QMAR
name pending profile ingest
Momentum inputs (comparable managers):
holder breadth +13.3% ·
share flow +7.3% ·
net new positions +11.8%
· formula
Broad accumulation: rising shares across more holders
All ownership figures: tracked 13F managers only, common-stock positions, reporting period Q1 2026
| Quarter | Holders | Δ | Shares | Reported value | New | Exits |
|---|---|---|---|---|---|---|
| Q2 2026 | 16 | -1 | 1.54M | $57.36M | +2 | −3 |
| Q1 2026 | 17 | +2 | 1.93M | $64.92M | +5 | −3 |
| Q4 2025 | 15 | -1 | 1.80M | $59.40M | n/a | −1 |
| Q3 2025 | 3 | 0 | 49.49K | $1.59M | n/a | n/a |
| Q2 2025 | 1 | 0 | 36.11K | $1.12M | n/a | n/a |
| Q1 2025 | 1 | 0 | 63.67K | $1.80M | n/a | n/a |
| Q4 2024 | 1 | 0 | 7.70K | $229,241 | n/a | n/a |
| Q3 2024 | 1 | 0 | 29.83K | $854,237 | n/a | n/a |
| Q2 2024 | 1 | n/a | 53.91K | $1.51M | n/a | n/a |
| # | Manager | Shares | Δ shares | Value | Their weight | Held | ||
|---|---|---|---|---|---|---|---|---|
| 1 | Raymond James Financial Inc | 448.09K | +0.5% | $15.06M | 0.0% | ▲ Add | 2 | SEC ↗ ×2 |
| 2 | Commonwealth Equity Services, Llc | 375.87K | +42.8% | $12.64M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 3 | Cetera Investment Advisers | 338.33K | +4.3% | $11.37M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 4 | LPL Financial LLC | 208.23K | +5.3% | $7.00M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 5 | Truist Financial Corp | 136.06K | -0.6% | $4.57M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 6 | Envestnet Asset Management Inc | 127.17K | +9.2% | $4.28M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 7 | Osaic Holdings, Inc. | 101.38K | -18.5% | $3.41M | 0.0% | ▼ Trim | 2 | SEC ↗ ×2 |
| 8 | Rockefeller Capital Management L.P. | 75.50K | -1.9% | $2.54M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 9 | Jane Street Group, Llc | 36.21K | New | $1.22M | 0.0% | New | 1 | SEC ↗ |
| 10 | Mariner, LLC | 26.11K | -14.2% | $877,684 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 11 | Susquehanna International Group, Llp | 25.21K | New | $847,459 | 0.0% | New | 1 | SEC ↗ |
| 12 | Mml Investors Services, Llc | 13.03K | -46.9% | $438,203 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 13 | JPMorgan Chase ✦ | 12.89K | New | $423,179 | 0.0% | New | 1 | SEC ↗ |
| 14 | Royal Bank Of Canada | 5.00K | 0.0% | $168,000 | 0.0% | Held | 2 | SEC ↗ |
| 15 | Morgan Stanley ✦ | 1.59K | -10.2% | $53,355 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 16 | Jones Financial Companies Lllp | 500 | New | $16,460 | 0.0% | New | 1 | SEC ↗ |
| 17 | Assetmark, Inc | 52 | New | $1,748 | 0.0% | New | 1 | SEC ↗ |
“Their weight” = the position's share of that manager's reported 13F equity value: the conviction measure. ✦ = curated manager.
New buyers
| Jane Street Group, Llc | $1.22M | 0.0% |
| Susquehanna International… | $847,459 | 0.0% |
| JPMorgan Chase | $423,179 | 0.0% |
| Jones Financial Companies Lllp | $16,460 | 0.0% |
| Assetmark, Inc | $1,748 | 0.0% |
Exited
| Hrt Financial Lp | $1.15M | was 0.0% |
| Citadel Advisors | $564,293 | was 0.0% |
| UBS Group AG | $4,620 | was 0.0% |
Full-market context: across ALL 13F filers (SEC structured data, Q1 2026): 88 holders, 3.67M shares, $117.10M 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.