NSEP
name pending profile ingest
Momentum inputs (comparable managers):
holder breadth -9.1% ·
share flow -8.1% ·
net new positions -10.0%
· 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 | Commonwealth Equity Services, Llc | 59.20K | -1.0% | $1.70M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 2 | Cetera Investment Advisers | 41.88K | +29.7% | $1.20M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 3 | Truist Financial Corp | 37.60K | +0.1% | $1.08M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 4 | Envestnet Asset Management Inc | 29.63K | -2.8% | $851,429 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 5 | Osaic Holdings, Inc. | 23.23K | -20.1% | $667,663 | 0.0% | ▼ Trim | 2 | SEC ↗ ×2 |
| 6 | Raymond James Financial Inc | 19.16K | 0.0% | $550,463 | 0.0% | Held | 2 | SEC ↗ ×2 |
| 7 | Mml Investors Services, Llc | 10.38K | -10.9% | $298,437 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 8 | HighTower Advisors, LLC | 9.73K | 0.0% | $279,585 | 0.0% | Held | 2 | SEC ↗ |
| 9 | Susquehanna International Group, Llp | 7.96K | -73.9% | $228,749 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 10 | UBS Group AG | 4.22K | +227.9% | $121,385 | 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
| No new tracked buyers this quarter. |
Exited
| JPMorgan Chase | $77,901 | was 0.0% |
Full-market context: across ALL 13F filers (SEC structured data, Q1 2026): 43 holders, 625.35K shares, $17.19M 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.