OPP
name pending profile ingest
Momentum inputs (comparable managers):
holder breadth -21.1% ·
share flow -0.7% ·
net new positions -20.0%
— formula
Broad distribution — falling shares and fewer holders
All ownership figures: tracked 13F managers only, common-stock positions, reporting period Q2 2026
| Quarter | Holders | Δ | Shares | Reported value | New | Exits |
|---|---|---|---|---|---|---|
| Q2 2026 | 15 | -4 | 5.41M | $41.77M | — | −4 |
| Q1 2026 | 20 | 0 | 5.45M | $41.80M | +3 | −3 |
| Q4 2025 | 20 | 0 | 5.23M | $41.54M | — | — |
| Q3 2025 | 1 | — | 2.32M | $19.78M | — | — |
| # | Manager | Shares | Δ shares | Value | Their weight | Held | ||
|---|---|---|---|---|---|---|---|---|
| 1 | Morgan Stanley ✦ | 2.23M | +1.5% | $17.21M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 2 | Morgan Stanley ✦ | 2.23M | +1.5% | $17.21M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 3 | Morgan Stanley ✦ | 2.23M | +1.5% | $17.21M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 4 | Morgan Stanley ✦ | 2.23M | +1.5% | $17.21M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 5 | Wells Fargo & Company/Mn | 1.65M | +10.3% | $12.75M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 6 | Wells Fargo & Company/Mn | 1.65M | +10.3% | $12.75M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 7 | Royal Bank Of Canada | 894.98K | -12.4% | $6.91M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 8 | UBS Group AG | 173.56K | -18.6% | $1.34M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 9 | LPL Financial LLC | 128.35K | +1.4% | $990,853 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 10 | Baird Financial Group, Inc. | 127.13K | +2.8% | $981,413 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 11 | Osaic Holdings, Inc. | 77.12K | -10.7% | $595,344 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 12 | Fifth Third Bancorp | 37.30K | -0.1% | $287,933 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 13 | Raymond James Financial Inc | 28.29K | +11.1% | $218,430 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 14 | Raymond James Financial Inc | 28.29K | +11.1% | $218,430 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 15 | Stifel Financial Corp | 21.82K | -2.3% | $168,480 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 16 | Commonwealth Equity Services, Llc | 15.84K | -42.3% | $122,300 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 17 | Susquehanna International Group, Llp | 11.45K | -6.3% | $88,409 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 18 | Rockefeller Capital Management L.P. | 8.52K | 0.0% | $65,782 | 0.0% | Held | 3 | SEC ↗ |
| 19 | Pnc Financial Services Group, Inc. | 5.00K | 0.0% | $38,600 | 0.0% | Held | 3 | SEC ↗ |
| 20 | Pnc Financial Services Group, Inc. | 5.00K | 0.0% | $38,600 | 0.0% | Held | 3 | SEC ↗ |
| 21 | Assetmark, Inc | 4 | 0.0% | $31 | 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
| No new tracked buyers this quarter. |
Exited
| Hrt Financial Lp | $137,000 | was 0.0% |
| HighTower Advisors, LLC | $103,614 | was 0.0% |
| Citadel Advisors | $92,186 | was 0.0% |
| National Bank Of Canada /Fi/ | $16,598 | was 0.0% |
Full-market context: across ALL 13F filers (SEC structured data, Q1 2026): 63 holders, 8.78M shares, $61.49M 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.