RIV
name pending profile ingest
Momentum inputs (comparable managers):
holder breadth -5.0% ·
share flow +4.6% ·
net new positions -5.3%
· formula
Concentrated accumulation: rising shares among fewer holders
All ownership figures: tracked 13F managers only, common-stock positions, reporting period Q1 2026
| # | Manager | Shares | Δ shares | Value | Their weight | Held | ||
|---|---|---|---|---|---|---|---|---|
| 1 | Morgan Stanley ✦ | 1.89M | +9.3% | $21.01M | 0.0% | ▲ Add | 3 | SEC ↗ ×2 |
| 2 | LPL Financial LLC | 534.67K | +6.7% | $5.93M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 3 | Bank Of America Corp /De/ | 322.25K | +3.5% | $3.58M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 4 | Wells Fargo & Company/Mn | 291.25K | +5.2% | $3.23M | 0.0% | ▲ Add | 2 | SEC ↗ ×2 |
| 5 | Royal Bank Of Canada | 205.14K | +3.6% | $2.28M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 6 | Envestnet Asset Management Inc | 172.62K | -6.6% | $1.92M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 7 | Baird Financial Group, Inc. | 122.68K | +1.6% | $1.36M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 8 | Osaic Holdings, Inc. | 102.70K | -14.3% | $1.14M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 9 | Nomura Holdings Inc | 83.86K | 0.0% | $930,890 | 0.0% | Held | 2 | SEC ↗ |
| 10 | Stifel Financial Corp | 61.65K | -29.4% | $684,276 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 11 | Raymond James Financial Inc | 59.89K | +0.3% | $664,763 | 0.0% | ▲ Add | 2 | SEC ↗ ×2 |
| 12 | UBS Group AG | 21.71K | 0.0% | $240,948 | 0.0% | Held | 2 | SEC ↗ |
| 13 | HighTower Advisors, LLC | 19.28K | 0.0% | $214,008 | 0.0% | Held | 2 | SEC ↗ |
| 14 | Commonwealth Equity Services, Llc | 18.79K | +0.3% | $208,510 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 15 | BlackRock ✦ (passive) | 15.37K | 0.0% | $170,640 | 0.0% | Held | 4 | SEC ↗ |
| 16 | Cwm, Llc | 14.28K | +2191.7% | $158,479 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 17 | Cetera Investment Advisers | 12.28K | -1.1% | $136,334 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 18 | CIBC Bancorp USA Inc. | 11.00K | n/a | $122,100 | 0.0% | n/c | 1 | SEC ↗ |
| 19 | National Bank Of Canada /Fi/ | 2.64K | 0.0% | $29,161 | 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
| Jane Street Group, Llc | $130,690 | 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.