REGS
name pending profile ingest
Momentum inputs (comparable managers):
holder breadth — ·
share flow — ·
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 Q1 2026
| # | Manager | Shares | Δ shares | Value | Their weight | Held | ||
|---|---|---|---|---|---|---|---|---|
| 1 | LPL Financial LLC | 509.90K | New | $4.96M | 0.0% | New | 1 | SEC ↗ |
| 2 | Osaic Holdings, Inc. | 78.46K | New | $763,388 | 0.0% | New | 1 | SEC ↗ |
| 3 | Bank Of America Corp /De/ | 15.48K | New | $150,630 | 0.0% | New | 1 | SEC ↗ |
| 4 | Captrust Financial Advisors | 12.14K | New | $118,112 | 0.0% | New | 1 | SEC ↗ |
| 5 | UBS Group AG | 5.88K | New | $57,232 | 0.0% | New | 1 | SEC ↗ |
| 6 | Morgan Stanley ✦ | 1.91K | New | $18,565 | 0.0% | New | 1 | SEC ↗ |
| 7 | Fidelity (FMR) ✦ | 1.46K | New | $14,225 | 0.0% | New | 1 | SEC ↗ |
| 8 | Royal Bank Of Canada | 128 | New | $1,000 | 0.0% | New | 1 | SEC ↗ ×2 |
“Their weight” = the position's share of that manager's reported 13F equity value — the conviction measure. ✦ = curated manager.
New buyers
| LPL Financial LLC | $4.96M | 0.0% |
| Osaic Holdings, Inc. | $763,388 | 0.0% |
| Bank Of America Corp /De/ | $150,630 | 0.0% |
| Captrust Financial Advisors | $118,112 | 0.0% |
| UBS Group AG | $57,232 | 0.0% |
| Morgan Stanley | $18,565 | 0.0% |
| Fidelity (FMR) | $14,225 | 0.0% |
| Royal Bank Of Canada | $1,000 | 0.0% |
Exited
| No tracked exits this quarter. |
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.