NETL
name pending profile ingest
Momentum inputs (comparable managers):
holder breadth -7.1% ·
share flow +18.6% ·
net new positions -7.7%
— formula
Concentrated accumulation — rising shares among 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 | Raymond James Financial Inc | 329.88K | +18.0% | $8.81M | 0.0% | ▲ Add | 3 | SEC ↗ ×2 |
| 2 | LPL Financial LLC | 171.75K | +174.6% | $4.59M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 3 | Morgan Stanley ✦ | 125.17K | +1.8% | $3.34M | 0.0% | ▲ Add | 4 | SEC ↗ ×2 |
| 4 | Envestnet Asset Management Inc | 48.36K | +12.2% | $1.29M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 5 | Goldman Sachs Group ✦ | 41.32K | -41.7% | $1.10M | 0.0% | ▼ Trim | 4 | SEC ↗ |
| 6 | Two Sigma Investments ✦ | 18.50K | 0.0% | $493,952 | 0.0% | Held | 5 | SEC ↗ |
| 7 | Osaic Holdings, Inc. | 17.72K | +118.2% | $473,015 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 8 | Cetera Investment Advisers | 10.64K | -8.5% | $284,116 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 9 | Creative Planning | 8.13K | New | $216,992 | 0.0% | New | 1 | SEC ↗ |
| 10 | Jane Street Group, Llc | 8.04K | -66.5% | $214,615 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 11 | Fifth Third Bancorp | 535 | 0.0% | $14,285 | 0.0% | Held | 2 | SEC ↗ |
| 12 | Royal Bank Of Canada | 368 | 0.0% | $10,000 | 0.0% | Held | 3 | SEC ↗ |
| 13 | Russell Investments Group, Ltd. | 1 | -80.0% | $27 | 0.0% | ▼ Trim | 2 | SEC ↗ |
“Their weight” = the position's share of that manager's reported 13F equity value — the conviction measure. ✦ = curated manager.
New buyers
| Creative Planning | $216,992 | 0.0% |
Exited
| Citadel Advisors | $375,626 | was 0.0% |
| UBS Group AG | $24,566 | was 0.0% |
Full-market context: across ALL 13F filers (SEC structured data, Q1 2026): 29 holders, 1.12M shares, $27.37M 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.