QLTY
name pending profile ingest
Momentum inputs (comparable managers):
holder breadth -6.2% ·
share flow +9.9% ·
net new positions -6.7%
— formula
Concentrated accumulation — rising shares among 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 | Lazard Asset Management Llc | 2.60M | +3.9% | $94.01M | 0.2% | ▲ Add | 2 | SEC ↗ ×2 |
| 2 | Focus Partners Wealth | 2.20M | +16.5% | $79.54M | 0.1% | ▲ Add | 2 | SEC ↗ |
| 3 | Raymond James Financial Inc | 932.00K | +30.7% | $33.72M | 0.0% | ▲ Add | 2 | SEC ↗ ×2 |
| 4 | Mml Investors Services, Llc | 746.19K | +7.0% | $27.00M | 0.1% | ▲ Add | 2 | SEC ↗ |
| 5 | LPL Financial LLC | 664.23K | +9.6% | $24.03M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 6 | Wealth Enhancement Advisory… | 465.14K | -38.8% | $17.01M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 7 | First Manhattan Co. Llc. | 326.56K | +62.5% | $11.83M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 8 | Envestnet Asset Management Inc | 324.38K | +0.6% | $11.74M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 9 | Osaic Holdings, Inc. | 272.16K | +1760.9% | $9.85M | 0.0% | ▲ Add | 2 | SEC ↗ ×2 |
| 10 | Corient Private Wealth LP | 204.29K | -38.7% | $7.40M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 11 | JPMorgan Chase ✦ | 203.55K | +9.5% | $7.18M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 12 | HighTower Advisors, LLC | 185.26K | +50.6% | $6.70M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 13 | Commonwealth Equity Services, Llc | 145.09K | +5.4% | $5.25M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 14 | Grantham, Mayo, Van Otterloo & Co.… | 94.48K | +90.0% | $3.42M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 15 | Jones Financial Companies Lllp | 83.22K | +45.7% | $2.94M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 16 | Bank of New York Mellon Corp | 67.94K | -0.2% | $2.46M | 0.0% | ▼ Trim | 2 | SEC ↗ ×2 |
| 17 | Bank Of America Corp /De/ | 51.48K | New | $1.86M | 0.0% | New | 1 | SEC ↗ ×2 |
| 18 | Cibc World Market Inc. | 35.03K | +0.9% | $1.27M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 19 | Quantinno Capital Management LP | 16.11K | New | $582,968 | 0.0% | New | 1 | SEC ↗ |
| 20 | AQR Capital Management ✦ | 12.40K | +5.5% | $448,748 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 21 | Northwestern Mutual Wealth… | 11.63K | +9.0% | $420,616 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 22 | Morgan Stanley ✦ | 11.09K | +55.7% | $401,091 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 23 | Wells Fargo & Company/Mn | 9.59K | +1901.7% | $346,894 | 0.0% | ▲ Add | 2 | SEC ↗ ×2 |
| 24 | Cerity Partners LLC | 8.05K | +46.5% | $291,433 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 25 | UBS Group AG | 7.61K | +0.9% | $275,366 | 0.0% | ▲ Add | 2 | SEC ↗ ×2 |
| 26 | Truist Financial Corp | 6.91K | +2.7% | $249,931 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 27 | Royal Bank Of Canada | 1.27K | +174.5% | $45,000 | 0.0% | ▲ Add | 2 | SEC ↗ ×3 |
| 28 | National Bank Of Canada /Fi/ | 566 | 0.0% | $20,484 | 0.0% | Held | 2 | SEC ↗ |
| 29 | Assetmark, Inc | 237 | -14.4% | $8,575 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 30 | Cwm, Llc | 220 | -86.0% | $7,956 | 0.0% | ▼ Trim | 2 | SEC ↗ |
“Their weight” = the position's share of that manager's reported 13F equity value — the conviction measure. ✦ = curated manager.
New buyers
| Bank Of America Corp /De/ | $1.86M | 0.0% |
| Quantinno Capital Management… | $582,968 | 0.0% |
Exited
| Jane Street Group, Llc | $987,653 | was 0.0% |
| Lido Advisors, LLC | $768,888 | was 0.0% |
| Susquehanna International… | $739,663 | was 0.0% |
| Us Bancorp \De\ | $9,423 | was 0.0% |
Full-market context: across ALL 13F filers (SEC structured data, Q1 2026): 149 holders, 82.31M shares, $2.97B 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.