MIN
name pending profile ingest
Momentum inputs (comparable managers):
holder breadth -13.6% ·
share flow +15.2% ·
net new positions -15.8%
— formula
Concentrated accumulation — rising shares among fewer 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 | 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 | Ameriprise Financial Inc | 4.71M | +11.7% | $11.63M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 2 | Allspring Global Investments… | 4.13M | 0.0% | $10.21M | 0.0% | Held | 3 | SEC ↗ |
| 3 | Osaic Holdings, Inc. | 2.06M | +389.3% | $5.08M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 4 | Morgan Stanley ✦ | 1.43M | +8.2% | $3.53M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 5 | Morgan Stanley ✦ | 1.43M | +8.2% | $3.53M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 6 | Invesco Ltd. | 1.10M | +1.7% | $2.73M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 7 | Bank Of America Corp /De/ | 991.30K | +2.1% | $2.45M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 8 | LPL Financial LLC | 978.96K | -0.5% | $2.42M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 9 | Raymond James Financial Inc | 725.97K | +18.0% | $1.79M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 10 | Raymond James Financial Inc | 725.97K | +18.0% | $1.79M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 11 | Raymond James Financial Inc | 725.97K | +18.0% | $1.79M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 12 | Focus Partners Wealth | 314.65K | +19.1% | $777,176 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 13 | UBS Group AG | 150.33K | -8.4% | $371,322 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 14 | UBS Group AG | 150.33K | -8.4% | $371,322 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 15 | Wells Fargo & Company/Mn | 104.23K | -0.7% | $257,453 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 16 | Wells Fargo & Company/Mn | 104.23K | -0.7% | $257,453 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 17 | Royal Bank Of Canada | 91.52K | -12.2% | $226,000 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 18 | Susquehanna International Group, Llp | 70.81K | -14.8% | $174,901 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 19 | Commonwealth Equity Services, Llc | 67.41K | 0.0% | $166,510 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 20 | Captrust Financial Advisors | 54.65K | -20.1% | $134,978 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 21 | Cetera Investment Advisers | 40.09K | -9.9% | $99,019 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 22 | Jane Street Group, Llc | 14.98K | -80.1% | $36,998 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 23 | Jane Street Group, Llc | 14.98K | -80.1% | $36,998 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 24 | HighTower Advisors, LLC | 11.33K | -18.1% | $27,993 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 25 | Mariner, LLC | 10.00K | New | $24,700 | 0.0% | New | 1 | SEC ↗ |
“Their weight” = the position's share of that manager's reported 13F equity value — the conviction measure. ✦ = curated manager.
New buyers
| Mariner, LLC | $24,700 | 0.0% |
Exited
| Citadel Advisors | $102,026 | was 0.0% |
| Truist Financial Corp | $29,493 | was 0.0% |
| Wealth Enhancement Advisory… | $24,700 | was 0.0% |
| Pnc Financial Services Group… | $20,331 | was 0.0% |
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.