PIE
name pending profile ingest
Momentum inputs (comparable managers):
holder breadth +12.0% ·
share flow +30.0% ·
net new positions +10.7%
· formula
Broad accumulation: rising shares across more 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 | 28 | +1 | 4.38M | $146.11M | +3 | −2 |
| Q1 2026 | 28 | +3 | 3.12M | $81.30M | +6 | −3 |
| Q4 2025 | 25 | 0 | 2.33M | $55.14M | +1 | −1 |
| Q3 2025 | 2 | +1 | 229.78K | $5.61M | +1 | n/a |
| Q1 2025 | 1 | 0 | 65.38K | $1.19M | n/a | n/a |
| Q4 2024 | 1 | 0 | 117.30K | $2.25M | n/a | n/a |
| Q3 2024 | 1 | 0 | 25.68K | $529,439 | n/a | n/a |
| Q2 2024 | 1 | n/a | 26.38K | $563,077 | n/a | n/a |
| # | Manager | Shares | Δ shares | Value | Their weight | Held | ||
|---|---|---|---|---|---|---|---|---|
| 1 | Raymond James Financial Inc | 976.46K | +9.4% | $25.42M | 0.0% | ▲ Add | 2 | SEC ↗ ×2 |
| 2 | Wells Fargo & Company/Mn | 904.20K | +49.0% | $23.54M | 0.0% | ▲ Add | 2 | SEC ↗ ×2 |
| 3 | LPL Financial LLC | 269.59K | +327.0% | $7.02M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 4 | Morgan Stanley ✦ | 252.75K | +10.9% | $6.58M | 0.0% | ▲ Add | 3 | SEC ↗ ×2 |
| 5 | UBS Group AG | 167.10K | +1.9% | $4.35M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 6 | Jane Street Group, Llc | 150.00K | +258.4% | $3.90M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 7 | Royal Bank Of Canada | 73.02K | +42.2% | $1.90M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 8 | Envestnet Asset Management Inc | 67.65K | +653.0% | $1.76M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 9 | Stifel Financial Corp | 62.33K | -3.0% | $1.62M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 10 | Mml Investors Services, Llc | 29.73K | -8.1% | $773,956 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 11 | Citadel Advisors ✦ | 27.64K | New | $719,469 | 0.0% | New | 1 | SEC ↗ |
| 12 | Goldman Sachs Group ✦ | 23.67K | -30.9% | $616,182 | 0.0% | ▼ Trim | 2 | SEC ↗ ×2 |
| 13 | National Bank Of Canada /Fi/ | 21.09K | +11.9% | $546,993 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 14 | Northwestern Mutual Wealth… | 17.20K | -3.7% | $447,573 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 15 | Commonwealth Equity Services, Llc | 16.52K | -0.4% | $429,930 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 16 | Jones Financial Companies Lllp | 11.73K | +64.9% | $300,515 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 17 | Cetera Investment Advisers | 11.54K | -0.6% | $300,334 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 18 | Cwm, Llc | 8.55K | +2461.1% | $222,661 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 19 | Creative Planning | 7.86K | New | $204,642 | 0.0% | New | 1 | SEC ↗ |
| 20 | Citigroup Inc | 6.49K | 0.0% | $168,837 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 21 | Osaic Holdings, Inc. | 5.80K | -65.9% | $150,945 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 22 | Fifth Third Bancorp | 5.51K | New | $143,425 | 0.0% | New | 1 | SEC ↗ |
| 23 | Rockefeller Capital Management L.P. | 4.39K | +302.7% | $114,352 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 24 | Blair William & Co/Il | 1.80K | 0.0% | $46,854 | 0.0% | Held | 2 | SEC ↗ |
| 25 | Qube Research & Technologies Ltd | 356 | 0.0% | $9,267 | 0.0% | Held | 2 | SEC ↗ |
| 26 | JPMorgan Chase ✦ | 239 | New | $6,106 | 0.0% | New | 1 | SEC ↗ |
| 27 | Fidelity (FMR) ✦ | 200 | New | $5,206 | 0.0% | New | 1 | SEC ↗ |
| 28 | Assetmark, Inc | 106 | New | $2,759 | 0.0% | New | 1 | SEC ↗ |
“Their weight” = the position's share of that manager's reported 13F equity value: the conviction measure. ✦ = curated manager.
New buyers
| Citadel Advisors | $719,469 | 0.0% |
| Creative Planning | $204,642 | 0.0% |
| Fifth Third Bancorp | $143,425 | 0.0% |
| JPMorgan Chase | $6,106 | 0.0% |
| Fidelity (FMR) | $5,206 | 0.0% |
| Assetmark, Inc | $2,759 | 0.0% |
Exited
| Susquehanna International… | $813,735 | was 0.0% |
| Hrt Financial Lp | $276,000 | was 0.0% |
| Bank Of America Corp /De/ | $4,728 | was 0.0% |
Full-market context: across ALL 13F filers (SEC structured data, Q1 2026): 62 holders, 4.30M shares, $109.87M 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.