NAN
name pending profile ingest
Momentum inputs (comparable managers):
holder breadth -15.8% ·
share flow +4.4% ·
net new positions -18.8%
· formula
Concentrated accumulation: rising shares among 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 | Morgan Stanley ✦ | 880.35K | +33.5% | $9.82M | 0.0% | ▲ Add | 3 | SEC ↗ ×2 |
| 2 | Bank Of America Corp /De/ | 509.89K | -4.9% | $5.69M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 3 | Lido Advisors, LLC | 413.88K | 0.0% | $4.64M | 0.0% | Held | 2 | SEC ↗ |
| 4 | Wells Fargo & Company/Mn | 275.01K | -9.1% | $3.07M | 0.0% | ▼ Trim | 2 | SEC ↗ ×2 |
| 5 | HighTower Advisors, LLC | 197.94K | +0.9% | $2.21M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 6 | Royal Bank Of Canada | 126.94K | -2.1% | $1.42M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 7 | LPL Financial LLC | 89.59K | +144.5% | $998,882 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 8 | Raymond James Financial Inc | 74.19K | +6.6% | $827,263 | 0.0% | ▲ Add | 2 | SEC ↗ ×2 |
| 9 | Envestnet Asset Management Inc | 57.75K | +45.0% | $643,924 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 10 | Commonwealth Equity Services, Llc | 53.60K | -1.4% | $597,680 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 11 | Osaic Holdings, Inc. | 45.39K | +0.2% | $506,061 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 12 | UBS Group AG | 23.71K | -60.7% | $264,411 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 13 | Stifel Financial Corp | 11.99K | 0.0% | $133,656 | 0.0% | Held | 2 | SEC ↗ |
| 14 | Ameriprise Financial Inc | 10.91K | New | $121,647 | 0.0% | New | 1 | SEC ↗ |
| 15 | Northwestern Mutual Wealth… | 2.19K | -63.5% | $24,469 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 16 | Cwm, Llc | 412 | 0.0% | $4,594 | 0.0% | Held | 2 | SEC ↗ |
“Their weight” = the position's share of that manager's reported 13F equity value: the conviction measure. ✦ = curated manager.
New buyers
| Ameriprise Financial Inc | $121,647 | 0.0% |
Exited
| Wealth Enhancement Advisory… | $435,611 | was 0.0% |
| Susquehanna International… | $331,494 | was 0.0% |
| Hrt Financial Lp | $155,000 | was 0.0% |
| Jane Street Group, Llc | $146,796 | was 0.0% |
Full-market context: across ALL 13F filers (SEC structured data, Q1 2026): 55 holders, 4.94M shares, $53.72M 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.