QDPL
name pending profile ingest
Momentum inputs (comparable managers):
holder breadth -3.0% ·
share flow +3.1% ·
net new positions -3.1%
· formula
Concentrated accumulation: rising shares among fewer holders
All ownership figures: tracked 13F managers only, common-stock positions, reporting period Q4 2025
| Quarter | Holders | Δ | Shares | Reported value | New | Exits |
|---|---|---|---|---|---|---|
| Q3 2026 | 1 | 0 | 89.30K | $4.15M | n/a | n/a |
| Q2 2026 | 31 | -3 | 14.70M | $662.44M | +2 | −5 |
| Q1 2026 | 35 | +3 | 14.49M | $581.74M | +3 | n/a |
| Q4 2025 | 32 | -1 | 14.22M | $603.98M | n/a | −1 |
| Q3 2025 | 6 | +1 | 1.64M | $68.87M | +1 | n/a |
| Q2 2025 | 2 | -1 | 20.05K | $791,245 | n/a | −1 |
| Q1 2025 | 1 | 0 | 10.13K | $369,911 | n/a | n/a |
| Q4 2024 | 1 | 0 | 44.73K | $1.72M | n/a | n/a |
| Q3 2024 | 1 | 0 | 30.25K | $1.15M | n/a | n/a |
| Q2 2024 | 1 | n/a | 7.58K | $278,220 | n/a | n/a |
| # | Manager | Shares | Δ shares | Value | Their weight | Held | ||
|---|---|---|---|---|---|---|---|---|
| 1 | LPL Financial LLC | 3.32M | n/a | $141.24M | 0.0% | n/c | 1 | SEC ↗ |
| 2 | Bank Of America Corp /De/ | 2.40M | n/a | $101.79M | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 3 | Morgan Stanley ✦ | 2.02M | +28.7% | $85.92M | 0.0% | ▲ Add | 2 | SEC ↗ ×2 |
| 4 | Royal Bank Of Canada | 1.62M | n/a | $68.84M | 0.0% | n/c | 1 | SEC ↗ |
| 5 | Raymond James Financial Inc | 1.22M | n/a | $52.03M | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 6 | Northwestern Mutual Wealth… | 531.25K | n/a | $22.57M | 0.0% | n/c | 1 | SEC ↗ |
| 7 | Osaic Holdings, Inc. | 480.18K | n/a | $20.40M | 0.0% | n/c | 1 | SEC ↗ ×3 |
| 8 | Mml Investors Services, Llc | 469.82K | n/a | $19.96M | 0.0% | n/c | 1 | SEC ↗ |
| 9 | Commonwealth Equity Services, Llc | 411.96K | n/a | $17.50M | 0.0% | n/c | 1 | SEC ↗ |
| 10 | Mariner, LLC | 411.36K | n/a | $17.47M | 0.0% | n/c | 1 | SEC ↗ |
| 11 | Envestnet Asset Management Inc | 392.25K | n/a | $16.66M | 0.0% | n/c | 1 | SEC ↗ |
| 12 | Cetera Investment Advisers | 389.73K | n/a | $16.56M | 0.0% | n/c | 1 | SEC ↗ |
| 13 | Truist Financial Corp | 156.85K | n/a | $6.66M | 0.0% | n/c | 1 | SEC ↗ |
| 14 | Wealth Enhancement Advisory… | 103.82K | n/a | $4.47M | 0.0% | n/c | 1 | SEC ↗ |
| 15 | Stifel Financial Corp | 83.70K | n/a | $3.56M | 0.0% | n/c | 1 | SEC ↗ |
| 16 | Baird Financial Group, Inc. | 29.63K | n/a | $1.26M | 0.0% | n/c | 1 | SEC ↗ |
| 17 | Goldman Sachs Group ✦ | 22.50K | +11.4% | $955,842 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 18 | HighTower Advisors, LLC | 19.92K | n/a | $846,361 | 0.0% | n/c | 1 | SEC ↗ |
| 19 | BlackRock ✦ (passive) | 19.73K | +0.6% | $838,300 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 20 | Citigroup Inc | 19.23K | n/a | $816,904 | 0.0% | n/c | 1 | SEC ↗ |
| 21 | Qube Research & Technologies Ltd | 17.16K | n/a | $729,042 | 0.0% | n/c | 1 | SEC ↗ |
| 22 | Rockefeller Capital Management L.P. | 14.96K | n/a | $635,724 | 0.0% | n/c | 1 | SEC ↗ |
| 23 | Bank of New York Mellon Corp | 14.92K | n/a | $633,950 | 0.0% | n/c | 1 | SEC ↗ ×3 |
| 24 | Jane Street Group, Llc | 11.50K | n/a | $488,605 | 0.0% | n/c | 1 | SEC ↗ |
| 25 | Ameriprise Financial Inc | 10.74K | n/a | $456,108 | 0.0% | n/c | 1 | SEC ↗ |
| 26 | JPMorgan Chase ✦ | 6.83K | -66.1% | $290,046 | 0.0% | ▼ Trim | 2 | SEC ↗ ×2 |
| 27 | Fifth Third Bancorp | 6.47K | n/a | $274,973 | 0.0% | n/c | 1 | SEC ↗ |
| 28 | Fidelity (FMR) ✦ | 1.03K | 0.0% | $43,609 | 0.0% | Held | 3 | SEC ↗ |
| 29 | Pnc Financial Services Group, Inc. | 1.00K | n/a | $42,480 | 0.0% | n/c | 1 | SEC ↗ |
| 30 | Bank Of Montreal /Can/ | 938 | n/a | $39,846 | 0.0% | n/c | 1 | SEC ↗ |
| 31 | Wells Fargo & Company/Mn | 60 | n/a | $2,540 | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 32 | Cwm, Llc | 43 | n/a | $2,000 | 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
| No new tracked buyers this quarter. |
Exited
| Citadel Advisors | $487,423 | was 0.0% |
Full-market context: across ALL 13F filers (SEC structured data, Q1 2026): 190 holders, 22.98M shares, $883.05M 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.