QMMY
name pending profile ingest
Momentum inputs (comparable managers): holder breadth 0.0% · share flow 0.0% · net new positions 0.0% · formula
All ownership figures: tracked 13F managers only, common-stock positions, reporting period Q4 2025
| Quarter | Holders | Δ | Shares | Reported value | New | Exits |
|---|---|---|---|---|---|---|
| Q2 2026 | 10 | +2 | 1.34M | $35.58M | +2 | n/a |
| Q1 2026 | 9 | -1 | 644.37K | $16.00M | n/a | −1 |
| Q4 2025 | 10 | 0 | 662.82K | $16.60M | n/a | n/a |
| Q3 2025 | 1 | n/a | 2 | $49 | n/a | n/a |
| Q1 2025 | 1 | 0 | 51.85K | $1.08M | n/a | n/a |
| Q4 2024 | 1 | 0 | 51.75K | $1.12M | n/a | n/a |
| Q3 2024 | 1 | 0 | 45.53K | $952,592 | n/a | n/a |
| Q2 2024 | 1 | n/a | 23.77K | $487,125 | n/a | n/a |
| # | Manager | Shares | Δ shares | Value | Their weight | Held | ||
|---|---|---|---|---|---|---|---|---|
| 1 | Truist Financial Corp | 176.83K | n/a | $4.43M | 0.0% | n/c | 1 | SEC ↗ |
| 2 | Envestnet Asset Management Inc | 176.19K | n/a | $4.41M | 0.0% | n/c | 1 | SEC ↗ |
| 3 | Cetera Investment Advisers | 123.32K | n/a | $3.09M | 0.0% | n/c | 1 | SEC ↗ |
| 4 | Commonwealth Equity Services, Llc | 76.81K | n/a | $1.92M | 0.0% | n/c | 1 | SEC ↗ |
| 5 | Raymond James Financial Inc | 56.68K | n/a | $1.42M | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 6 | Osaic Holdings, Inc. | 31.14K | n/a | $779,708 | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 7 | LPL Financial LLC | 20.73K | n/a | $518,946 | 0.0% | n/c | 1 | SEC ↗ |
| 8 | Cwm, Llc | 1.02K | n/a | $26,000 | 0.0% | n/c | 1 | SEC ↗ |
| 9 | Royal Bank Of Canada | 100 | n/a | $3,000 | 0.0% | n/c | 1 | SEC ↗ |
| 10 | Morgan Stanley ✦ | 7 | +250.0% | $175 | 0.0% | ▲ Add | 2 | SEC ↗ |
“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
| No tracked exits this quarter. |
Full-market context: across ALL 13F filers (SEC structured data, Q1 2026): 40 holders, 1.49M shares, $35.72M 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.