MSTB
name pending profile ingest
Momentum inputs (comparable managers):
holder breadth -16.7% ·
share flow -5.4% ·
net new positions -20.0%
· formula
Broad distribution: falling shares and fewer holders
All ownership figures: tracked 13F managers only, common-stock positions, reporting period Q1 2026
| # | Manager | Shares | Δ shares | Value | Their weight | Held | ||
|---|---|---|---|---|---|---|---|---|
| 1 | Cetera Investment Advisers | 439.24K | +1.3% | $16.82M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 2 | Envestnet Asset Management Inc | 113.58K | -3.2% | $4.35M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 3 | HighTower Advisors, LLC | 53.96K | -6.7% | $2.07M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 4 | Wealth Enhancement Advisory… | 22.43K | -61.9% | $867,561 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 5 | Morgan Stanley ✦ | 2.45K | +244900.0% | $93,838 | 0.0% | ▲ Add | 2 | SEC ↗ ×2 |
“Their weight” = the position's share of that manager's reported 13F equity value: the conviction measure. ✦ = curated manager.
New buyers
| No new tracked buyers this quarter. |
Exited
| UBS Group AG | $7,106 | was 0.0% |
Full-market context: across ALL 13F filers (SEC structured data, Q1 2026): 19 holders, 2.73M shares, $104.47M 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.