RCS
name pending profile ingest
Momentum inputs (comparable managers): holder breadth 0.0% · share flow -1.9% · 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 | 25 | +1 | 1.93M | $10.54M | +2 | −1 |
| Q1 2026 | 24 | +2 | 1.95M | $10.45M | +6 | −4 |
| Q4 2025 | 22 | 0 | 2.64M | $14.71M | +1 | −1 |
| Q3 2025 | 2 | 0 | 823.33K | $6.25M | — | — |
| Q2 2025 | 1 | 0 | 176.79K | $1.23M | — | — |
| Q1 2025 | 1 | 0 | 174.55K | $1.09M | — | — |
| Q4 2024 | 1 | 0 | 12.69K | $96,728 | — | — |
| Q3 2024 | 1 | +1 | 40.90K | $314,506 | +1 | — |
| # | Manager | Shares | Δ shares | Value | Their weight | Held | ||
|---|---|---|---|---|---|---|---|---|
| 1 | Morgan Stanley ✦ | 678.37K | -1.8% | $3.78M | 0.0% | ▼ Trim | 2 | SEC ↗ ×2 |
| 2 | UBS Group AG | 408.27K | — | $2.27M | 0.0% | n/c | 1 | SEC ↗ |
| 3 | LPL Financial LLC | 369.58K | — | $2.06M | 0.0% | n/c | 1 | SEC ↗ |
| 4 | Commonwealth Equity Services, Llc | 327.79K | — | $1.83M | 0.0% | n/c | 1 | SEC ↗ |
| 5 | Osaic Holdings, Inc. | 287.33K | — | $1.60M | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 6 | Goldman Sachs Group ✦ | 94.49K | New | $526,326 | 0.0% | New | 1 | SEC ↗ |
| 7 | Raymond James Financial Inc | 90.45K | — | $503,808 | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 8 | Mercer Global Advisors Inc /Adv | 71.50K | — | $398,255 | 0.0% | n/c | 1 | SEC ↗ |
| 9 | Mariner, LLC | 60.28K | — | $335,783 | 0.0% | n/c | 1 | SEC ↗ |
| 10 | Cetera Investment Advisers | 58.02K | — | $323,181 | 0.0% | n/c | 1 | SEC ↗ |
| 11 | Bank Of America Corp /De/ | 39.82K | — | $221,777 | 0.0% | n/c | 1 | SEC ↗ |
| 12 | Envestnet Asset Management Inc | 25.24K | — | $140,565 | 0.0% | n/c | 1 | SEC ↗ |
| 13 | Susquehanna International Group, Llp | 22.69K | — | $126,406 | 0.0% | n/c | 1 | SEC ↗ |
| 14 | Jane Street Group, Llc | 20.17K | — | $112,336 | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 15 | Clearbridge Investments, LLC | 17.82K | — | $99,274 | 0.0% | n/c | 1 | SEC ↗ |
| 16 | Focus Partners Wealth | 16.62K | — | $93,106 | 0.0% | n/c | 1 | SEC ↗ |
| 17 | Creative Planning | 13.18K | — | $73,407 | 0.0% | n/c | 1 | SEC ↗ |
| 18 | First Trust Advisors Lp | 12.55K | — | $69,913 | 0.0% | n/c | 1 | SEC ↗ |
| 19 | Royal Bank Of Canada | 12.43K | — | $69,000 | 0.0% | n/c | 1 | SEC ↗ |
| 20 | Mml Investors Services, Llc | 10.36K | — | $57,702 | 0.0% | n/c | 1 | SEC ↗ |
| 21 | Northwestern Mutual Wealth… | 3.18K | — | $17,707 | 0.0% | n/c | 1 | SEC ↗ |
| 22 | Wells Fargo & Company/Mn | 1 | — | $4 | 0.0% | n/c | 1 | SEC ↗ |
“Their weight” = the position's share of that manager's reported 13F equity value — the conviction measure. ✦ = curated manager.
New buyers
| Goldman Sachs Group | $526,326 | 0.0% |
Exited
| Citadel Advisors | $1.01M | was 0.0% |
Full-market context: across ALL 13F filers (SEC structured data, Q1 2026): 62 holders, 4.72M shares, $17.85M 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.