RFDA
name pending profile ingest
Momentum inputs (comparable managers):
holder breadth +10.0% ·
share flow +1.3% ·
net new positions +9.1%
— formula
Broad accumulation — rising shares across more holders
All ownership figures: tracked 13F managers only, common-stock positions, reporting period Q4 2025
| Quarter | Holders | Δ | Shares | Reported value | New | Exits |
|---|---|---|---|---|---|---|
| Q2 2026 | 11 | +2 | 411.23K | $28.96M | +3 | −1 |
| Q1 2026 | 9 | -2 | 386.63K | $24.23M | — | −2 |
| Q4 2025 | 11 | +1 | 440.59K | $28.09M | +1 | — |
| Q3 2025 | 3 | 0 | 10.83K | $681,788 | — | — |
| Q2 2025 | 1 | 0 | 7.83K | $453,978 | — | — |
| Q1 2025 | 1 | -1 | 7.40K | $393,118 | — | −1 |
| Q4 2024 | 2 | +1 | 13.36K | $746,874 | +1 | — |
| Q3 2024 | 1 | +1 | 3.70K | $204,286 | +1 | — |
| # | Manager | Shares | Δ shares | Value | Their weight | Held | ||
|---|---|---|---|---|---|---|---|---|
| 1 | Envestnet Asset Management Inc | 178.58K | — | $11.39M | 0.0% | n/c | 1 | SEC ↗ |
| 2 | Truist Financial Corp | 168.07K | — | $10.72M | 0.0% | n/c | 1 | SEC ↗ |
| 3 | Raymond James Financial Inc | 66.80K | — | $4.26M | 0.0% | n/c | 1 | SEC ↗ |
| 4 | Raymond James Financial Inc | 66.80K | — | $4.26M | 0.0% | n/c | 1 | SEC ↗ |
| 5 | Citadel Advisors ✦ | 9.31K | New | $593,755 | 0.0% | New | 1 | SEC ↗ |
| 6 | Susquehanna International Group, Llp | 6.24K | — | $397,962 | 0.0% | n/c | 1 | SEC ↗ |
| 7 | Two Sigma Investments ✦ | 4.48K | -21.1% | $285,625 | 0.0% | ▼ Trim | 6 | SEC ↗ |
| 8 | Wealth Enhancement Advisory… | 3.45K | — | $220,606 | 0.0% | n/c | 1 | SEC ↗ |
| 9 | JPMorgan Chase ✦ | 2.48K | -50.0% | $158,241 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 10 | UBS Group AG | 1.09K | — | $69,620 | 0.0% | n/c | 1 | SEC ↗ |
| 11 | Morgan Stanley ✦ | 86 | -53.8% | $5,518 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 12 | Morgan Stanley ✦ | 86 | -53.8% | $5,518 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 13 | Wells Fargo & Company/Mn | 0 | — | $24 | 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
| Citadel Advisors | $593,755 | 0.0% |
Exited
| No tracked exits this quarter. |
Full-market context: across ALL 13F filers (SEC structured data, Q1 2026): 22 holders, 1.20M shares, $74.69M 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.