QMOM
name pending profile ingest
Momentum inputs (comparable managers):
holder breadth +20.0% ·
share flow +8.1% ·
net new positions +16.7%
— 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 | 18 | +3 | 748.41K | $58.84M | +5 | −2 |
| Q1 2026 | 16 | 0 | 719.21K | $49.16M | +4 | −4 |
| Q4 2025 | 16 | -1 | 611.78K | $40.06M | +1 | −2 |
| Q3 2025 | 4 | 0 | 20.71K | $1.33M | +1 | −1 |
| Q2 2025 | 2 | 0 | 26.55K | $1.73M | +1 | −1 |
| Q1 2025 | 1 | +1 | 6.69K | $397,208 | +1 | — |
| # | Manager | Shares | Δ shares | Value | Their weight | Held | ||
|---|---|---|---|---|---|---|---|---|
| 1 | Northwestern Mutual Wealth… | 217.01K | +1.6% | $17.09M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 2 | LPL Financial LLC | 199.35K | -2.7% | $15.69M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 3 | Raymond James Financial Inc | 132.60K | -1.2% | $10.44M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 4 | Raymond James Financial Inc | 132.60K | -1.2% | $10.44M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 5 | Osaic Holdings, Inc. | 68.42K | -5.7% | $5.39M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 6 | Two Sigma Investments ✦ | 36.50K | New | $2.87M | 0.0% | New | 1 | SEC ↗ |
| 7 | Goldman Sachs Group ✦ | 29.89K | New | $2.35M | 0.0% | New | 1 | SEC ↗ |
| 8 | Wealth Enhancement Advisory… | 29.99K | +18.2% | $2.28M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 9 | Royal Bank Of Canada | 12.20K | +2.1% | $960,000 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 10 | Quantinno Capital Management LP | 6.73K | +8.4% | $529,853 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 11 | HighTower Advisors, LLC | 4.00K | 0.0% | $314,920 | 0.0% | Held | 3 | SEC ↗ |
| 12 | Mml Investors Services, Llc | 3.78K | New | $297,405 | 0.0% | New | 1 | SEC ↗ |
| 13 | AQR Capital Management ✦ | 3.10K | New | $244,220 | 0.0% | New | 1 | SEC ↗ |
| 14 | Morgan Stanley ✦ | 2.33K | +3.9% | $183,454 | 0.0% | ▲ Add | 4 | SEC ↗ |
| 15 | Morgan Stanley ✦ | 2.33K | +3.9% | $183,454 | 0.0% | ▲ Add | 4 | SEC ↗ |
| 16 | Morgan Stanley ✦ | 2.33K | +3.9% | $183,454 | 0.0% | ▲ Add | 4 | SEC ↗ |
| 17 | UBS Group AG | 1.82K | New | $143,052 | 0.0% | New | 1 | SEC ↗ |
| 18 | JPMorgan Chase ✦ | 523 | +10.8% | $40,857 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 19 | JPMorgan Chase ✦ | 523 | +10.8% | $40,857 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 20 | Assetmark, Inc | 104 | -8.8% | $8,188 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 21 | Fidelity (FMR) ✦ | 68 | -1.4% | $5,357 | 0.0% | ▼ Trim | 5 | SEC ↗ |
| 22 | Wells Fargo & Company/Mn | 0 | -100.0% | $24 | 0.0% | ▼ Trim | 3 | SEC ↗ |
“Their weight” = the position's share of that manager's reported 13F equity value — the conviction measure. ✦ = curated manager.
New buyers
| Two Sigma Investments | $2.87M | 0.0% |
| Goldman Sachs Group | $2.35M | 0.0% |
| Mml Investors Services, Llc | $297,405 | 0.0% |
| AQR Capital Management | $244,220 | 0.0% |
| UBS Group AG | $143,052 | 0.0% |
Exited
| Susquehanna International… | $732,761 | was 0.0% |
| Jane Street Group, Llc | $393,602 | was 0.0% |
Full-market context: across ALL 13F filers (SEC structured data, Q1 2026): 68 holders, 3.16M shares, $204.37M 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.