RFCI
name pending profile ingest
Momentum inputs (comparable managers):
holder breadth +16.7% ·
share flow +7.3% ·
net new positions +14.3%
— 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 | 7 | +1 | 333.31K | $7.43M | +1 | — |
| Q1 2026 | 6 | 0 | 310.64K | $6.96M | +1 | −1 |
| Q4 2025 | 6 | -1 | 266.99K | $6.06M | — | −1 |
| Q3 2025 | 2 | 0 | 28.16K | $640,736 | — | — |
| Q2 2025 | 1 | 0 | 28.14K | $635,423 | — | — |
| Q1 2025 | 1 | 0 | 30.23K | $679,958 | — | — |
| Q4 2024 | 1 | 0 | 29.67K | $659,575 | — | — |
| Q3 2024 | 1 | 0 | 29.11K | $666,314 | — | — |
| Q2 2024 | 1 | — | 28.94K | $641,870 | — | — |
| # | Manager | Shares | Δ shares | Value | Their weight | Held | ||
|---|---|---|---|---|---|---|---|---|
| 1 | Envestnet Asset Management Inc | 135.48K | +5.2% | $3.02M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 2 | Truist Financial Corp | 115.85K | +0.5% | $2.58M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 3 | Susquehanna International Group, Llp | 81.49K | +22.6% | $1.82M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 4 | Wells Fargo & Company/Mn | 265 | +26400.0% | $5,902 | 0.0% | ▲ Add | 3 | SEC ↗ ×2 |
| 5 | Jones Financial Companies Lllp | 169 | New | $3,782 | 0.0% | New | 1 | SEC ↗ |
| 6 | UBS Group AG | 59 | -19.2% | $1,315 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 7 | Morgan Stanley ✦ | 1 | 0.0% | $22 | 0.0% | Held | 4 | SEC ↗ |
“Their weight” = the position's share of that manager's reported 13F equity value — the conviction measure. ✦ = curated manager.
New buyers
| Jones Financial Companies Lllp | $3,782 | 0.0% |
Exited
| No tracked exits this quarter. |
Full-market context: across ALL 13F filers (SEC structured data, Q1 2026): 12 holders, 680.16K shares, $15.23M 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.