PINK
name pending profile ingest
Momentum inputs (comparable managers):
holder breadth +5.3% ·
share flow +16.4% ·
net new positions +5.0%
— formula
Broad accumulation — rising shares across more 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 | 20 | +1 | 2.29M | $89.80M | +5 | −4 |
| Q1 2026 | 20 | +1 | 1.98M | $66.70M | +6 | −5 |
| Q4 2025 | 19 | +1 | 2.71M | $99.68M | +2 | −1 |
| Q3 2025 | 1 | 0 | 21.99K | $697,303 | — | — |
| Q2 2025 | 1 | -2 | 25.67K | $770,237 | — | −2 |
| Q1 2025 | 3 | +2 | 66.84K | $1.96M | +2 | — |
| Q4 2024 | 1 | -1 | 34.07K | $1.01M | — | −1 |
| Q3 2024 | 2 | +1 | 66.78K | $2.19M | +1 | — |
| Q2 2024 | 1 | — | 22.94K | $720,190 | — | — |
| # | Manager | Shares | Δ shares | Value | Their weight | Held | ||
|---|---|---|---|---|---|---|---|---|
| 1 | LPL Financial LLC | 698.17K | +51.3% | $27.33M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 2 | Wealth Enhancement Advisory… | 388.93K | +5.0% | $15.41M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 3 | Raymond James Financial Inc | 312.60K | +15.7% | $12.24M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 4 | Raymond James Financial Inc | 312.60K | +15.7% | $12.24M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 5 | HighTower Advisors, LLC | 261.17K | -30.9% | $10.22M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 6 | Cibc World Market Inc. | 191.69K | +7.9% | $7.50M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 7 | Royal Bank Of Canada | 69.16K | +137.4% | $2.71M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 8 | Royal Bank Of Canada | 69.16K | +137.4% | $2.71M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 9 | Royal Bank Of Canada | 69.16K | +137.4% | $2.71M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 10 | Osaic Holdings, Inc. | 66.79K | +71.9% | $2.62M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 11 | Osaic Holdings, Inc. | 66.79K | +71.9% | $2.62M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 12 | Stifel Financial Corp | 55.28K | +1.2% | $2.16M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 13 | D. E. Shaw & Co. ✦ | 53.28K | New | $2.09M | 0.0% | New | 1 | SEC ↗ |
| 14 | Bank Of Montreal /Can/ | 37.20K | New | $1.35M | 0.0% | New | 1 | SEC ↗ |
| 15 | Bank Of Montreal /Can/ | 37.20K | New | $1.35M | 0.0% | New | 1 | SEC ↗ |
| 16 | Mml Investors Services, Llc | 34.28K | New | $1.34M | 0.0% | New | 1 | SEC ↗ |
| 17 | Envestnet Asset Management Inc | 31.72K | +36.8% | $1.24M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 18 | Susquehanna International Group, Llp | 24.93K | -39.4% | $976,010 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 19 | National Bank Of Canada /Fi/ | 17.21K | +858.9% | $672,684 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 20 | Citadel Advisors ✦ | 15.72K | -50.4% | $615,360 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 21 | Commonwealth Equity Services, Llc | 15.58K | -46.8% | $609,950 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 22 | Jane Street Group, Llc | 10.75K | -43.0% | $420,862 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 23 | Focus Partners Wealth | 6.46K | New | $252,922 | 0.0% | New | 1 | SEC ↗ |
| 24 | Morgan Stanley ✦ | 631 | +0.2% | $24,721 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 25 | Morgan Stanley ✦ | 631 | +0.2% | $24,721 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 26 | Jones Financial Companies Lllp | 379 | New | $14,849 | 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
| D. E. Shaw & Co. | $2.09M | 0.0% |
| Bank Of Montreal /Can/ | $1.35M | 0.0% |
| Bank Of Montreal /Can/ | $1.35M | 0.0% |
| Mml Investors Services, Llc | $1.34M | 0.0% |
| Focus Partners Wealth | $252,922 | 0.0% |
| Jones Financial Companies Lllp | $14,849 | 0.0% |
Exited
| Hrt Financial Lp | $1.43M | was 0.0% |
| UBS Group AG | $6,799 | was 0.0% |
| Rockefeller Capital… | $6,732 | was 0.0% |
| Assetmark, Inc | $2,525 | was 0.0% |
Full-market context: across ALL 13F filers (SEC structured data, Q1 2026): 60 holders, 3.79M shares, $122.88M 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.