RISR
name pending profile ingest
Momentum inputs (comparable managers):
holder breadth -16.7% ·
share flow -16.1% ·
net new positions -20.0%
· formula
Broad distribution: falling shares and fewer holders
All ownership figures: tracked 13F managers only, common-stock positions, reporting period Q1 2026
| Quarter | Holders | Δ | Shares | Reported value | New | Exits |
|---|---|---|---|---|---|---|
| Q3 2026 | 1 | 0 | 296.54K | $11.04M | n/a | n/a |
| Q2 2026 | 10 | 0 | 820.45K | $29.75M | +2 | −2 |
| Q1 2026 | 10 | -2 | 650.20K | $23.55M | n/a | −2 |
| Q4 2025 | 12 | 0 | 774.74K | $28.02M | +1 | −1 |
| Q3 2025 | 3 | 0 | 28.24K | $1.01M | +1 | −1 |
| Q2 2025 | 1 | 0 | 24.07K | $880,203 | n/a | n/a |
| Q1 2025 | 1 | 0 | 11.83K | $429,929 | n/a | n/a |
| Q4 2024 | 1 | 0 | 6.52K | $238,595 | n/a | n/a |
| Q3 2024 | 1 | 0 | 21.57K | $732,733 | n/a | n/a |
| Q2 2024 | 1 | n/a | 14.06K | $487,880 | n/a | n/a |
| # | Manager | Shares | Δ shares | Value | Their weight | Held | ||
|---|---|---|---|---|---|---|---|---|
| 1 | Envestnet Asset Management Inc | 212.77K | +97.3% | $7.71M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 2 | Truist Financial Corp | 212.05K | +5.0% | $7.68M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 3 | Tidal Investments LLC | 80.97K | -5.2% | $2.93M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 4 | Wealth Enhancement Advisory… | 60.79K | -77.7% | $2.20M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 5 | Osaic Holdings, Inc. | 48.42K | +0.8% | $1.75M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 6 | Citadel Advisors ✦ | 21.05K | -52.4% | $762,286 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 7 | Mml Investors Services, Llc | 10.42K | -2.7% | $377,354 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 8 | Morgan Stanley ✦ | 2.88K | -11.6% | $104,530 | 0.0% | ▼ Trim | 3 | SEC ↗ ×2 |
| 9 | Bank Of Montreal /Can/ | 849 | 0.0% | $30,751 | 0.0% | Held | 2 | SEC ↗ |
| 10 | Wells Fargo & Company/Mn | 1 | 0.0% | $34 | 0.0% | Held | 2 | SEC ↗ |
“Their weight” = the position's share of that manager's reported 13F equity value: the conviction measure. ✦ = curated manager.
New buyers
| No new tracked buyers this quarter. |
Exited
| UBS Group AG | $8,305 | was 0.0% |
| Fidelity (FMR) | $253 | was 0.0% |
Full-market context: across ALL 13F filers (SEC structured data, Q1 2026): 46 holders, 3.87M shares, $132.90M 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.