OPER
name pending profile ingest
Momentum inputs (comparable managers):
holder breadth -25.0% ·
share flow +30.0% ·
net new positions -20.0%
— formula
Concentrated accumulation — rising shares among fewer holders
All ownership figures: tracked 13F managers only, common-stock positions, reporting period Q1 2026
| Quarter | Holders | Δ | Shares | Reported value | New | Exits |
|---|---|---|---|---|---|---|
| Q2 2026 | 9 | +3 | 358.83K | $35.91M | +3 | — |
| Q1 2026 | 6 | -2 | 295.98K | $29.62M | +1 | −3 |
| Q4 2025 | 8 | 0 | 189.82K | $18.99M | — | — |
| Q3 2025 | 3 | 0 | 40.11K | $4.01M | — | — |
| Q2 2025 | 1 | 0 | 11.72K | $1.17M | — | — |
| Q1 2025 | 1 | 0 | 15.60K | $1.56M | — | — |
| Q4 2024 | 1 | 0 | 36.29K | $3.63M | — | — |
| Q3 2024 | 1 | 0 | 29.11K | $2.92M | — | — |
| Q2 2024 | 1 | — | 2.10K | $210,594 | — | — |
| # | Manager | Shares | Δ shares | Value | Their weight | Held | ||
|---|---|---|---|---|---|---|---|---|
| 1 | Envestnet Asset Management Inc | 264.68K | +75.3% | $26.49M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 2 | JPMorgan Chase ✦ | 17.40K | +1087.5% | $1.74M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 3 | LPL Financial LLC | 7.15K | New | $715,272 | 0.0% | New | 1 | SEC ↗ |
| 4 | Susquehanna International Group, Llp | 6.46K | -20.9% | $646,417 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 5 | Royal Bank Of Canada | 295 | +70.5% | $30,000 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 6 | Morgan Stanley ✦ | 1 | 0.0% | $110 | 0.0% | Held | 3 | SEC ↗ |
“Their weight” = the position's share of that manager's reported 13F equity value — the conviction measure. ✦ = curated manager.
New buyers
| LPL Financial LLC | $715,272 | 0.0% |
Exited
| Citadel Advisors | $2.15M | was 0.0% |
| Jane Street Group, Llc | $731,419 | was 0.0% |
| UBS Group AG | $17,005 | was 0.0% |
Full-market context: across ALL 13F filers (SEC structured data, Q1 2026): 22 holders, 1.31M shares, $131.38M 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.