POCT
name pending profile ingest
Momentum inputs (comparable managers):
holder breadth +3.7% ·
share flow +0.4% ·
net new positions +3.6%
— formula
Broad accumulation — rising shares across more holders
All ownership figures: tracked 13F managers only, common-stock positions, reporting period Q4 2025
| Quarter | Holders | Δ | Shares | Reported value | New | Exits |
|---|---|---|---|---|---|---|
| Q2 2026 | 26 | -2 | 6.94M | $316.06M | +2 | −5 |
| Q1 2026 | 30 | +2 | 9.20M | $398.18M | +4 | −2 |
| Q4 2025 | 28 | +1 | 9.85M | $433.00M | +1 | — |
| Q3 2025 | 1 | -1 | 10.60K | $456,774 | — | −1 |
| Q2 2025 | 1 | -1 | 16.41K | $677,733 | — | −1 |
| Q1 2025 | 2 | +1 | 22.30K | $866,394 | +1 | — |
| Q4 2024 | 1 | 0 | 14.78K | $584,752 | — | — |
| Q3 2024 | 1 | 0 | 14.78K | $575,642 | +1 | −1 |
| Q2 2024 | 1 | — | 12.79K | $489,844 | — | — |
| # | Manager | Shares | Δ shares | Value | Their weight | Held | ||
|---|---|---|---|---|---|---|---|---|
| 1 | Alliancebernstein L.P. | 1.91M | — | $84.10M | 0.0% | n/c | 1 | SEC ↗ |
| 2 | Cerity Partners LLC | 1.58M | — | $69.30M | 0.1% | n/c | 1 | SEC ↗ ×2 |
| 3 | Wealth Enhancement Advisory… | 831.99K | — | $36.77M | 0.1% | n/c | 1 | SEC ↗ |
| 4 | Osaic Holdings, Inc. | 795.86K | — | $34.95M | 0.1% | n/c | 1 | SEC ↗ ×3 |
| 5 | Commonwealth Equity Services, Llc | 781.57K | — | $34.33M | 0.0% | n/c | 1 | SEC ↗ |
| 6 | Envestnet Asset Management Inc | 454.52K | — | $19.96M | 0.0% | n/c | 1 | SEC ↗ |
| 7 | Focus Partners Wealth | 424.04K | — | $18.62M | 0.0% | n/c | 1 | SEC ↗ |
| 8 | Raymond James Financial Inc | 422.59K | — | $18.56M | 0.0% | n/c | 1 | SEC ↗ ×3 |
| 9 | LPL Financial LLC | 384.04K | — | $16.87M | 0.0% | n/c | 1 | SEC ↗ |
| 10 | Blair William & Co/Il | 371.93K | — | $16.33M | 0.0% | n/c | 1 | SEC ↗ |
| 11 | Cetera Investment Advisers | 268.85K | — | $11.81M | 0.0% | n/c | 1 | SEC ↗ |
| 12 | HighTower Advisors, LLC | 250.88K | — | $11.02M | 0.0% | n/c | 1 | SEC ↗ |
| 13 | Cwm, Llc | 245.59K | — | $10.79M | 0.0% | n/c | 1 | SEC ↗ |
| 14 | Us Bancorp \De\ | 219.91K | — | $9.66M | 0.0% | n/c | 1 | SEC ↗ |
| 15 | Captrust Financial Advisors | 198.81K | — | $8.73M | 0.0% | n/c | 1 | SEC ↗ |
| 16 | Mml Investors Services, Llc | 197.22K | — | $8.66M | 0.0% | n/c | 1 | SEC ↗ |
| 17 | Mercer Global Advisors Inc /Adv | 180.30K | — | $7.92M | 0.0% | n/c | 1 | SEC ↗ |
| 18 | Truist Financial Corp | 153.42K | — | $6.74M | 0.0% | n/c | 1 | SEC ↗ |
| 19 | Rockefeller Capital Management L.P. | 86.66K | — | $3.81M | 0.0% | n/c | 1 | SEC ↗ |
| 20 | Citadel Advisors ✦ | 44.09K | New | $1.94M | 0.0% | New | 1 | SEC ↗ |
| 21 | Hrt Financial Lp | 17.23K | — | $756,000 | 0.0% | n/c | 1 | SEC ↗ |
| 22 | Pnc Financial Services Group, Inc. | 12.18K | — | $534,990 | 0.0% | n/c | 1 | SEC ↗ |
| 23 | Mariner, LLC | 6.88K | — | $302,082 | 0.0% | n/c | 1 | SEC ↗ |
| 24 | JPMorgan Chase ✦ | 6.68K | -36.9% | $293,517 | 0.0% | ▼ Trim | 2 | SEC ↗ ×3 |
| 25 | Assetmark, Inc | 3.06K | — | $134,176 | 0.0% | n/c | 1 | SEC ↗ |
| 26 | Royal Bank Of Canada | 1.51K | — | $67,000 | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 27 | UBS Group AG | 804 | — | $35,312 | 0.0% | n/c | 1 | SEC ↗ |
| 28 | Barclays Plc | 119 | — | $5,226 | 0.0% | n/c | 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 | $1.94M | 0.0% |
Exited
| No tracked exits this quarter. |
Full-market context: across ALL 13F filers (SEC structured data, Q1 2026): 250 holders, 18.84M shares, $726.01M 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.