QDTE
name pending profile ingest
Momentum inputs (comparable managers):
holder breadth -30.0% ·
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 Q1 2026
| # | Manager | Shares | Δ shares | Value | Their weight | Held | ||
|---|---|---|---|---|---|---|---|---|
| 1 | Mml Investors Services, Llc | 107.32K | +284.8% | $2.94M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 2 | Envestnet Asset Management Inc | 107.06K | +36.1% | $2.94M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 3 | Osaic Holdings, Inc. | 37.63K | +23.4% | $1.03M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 4 | Cetera Investment Advisers | 13.53K | -3.3% | $370,988 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 5 | Hrt Financial Lp | 12.37K | New | $339,000 | 0.0% | New | 1 | SEC ↗ |
| 6 | Group One Trading Llc | 3.60K | -82.1% | $98,712 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 7 | UBS Group AG | 1.34K | New | $36,688 | 0.0% | New | 1 | SEC ↗ |
| 8 | BlackRock ✦ (passive) | 920 | 0.0% | $25,213 | 0.0% | Held | 4 | SEC ↗ |
| 9 | Northwestern Mutual Wealth… | 65 | +712.5% | $1,782 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 10 | Fidelity (FMR) ✦ | 34 | New | $932 | 0.0% | New | 1 | SEC ↗ |
| 11 | Wells Fargo & Company/Mn | 2 | 0.0% | $67 | 0.0% | Held | 2 | SEC ↗ |
“Their weight” = the position's share of that manager's reported 13F equity value: the conviction measure. ✦ = curated manager.
New buyers
| Hrt Financial Lp | $339,000 | 0.0% |
| UBS Group AG | $36,688 | 0.0% |
| Fidelity (FMR) | $932 | 0.0% |
Exited
| Jane Street Group, Llc | $37.01M | was 0.0% |
| Renaissance Technologies | $1.22M | was 0.0% |
| Stifel Financial Corp | $279,134 | was 0.0% |
| LPL Financial LLC | $232,842 | was 0.0% |
| Cwm, Llc | $8,000 | was 0.0% |
| Bank Of America Corp /De/ | $1,758 | was 0.0% |
| JPMorgan Chase | $802 | was 0.0% |
| Bnp Paribas Financial Markets | $617 | was 0.0% |
| Morgan Stanley | $40 | was 0.0% |
Full-market context: across ALL 13F filers (SEC structured data, Q1 2026): 36 holders, 746.81K shares, $19.49M 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.