RFV
name pending profile ingest
Momentum inputs (comparable managers):
holder breadth +12.5% ·
share flow +1.6% ·
net new positions +11.1%
· 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 | 31 | +4 | 737.13K | $105.37M | +4 | n/a |
| Q1 2026 | 28 | +1 | 691.63K | $89.87M | +3 | −2 |
| Q4 2025 | 27 | +3 | 692.86K | $88.55M | +3 | n/a |
| Q3 2025 | 4 | -1 | 193.24K | $24.79M | n/a | −1 |
| Q2 2025 | 3 | 0 | 12.37K | $1.50M | n/a | n/a |
| Q1 2025 | 2 | 0 | 13.29K | $1.52M | n/a | n/a |
| Q4 2024 | 2 | 0 | 11.14K | $1.35M | n/a | n/a |
| Q3 2024 | 2 | 0 | 10.31K | $1.22M | n/a | n/a |
| Q2 2024 | 2 | n/a | 13.04K | $1.46M | n/a | n/a |
| # | Manager | Shares | Δ shares | Value | Their weight | Held | ||
|---|---|---|---|---|---|---|---|---|
| 1 | Morgan Stanley ✦ | 178.39K | +1.0% | $22.80M | 0.0% | ▲ Add | 2 | SEC ↗ ×2 |
| 2 | LPL Financial LLC | 169.21K | n/a | $21.62M | 0.0% | n/c | 1 | SEC ↗ |
| 3 | Royal Bank Of Canada | 62.04K | n/a | $7.93M | 0.0% | n/c | 1 | SEC ↗ |
| 4 | Raymond James Financial Inc | 50.48K | n/a | $6.45M | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 5 | Bank Of America Corp /De/ | 43.08K | n/a | $5.51M | 0.0% | n/c | 1 | SEC ↗ ×3 |
| 6 | Commonwealth Equity Services, Llc | 37.56K | n/a | $4.80M | 0.0% | n/c | 1 | SEC ↗ |
| 7 | Cetera Investment Advisers | 37.29K | n/a | $4.77M | 0.0% | n/c | 1 | SEC ↗ |
| 8 | Wells Fargo & Company/Mn | 15.60K | n/a | $1.99M | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 9 | Osaic Holdings, Inc. | 13.77K | n/a | $1.76M | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 10 | Envestnet Asset Management Inc | 12.88K | n/a | $1.65M | 0.0% | n/c | 1 | SEC ↗ |
| 11 | Mml Investors Services, Llc | 11.44K | n/a | $1.46M | 0.0% | n/c | 1 | SEC ↗ |
| 12 | Ameriprise Financial Inc | 9.82K | n/a | $1.26M | 0.0% | n/c | 1 | SEC ↗ |
| 13 | Two Sigma Investments ✦ | 8.30K | New | $1.06M | 0.0% | New | 1 | SEC ↗ |
| 14 | Jones Financial Companies Lllp | 8.05K | n/a | $1.03M | 0.0% | n/c | 1 | SEC ↗ |
| 15 | Citadel Advisors ✦ | 5.85K | New | $747,752 | 0.0% | New | 1 | SEC ↗ |
| 16 | D. E. Shaw & Co. ✦ | 5.13K | 0.0% | $655,992 | 0.0% | Held | 7 | SEC ↗ |
| 17 | UBS Group AG | 4.58K | n/a | $585,319 | 0.0% | n/c | 1 | SEC ↗ |
| 18 | Creative Planning | 4.56K | n/a | $582,471 | 0.0% | n/c | 1 | SEC ↗ |
| 19 | Goldman Sachs Group ✦ | 4.39K | -56.9% | $561,677 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 20 | Northwestern Mutual Wealth… | 3.63K | n/a | $464,395 | 0.0% | n/c | 1 | SEC ↗ |
| 21 | Bank Of Nova Scotia | 2.62K | n/a | $334,194 | 0.0% | n/c | 1 | SEC ↗ |
| 22 | Fidelity (FMR) ✦ | 1.76K | +40.6% | $225,405 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 23 | Rockefeller Capital Management L.P. | 1.24K | n/a | $158,191 | 0.0% | n/c | 1 | SEC ↗ |
| 24 | Us Bancorp \De\ | 600 | n/a | $76,679 | 0.0% | n/c | 1 | SEC ↗ |
| 25 | Bank Of Montreal /Can/ | 432 | n/a | $55,209 | 0.0% | n/c | 1 | SEC ↗ |
| 26 | Cwm, Llc | 111 | n/a | $14,000 | 0.0% | n/c | 1 | SEC ↗ |
| 27 | JPMorgan Chase ✦ | 30 | New | $3,920 | 0.0% | New | 1 | SEC ↗ |
“Their weight” = the position's share of that manager's reported 13F equity value: the conviction measure. ✦ = curated manager.
New buyers
| Two Sigma Investments | $1.06M | 0.0% |
| Citadel Advisors | $747,752 | 0.0% |
| JPMorgan Chase | $3,920 | 0.0% |
Exited
| No tracked exits this quarter. |
Full-market context: across ALL 13F filers (SEC structured data, Q1 2026): 82 holders, 964.11K shares, $122.23M 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.