RFEM
name pending profile ingest
Momentum inputs (comparable managers):
holder breadth +25.0% ·
share flow +11.8% ·
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 | 102.19K | +32.2% | $8.40M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 2 | Envestnet Asset Management Inc | 60.40K | +0.3% | $4.96M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 3 | Baird Financial Group, Inc. | 45.50K | +1.0% | $3.74M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 4 | Cetera Investment Advisers | 28.55K | +6.1% | $2.35M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 5 | Truist Financial Corp | 26.41K | -2.4% | $2.17M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 6 | Mml Investors Services, Llc | 16.29K | -0.7% | $1.34M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 7 | Raymond James Financial Inc | 14.45K | +257.9% | $1.19M | 0.0% | ▲ Add | 2 | SEC ↗ ×2 |
| 8 | Wells Fargo & Company/Mn | 9.12K | +6.5% | $749,056 | 0.0% | ▲ Add | 2 | SEC ↗ ×2 |
| 9 | Citadel Advisors ✦ | 3.91K | New | $320,981 | 0.0% | New | 1 | SEC ↗ |
| 10 | Osaic Holdings, Inc. | 3.20K | -77.4% | $262,917 | 0.0% | ▼ Trim | 2 | SEC ↗ ×2 |
| 11 | Jane Street Group, Llc | 2.63K | New | $216,397 | 0.0% | New | 1 | SEC ↗ |
| 12 | UBS Group AG | 75 | 0.0% | $6,162 | 0.0% | Held | 2 | SEC ↗ |
| 13 | Assetmark, Inc | 40 | New | $3,286 | 0.0% | New | 1 | SEC ↗ |
| 14 | JPMorgan Chase ✦ | 14 | 0.0% | $1,121 | 0.0% | Held | 3 | SEC ↗ |
| 15 | Morgan Stanley ✦ | 1 | 0.0% | $156 | 0.0% | Held | 3 | SEC ↗ |
“Their weight” = the position's share of that manager's reported 13F equity value — the conviction measure. ✦ = curated manager.
New buyers
| Citadel Advisors | $320,981 | 0.0% |
| Jane Street Group, Llc | $216,397 | 0.0% |
| Assetmark, Inc | $3,286 | 0.0% |
Exited
| No tracked exits this quarter. |
Full-market context: across ALL 13F filers (SEC structured data, Q1 2026): 38 holders, 702.11K shares, $56.46M 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.