NGEN
name pending profile ingest
Momentum inputs (comparable managers):
holder breadth +27.3% ·
share flow +30.0% ·
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 Q2 2026
| # | Manager | Shares | Δ shares | Value | Their weight | Held | ||
|---|---|---|---|---|---|---|---|---|
| 1 | LMR Partners LLP | 600.00K | New | $1.24M | 0.0% | New | 1 | SEC ↗ |
| 2 | Marshall Wace ✦ | 435.96K | +117.6% | $898,081 | 0.0% | ▲ Add | 2 | SEC ↗ ×2 |
| 3 | UBS Group AG | 379.73K | +517.3% | $782,236 | 0.0% | ▲ Add | 2 | SEC ↗ ×3 |
| 4 | Jane Street Group, Llc | 270.75K | New | $557,746 | 0.0% | New | 1 | SEC ↗ ×2 |
| 5 | Bank Of America Corp /De/ | 186.20K | -7.2% | $383,572 | 0.0% | ▼ Trim | 2 | SEC ↗ ×3 |
| 6 | Royal Bank Of Canada | 176.07K | +2.4% | $363,000 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 7 | Bank Of Montreal /Can/ | 78.39K | +24.6% | $284,382 | 0.0% | ▲ Add | 2 | SEC ↗ ×2 |
| 8 | Captrust Financial Advisors | 64.42K | +3.3% | $132,711 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 9 | Geode Capital Management ✦ (passive) | 58.04K | New | $119,562 | 0.0% | New | 1 | SEC ↗ |
| 10 | Osaic Holdings, Inc. | 51.09K | +27.8% | $105,250 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 11 | Hrt Financial Lp | 43.86K | +105.3% | $90,000 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 12 | Millennium Management ✦ | 39.74K | New | $81,864 | 0.0% | New | 1 | SEC ↗ |
| 13 | Commonwealth Equity Services, Llc | 33.00K | -1.1% | $67,980 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 14 | Cetera Investment Advisers | 31.40K | 0.0% | $64,684 | 0.0% | Held | 2 | SEC ↗ |
| 15 | LPL Financial LLC | 26.71K | +99.3% | $55,023 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 16 | TD Waterhouse Canada Inc. | 23.80K | 0.0% | $49,812 | 0.0% | Held | 2 | SEC ↗ |
| 17 | Wells Fargo & Company/Mn | 22.00K | New | $45,320 | 0.0% | New | 1 | SEC ↗ |
| 18 | Envestnet Asset Management Inc | 20.00K | 0.0% | $41,200 | 0.0% | Held | 2 | SEC ↗ |
| 19 | Goldman Sachs Group ✦ | 19.62K | New | $40,423 | 0.0% | New | 1 | SEC ↗ |
| 20 | Mariner, LLC | 17.88K | 0.0% | $36,823 | 0.0% | Held | 2 | SEC ↗ |
| 21 | Creative Planning | 15.57K | +20.4% | $32,085 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 22 | T. Rowe Price ✦ | 15.50K | 0.0% | $32,000 | 0.0% | Held | 2 | SEC ↗ |
| 23 | Wealth Enhancement Advisory… | 16.46K | New | $30,949 | 0.0% | New | 1 | SEC ↗ |
| 24 | JPMorgan Chase ✦ | 14.71K | +9.3% | $28,840 | 0.0% | ▲ Add | 2 | SEC ↗ ×2 |
| 25 | Morgan Stanley ✦ | 12.94K | +8.0% | $26,654 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 26 | Cibc World Market Inc. | 10.96K | +3.8% | $22,578 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 27 | Jones Financial Companies Lllp | 3.77K | +277.4% | $7,057 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 28 | National Bank Of Canada /Fi/ | 833 | 0.0% | $1,689 | 0.0% | Held | 2 | SEC ↗ |
“Their weight” = the position's share of that manager's reported 13F equity value — the conviction measure. ✦ = curated manager.
New buyers
| LMR Partners LLP | $1.24M | 0.0% |
| Jane Street Group, Llc | $557,746 | 0.0% |
| Geode Capital Management | $119,562 | 0.0% |
| Millennium Management | $81,864 | 0.0% |
| Wells Fargo & Company/Mn | $45,320 | 0.0% |
| Goldman Sachs Group | $40,423 | 0.0% |
| Wealth Enhancement Advisory… | $30,949 | 0.0% |
Exited
| Simplex Trading, Llc | $101 | was 0.0% |
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.