MUST
name pending profile ingest
Momentum inputs (comparable managers):
holder breadth -8.3% ·
share flow +10.0% ·
net new positions -9.1%
· formula
Concentrated accumulation: rising shares among fewer holders
All ownership figures: tracked 13F managers only, common-stock positions, reporting period Q4 2025
| # | Manager | Shares | Δ shares | Value | Their weight | Held | ||
|---|---|---|---|---|---|---|---|---|
| 1 | Morgan Stanley ✦ | 4.95M | +37.8% | $101.96M | 0.0% | ▲ Add | 2 | SEC ↗ ×2 |
| 2 | Ameriprise Financial Inc | 2.87M | n/a | $59.13M | 0.0% | n/c | 1 | SEC ↗ ×4 |
| 3 | LPL Financial LLC | 2.83M | n/a | $58.24M | 0.0% | n/c | 1 | SEC ↗ |
| 4 | Bank Of America Corp /De/ | 1.12M | n/a | $23.08M | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 5 | Wells Fargo & Company/Mn | 961.59K | n/a | $19.82M | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 6 | Royal Bank Of Canada | 327.17K | n/a | $6.74M | 0.0% | n/c | 1 | SEC ↗ ×3 |
| 7 | Commonwealth Equity Services, Llc | 280.32K | n/a | $5.78M | 0.0% | n/c | 1 | SEC ↗ |
| 8 | JPMorgan Chase ✦ | 252.43K | +14.8% | $5.20M | 0.0% | ▲ Add | 2 | SEC ↗ ×2 |
| 9 | Raymond James Financial Inc | 248.72K | n/a | $5.13M | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 10 | Osaic Holdings, Inc. | 206.52K | n/a | $4.26M | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 11 | UBS Group AG | 197.26K | n/a | $4.07M | 0.0% | n/c | 1 | SEC ↗ |
| 12 | Wealth Enhancement Advisory… | 150.92K | n/a | $3.12M | 0.0% | n/c | 1 | SEC ↗ |
| 13 | Captrust Financial Advisors | 140.02K | n/a | $2.89M | 0.0% | n/c | 1 | SEC ↗ |
| 14 | Cetera Investment Advisers | 124.50K | n/a | $2.57M | 0.0% | n/c | 1 | SEC ↗ |
| 15 | Jane Street Group, Llc | 97.55K | n/a | $2.01M | 0.0% | n/c | 1 | SEC ↗ |
| 16 | Envestnet Asset Management Inc | 57.71K | n/a | $1.19M | 0.0% | n/c | 1 | SEC ↗ |
| 17 | Focus Partners Wealth | 39.48K | n/a | $813,724 | 0.0% | n/c | 1 | SEC ↗ |
| 18 | Mml Investors Services, Llc | 21.05K | n/a | $433,746 | 0.0% | n/c | 1 | SEC ↗ |
| 19 | Rockefeller Capital Management L.P. | 11.18K | n/a | $230,317 | 0.0% | n/c | 1 | SEC ↗ |
| 20 | Truist Financial Corp | 10.14K | n/a | $208,965 | 0.0% | n/c | 1 | SEC ↗ |
| 21 | Us Bancorp \De\ | 4.77K | n/a | $98,330 | 0.0% | n/c | 1 | SEC ↗ |
| 22 | Fidelity (FMR) ✦ | 2.84K | 0.0% | $58,494 | 0.0% | Held | 3 | SEC ↗ |
“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
| Goldman Sachs Group | $331,293 | was 0.0% |
| Citadel Advisors | $311,933 | was 0.0% |
Full-market context: across ALL 13F filers (SEC structured data, Q1 2026): 85 holders, 21.60M shares, $441.23M 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.