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
| # | Manager | Shares | Δ shares | Value | Their weight | Held | ||
|---|---|---|---|---|---|---|---|---|
| 1 | Baird Financial Group, Inc. | 797.41K | n/a | $30.71M | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 2 | Envestnet Asset Management Inc | 747.47K | n/a | $28.79M | 0.0% | n/c | 1 | SEC ↗ |
| 3 | HighTower Advisors, LLC | 33.02K | n/a | $1.27M | 0.0% | n/c | 1 | SEC ↗ |
| 4 | Captrust Financial Advisors | 21.10K | n/a | $812,454 | 0.0% | n/c | 1 | SEC ↗ |
| 5 | Raymond James Financial Inc | 17.99K | n/a | $692,641 | 0.0% | n/c | 1 | SEC ↗ |
| 6 | Jane Street Group, Llc | 14.67K | n/a | $565,096 | 0.0% | n/c | 1 | SEC ↗ |
| 7 | Mercer Global Advisors Inc /Adv | 11.24K | n/a | $432,883 | 0.0% | n/c | 1 | SEC ↗ |
| 8 | Mml Investors Services, Llc | 10.29K | n/a | $396,268 | 0.0% | n/c | 1 | SEC ↗ |
| 9 | Corient Private Wealth LP | 10.23K | n/a | $393,946 | 0.0% | n/c | 1 | SEC ↗ |
| 10 | Bank of New York Mellon Corp | 8.66K | n/a | $333,430 | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 11 | Stifel Financial Corp | 7.98K | n/a | $307,311 | 0.0% | n/c | 1 | SEC ↗ |
| 12 | Cerity Partners LLC | 6.80K | n/a | $262,060 | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 13 | UBS Group AG | 731 | n/a | $28,151 | 0.0% | n/c | 1 | SEC ↗ |
| 14 | Morgan Stanley ✦ | 393 | 0.0% | $15,148 | 0.0% | Held | 2 | SEC ↗ ×2 |
| 15 | JPMorgan Chase ✦ | 292 | New | $11,245 | 0.0% | New | 1 | SEC ↗ ×2 |
| 16 | Cwm, Llc | 69 | n/a | $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% |
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.