QMFE
name pending profile ingest
Momentum inputs (comparable managers):
holder breadth -27.3% ·
share flow +30.0% ·
net new positions -20.0%
— 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 | LPL Financial LLC | 306.13K | +393.2% | $7.44M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 2 | Cetera Investment Advisers | 131.57K | +16.3% | $3.20M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 3 | HighTower Advisors, LLC | 82.42K | -1.0% | $2.00M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 4 | Raymond James Financial Inc | 68.09K | -36.0% | $1.65M | 0.0% | ▼ Trim | 3 | SEC ↗ ×2 |
| 5 | Commonwealth Equity Services, Llc | 56.65K | -9.5% | $1.38M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 6 | Susquehanna International Group, Llp | 48.95K | +4.1% | $1.19M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 7 | Envestnet Asset Management Inc | 10.51K | +15.2% | $255,246 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 8 | Osaic Holdings, Inc. | 1.60K | +1500.0% | $38,864 | 0.0% | ▲ Add | 3 | SEC ↗ ×2 |
“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
| Jane Street Group, Llc | $685,318 | was 0.0% |
| Lido Advisors, LLC | $243,980 | was 0.0% |
| Citadel Advisors | $243,026 | was 0.0% |
Full-market context: across ALL 13F filers (SEC structured data, Q1 2026): 36 holders, 1.06M shares, $22.39M 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.