NATO
name pending profile ingest
Momentum inputs (comparable managers):
holder breadth -9.1% ·
share flow -28.2% ·
net new positions -10.0%
— 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 | LPL Financial LLC | 166.00K | +9.8% | $6.74M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 2 | Commonwealth Equity Services, Llc | 96.27K | +6.7% | $3.91M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 3 | Cetera Investment Advisers | 63.66K | +13.1% | $2.58M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 4 | Raymond James Financial Inc | 40.22K | New | $1.63M | 0.0% | New | 1 | SEC ↗ ×2 |
| 5 | HighTower Advisors, LLC | 13.09K | +6.3% | $531,398 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 6 | Envestnet Asset Management Inc | 12.11K | New | $491,751 | 0.0% | New | 1 | SEC ↗ |
| 7 | Truist Financial Corp | 9.29K | -0.5% | $377,030 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 8 | Royal Bank Of Canada | 3.98K | -22.6% | $161,000 | 0.0% | ▼ Trim | 3 | SEC ↗ ×2 |
| 9 | National Bank Of Canada /Fi/ | 3.69K | -22.9% | $149,563 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 10 | Northwestern Mutual Wealth… | 1 | New | $41 | 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
| Raymond James Financial Inc | $1.63M | 0.0% |
| Envestnet Asset Management Inc | $491,751 | 0.0% |
| Northwestern Mutual Wealth… | $41 | 0.0% |
Exited
| Jane Street Group, Llc | $8.74M | was 0.0% |
| Citadel Advisors | $251,274 | was 0.0% |
| UBS Group AG | $133,713 | was 0.0% |
| Osaic Holdings, Inc. | $104,842 | was 0.0% |
Full-market context: across ALL 13F filers (SEC structured data, Q1 2026): 28 holders, 722.03K shares, $27.62M 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.