RIV
name pending profile ingest
Momentum inputs (comparable managers):
holder breadth +5.6% ·
share flow +5.7% ·
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
| # | Manager | Shares | Δ shares | Value | Their weight | Held | ||
|---|---|---|---|---|---|---|---|---|
| 1 | Morgan Stanley ✦ | 1.87M | -1.3% | $21.79M | 0.0% | ▼ Trim | 4 | SEC ↗ ×2 |
| 2 | LPL Financial LLC | 595.64K | +11.4% | $6.95M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 3 | Bank Of America Corp /De/ | 331.85K | +3.0% | $3.87M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 4 | Wells Fargo & Company/Mn | 292.22K | +0.3% | $3.41M | 0.0% | ▲ Add | 3 | SEC ↗ ×2 |
| 5 | Royal Bank Of Canada | 199.89K | -2.6% | $2.33M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 6 | Envestnet Asset Management Inc | 177.19K | +2.6% | $2.07M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 7 | Raymond James Financial Inc | 169.71K | +183.4% | $1.98M | 0.0% | ▲ Add | 3 | SEC ↗ ×2 |
| 8 | Baird Financial Group, Inc. | 118.79K | -3.2% | $1.39M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 9 | Osaic Holdings, Inc. | 99.57K | -3.0% | $1.16M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 10 | Nomura Holdings Inc | 83.86K | 0.0% | $977,854 | 0.0% | Held | 3 | SEC ↗ |
| 11 | Creative Planning | 68.14K | New | $794,489 | 0.0% | New | 1 | SEC ↗ |
| 12 | Stifel Financial Corp | 56.87K | -7.8% | $663,071 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 13 | UBS Group AG | 21.71K | 0.0% | $253,104 | 0.0% | Held | 3 | SEC ↗ |
| 14 | HighTower Advisors, LLC | 19.28K | 0.0% | $224,805 | 0.0% | Held | 3 | SEC ↗ |
| 15 | Commonwealth Equity Services, Llc | 18.85K | +0.3% | $219,780 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 16 | BlackRock ✦ (passive) | 15.37K | 0.0% | $179,249 | 0.0% | Held | 5 | SEC ↗ |
| 17 | Citadel Advisors ✦ | 12.97K | New | $151,265 | 0.0% | New | 1 | SEC ↗ |
| 18 | Cetera Investment Advisers | 12.45K | +1.3% | $145,109 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 19 | CIBC Bancorp USA Inc. | 11.00K | 0.0% | $128,260 | 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
| Creative Planning | $794,489 | 0.0% |
| Citadel Advisors | $151,265 | 0.0% |
Exited
| National Bank Of Canada /Fi/ | $29,161 | was 0.0% |
Full-market context: across ALL 13F filers (SEC structured data, Q1 2026): 56 holders, 9.66M shares, $70.67M 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.