QBUF
name pending profile ingest
Momentum inputs (comparable managers):
holder breadth -22.2% ·
share flow -30.0% ·
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
| # | Manager | Shares | Δ shares | Value | Their weight | Held | ||
|---|---|---|---|---|---|---|---|---|
| 1 | Osaic Holdings, Inc. | 140.00K | +156.4% | $4.31M | 0.0% | ▲ Add | 3 | SEC ↗ ×3 |
| 2 | Raymond James Financial Inc | 139.88K | -50.1% | $4.30M | 0.0% | ▼ Trim | 3 | SEC ↗ ×2 |
| 3 | Cetera Investment Advisers | 67.24K | -65.7% | $2.07M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 4 | Commonwealth Equity Services, Llc | 60.24K | +4.2% | $1.85M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 5 | Mml Investors Services, Llc | 23.96K | +4.6% | $737,217 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 6 | Envestnet Asset Management Inc | 20.54K | -8.0% | $631,874 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 7 | LPL Financial LLC | 20.37K | +51.5% | $626,736 | 0.0% | ▲ Add | 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
| HighTower Advisors, LLC | $777,453 | was 0.0% |
| Susquehanna International… | $664,440 | was 0.0% |
| Citadel Advisors | $515,440 | was 0.0% |
Full-market context: across ALL 13F filers (SEC structured data, Q1 2026): 57 holders, 4.74M shares, $134.49M 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.