QVMT
name pending profile ingest
Momentum inputs (comparable managers):
holder breadth +18.8% ·
share flow -5.0% ·
net new positions +15.8%
— formula
Ownership fragmentation — more holders, smaller aggregate stake
All ownership figures: tracked 13F managers only, common-stock positions, reporting period Q2 2026
| Quarter | Holders | Δ | Shares | Reported value | New | Exits |
|---|---|---|---|---|---|---|
| Q2 2026 | 19 | +3 | 771.71K | $53.93M | +4 | −1 |
| Q1 2026 | 16 | +2 | 811.96K | $48.27M | +3 | −1 |
| Q4 2025 | 14 | +1 | 613.38K | $35.02M | +1 | — |
| Q3 2025 | 2 | -1 | 2.35K | $128,715 | — | −1 |
| Q2 2025 | 2 | 0 | 14.52K | $755,247 | +1 | −1 |
| Q1 2025 | 1 | +1 | 7.02K | $363,039 | +1 | — |
| Q3 2024 | 1 | 0 | 8.68K | $432,078 | — | — |
| Q2 2024 | 1 | — | 7.59K | $363,549 | — | — |
| # | Manager | Shares | Δ shares | Value | Their weight | Held | ||
|---|---|---|---|---|---|---|---|---|
| 1 | LPL Financial LLC | 336.38K | +7.1% | $23.51M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 2 | Bank Of America Corp /De/ | 185.91K | -26.9% | $12.99M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 3 | Bank Of America Corp /De/ | 185.91K | -26.9% | $12.99M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 4 | Invesco Ltd. | 152.53K | 0.0% | $10.66M | 0.0% | Held | 3 | SEC ↗ |
| 5 | Raymond James Financial Inc | 17.91K | +119.6% | $1.25M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 6 | Raymond James Financial Inc | 17.91K | +119.6% | $1.25M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 7 | UBS Group AG | 14.49K | +2.2% | $1.01M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 8 | UBS Group AG | 14.49K | +2.2% | $1.01M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 9 | UBS Group AG | 14.49K | +2.2% | $1.01M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 10 | Envestnet Asset Management Inc | 13.26K | +19.9% | $926,991 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 11 | Osaic Holdings, Inc. | 9.55K | +10.0% | $667,602 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 12 | Susquehanna International Group, Llp | 8.20K | -66.5% | $573,071 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 13 | Truist Financial Corp | 6.26K | -1.7% | $437,631 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 14 | Citadel Advisors ✦ | 5.70K | New | $398,354 | 0.0% | New | 1 | SEC ↗ |
| 15 | Cetera Investment Advisers | 5.31K | -3.1% | $371,176 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 16 | Mml Investors Services, Llc | 4.61K | New | $322,432 | 0.0% | New | 1 | SEC ↗ |
| 17 | Commonwealth Equity Services, Llc | 3.96K | New | $276,450 | 0.0% | New | 1 | SEC ↗ |
| 18 | Goldman Sachs Group ✦ | 2.95K | New | $206,306 | 0.0% | New | 1 | SEC ↗ |
| 19 | Royal Bank Of Canada | 2.33K | -4.7% | $162,000 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 20 | Morgan Stanley ✦ | 2.00K | +0.1% | $139,875 | 0.0% | ▲ Add | 4 | SEC ↗ |
| 21 | Morgan Stanley ✦ | 2.00K | +0.1% | $139,875 | 0.0% | ▲ Add | 4 | SEC ↗ |
| 22 | Fidelity (FMR) ✦ | 334 | 0.0% | $23,324 | 0.0% | Held | 5 | SEC ↗ |
| 23 | Northwestern Mutual Wealth… | 14 | 0.0% | $978 | 0.0% | Held | 3 | SEC ↗ |
| 24 | Wells Fargo & Company/Mn | 1 | 0.0% | $43 | 0.0% | Held | 3 | SEC ↗ |
“Their weight” = the position's share of that manager's reported 13F equity value — the conviction measure. ✦ = curated manager.
New buyers
| Citadel Advisors | $398,354 | 0.0% |
| Mml Investors Services, Llc | $322,432 | 0.0% |
| Commonwealth Equity Services… | $276,450 | 0.0% |
| Goldman Sachs Group | $206,306 | 0.0% |
Exited
| Jane Street Group, Llc | $483,890 | was 0.0% |
Full-market context: across ALL 13F filers (SEC structured data, Q1 2026): 46 holders, 1.15M shares, $68.49M 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.