RFEM
name pending profile ingest
Momentum inputs (comparable managers):
holder breadth +6.7% ·
share flow -3.3% ·
net new positions +6.2%
— formula
Ownership fragmentation — more holders, smaller aggregate stake
All ownership figures: tracked 13F managers only, common-stock positions, reporting period Q2 2026
| # | Manager | Shares | Δ shares | Value | Their weight | Held | ||
|---|---|---|---|---|---|---|---|---|
| 1 | LPL Financial LLC | 119.25K | +16.7% | $11.20M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 2 | Envestnet Asset Management Inc | 60.19K | -0.3% | $5.65M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 3 | Baird Financial Group, Inc. | 40.84K | -10.2% | $3.84M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 4 | Truist Financial Corp | 27.18K | +2.9% | $2.55M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 5 | Mml Investors Services, Llc | 17.93K | +10.1% | $1.68M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 6 | Cetera Investment Advisers | 12.54K | -56.1% | $1.18M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 7 | Raymond James Financial Inc | 12.52K | -13.4% | $1.18M | 0.0% | ▼ Trim | 3 | SEC ↗ ×2 |
| 8 | Jane Street Group, Llc | 5.34K | +102.9% | $501,897 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 9 | Osaic Holdings, Inc. | 3.50K | +9.3% | $328,560 | 0.0% | ▲ Add | 3 | SEC ↗ ×2 |
| 10 | Citadel Advisors ✦ | 3.09K | -20.9% | $290,206 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 11 | UBS Group AG | 75 | 0.0% | $7,044 | 0.0% | Held | 3 | SEC ↗ |
| 12 | Jones Financial Companies Lllp | 32 | New | $2,911 | 0.0% | New | 1 | SEC ↗ |
| 13 | Northwestern Mutual Wealth… | 16 | New | $1,503 | 0.0% | New | 1 | SEC ↗ |
| 14 | JPMorgan Chase ✦ | 14 | 0.0% | $1,301 | 0.0% | Held | 4 | SEC ↗ |
| 15 | Pnc Financial Services Group, Inc. | 0 | New | $43 | 0.0% | New | 1 | SEC ↗ |
| 16 | Wells Fargo & Company/Mn | 0 | -100.0% | $15 | 0.0% | ▼ Trim | 3 | 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 | $2,911 | 0.0% |
| Northwestern Mutual Wealth… | $1,503 | 0.0% |
| Pnc Financial Services Group… | $43 | 0.0% |
Exited
| Assetmark, Inc | $3,286 | was 0.0% |
| Morgan Stanley | $156 | was 0.0% |
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.