NACP
name pending profile ingest
Momentum inputs (comparable managers):
holder breadth -15.4% ·
share flow -16.9% ·
net new positions -18.2%
— formula
Broad distribution — falling shares and fewer holders
All ownership figures: tracked 13F managers only, common-stock positions, reporting period Q2 2026
| # | Manager | Shares | Δ shares | Value | Their weight | Held | ||
|---|---|---|---|---|---|---|---|---|
| 1 | Wealthfront Advisers LLC | 22.37K | -5.2% | $1.36M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 2 | Blair William & Co/Il | 22.08K | -0.4% | $1.34M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 3 | LPL Financial LLC | 9.29K | -0.1% | $564,854 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 4 | Envestnet Asset Management Inc | 7.67K | +7.1% | $466,158 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 5 | Rockefeller Capital Management L.P. | 5.18K | +0.1% | $315,241 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 6 | Commonwealth Equity Services, Llc | 4.83K | -4.2% | $293,400 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 7 | Cetera Investment Advisers | 3.94K | New | $239,731 | 0.0% | New | 1 | SEC ↗ |
| 8 | Fidelity (FMR) ✦ | 1.84K | +0.7% | $112,086 | 0.0% | ▲ Add | 5 | SEC ↗ |
| 9 | Osaic Holdings, Inc. | 1.71K | +38.7% | $103,930 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 10 | Royal Bank Of Canada | 620 | 0.0% | $38,000 | 0.0% | Held | 3 | SEC ↗ |
| 11 | Morgan Stanley ✦ | 555 | -36.0% | $33,804 | 0.0% | ▼ Trim | 4 | SEC ↗ ×3 |
“Their weight” = the position's share of that manager's reported 13F equity value — the conviction measure. ✦ = curated manager.
New buyers
| Cetera Investment Advisers | $239,731 | 0.0% |
Exited
| Citadel Advisors | $901,512 | was 0.0% |
| UBS Group AG | $35,592 | was 0.0% |
| Russell Investments Group… | $2,660 | was 0.0% |
Full-market context: across ALL 13F filers (SEC structured data, Q1 2026): 47 holders, 390.90K shares, $18.39M 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.