NDMO
name pending profile ingest
Momentum inputs (comparable managers):
holder breadth -12.5% ·
share flow -2.9% ·
net new positions -14.3%
· formula
Broad distribution: falling shares and 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 ✦ | 1.99M | +0.2% | $20.44M | 0.0% | ▲ Add | 3 | SEC ↗ ×2 |
| 2 | Wells Fargo & Company/Mn | 1.32M | +5.6% | $13.54M | 0.0% | ▲ Add | 2 | SEC ↗ ×2 |
| 3 | UBS Group AG | 841.53K | -5.2% | $8.66M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 4 | Bank Of America Corp /De/ | 489.65K | +4.0% | $5.04M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 5 | Royal Bank Of Canada | 300.15K | +8.2% | $3.09M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 6 | LPL Financial LLC | 298.50K | +40.4% | $3.07M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 7 | HighTower Advisors, LLC | 272.17K | +3.5% | $2.80M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 8 | Commonwealth Equity Services, Llc | 117.21K | +0.7% | $1.21M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 9 | Raymond James Financial Inc | 91.34K | +3.5% | $939,848 | 0.0% | ▲ Add | 2 | SEC ↗ ×2 |
| 10 | Stifel Financial Corp | 88.73K | -6.0% | $912,994 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 11 | Cetera Investment Advisers | 88.65K | -2.5% | $912,198 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 12 | Ameriprise Financial Inc | 82.90K | +23.9% | $853,081 | 0.0% | ▲ Add | 2 | SEC ↗ ×2 |
| 13 | Rockefeller Capital Management L.P. | 60.66K | 0.0% | $624,225 | 0.0% | Held | 2 | SEC ↗ |
| 14 | Osaic Holdings, Inc. | 57.82K | -55.1% | $595,019 | 0.0% | ▼ Trim | 2 | SEC ↗ ×2 |
| 15 | Invesco Ltd. | 44.12K | -0.3% | $453,954 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 16 | Susquehanna International Group, Llp | 39.45K | +14.4% | $405,899 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 17 | Mariner, LLC | 30.38K | -0.6% | $312,559 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 18 | Jane Street Group, Llc | 17.40K | -91.4% | $179,056 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 19 | Fifth Third Bancorp | 15.72K | New | $161,790 | 0.0% | New | 1 | SEC ↗ |
| 20 | Focus Partners Wealth | 15.55K | 0.0% | $160,031 | 0.0% | Held | 2 | SEC ↗ |
| 21 | Us Bancorp \De\ | 6.27K | +213.7% | $64,549 | 0.0% | ▲ Add | 2 | SEC ↗ |
“Their weight” = the position's share of that manager's reported 13F equity value: the conviction measure. ✦ = curated manager.
New buyers
| Fifth Third Bancorp | $161,790 | 0.0% |
Exited
| Balyasny Asset Management L.P. | $1.03M | was 0.0% |
| Envestnet Asset Management Inc | $215,379 | was 0.0% |
| Citadel Advisors | $126,242 | was 0.0% |
| BlackRock | $10 | was 0.0% |
Full-market context: across ALL 13F filers (SEC structured data, Q1 2026): 62 holders, 9.83M shares, $95.44M 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.