SAMT
name pending profile ingest
Momentum inputs (comparable managers):
holder breadth +25.0% ·
share flow +30.0% ·
net new positions +20.0%
· formula
Broad accumulation: rising shares across more holders
All ownership figures: tracked 13F managers only, common-stock positions, reporting period Q1 2026
| # | Manager | Shares | Δ shares | Value | Their weight | Held | ||
|---|---|---|---|---|---|---|---|---|
| 1 | Envestnet Asset Management Inc | 1.36M | +81.5% | $53.27M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 2 | Baird Financial Group, Inc. | 1.09M | +37.0% | $42.91M | 0.1% | ▲ Add | 2 | SEC ↗ ×2 |
| 3 | Bank Of America Corp /De/ | 488.76K | New | $19.19M | 0.0% | New | 1 | SEC ↗ ×2 |
| 4 | Two Sigma Investments ✦ | 122.10K | New | $4.79M | 0.0% | New | 1 | SEC ↗ |
| 5 | Mml Investors Services, Llc | 108.56K | +955.0% | $4.26M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 6 | HighTower Advisors, LLC | 48.38K | +46.5% | $1.90M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 7 | LPL Financial LLC | 33.77K | New | $1.33M | 0.0% | New | 1 | SEC ↗ |
| 8 | Raymond James Financial Inc | 26.84K | +49.2% | $1.05M | 0.0% | ▲ Add | 2 | SEC ↗ ×2 |
| 9 | Cibc World Market Inc. | 18.77K | New | $737,294 | 0.0% | New | 1 | SEC ↗ |
| 10 | Captrust Financial Advisors | 17.68K | -16.2% | $694,166 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 11 | Jane Street Group, Llc | 15.15K | +3.2% | $594,823 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 12 | Mercer Global Advisors Inc /Adv | 11.32K | +0.7% | $444,413 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 13 | Bank of New York Mellon Corp | 11.01K | +27.2% | $432,352 | 0.0% | ▲ Add | 2 | SEC ↗ ×2 |
| 14 | Stifel Financial Corp | 9.03K | +13.2% | $354,570 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 15 | Cerity Partners LLC | 7.50K | +10.2% | $294,447 | 0.0% | ▲ Add | 2 | SEC ↗ ×2 |
| 16 | Corient Private Wealth LP | 6.31K | -38.3% | $247,896 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 17 | Morgan Stanley ✦ | 972 | +147.3% | $38,173 | 0.0% | ▲ Add | 3 | SEC ↗ ×2 |
| 18 | JPMorgan Chase ✦ | 292 | 0.0% | $11,242 | 0.0% | Held | 2 | SEC ↗ ×2 |
| 19 | Wells Fargo & Company/Mn | 210 | New | $8,247 | 0.0% | New | 1 | SEC ↗ |
| 20 | Cwm, Llc | 69 | 0.0% | $2,710 | 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
| Bank Of America Corp /De/ | $19.19M | 0.0% |
| Two Sigma Investments | $4.79M | 0.0% |
| LPL Financial LLC | $1.33M | 0.0% |
| Cibc World Market Inc. | $737,294 | 0.0% |
| Wells Fargo & Company/Mn | $8,247 | 0.0% |
Exited
| UBS Group AG | $28,151 | was 0.0% |
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.