MMTM
name pending profile ingest
Momentum inputs (comparable managers):
holder breadth -10.5% ·
share flow +5.4% ·
net new positions -11.8%
— formula
Concentrated accumulation — rising shares among 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 | 15 | 0 | 147.19K | $46.05M | +2 | −2 |
| Q1 2026 | 16 | -1 | 179.54K | $50.32M | +2 | −3 |
| Q4 2025 | 17 | -2 | 210.09K | $61.40M | — | −2 |
| Q3 2025 | 4 | 0 | 45.25K | $12.93M | — | — |
| Q2 2025 | 1 | 0 | 1.44K | $382,551 | — | — |
| Q1 2025 | 1 | 0 | 8.49K | $2.04M | — | — |
| Q4 2024 | 1 | +1 | 1.61K | $418,832 | +1 | — |
| Q2 2024 | 1 | — | 3.28K | $797,731 | — | — |
| # | Manager | Shares | Δ shares | Value | Their weight | Held | ||
|---|---|---|---|---|---|---|---|---|
| 1 | LPL Financial LLC | 101.93K | — | $29.77M | 0.0% | n/c | 1 | SEC ↗ |
| 2 | Goldman Sachs Group ✦ | 33.30K | +150.4% | $9.73M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 3 | Morgan Stanley ✦ | 22.75K | -8.7% | $6.64M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 4 | Mariner, LLC | 22.16K | — | $6.47M | 0.0% | n/c | 1 | SEC ↗ |
| 5 | Wealth Enhancement Advisory… | 9.02K | — | $2.68M | 0.0% | n/c | 1 | SEC ↗ |
| 6 | Royal Bank Of Canada | 5.31K | — | $1.55M | 0.0% | n/c | 1 | SEC ↗ |
| 7 | Bank Of America Corp /De/ | 5.01K | — | $1.46M | 0.0% | n/c | 1 | SEC ↗ |
| 8 | Bank Of America Corp /De/ | 5.01K | — | $1.46M | 0.0% | n/c | 1 | SEC ↗ |
| 9 | Raymond James Financial Inc | 4.54K | — | $1.32M | 0.0% | n/c | 1 | SEC ↗ |
| 10 | Raymond James Financial Inc | 4.54K | — | $1.32M | 0.0% | n/c | 1 | SEC ↗ |
| 11 | Osaic Holdings, Inc. | 2.36K | — | $688,982 | 0.0% | n/c | 1 | SEC ↗ |
| 12 | Osaic Holdings, Inc. | 2.36K | — | $688,982 | 0.0% | n/c | 1 | SEC ↗ |
| 13 | Susquehanna International Group, Llp | 1.23K | — | $360,122 | 0.0% | n/c | 1 | SEC ↗ |
| 14 | Envestnet Asset Management Inc | 1.05K | — | $307,341 | 0.0% | n/c | 1 | SEC ↗ |
| 15 | Commonwealth Equity Services, Llc | 733 | — | $214,180 | 0.0% | n/c | 1 | SEC ↗ |
| 16 | Us Bancorp \De\ | 533 | — | $155,673 | 0.0% | n/c | 1 | SEC ↗ |
| 17 | Cwm, Llc | 68 | — | $20,000 | 0.0% | n/c | 1 | SEC ↗ |
| 18 | UBS Group AG | 50 | — | $14,604 | 0.0% | n/c | 1 | SEC ↗ |
| 19 | National Bank Of Canada /Fi/ | 42 | — | $12,253 | 0.0% | n/c | 1 | SEC ↗ |
| 20 | Wells Fargo & Company/Mn | 1 | — | $185 | 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 | $1.99M | was 0.0% |
| JPMorgan Chase | $18,854 | was 0.0% |
Full-market context: across ALL 13F filers (SEC structured data, Q1 2026): 37 holders, 345.11K shares, $96.23M 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.