PPT
name pending profile ingest
Momentum inputs (comparable managers):
holder breadth -10.0% ·
share flow -10.3% ·
net new positions -11.1%
· formula
Broad distribution: falling shares and fewer holders
All ownership figures: tracked 13F managers only, common-stock positions, reporting period Q1 2026
| # | Manager | Shares | Δ shares | Value | Their weight | Held | ||
|---|---|---|---|---|---|---|---|---|
| 1 | Allspring Global Investments… | 1.37M | +0.2% | $4.85M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 2 | Morgan Stanley ✦ | 1.13M | -19.6% | $4.02M | 0.0% | ▼ Trim | 3 | SEC ↗ ×4 |
| 3 | Invesco Ltd. | 896.93K | -21.2% | $3.18M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 4 | Raymond James Financial Inc | 458.99K | -0.9% | $1.63M | 0.0% | ▼ Trim | 2 | SEC ↗ ×3 |
| 5 | Bank Of America Corp /De/ | 198.59K | -2.4% | $704,981 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 6 | Osaic Holdings, Inc. | 193.88K | -7.4% | $688,152 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 7 | Baird Financial Group, Inc. | 193.25K | +24.7% | $686,038 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 8 | Focus Partners Wealth | 187.94K | +6.0% | $667,190 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 9 | Jones Financial Companies Lllp | 180.75K | +7.5% | $621,793 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 10 | Royal Bank Of Canada | 169.13K | -8.8% | $600,000 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 11 | UBS Group AG | 150.19K | +16.6% | $533,182 | 0.0% | ▲ Add | 2 | SEC ↗ ×3 |
| 12 | LPL Financial LLC | 130.27K | +10.4% | $462,457 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 13 | Mml Investors Services, Llc | 103.46K | -8.8% | $367,274 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 14 | Commonwealth Equity Services, Llc | 82.49K | +8.0% | $292,840 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 15 | Creative Planning | 82.11K | +4.5% | $291,507 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 16 | Captrust Financial Advisors | 76.28K | +1.2% | $270,804 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 17 | Wells Fargo & Company/Mn | 74.21K | +27.6% | $263,456 | 0.0% | ▲ Add | 2 | SEC ↗ ×2 |
| 18 | Stifel Financial Corp | 48.41K | +6.8% | $171,838 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 19 | Cetera Investment Advisers | 40.11K | -15.8% | $142,394 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 20 | Citadel Advisors ✦ | 27.22K | +54.3% | $96,624 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 21 | Susquehanna International Group, Llp | 22.08K | -46.2% | $78,373 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 22 | Mariner, LLC | 14.48K | -18.7% | $51,221 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 23 | Us Bancorp \De\ | 3.50K | 0.0% | $12,425 | 0.0% | Held | 2 | SEC ↗ |
| 24 | Pnc Financial Services Group, Inc. | 1.80K | -43.8% | $6,390 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 25 | JPMorgan Chase ✦ | 1.59K | 0.0% | $5,570 | 0.0% | Held | 3 | SEC ↗ |
| 26 | Northwestern Mutual Wealth… | 1.13K | 0.0% | $4,008 | 0.0% | Held | 2 | SEC ↗ |
| 27 | Fifth Third Bancorp | 91 | New | $323 | 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
| Fifth Third Bancorp | $323 | 0.0% |
Exited
| Balyasny Asset Management L.P. | $466,133 | was 0.0% |
| Jane Street Group, Llc | $157,906 | was 0.0% |
| Hrt Financial Lp | $88,000 | was 0.0% |
| Cwm, Llc | $20,000 | was 0.0% |
Full-market context: across ALL 13F filers (SEC structured data, Q1 2026): 94 holders, 39.86M shares, $37.65M 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.