RFDA
name pending profile ingest
Momentum inputs (comparable managers):
holder breadth +22.2% ·
share flow +6.4% ·
net new positions +18.2%
— 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 | 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 | 180.09K | +3.2% | $12.68M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 2 | Truist Financial Corp | 171.54K | +4.1% | $12.08M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 3 | Raymond James Financial Inc | 31.51K | +3.1% | $2.22M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 4 | Raymond James Financial Inc | 31.51K | +3.1% | $2.22M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 5 | Susquehanna International Group, Llp | 18.18K | New | $1.28M | 0.0% | New | 1 | SEC ↗ |
| 6 | Citadel Advisors ✦ | 3.49K | -63.2% | $245,595 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 7 | Wealth Enhancement Advisory… | 3.07K | New | $219,763 | 0.0% | New | 1 | SEC ↗ |
| 8 | JPMorgan Chase ✦ | 2.37K | -4.5% | $166,891 | 0.0% | ▼ Trim | 4 | SEC ↗ |
| 9 | UBS Group AG | 631 | +62.2% | $44,429 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 10 | Jones Financial Companies Lllp | 214 | New | $15,034 | 0.0% | New | 1 | SEC ↗ |
| 11 | Morgan Stanley ✦ | 87 | +1.2% | $6,128 | 0.0% | ▲ Add | 4 | SEC ↗ |
| 12 | Morgan Stanley ✦ | 87 | +1.2% | $6,128 | 0.0% | ▲ Add | 4 | SEC ↗ |
| 13 | Wells Fargo & Company/Mn | 37 | +3600.0% | $2,631 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 14 | Wells Fargo & Company/Mn | 37 | +3600.0% | $2,631 | 0.0% | ▲ Add | 3 | SEC ↗ |
“Their weight” = the position's share of that manager's reported 13F equity value — the conviction measure. ✦ = curated manager.
New buyers
| Susquehanna International… | $1.28M | 0.0% |
| Wealth Enhancement Advisory… | $219,763 | 0.0% |
| Jones Financial Companies Lllp | $15,034 | 0.0% |
Exited
| Two Sigma Investments | $274,489 | was 0.0% |
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.