ROUS
name pending profile ingest
Momentum inputs (comparable managers):
holder breadth -3.7% ·
share flow +4.7% ·
net new positions -3.8%
· formula
Concentrated accumulation: rising shares among 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 | 4.05K | $274,815 | n/a | −1 |
| Q2 2026 | 28 | +4 | 3.45M | $232.53M | +6 | −3 |
| Q1 2026 | 26 | -1 | 2.89M | $170.55M | +1 | −2 |
| Q4 2025 | 27 | -1 | 2.76M | $159.28M | n/a | −1 |
| Q3 2025 | 4 | +1 | 526.99K | $30.30M | +1 | n/a |
| Q2 2025 | 1 | -1 | 2.45K | $131,684 | n/a | −1 |
| Q1 2025 | 1 | +1 | 17.74K | $899,798 | +1 | n/a |
| Q2 2024 | 1 | n/a | 7.03K | $338,016 | n/a | n/a |
| # | Manager | Shares | Δ shares | Value | Their weight | Held | ||
|---|---|---|---|---|---|---|---|---|
| 1 | LPL Financial LLC | 724.78K | +7.3% | $42.79M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 2 | Morgan Stanley ✦ | 449.82K | -2.1% | $26.56M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 3 | Raymond James Financial Inc | 341.01K | +35.3% | $20.13M | 0.0% | ▲ Add | 2 | SEC ↗ ×2 |
| 4 | Ameriprise Financial Inc | 301.87K | +0.7% | $17.86M | 0.0% | ▲ Add | 2 | SEC ↗ ×2 |
| 5 | Bank Of America Corp /De/ | 197.41K | -0.6% | $11.66M | 0.0% | ▼ Trim | 2 | SEC ↗ ×2 |
| 6 | Royal Bank Of Canada | 181.33K | +74.0% | $10.71M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 7 | Jones Financial Companies Lllp | 164.46K | +42.6% | $9.56M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 8 | Cetera Investment Advisers | 99.96K | +1.1% | $5.90M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 9 | Commonwealth Equity Services, Llc | 87.44K | +35.1% | $5.16M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 10 | Wells Fargo & Company/Mn | 78.50K | +16.6% | $4.63M | 0.0% | ▲ Add | 2 | SEC ↗ ×2 |
| 11 | Rockefeller Capital Management L.P. | 71.06K | +1.6% | $4.20M | 0.0% | ▲ Add | 2 | SEC ↗ ×2 |
| 12 | UBS Group AG | 55.51K | -9.4% | $3.28M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 13 | Osaic Holdings, Inc. | 37.65K | -6.2% | $2.22M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 14 | Northwestern Mutual Wealth… | 28.39K | +110.9% | $1.68M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 15 | Mariner, LLC | 26.30K | -80.8% | $1.55M | 0.0% | ▼ Trim | 2 | SEC ↗ ×2 |
| 16 | Susquehanna International Group, Llp | 9.85K | -75.7% | $581,780 | 0.0% | ▼ Trim | 2 | SEC ↗ ×2 |
| 17 | Baird Financial Group, Inc. | 9.16K | +1.8% | $540,688 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 18 | Envestnet Asset Management Inc | 6.26K | -9.5% | $369,869 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 19 | Stifel Financial Corp | 5.36K | -8.7% | $316,218 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 20 | HighTower Advisors, LLC | 4.26K | -10.9% | $251,662 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 21 | Citadel Advisors ✦ | 3.59K | -82.7% | $211,717 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 22 | Fidelity (FMR) ✦ | 2.60K | -6.9% | $153,769 | 0.0% | ▼ Trim | 4 | SEC ↗ |
| 23 | Russell Investments Group, Ltd. | 2.15K | +0.3% | $126,710 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 24 | Assetmark, Inc | 1.00K | 0.0% | $59,022 | 0.0% | Held | 2 | SEC ↗ |
| 25 | JPMorgan Chase ✦ | 658 | New | $38,105 | 0.0% | New | 1 | SEC ↗ ×2 |
| 26 | Cwm, Llc | 315 | 0.0% | $18,598 | 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
| JPMorgan Chase | $38,105 | 0.0% |
Exited
| Wealth Enhancement Advisory… | $226,783 | was 0.0% |
| Lido Advisors, LLC | $204,119 | was 0.0% |
Full-market context: across ALL 13F filers (SEC structured data, Q1 2026): 63 holders, 6.19M shares, $357.77M 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.