MODL
name pending profile ingest
Momentum inputs (comparable managers):
holder breadth +11.1% ·
share flow +10.7% ·
net new positions +10.0%
— formula
Broad accumulation — rising shares across more 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 | 19 | -1 | 13.87M | $707.00M | +1 | −2 |
| Q1 2026 | 20 | +2 | 12.23M | $546.72M | +3 | −1 |
| Q4 2025 | 18 | +2 | 11.06M | $525.50M | +2 | — |
| Q3 2025 | 1 | -1 | 321.32K | $14.85M | — | −1 |
| Q2 2025 | 1 | +1 | 47.00K | $2.03M | +1 | — |
| Q3 2024 | 1 | +1 | 5.90K | $232,303 | +1 | — |
| # | Manager | Shares | Δ shares | Value | Their weight | Held | ||
|---|---|---|---|---|---|---|---|---|
| 1 | Victory Capital Management Inc | 5.66M | +3.2% | $252.76M | 0.2% | ▲ Add | 2 | SEC ↗ |
| 2 | Raymond James Financial Inc | 1.23M | +10.9% | $54.89M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 3 | Raymond James Financial Inc | 1.23M | +10.9% | $54.89M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 4 | LPL Financial LLC | 1.16M | +5.8% | $51.75M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 5 | Bank Of America Corp /De/ | 967.88K | +48293.9% | $43.25M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 6 | Bank Of America Corp /De/ | 967.88K | +48293.9% | $43.25M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 7 | Truist Financial Corp | 886.26K | -20.8% | $39.61M | 0.1% | ▼ Trim | 2 | SEC ↗ |
| 8 | Rockefeller Capital Management L.P. | 598.58K | +10.9% | $26.75M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 9 | Morgan Stanley ✦ | 539.89K | +34.4% | $24.13M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 10 | Morgan Stanley ✦ | 539.89K | +34.4% | $24.13M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 11 | Morgan Stanley ✦ | 539.89K | +34.4% | $24.13M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 12 | Royal Bank Of Canada | 472.31K | +29.5% | $21.11M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 13 | Stifel Financial Corp | 313.29K | +35.1% | $14.00M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 14 | Envestnet Asset Management Inc | 194.21K | -46.4% | $8.68M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 15 | Osaic Holdings, Inc. | 58.42K | +2.7% | $2.61M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 16 | Two Sigma Investments ✦ | 39.20K | New | $1.75M | 0.0% | New | 1 | SEC ↗ |
| 17 | Gotham Asset Management ✦ | 34.45K | New | $1.54M | 0.0% | New | 1 | SEC ↗ |
| 18 | Wealth Enhancement Advisory… | 32.31K | -88.2% | $1.46M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 19 | Citadel Advisors ✦ | 28.47K | +318.1% | $1.27M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 20 | JPMorgan Chase ✦ | 9.96K | +290.4% | $433,877 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 21 | JPMorgan Chase ✦ | 9.96K | +290.4% | $433,877 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 22 | HighTower Advisors, LLC | 7.47K | 0.0% | $333,656 | 0.0% | Held | 2 | SEC ↗ |
| 23 | Fifth Third Bancorp | 4.66K | New | $208,058 | 0.0% | New | 1 | SEC ↗ |
| 24 | Northwestern Mutual Wealth… | 3.98K | -5.8% | $178,000 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 25 | Assetmark, Inc | 224 | 0.0% | $10,011 | 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
| Two Sigma Investments | $1.75M | 0.0% |
| Gotham Asset Management | $1.54M | 0.0% |
| Fifth Third Bancorp | $208,058 | 0.0% |
Exited
| Wells Fargo & Company/Mn | $22,477 | was 0.0% |
Full-market context: across ALL 13F filers (SEC structured data, Q1 2026): 50 holders, 15.50M shares, $630.60M 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.