MOTI
name pending profile ingest
Momentum inputs (comparable managers):
holder breadth -11.1% ·
share flow -30.0% ·
net new positions -12.5%
— formula
Broad distribution — falling shares and 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 | 16 | -2 | 305.54K | $10.14M | +3 | −5 |
| Q1 2026 | 18 | -2 | 2.24M | $76.55M | +3 | −5 |
| Q4 2025 | 20 | +2 | 2.23M | $81.92M | +2 | — |
| Q3 2025 | 2 | -2 | 299.01K | $11.08M | — | −2 |
| Q2 2025 | 2 | 0 | 12.32K | $427,096 | — | — |
| Q1 2025 | 1 | 0 | 9.43K | $313,683 | — | — |
| Q4 2024 | 1 | +1 | 72.69K | $2.20M | +1 | — |
| # | Manager | Shares | Δ shares | Value | Their weight | Held | ||
|---|---|---|---|---|---|---|---|---|
| 1 | Morgan Stanley ✦ | 72.47K | -57.8% | $2.41M | 0.0% | ▼ Trim | 4 | SEC ↗ |
| 2 | Morgan Stanley ✦ | 72.47K | -57.8% | $2.41M | 0.0% | ▼ Trim | 4 | SEC ↗ |
| 3 | Morgan Stanley ✦ | 72.47K | -57.8% | $2.41M | 0.0% | ▼ Trim | 4 | SEC ↗ |
| 4 | LPL Financial LLC | 45.51K | -84.9% | $1.51M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 5 | Susquehanna International Group, Llp | 33.78K | +129.0% | $1.12M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 6 | Jones Financial Companies Lllp | 32.63K | +35.4% | $1.07M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 7 | Mariner, LLC | 24.26K | -1.9% | $806,546 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 8 | Hrt Financial Lp | 21.90K | New | $728,000 | 0.0% | New | 1 | SEC ↗ |
| 9 | JPMorgan Chase ✦ | 20.66K | -41.6% | $686,675 | 0.0% | ▼ Trim | 4 | SEC ↗ |
| 10 | Royal Bank Of Canada | 12.54K | -93.3% | $417,000 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 11 | Raymond James Financial Inc | 10.88K | -96.9% | $361,650 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 12 | Raymond James Financial Inc | 10.88K | -96.9% | $361,650 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 13 | Wells Fargo & Company/Mn | 8.22K | -54.4% | $273,402 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 14 | Wells Fargo & Company/Mn | 8.22K | -54.4% | $273,402 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 15 | Goldman Sachs Group ✦ | 7.67K | New | $255,092 | 0.0% | New | 1 | SEC ↗ |
| 16 | HighTower Advisors, LLC | 7.64K | -1.2% | $254,184 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 17 | UBS Group AG | 4.84K | +483800.0% | $160,897 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 18 | Osaic Holdings, Inc. | 2.05K | -2.7% | $68,048 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 19 | BlackRock ✦ (passive) | 336 | New | $11,172 | 0.0% | New | 1 | SEC ↗ |
| 20 | Fifth Third Bancorp | 171 | -96.6% | $5,686 | 0.0% | ▼ Trim | 2 | SEC ↗ |
“Their weight” = the position's share of that manager's reported 13F equity value — the conviction measure. ✦ = curated manager.
New buyers
| Hrt Financial Lp | $728,000 | 0.0% |
| Goldman Sachs Group | $255,092 | 0.0% |
| BlackRock | $11,172 | 0.0% |
Exited
| Envestnet Asset Management Inc | $34.57M | was 0.0% |
| Stifel Financial Corp | $1.30M | was 0.0% |
| Jane Street Group, Llc | $854,068 | was 0.0% |
| Truist Financial Corp | $766,947 | was 0.0% |
| Fidelity (FMR) | $18,715 | was 0.0% |
Full-market context: across ALL 13F filers (SEC structured data, Q1 2026): 56 holders, 3.81M shares, $125.33M 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.