MMTM
name pending profile ingest
Momentum inputs (comparable managers):
holder breadth -5.9% ·
share flow -14.5% ·
net new positions -6.2%
— formula
Broad distribution — falling shares and fewer holders
All ownership figures: tracked 13F managers only, common-stock positions, reporting period Q1 2026
| 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 | 104.62K | +2.6% | $29.32M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 2 | Mariner, LLC | 24.84K | +12.1% | $6.96M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 3 | Morgan Stanley ✦ | 20.39K | -10.4% | $5.71M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 4 | Goldman Sachs Group ✦ | 5.90K | -82.3% | $1.65M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 5 | Royal Bank Of Canada | 5.42K | +2.2% | $1.52M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 6 | Bank Of America Corp /De/ | 4.99K | -0.6% | $1.40M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 7 | Bank Of America Corp /De/ | 4.99K | -0.6% | $1.40M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 8 | Wealth Enhancement Advisory… | 4.60K | -48.9% | $1.31M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 9 | Raymond James Financial Inc | 4.46K | -1.7% | $1.25M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 10 | Raymond James Financial Inc | 4.46K | -1.7% | $1.25M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 11 | Osaic Holdings, Inc. | 2.32K | -1.7% | $649,778 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 12 | Osaic Holdings, Inc. | 2.32K | -1.7% | $649,778 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 13 | Envestnet Asset Management Inc | 885 | -15.9% | $247,862 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 14 | Us Bancorp \De\ | 533 | 0.0% | $149,344 | 0.0% | Held | 2 | SEC ↗ |
| 15 | National Bank Of Canada /Fi/ | 286 | +581.0% | $80,163 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 16 | JPMorgan Chase ✦ | 142 | New | $38,459 | 0.0% | New | 1 | SEC ↗ |
| 17 | JPMorgan Chase ✦ | 142 | New | $38,459 | 0.0% | New | 1 | SEC ↗ |
| 18 | Fifth Third Bancorp | 121 | New | $33,904 | 0.0% | New | 1 | SEC ↗ |
| 19 | Cwm, Llc | 27 | -60.3% | $7,565 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 20 | Wells Fargo & Company/Mn | 1 | 0.0% | $214 | 0.0% | Held | 2 | SEC ↗ |
“Their weight” = the position's share of that manager's reported 13F equity value — the conviction measure. ✦ = curated manager.
New buyers
| JPMorgan Chase | $38,459 | 0.0% |
| JPMorgan Chase | $38,459 | 0.0% |
| Fifth Third Bancorp | $33,904 | 0.0% |
Exited
| Susquehanna International… | $360,122 | was 0.0% |
| Commonwealth Equity Services… | $214,180 | was 0.0% |
| UBS Group AG | $14,604 | 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.