NMT
name pending profile ingest
Momentum inputs (comparable managers):
holder breadth -7.7% ·
share flow +4.4% ·
net new positions -8.3%
— 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 | Bank Of America Corp /De/ | 211.20K | -0.4% | $2.74M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 2 | Morgan Stanley ✦ | 150.08K | +1.3% | $1.95M | 0.0% | ▲ Add | 4 | SEC ↗ ×2 |
| 3 | Wells Fargo & Company/Mn | 105.71K | +11.0% | $1.37M | 0.0% | ▲ Add | 3 | SEC ↗ ×2 |
| 4 | LPL Financial LLC | 63.64K | +8.7% | $826,729 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 5 | Raymond James Financial Inc | 58.17K | +0.6% | $755,633 | 0.0% | ▲ Add | 3 | SEC ↗ ×2 |
| 6 | UBS Group AG | 34.63K | +0.4% | $449,857 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 7 | Cetera Investment Advisers | 33.05K | +195.1% | $429,367 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 8 | Captrust Financial Advisors | 24.26K | +14.1% | $315,124 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 9 | Cerity Partners LLC | 10.10K | New | $131,134 | 0.0% | New | 1 | SEC ↗ |
| 10 | Royal Bank Of Canada | 8.40K | 0.0% | $109,000 | 0.0% | Held | 3 | SEC ↗ |
| 11 | Osaic Holdings, Inc. | 7.05K | +1.4% | $91,542 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 12 | Northwestern Mutual Wealth… | 1.50K | +7.1% | $19,505 | 0.0% | ▲ Add | 3 | SEC ↗ |
“Their weight” = the position's share of that manager's reported 13F equity value — the conviction measure. ✦ = curated manager.
New buyers
| Cerity Partners LLC | $131,134 | 0.0% |
Exited
| Citadel Advisors | $141,651 | was 0.0% |
| Commonwealth Equity Services… | $138,290 | was 0.0% |
Full-market context: across ALL 13F filers (SEC structured data, Q1 2026): 32 holders, 931.88K shares, $11.45M 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.