QDIV
name pending profile ingest
Momentum inputs (comparable managers):
holder breadth -9.1% ·
share flow -0.8% ·
net new positions -10.0%
· 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 | LPL Financial LLC | 57.52K | -1.1% | $2.14M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 2 | Goldman Sachs Group ✦ | 18.96K | +153.4% | $706,219 | 0.0% | ▲ Add | 4 | SEC ↗ |
| 3 | Creative Planning | 7.22K | 0.0% | $268,747 | 0.0% | Held | 3 | SEC ↗ |
| 4 | Susquehanna International Group, Llp | 5.95K | -37.3% | $221,715 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 5 | Barclays Plc | 5.20K | 0.0% | $193,638 | 0.0% | Held | 3 | SEC ↗ |
| 6 | Osaic Holdings, Inc. | 762 | -52.7% | $28,371 | 0.0% | ▼ Trim | 3 | SEC ↗ ×2 |
| 7 | UBS Group AG | 234 | New | $8,714 | 0.0% | New | 1 | SEC ↗ |
| 8 | Rockefeller Capital Management L.P. | 136 | +5.4% | $5,064 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 9 | Bank Of Montreal /Can/ | 65 | 0.0% | $2,420 | 0.0% | Held | 3 | SEC ↗ |
| 10 | Wells Fargo & Company/Mn | 0 | n/a | $13 | 0.0% | Held | 3 | SEC ↗ |
“Their weight” = the position's share of that manager's reported 13F equity value: the conviction measure. ✦ = curated manager.
New buyers
| UBS Group AG | $8,714 | 0.0% |
Exited
| Jane Street Group, Llc | $275,710 | was 0.0% |
| Morgan Stanley | $59 | was 0.0% |
Full-market context: across ALL 13F filers (SEC structured data, Q1 2026): 25 holders, 377.79K shares, $13.18M 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.