SAMT
name pending profile ingest
Momentum inputs (comparable managers):
holder breadth +6.7% ·
share flow 0.0% ·
net new positions +6.2%
— formula
Broad accumulation — rising shares across more holders
All ownership figures: tracked 13F managers only, common-stock positions, reporting period Q4 2025
| Quarter | Holders | Δ | Shares | Reported value | New | Exits |
|---|---|---|---|---|---|---|
| Q2 2026 | 21 | +2 | 6.28M | $299.87M | +4 | −2 |
| Q1 2026 | 20 | +4 | 3.38M | $132.58M | +5 | −1 |
| Q4 2025 | 16 | +1 | 1.69M | $65.02M | +1 | — |
| Q3 2025 | 1 | -1 | 393 | $14,659 | — | −1 |
| Q2 2025 | 1 | +1 | 12.30K | $423,489 | +1 | — |
| # | Manager | Shares | Δ shares | Value | Their weight | Held | ||
|---|---|---|---|---|---|---|---|---|
| 1 | Baird Financial Group, Inc. | 797.41K | — | $30.71M | 0.0% | n/c | 1 | SEC ↗ |
| 2 | Baird Financial Group, Inc. | 797.41K | — | $30.71M | 0.0% | n/c | 1 | SEC ↗ |
| 3 | Envestnet Asset Management Inc | 747.47K | — | $28.79M | 0.0% | n/c | 1 | SEC ↗ |
| 4 | HighTower Advisors, LLC | 33.02K | — | $1.27M | 0.0% | n/c | 1 | SEC ↗ |
| 5 | Captrust Financial Advisors | 21.10K | — | $812,454 | 0.0% | n/c | 1 | SEC ↗ |
| 6 | Raymond James Financial Inc | 17.99K | — | $692,641 | 0.0% | n/c | 1 | SEC ↗ |
| 7 | Jane Street Group, Llc | 14.67K | — | $565,096 | 0.0% | n/c | 1 | SEC ↗ |
| 8 | Mercer Global Advisors Inc /Adv | 11.24K | — | $432,883 | 0.0% | n/c | 1 | SEC ↗ |
| 9 | Mml Investors Services, Llc | 10.29K | — | $396,268 | 0.0% | n/c | 1 | SEC ↗ |
| 10 | Corient Private Wealth LP | 10.23K | — | $393,946 | 0.0% | n/c | 1 | SEC ↗ |
| 11 | Bank of New York Mellon Corp | 8.66K | — | $333,430 | 0.0% | n/c | 1 | SEC ↗ |
| 12 | Bank of New York Mellon Corp | 8.66K | — | $333,430 | 0.0% | n/c | 1 | SEC ↗ |
| 13 | Stifel Financial Corp | 7.98K | — | $307,311 | 0.0% | n/c | 1 | SEC ↗ |
| 14 | Cerity Partners LLC | 6.80K | — | $262,060 | 0.0% | n/c | 1 | SEC ↗ |
| 15 | Cerity Partners LLC | 6.80K | — | $262,060 | 0.0% | n/c | 1 | SEC ↗ |
| 16 | UBS Group AG | 731 | — | $28,151 | 0.0% | n/c | 1 | SEC ↗ |
| 17 | Morgan Stanley ✦ | 393 | 0.0% | $15,148 | 0.0% | Held | 2 | SEC ↗ |
| 18 | Morgan Stanley ✦ | 393 | 0.0% | $15,148 | 0.0% | Held | 2 | SEC ↗ |
| 19 | JPMorgan Chase ✦ | 292 | New | $11,245 | 0.0% | New | 1 | SEC ↗ |
| 20 | JPMorgan Chase ✦ | 292 | New | $11,245 | 0.0% | New | 1 | SEC ↗ |
| 21 | Cwm, Llc | 69 | — | $3,000 | 0.0% | n/c | 1 | SEC ↗ |
“Their weight” = the position's share of that manager's reported 13F equity value — the conviction measure. ✦ = curated manager.
New buyers
| JPMorgan Chase | $11,245 | 0.0% |
| JPMorgan Chase | $11,245 | 0.0% |
Exited
| No tracked exits this quarter. |
Full-market context: across ALL 13F filers (SEC structured data, Q1 2026): 61 holders, 11.34M shares, $422.80M 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.