ROE
name pending profile ingest
Momentum inputs (comparable managers):
holder breadth +30.0% ·
share flow +0.2% ·
net new positions +20.0%
— 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 | Wells Fargo & Company/Mn | 599.57K | -0.4% | $25.56M | 0.0% | ▼ Trim | 3 | SEC ↗ ×3 |
| 2 | Envestnet Asset Management Inc | 269.61K | -8.1% | $11.49M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 3 | HighTower Advisors, LLC | 77.13K | +23.3% | $3.29M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 4 | LPL Financial LLC | 44.14K | +19.4% | $1.88M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 5 | Stifel Financial Corp | 8.52K | New | $363,292 | 0.0% | New | 1 | SEC ↗ |
| 6 | Bank of New York Mellon Corp | 5.97K | -6.2% | $254,652 | 0.0% | ▼ Trim | 3 | SEC ↗ ×2 |
| 7 | JPMorgan Chase ✦ | 4.13K | New | $174,873 | 0.0% | New | 1 | SEC ↗ |
| 8 | UBS Group AG | 1.34K | New | $57,167 | 0.0% | New | 1 | SEC ↗ |
| 9 | Osaic Holdings, Inc. | 1.21K | +5.7% | $51,602 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 10 | Royal Bank Of Canada | 356 | New | $15,000 | 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
| Stifel Financial Corp | $363,292 | 0.0% |
| JPMorgan Chase | $174,873 | 0.0% |
| UBS Group AG | $57,167 | 0.0% |
| Royal Bank Of Canada | $15,000 | 0.0% |
Exited
| Susquehanna International… | $270,791 | was 0.0% |
Full-market context: across ALL 13F filers (SEC structured data, Q1 2026): 54 holders, 4.54M shares, $137.91M 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.