RFI
name pending profile ingest
Momentum inputs (comparable managers):
holder breadth +5.6% ·
share flow +2.9% ·
net new positions +5.3%
— 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 | 19 | +1 | 3.31M | $37.44M | +2 | −1 |
| Q1 2026 | 19 | -1 | 3.22M | $35.83M | +2 | −3 |
| Q4 2025 | 20 | 0 | 3.30M | $36.41M | — | — |
| Q3 2025 | 1 | — | 1.25M | $15.13M | — | — |
| # | Manager | Shares | Δ shares | Value | Their weight | Held | ||
|---|---|---|---|---|---|---|---|---|
| 1 | Morgan Stanley ✦ | 1.25M | +4.5% | $14.18M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 2 | Morgan Stanley ✦ | 1.25M | +4.5% | $14.18M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 3 | Osaic Holdings, Inc. | 785.37K | +1.3% | $8.89M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 4 | Commonwealth Equity Services, Llc | 280.84K | -6.5% | $3.18M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 5 | LPL Financial LLC | 183.72K | -1.6% | $2.08M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 6 | Royal Bank Of Canada | 161.09K | +0.8% | $1.82M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 7 | Ameriprise Financial Inc | 150.71K | +6.0% | $1.71M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 8 | Cetera Investment Advisers | 141.03K | +0.9% | $1.60M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 9 | Raymond James Financial Inc | 64.74K | +3.7% | $732,827 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 10 | Raymond James Financial Inc | 64.74K | +3.7% | $732,827 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 11 | Bank Of America Corp /De/ | 64.55K | +6.3% | $730,663 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 12 | Stifel Financial Corp | 47.97K | +2.5% | $543,041 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 13 | Fifth Third Bancorp | 35.83K | +28.8% | $405,591 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 14 | Envestnet Asset Management Inc | 32.05K | +18.3% | $362,851 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 15 | Wells Fargo & Company/Mn | 25.40K | -33.8% | $287,516 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 16 | Wells Fargo & Company/Mn | 25.40K | -33.8% | $287,516 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 17 | Northwestern Mutual Wealth… | 20.81K | +101.2% | $235,521 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 18 | Nomura Holdings Inc | 20.00K | New | $226,400 | 0.0% | New | 1 | SEC ↗ |
| 19 | UBS Group AG | 12.78K | +7.0% | $144,704 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 20 | Jane Street Group, Llc | 12.03K | New | $136,146 | 0.0% | New | 1 | SEC ↗ |
| 21 | Jane Street Group, Llc | 12.03K | New | $136,146 | 0.0% | New | 1 | SEC ↗ |
| 22 | Pnc Financial Services Group, Inc. | 8.90K | +0.1% | $100,757 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 23 | Pnc Financial Services Group, Inc. | 8.90K | +0.1% | $100,757 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 24 | Rockefeller Capital Management L.P. | 6.70K | 0.0% | $75,844 | 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
| Nomura Holdings Inc | $226,400 | 0.0% |
| Jane Street Group, Llc | $136,146 | 0.0% |
| Jane Street Group, Llc | $136,146 | 0.0% |
Exited
| Susquehanna International… | $128,054 | was 0.0% |
Full-market context: across ALL 13F filers (SEC structured data, Q1 2026): 79 holders, 5.00M shares, $53.13M 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.