REGS
name pending profile ingest
Momentum inputs (comparable managers):
holder breadth +25.0% ·
share flow -2.2% ·
net new positions +20.0%
— formula
Ownership fragmentation — more holders, smaller aggregate stake
All ownership figures: tracked 13F managers only, common-stock positions, reporting period Q2 2026
| # | Manager | Shares | Δ shares | Value | Their weight | Held | ||
|---|---|---|---|---|---|---|---|---|
| 1 | LPL Financial LLC | 381.48K | -25.2% | $4.30M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 2 | Osaic Holdings, Inc. | 87.02K | +10.9% | $981,528 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 3 | Susquehanna International Group, Llp | 33.48K | New | $377,584 | 0.0% | New | 1 | SEC ↗ |
| 4 | Citadel Advisors ✦ | 27.21K | New | $306,854 | 0.0% | New | 1 | SEC ↗ |
| 5 | JPMorgan Chase ✦ | 26.08K | New | $289,775 | 0.0% | New | 1 | SEC ↗ |
| 6 | Raymond James Financial Inc | 23.80K | New | $268,382 | 0.0% | New | 1 | SEC ↗ ×2 |
| 7 | UBS Group AG | 18.27K | +210.6% | $206,079 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 8 | Captrust Financial Advisors | 12.14K | 0.0% | $136,915 | 0.0% | Held | 2 | SEC ↗ |
| 9 | Morgan Stanley ✦ | 1.91K | 0.0% | $21,520 | 0.0% | Held | 2 | SEC ↗ |
| 10 | Royal Bank Of Canada | 127 | -0.8% | $1,000 | 0.0% | ▼ Trim | 2 | SEC ↗ |
“Their weight” = the position's share of that manager's reported 13F equity value — the conviction measure. ✦ = curated manager.
New buyers
| Susquehanna International… | $377,584 | 0.0% |
| Citadel Advisors | $306,854 | 0.0% |
| JPMorgan Chase | $289,775 | 0.0% |
| Raymond James Financial Inc | $268,382 | 0.0% |
Exited
| Bank Of America Corp /De/ | $150,630 | was 0.0% |
| Fidelity (FMR) | $14,225 | was 0.0% |
Full-market context: across ALL 13F filers (SEC structured data, Q1 2026): 14 holders, 740.92K shares, $7.21M 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.