MIN
name pending profile ingest
Momentum inputs (comparable managers):
holder breadth +4.2% ·
share flow +1.9% ·
net new positions +4.0%
— formula
Broad accumulation — rising shares across more 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 | 19 | -3 | 17.06M | $42.14M | +1 | −4 |
| Q1 2026 | 23 | -2 | 14.81M | $37.18M | — | −2 |
| Q4 2025 | 25 | +1 | 16.36M | $42.69M | +1 | — |
| Q3 2025 | 1 | — | 1.05M | $2.81M | — | — |
| Q1 2025 | 1 | 0 | 12.37K | $33,286 | — | — |
| Q4 2024 | 1 | 0 | 29.66K | $78,906 | — | — |
| Q3 2024 | 1 | 0 | 25.35K | $68,963 | — | — |
| Q2 2024 | 1 | — | 11.60K | $30,845 | — | — |
| # | Manager | Shares | Δ shares | Value | Their weight | Held | ||
|---|---|---|---|---|---|---|---|---|
| 1 | Allspring Global Investments… | 4.13M | — | $10.79M | 0.0% | n/c | 1 | SEC ↗ |
| 2 | Ameriprise Financial Inc | 3.96M | — | $10.33M | 0.0% | n/c | 1 | SEC ↗ |
| 3 | Osaic Holdings, Inc. | 2.11M | — | $5.50M | 0.0% | n/c | 1 | SEC ↗ |
| 4 | Morgan Stanley ✦ | 1.24M | +18.6% | $3.25M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 5 | Morgan Stanley ✦ | 1.24M | +18.6% | $3.25M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 6 | Morgan Stanley ✦ | 1.24M | +18.6% | $3.25M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 7 | Invesco Ltd. | 1.07M | — | $2.79M | 0.0% | n/c | 1 | SEC ↗ |
| 8 | LPL Financial LLC | 1.05M | — | $2.74M | 0.0% | n/c | 1 | SEC ↗ |
| 9 | Bank Of America Corp /De/ | 976.99K | — | $2.55M | 0.0% | n/c | 1 | SEC ↗ |
| 10 | Bank Of America Corp /De/ | 976.99K | — | $2.55M | 0.0% | n/c | 1 | SEC ↗ |
| 11 | Wells Fargo & Company/Mn | 481.96K | — | $1.26M | 0.0% | n/c | 1 | SEC ↗ |
| 12 | Wells Fargo & Company/Mn | 481.96K | — | $1.26M | 0.0% | n/c | 1 | SEC ↗ |
| 13 | Raymond James Financial Inc | 359.35K | — | $937,891 | 0.0% | n/c | 1 | SEC ↗ |
| 14 | Raymond James Financial Inc | 359.35K | — | $937,891 | 0.0% | n/c | 1 | SEC ↗ |
| 15 | Raymond James Financial Inc | 359.35K | — | $937,891 | 0.0% | n/c | 1 | SEC ↗ |
| 16 | Focus Partners Wealth | 243.19K | — | $634,737 | 0.0% | n/c | 1 | SEC ↗ |
| 17 | UBS Group AG | 162.71K | — | $424,678 | 0.0% | n/c | 1 | SEC ↗ |
| 18 | UBS Group AG | 162.71K | — | $424,678 | 0.0% | n/c | 1 | SEC ↗ |
| 19 | Royal Bank Of Canada | 118.98K | — | $311,000 | 0.0% | n/c | 1 | SEC ↗ |
| 20 | Royal Bank Of Canada | 118.98K | — | $311,000 | 0.0% | n/c | 1 | SEC ↗ |
| 21 | Citadel Advisors ✦ | 113.75K | New | $296,890 | 0.0% | New | 1 | SEC ↗ |
| 22 | Susquehanna International Group, Llp | 68.42K | — | $178,584 | 0.0% | n/c | 1 | SEC ↗ |
| 23 | Cetera Investment Advisers | 67.02K | — | $174,926 | 0.0% | n/c | 1 | SEC ↗ |
| 24 | Commonwealth Equity Services, Llc | 61.85K | — | $161,420 | 0.0% | n/c | 1 | SEC ↗ |
| 25 | Captrust Financial Advisors | 58.14K | — | $151,738 | 0.0% | n/c | 1 | SEC ↗ |
| 26 | Jane Street Group, Llc | 26.92K | — | $70,269 | 0.0% | n/c | 1 | SEC ↗ |
| 27 | HighTower Advisors, LLC | 13.83K | — | $36,104 | 0.0% | n/c | 1 | SEC ↗ |
| 28 | Truist Financial Corp | 11.75K | — | $30,668 | 0.0% | n/c | 1 | SEC ↗ |
| 29 | Wealth Enhancement Advisory… | 10.08K | — | $26,317 | 0.0% | n/c | 1 | SEC ↗ |
| 30 | Pnc Financial Services Group, Inc. | 8.00K | — | $20,880 | 0.0% | n/c | 1 | SEC ↗ |
| 31 | Jones Financial Companies Lllp | 5.27K | — | $13,752 | 0.0% | n/c | 1 | SEC ↗ |
| 32 | Cwm, Llc | 4.50K | — | $12,000 | 0.0% | n/c | 1 | SEC ↗ |
| 33 | Northwestern Mutual Wealth… | 2.19K | — | $5,719 | 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
| Citadel Advisors | $296,890 | 0.0% |
Exited
| No tracked exits this quarter. |
Full-market context: across ALL 13F filers (SEC structured data, Q1 2026): 85 holders, 60.78M shares, $76.12M 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.