RSMC
name pending profile ingest
Momentum inputs (comparable managers):
holder breadth +25.0% ·
share flow -1.0% ·
net new positions +20.0%
— formula
Ownership fragmentation — more holders, smaller aggregate stake
All ownership figures: tracked 13F managers only, common-stock positions, reporting period Q2 2026
| Quarter | Holders | Δ | Shares | Reported value | New | Exits |
|---|---|---|---|---|---|---|
| Q2 2026 | 10 | +2 | 22.91M | $662.53M | +2 | — |
| Q1 2026 | 8 | -1 | 23.14M | $574.78M | — | −1 |
| Q4 2025 | 9 | 0 | 21.20M | $535.23M | — | — |
| Q3 2025 | 1 | — | 255.05K | $6.71M | — | — |
| Q1 2025 | 1 | +1 | 8.65K | $203,770 | +1 | — |
| # | Manager | Shares | Δ shares | Value | Their weight | Held | ||
|---|---|---|---|---|---|---|---|---|
| 1 | Rockefeller Capital Management L.P. | 21.36M | -1.0% | $617.61M | 0.9% | ▼ Trim | 3 | SEC ↗ |
| 2 | Rockefeller Capital Management L.P. | 21.36M | -1.0% | $617.61M | 0.9% | ▼ Trim | 3 | SEC ↗ |
| 3 | Rockefeller Capital Management L.P. | 21.36M | -1.0% | $617.61M | 0.9% | ▼ Trim | 3 | SEC ↗ |
| 4 | Rockefeller Capital Management L.P. | 21.36M | -1.0% | $617.61M | 0.9% | ▼ Trim | 3 | SEC ↗ |
| 5 | Rockefeller Capital Management L.P. | 21.36M | -1.0% | $617.61M | 0.9% | ▼ Trim | 3 | SEC ↗ |
| 6 | Envestnet Asset Management Inc | 1.28M | +2.8% | $36.88M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 7 | Quantinno Capital Management LP | 82.45K | 0.0% | $2.38M | 0.0% | Held | 3 | SEC ↗ |
| 8 | Franklin Resources Inc | 63.83K | 0.0% | $1.85M | 0.0% | Held | 3 | SEC ↗ |
| 9 | LPL Financial LLC | 56.94K | +1.2% | $1.65M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 10 | JPMorgan Chase ✦ | 33.54K | -66.2% | $955,605 | 0.0% | ▼ Trim | 4 | SEC ↗ |
| 11 | JPMorgan Chase ✦ | 33.54K | -66.2% | $955,605 | 0.0% | ▼ Trim | 4 | SEC ↗ |
| 12 | Wells Fargo & Company/Mn | 18.12K | New | $524,117 | 0.0% | New | 1 | SEC ↗ |
| 13 | Bank of New York Mellon Corp | 14.65K | -17.0% | $423,591 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 14 | Citadel Advisors ✦ | 8.07K | New | $233,500 | 0.0% | New | 1 | SEC ↗ |
| 15 | UBS Group AG | 869 | +23.4% | $25,131 | 0.0% | ▲ Add | 3 | SEC ↗ |
“Their weight” = the position's share of that manager's reported 13F equity value — the conviction measure. ✦ = curated manager.
New buyers
| Wells Fargo & Company/Mn | $524,117 | 0.0% |
| Citadel Advisors | $233,500 | 0.0% |
Exited
| No tracked exits this quarter. |
Full-market context: across ALL 13F filers (SEC structured data, Q1 2026): 14 holders, 24.36M shares, $605.07M 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.