SABA
name pending profile ingest
Momentum inputs (comparable managers):
holder breadth -15.8% ·
share flow +5.1% ·
net new positions -18.8%
— formula
Concentrated accumulation — rising shares among fewer holders
All ownership figures: tracked 13F managers only, common-stock positions, reporting period Q2 2026
| # | Manager | Shares | Δ shares | Value | Their weight | Held | ||
|---|---|---|---|---|---|---|---|---|
| 1 | Toronto Dominion Bank | 1.07M | 0.0% | $8.96M | 0.0% | Held | 2 | SEC ↗ |
| 2 | Focus Partners Wealth | 1.01M | -3.5% | $8.42M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 3 | Envestnet Asset Management Inc | 578.04K | +62.4% | $4.83M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 4 | Invesco Ltd. | 391.37K | -5.7% | $3.27M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 5 | Morgan Stanley ✦ | 204.89K | -2.8% | $1.71M | 0.0% | ▼ Trim | 4 | SEC ↗ ×3 |
| 6 | Baird Financial Group, Inc. | 90.97K | -9.9% | $759,583 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 7 | Raymond James Financial Inc | 89.27K | -1.7% | $745,413 | 0.0% | ▼ Trim | 3 | SEC ↗ ×2 |
| 8 | Osaic Holdings, Inc. | 65.91K | +230.8% | $550,380 | 0.0% | ▲ Add | 3 | SEC ↗ ×2 |
| 9 | LPL Financial LLC | 40.46K | +18.2% | $337,823 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 10 | Susquehanna International Group, Llp | 29.57K | +13.1% | $246,910 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 11 | Nomura Holdings Inc | 24.00K | New | $200,400 | 0.0% | New | 1 | SEC ↗ |
| 12 | HighTower Advisors, LLC | 15.16K | -13.6% | $126,553 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 13 | Royal Bank Of Canada | 13.51K | -40.7% | $112,000 | 0.0% | ▼ Trim | 3 | SEC ↗ ×2 |
| 14 | UBS Group AG | 12.51K | +24.2% | $104,492 | 0.0% | ▲ Add | 3 | SEC ↗ ×2 |
| 15 | Wells Fargo & Company/Mn | 5.46K | +9.2% | $45,597 | 0.0% | ▲ Add | 3 | SEC ↗ ×3 |
| 16 | Rockefeller Capital Management L.P. | 2.46K | +62.1% | $20,535 | 0.0% | ▲ Add | 3 | SEC ↗ ×2 |
“Their weight” = the position's share of that manager's reported 13F equity value — the conviction measure. ✦ = curated manager.
New buyers
| Nomura Holdings Inc | $200,400 | 0.0% |
Exited
| Citadel Advisors | $125,632 | was 0.0% |
| Hrt Financial Lp | $105,000 | was 0.0% |
| Creative Planning | $99,377 | was 0.0% |
| Pnc Financial Services Group… | $4,668 | was 0.0% |
Full-market context: across ALL 13F filers (SEC structured data, Q1 2026): 86 holders, 14.09M shares, $116.89M 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.