NBSM
name pending profile ingest
Momentum inputs (comparable managers):
holder breadth +30.0% ·
share flow -30.0% ·
net new positions +16.7%
— formula
Ownership fragmentation — more holders, smaller aggregate stake
All ownership figures: tracked 13F managers only, common-stock positions, reporting period Q2 2026
| # | Manager | Shares | Δ shares | Value | Their weight | Held | ||
|---|---|---|---|---|---|---|---|---|
| 1 | Neuberger Berman Group LLC | 747.13K | -85.5% | $21.45M | 0.0% | ▼ Trim | 3 | SEC ↗ ×2 |
| 2 | LPL Financial LLC | 269.99K | -15.7% | $7.75M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 3 | Raymond James Financial Inc | 226.17K | +5.6% | $6.49M | 0.0% | ▲ Add | 3 | SEC ↗ ×2 |
| 4 | Bank Of America Corp /De/ | 199.78K | +9.5% | $5.74M | 0.0% | ▲ Add | 3 | SEC ↗ ×2 |
| 5 | Jones Financial Companies Lllp | 110.34K | +1.1% | $3.14M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 6 | Morgan Stanley ✦ | 53.17K | New | $1.53M | 0.0% | New | 1 | SEC ↗ |
| 7 | Royal Bank Of Canada | 25.23K | -50.6% | $724,000 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 8 | Susquehanna International Group, Llp | 13.87K | New | $398,294 | 0.0% | New | 1 | SEC ↗ |
| 9 | Citadel Advisors ✦ | 12.36K | New | $354,798 | 0.0% | New | 1 | SEC ↗ |
| 10 | Osaic Holdings, Inc. | 3.10K | -73.0% | $88,936 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 11 | Rockefeller Capital Management L.P. | 1.50K | New | $43,036 | 0.0% | New | 1 | SEC ↗ |
| 12 | UBS Group AG | 1.49K | New | $42,807 | 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
| Morgan Stanley | $1.53M | 0.0% |
| Susquehanna International… | $398,294 | 0.0% |
| Citadel Advisors | $354,798 | 0.0% |
| Rockefeller Capital… | $43,036 | 0.0% |
| UBS Group AG | $42,807 | 0.0% |
Exited
| HighTower Advisors, LLC | $1.13M | was 0.0% |
| Jane Street Group, Llc | $326,681 | was 0.0% |
| Chevy Chase Trust Holdings… | $278,450 | was 0.0% |
Full-market context: across ALL 13F filers (SEC structured data, Q1 2026): 19 holders, 6.79M shares, $168.16M 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.