers | 3.67K | New | $224,160 | 0.0% | New | 1 | SEC ↗ |
| 9 | Morgan Stanley ✦ | 1.48K | -0.1% | $90,483 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 10 | JPMorgan Chase ✦ | 270 | New | $16,050 | 0.0% | New | 1 | SEC ↗ |
| 11 | Fidelity (FMR) ✦ | 15 | 0.0% | $916 | 0.0% | Held | 4 | SEC ↗ |
“Their weight” = the position's share of that manager's reported 13F equity value: the conviction measure. ✦ = curated manager.
New buyers
| Cetera Investment Advisers | $224,160 | 0.0% |
| JPMorgan Chase | $16,050 | 0.0% |
Exited
| Bank Of America Corp /De/ | $2.15M | 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.