NGEN
name pending profile ingest
Momentum inputs (comparable managers):
holder breadth n/a ·
share flow n/a ·
net new positions +20.0%
· formula
Broad accumulation: rising shares across more holders
All ownership figures: tracked 13F managers only, common-stock positions, reporting period Q1 2026
| # | Manager | Shares | Δ shares | Value | Their weight | Held | ||
|---|---|---|---|---|---|---|---|---|
| 1 | Bank Of America Corp /De/ | 200.66K | New | $756,473 | 0.0% | New | 1 | SEC ↗ ×3 |
| 2 | Marshall Wace ✦ | 200.36K | New | $755,355 | 0.0% | New | 1 | SEC ↗ ×2 |
| 3 | Royal Bank Of Canada | 171.96K | New | $648,000 | 0.0% | New | 1 | SEC ↗ |
| 4 | Bank Of Montreal /Can/ | 62.90K | New | $237,133 | 0.0% | New | 1 | SEC ↗ ×2 |
| 5 | Captrust Financial Advisors | 62.37K | New | $235,124 | 0.0% | New | 1 | SEC ↗ |
| 6 | UBS Group AG | 61.52K | New | $231,919 | 0.0% | New | 1 | SEC ↗ ×2 |
| 7 | Osaic Holdings, Inc. | 39.99K | New | $150,765 | 0.0% | New | 1 | SEC ↗ |
| 8 | Commonwealth Equity Services, Llc | 33.35K | New | $125,730 | 0.0% | New | 1 | SEC ↗ |
| 9 | Cetera Investment Advisers | 31.40K | New | $118,378 | 0.0% | New | 1 | SEC ↗ |
| 10 | TD Waterhouse Canada Inc. | 23.80K | New | $102,848 | 0.0% | New | 1 | SEC ↗ |
| 11 | Hrt Financial Lp | 21.37K | New | $80,000 | 0.0% | New | 1 | SEC ↗ |
| 12 | JPMorgan Chase ✦ | 13.46K | New | $78,618 | 0.0% | New | 1 | SEC ↗ |
| 13 | Envestnet Asset Management Inc | 20.00K | New | $75,400 | 0.0% | New | 1 | SEC ↗ |
| 14 | Mariner, LLC | 17.88K | New | $67,389 | 0.0% | New | 1 | SEC ↗ |
| 15 | T. Rowe Price ✦ | 15.50K | New | $59,000 | 0.0% | New | 1 | SEC ↗ |
| 16 | LPL Financial LLC | 13.40K | New | $50,518 | 0.0% | New | 1 | SEC ↗ |
| 17 | Creative Planning | 12.94K | New | $48,772 | 0.0% | New | 1 | SEC ↗ |
| 18 | Morgan Stanley ✦ | 11.98K | New | $45,172 | 0.0% | New | 1 | SEC ↗ |
| 19 | Cibc World Market Inc. | 10.56K | New | $39,811 | 0.0% | New | 1 | SEC ↗ |
| 20 | Jones Financial Companies Lllp | 1.00K | New | $3,660 | 0.0% | New | 1 | SEC ↗ |
| 21 | National Bank Of Canada /Fi/ | 833 | New | $3,135 | 0.0% | New | 1 | SEC ↗ |
| 22 | Simplex Trading, Llc | 27 | New | $101 | 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
| Bank Of America Corp /De/ | $756,473 | 0.0% |
| Marshall Wace | $755,355 | 0.0% |
| Royal Bank Of Canada | $648,000 | 0.0% |
| Bank Of Montreal /Can/ | $237,133 | 0.0% |
| Captrust Financial Advisors | $235,124 | 0.0% |
| UBS Group AG | $231,919 | 0.0% |
| Osaic Holdings, Inc. | $150,765 | 0.0% |
| Commonwealth Equity Services… | $125,730 | 0.0% |
| Cetera Investment Advisers | $118,378 | 0.0% |
| TD Waterhouse Canada Inc. | $102,848 | 0.0% |
| Hrt Financial Lp | $80,000 | 0.0% |
| JPMorgan Chase | $78,618 | 0.0% |
Exited
| No tracked exits this quarter. |
Full-market context: across ALL 13F filers (SEC structured data, Q1 2026): 43 holders, 1.67M shares, $6.17M 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.