MOTI
name pending profile ingest
Momentum inputs (comparable managers):
holder breadth +11.1% ·
share flow +1.0% ·
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 Q4 2025
| # | Manager | Shares | Δ shares | Value | Their weight | Held | ||
|---|---|---|---|---|---|---|---|---|
| 1 | Envestnet Asset Management Inc | 977.23K | n/a | $35.84M | 0.0% | n/c | 1 | SEC ↗ |
| 2 | Raymond James Financial Inc | 341.27K | n/a | $12.52M | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 3 | LPL Financial LLC | 267.82K | n/a | $9.82M | 0.0% | n/c | 1 | SEC ↗ |
| 4 | Morgan Stanley ✦ | 231.72K | +3.7% | $8.50M | 0.0% | ▲ Add | 2 | SEC ↗ ×3 |
| 5 | Royal Bank Of Canada | 186.08K | n/a | $6.83M | 0.0% | n/c | 1 | SEC ↗ ×3 |
| 6 | Citadel Advisors ✦ | 50.06K | New | $1.84M | 0.0% | New | 1 | SEC ↗ |
| 7 | JPMorgan Chase ✦ | 38.87K | -48.5% | $1.43M | 0.0% | ▼ Trim | 2 | SEC ↗ ×2 |
| 8 | Stifel Financial Corp | 36.67K | n/a | $1.34M | 0.0% | n/c | 1 | SEC ↗ |
| 9 | Truist Financial Corp | 22.90K | n/a | $839,972 | 0.0% | n/c | 1 | SEC ↗ |
| 10 | Wells Fargo & Company/Mn | 20.39K | n/a | $747,978 | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 11 | Jones Financial Companies Lllp | 15.37K | n/a | $563,588 | 0.0% | n/c | 1 | SEC ↗ |
| 12 | HighTower Advisors, LLC | 11.08K | n/a | $406,550 | 0.0% | n/c | 1 | SEC ↗ |
| 13 | Osaic Holdings, Inc. | 9.48K | n/a | $347,643 | 0.0% | n/c | 1 | SEC ↗ |
| 14 | Rockefeller Capital Management L.P. | 7.92K | n/a | $290,579 | 0.0% | n/c | 1 | SEC ↗ |
| 15 | Jane Street Group, Llc | 7.23K | n/a | $265,123 | 0.0% | n/c | 1 | SEC ↗ |
| 16 | Wealth Enhancement Advisory… | 6.38K | n/a | $241,124 | 0.0% | n/c | 1 | SEC ↗ |
| 17 | UBS Group AG | 1.94K | n/a | $71,049 | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 18 | Pnc Financial Services Group, Inc. | 425 | n/a | $15,589 | 0.0% | n/c | 1 | SEC ↗ |
| 19 | Northwestern Mutual Wealth… | 224 | n/a | $8,216 | 0.0% | n/c | 1 | SEC ↗ |
| 20 | Fidelity (FMR) ✦ | 27 | New | $984 | 0.0% | New | 1 | SEC ↗ |
“Their weight” = the position's share of that manager's reported 13F equity value: the conviction measure. ✦ = curated manager.
New buyers
| Citadel Advisors | $1.84M | 0.0% |
| Fidelity (FMR) | $984 | 0.0% |
Exited
| No tracked exits this quarter. |
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.