MORT
name pending profile ingest
Momentum inputs (comparable managers):
holder breadth +10.3% ·
share flow +21.2% ·
net new positions +9.4%
· 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 |
|---|---|---|---|---|---|---|
| Q3 2026 | 1 | 0 | 38.63K | $301,692 | n/a | n/a |
| Q2 2026 | 28 | 0 | 7.97M | $82.50M | +3 | −4 |
| Q1 2026 | 30 | -2 | 7.95M | $81.50M | +2 | −4 |
| Q4 2025 | 32 | +3 | 5.78M | $60.72M | +3 | n/a |
| Q3 2025 | 2 | -1 | 394.00K | $4.24M | n/a | −1 |
| Q2 2025 | 2 | -1 | 64.43K | $680,407 | n/a | −1 |
| Q1 2025 | 2 | 0 | 223.05K | $2.49M | n/a | n/a |
| Q4 2024 | 2 | 0 | 46.76K | $496,591 | +1 | −1 |
| Q3 2024 | 2 | -1 | 84.78K | $1.02M | n/a | −1 |
| Q2 2024 | 3 | n/a | 80.97K | $906,099 | n/a | n/a |
| # | Manager | Shares | Δ shares | Value | Their weight | Held | ||
|---|---|---|---|---|---|---|---|---|
| 1 | HighTower Advisors, LLC | 1.27M | n/a | $13.39M | 0.0% | n/c | 1 | SEC ↗ |
| 2 | LPL Financial LLC | 1.21M | n/a | $12.74M | 0.0% | n/c | 1 | SEC ↗ |
| 3 | Morgan Stanley ✦ | 694.28K | +77.7% | $7.30M | 0.0% | ▲ Add | 2 | SEC ↗ ×4 |
| 4 | Bank Of America Corp /De/ | 642.34K | n/a | $6.75M | 0.0% | n/c | 1 | SEC ↗ ×3 |
| 5 | Two Sigma Investments ✦ | 638.35K | New | $6.71M | 0.0% | New | 1 | SEC ↗ |
| 6 | Mml Investors Services, Llc | 265.52K | n/a | $2.79M | 0.0% | n/c | 1 | SEC ↗ |
| 7 | Cetera Investment Advisers | 250.14K | n/a | $2.63M | 0.0% | n/c | 1 | SEC ↗ |
| 8 | Envestnet Asset Management Inc | 153.38K | n/a | $1.61M | 0.0% | n/c | 1 | SEC ↗ |
| 9 | Royal Bank Of Canada | 133.93K | n/a | $1.41M | 0.0% | n/c | 1 | SEC ↗ |
| 10 | Wealth Enhancement Advisory… | 66.72K | n/a | $717,878 | 0.0% | n/c | 1 | SEC ↗ |
| 11 | Raymond James Financial Inc | 58.24K | n/a | $612,079 | 0.0% | n/c | 1 | SEC ↗ ×3 |
| 12 | Stifel Financial Corp | 57.99K | n/a | $609,507 | 0.0% | n/c | 1 | SEC ↗ |
| 13 | Qube Research & Technologies Ltd | 49.04K | n/a | $515,442 | 0.0% | n/c | 1 | SEC ↗ |
| 14 | Osaic Holdings, Inc. | 41.79K | n/a | $439,269 | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 15 | Citadel Advisors ✦ | 39.41K | New | $414,147 | 0.0% | New | 1 | SEC ↗ |
| 16 | Hrt Financial Lp | 33.40K | n/a | $351,000 | 0.0% | n/c | 1 | SEC ↗ |
| 17 | UBS Group AG | 31.94K | n/a | $335,689 | 0.0% | n/c | 1 | SEC ↗ ×3 |
| 18 | Wealthfront Advisers LLC | 28.40K | n/a | $298,473 | 0.0% | n/c | 1 | SEC ↗ |
| 19 | JPMorgan Chase ✦ | 26.90K | New | $282,677 | 0.0% | New | 1 | SEC ↗ |
| 20 | Lido Advisors, LLC | 19.03K | n/a | $204,953 | 0.0% | n/c | 1 | SEC ↗ |
| 21 | Jane Street Group, Llc | 15.03K | n/a | $157,913 | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 22 | Northwestern Mutual Wealth… | 13.73K | n/a | $144,323 | 0.0% | n/c | 1 | SEC ↗ |
| 23 | Rockefeller Capital Management L.P. | 12.53K | n/a | $131,737 | 0.0% | n/c | 1 | SEC ↗ |
| 24 | Susquehanna International Group, Llp | 11.93K | n/a | $125,374 | 0.0% | n/c | 1 | SEC ↗ |
| 25 | Fidelity (FMR) ✦ | 3.54K | +9.1% | $37,200 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 26 | Us Bancorp \De\ | 555 | n/a | $5,833 | 0.0% | n/c | 1 | SEC ↗ |
| 27 | Jones Financial Companies Lllp | 512 | n/a | $5,381 | 0.0% | n/c | 1 | SEC ↗ |
| 28 | National Bank Of Canada /Fi/ | 339 | n/a | $3,563 | 0.0% | n/c | 1 | SEC ↗ |
| 29 | Simplex Trading, Llc | 237 | n/a | $2,490 | 0.0% | n/c | 1 | SEC ↗ |
| 30 | Wells Fargo & Company/Mn | 2 | n/a | $21 | 0.0% | n/c | 1 | SEC ↗ |
| 31 | Citigroup Inc | 1 | n/a | $11 | 0.0% | n/c | 1 | SEC ↗ |
| 32 | Cwm, Llc | 13 | n/a | $0 | 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
| Two Sigma Investments | $6.71M | 0.0% |
| Citadel Advisors | $414,147 | 0.0% |
| JPMorgan Chase | $282,677 | 0.0% |
Exited
| No tracked exits this quarter. |
Full-market context: across ALL 13F filers (SEC structured data, Q1 2026): 86 holders, 11.88M shares, $119.35M 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.