QDVO
name pending profile ingest
Momentum inputs (comparable managers):
holder breadth -6.7% ·
share flow +30.0% ·
net new positions -7.1%
— formula
Concentrated accumulation — rising shares among 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 | Raymond James Financial Inc | 2.43M | +25.5% | $72.42M | 0.0% | ▲ Add | 3 | SEC ↗ ×3 |
| 2 | Royal Bank Of Canada | 393.79K | +7.9% | $11.75M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 3 | LPL Financial LLC | 372.93K | +33.4% | $11.13M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 4 | Bank Of Montreal /Can/ | 193.47K | +446.0% | $5.77M | 0.0% | ▲ Add | 3 | SEC ↗ ×2 |
| 5 | Osaic Holdings, Inc. | 191.60K | +91.3% | $5.72M | 0.0% | ▲ Add | 3 | SEC ↗ ×2 |
| 6 | JPMorgan Chase ✦ | 41.52K | New | $1.22M | 0.0% | New | 1 | SEC ↗ ×2 |
| 7 | Stifel Financial Corp | 32.19K | +8.9% | $960,547 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 8 | UBS Group AG | 23.92K | +143.2% | $713,683 | 0.0% | ▲ Add | 3 | SEC ↗ ×2 |
| 9 | Jane Street Group, Llc | 22.19K | New | $662,269 | 0.0% | New | 1 | SEC ↗ |
| 10 | Wealth Enhancement Advisory… | 9.47K | +9.4% | $284,830 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 11 | Jones Financial Companies Lllp | 514 | New | $14,978 | 0.0% | New | 1 | SEC ↗ |
| 12 | Simplex Trading, Llc | 261 | +66.2% | $7,788 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 13 | Wells Fargo & Company/Mn | 4 | +100.0% | $119 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 14 | Morgan Stanley ✦ | 3 | +50.0% | $96 | 0.0% | ▲ Add | 4 | SEC ↗ |
“Their weight” = the position's share of that manager's reported 13F equity value — the conviction measure. ✦ = curated manager.
New buyers
| JPMorgan Chase | $1.22M | 0.0% |
| Jane Street Group, Llc | $662,269 | 0.0% |
| Jones Financial Companies Lllp | $14,978 | 0.0% |
Exited
| Citadel Advisors | $773,996 | was 0.0% |
| Hrt Financial Lp | $360,000 | was 0.0% |
| Susquehanna International… | $299,146 | was 0.0% |
| Brown Advisory Inc | $242,728 | was 0.0% |
Full-market context: across ALL 13F filers (SEC structured data, Q1 2026): 43 holders, 4.22M shares, $111.13M 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.