QMMY
name pending profile ingest
Momentum inputs (comparable managers):
holder breadth +30.0% ·
share flow +30.0% ·
net new positions +20.0%
· formula
Broad accumulation: rising shares across more holders
All ownership figures: tracked 13F managers only, common-stock positions, reporting period Q2 2026
| Quarter | Holders | Δ | Shares | Reported value | New | Exits |
|---|---|---|---|---|---|---|
| Q2 2026 | 11 | +3 | 1.36M | $36.08M | +3 | 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 | LPL Financial LLC | 339.51K | +1402.5% | $8.99M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 2 | Cetera Investment Advisers | 226.88K | +122.7% | $6.01M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 3 | Envestnet Asset Management Inc | 161.82K | -6.2% | $4.29M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 4 | Truist Financial Corp | 160.02K | -5.5% | $4.24M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 5 | Raymond James Financial Inc | 148.67K | +186.7% | $3.94M | 0.0% | ▲ Add | 3 | SEC ↗ ×2 |
| 6 | Osaic Holdings, Inc. | 127.39K | +133.2% | $3.37M | 0.0% | ▲ Add | 3 | SEC ↗ ×2 |
| 7 | Commonwealth Equity Services, Llc | 125.05K | +76.9% | $3.31M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 8 | Mml Investors Services, Llc | 31.30K | New | $829,005 | 0.0% | New | 1 | SEC ↗ |
| 9 | Susquehanna International Group, Llp | 22.45K | New | $594,674 | 0.0% | New | 1 | SEC ↗ |
| 10 | HighTower Advisors, LLC | 18.93K | New | $501,403 | 0.0% | New | 1 | SEC ↗ |
| 11 | Morgan Stanley ✦ | 7 | 0.0% | $185 | 0.0% | Held | 4 | SEC ↗ |
“Their weight” = the position's share of that manager's reported 13F equity value: the conviction measure. ✦ = curated manager.
New buyers
| Mml Investors Services, Llc | $829,005 | 0.0% |
| Susquehanna International… | $594,674 | 0.0% |
| HighTower Advisors, LLC | $501,403 | 0.0% |
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.