NBOS
name pending profile ingest
Momentum inputs (comparable managers):
holder breadth -16.7% ·
share flow -0.8% ·
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
| Quarter | Holders | Δ | Shares | Reported value | New | Exits |
|---|---|---|---|---|---|---|
| Q2 2026 | 14 | 0 | 8.77M | $245.68M | +1 | −1 |
| Q1 2026 | 15 | -3 | 9.56M | $255.68M | +2 | −5 |
| Q4 2025 | 18 | +1 | 9.64M | $262.97M | +1 | — |
| Q3 2025 | 3 | 0 | 26.80K | $720,001 | — | — |
| Q2 2025 | 1 | — | 32 | $833 | — | — |
| # | Manager | Shares | Δ shares | Value | Their weight | Held | ||
|---|---|---|---|---|---|---|---|---|
| 1 | Neuberger Berman Group LLC | 6.78M | -2.1% | $181.28M | 0.1% | ▼ Trim | 2 | SEC ↗ |
| 2 | Neuberger Berman Group LLC | 6.78M | -2.1% | $181.28M | 0.1% | ▼ Trim | 2 | SEC ↗ |
| 3 | Assetmark, Inc | 1.04M | -2.1% | $27.74M | 0.1% | ▼ Trim | 2 | SEC ↗ |
| 4 | LPL Financial LLC | 601.38K | +3.0% | $16.08M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 5 | Mml Investors Services, Llc | 567.21K | -7.8% | $15.17M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 6 | Cwm, Llc | 175.99K | +5.9% | $4.71M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 7 | Raymond James Financial Inc | 118.53K | +218.0% | $3.17M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 8 | Raymond James Financial Inc | 118.53K | +218.0% | $3.17M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 9 | UBS Group AG | 91.44K | +15.0% | $2.45M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 10 | Osaic Holdings, Inc. | 77.06K | +27.0% | $2.06M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 11 | JPMorgan Chase ✦ | 68.59K | +93.6% | $1.79M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 12 | JPMorgan Chase ✦ | 68.59K | +93.6% | $1.79M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 13 | Cerity Partners LLC | 20.45K | New | $547,061 | 0.0% | New | 1 | SEC ↗ |
| 14 | Stifel Financial Corp | 10.98K | 0.0% | $293,622 | 0.0% | Held | 2 | SEC ↗ |
| 15 | Commonwealth Equity Services, Llc | 8.83K | +15.2% | $236,190 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 16 | Pnc Financial Services Group, Inc. | 2.89K | -7.5% | $77,253 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 17 | Royal Bank Of Canada | 2.89K | New | $77,000 | 0.0% | New | 1 | SEC ↗ |
| 18 | Morgan Stanley ✦ | 213 | 0.0% | $5,696 | 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
| Cerity Partners LLC | $547,061 | 0.0% |
| Royal Bank Of Canada | $77,000 | 0.0% |
Exited
| Envestnet Asset Management Inc | $554,784 | was 0.0% |
| BlackRock | $539,455 | was 0.0% |
| Truist Financial Corp | $355,192 | was 0.0% |
| Susquehanna International… | $254,156 | was 0.0% |
| Fidelity (FMR) | $873 | was 0.0% |
Full-market context: across ALL 13F filers (SEC structured data, Q1 2026): 44 holders, 11.48M shares, $305.80M 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.