ROAM
name pending profile ingest
Momentum inputs (comparable managers):
holder breadth +20.0% ·
share flow +30.0% ·
net new positions +16.7%
— formula
Broad accumulation — rising shares across more holders
All ownership figures: tracked 13F managers only, common-stock positions, reporting period Q1 2026
| Quarter | Holders | Δ | Shares | Reported value | New | Exits |
|---|---|---|---|---|---|---|
| Q2 2026 | 16 | +4 | 1.12M | $40.16M | +4 | — |
| Q1 2026 | 12 | +2 | 1.01M | $31.33M | +4 | −2 |
| Q4 2025 | 10 | 0 | 768.25K | $22.38M | — | — |
| Q3 2025 | 2 | 0 | 28.60K | $797,068 | +1 | −1 |
| Q2 2025 | 1 | — | 1 | $26 | — | — |
| Q4 2024 | 1 | +1 | 31.48K | $718,008 | +1 | — |
| Q2 2024 | 1 | — | 16.51K | $398,956 | — | — |
| # | Manager | Shares | Δ shares | Value | Their weight | Held | ||
|---|---|---|---|---|---|---|---|---|
| 1 | LPL Financial LLC | 672.99K | +12.5% | $20.87M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 2 | Susquehanna International Group, Llp | 78.84K | New | $2.44M | 0.0% | New | 1 | SEC ↗ |
| 3 | Commonwealth Equity Services, Llc | 66.52K | New | $2.06M | 0.0% | New | 1 | SEC ↗ |
| 4 | Osaic Holdings, Inc. | 54.40K | +2575.8% | $1.69M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 5 | Citadel Advisors ✦ | 32.39K | -56.2% | $1.00M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 6 | Cetera Investment Advisers | 28.75K | +11.8% | $891,559 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 7 | Mariner, LLC | 27.13K | +7.0% | $841,290 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 8 | Raymond James Financial Inc | 26.54K | -30.6% | $822,965 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 9 | Raymond James Financial Inc | 26.54K | -30.6% | $822,965 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 10 | Jane Street Group, Llc | 13.86K | New | $429,854 | 0.0% | New | 1 | SEC ↗ |
| 11 | Envestnet Asset Management Inc | 8.82K | New | $273,651 | 0.0% | New | 1 | SEC ↗ |
| 12 | Jones Financial Companies Lllp | 49 | -72.5% | $1,492 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 13 | Morgan Stanley ✦ | 1 | 0.0% | $42 | 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
| Susquehanna International… | $2.44M | 0.0% |
| Commonwealth Equity Services… | $2.06M | 0.0% |
| Jane Street Group, Llc | $429,854 | 0.0% |
| Envestnet Asset Management Inc | $273,651 | 0.0% |
Exited
| Wells Fargo & Company/Mn | $132,558 | was 0.0% |
| Northwestern Mutual Wealth… | $1,428 | was 0.0% |
Full-market context: across ALL 13F filers (SEC structured data, Q1 2026): 33 holders, 2.45M shares, $74.21M 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.