SCD
name pending profile ingest
Momentum inputs (comparable managers):
holder breadth +6.2% ·
share flow -10.5% ·
net new positions +5.9%
— formula
Ownership fragmentation — more holders, smaller aggregate stake
All ownership figures: tracked 13F managers only, common-stock positions, reporting period Q2 2026
| # | Manager | Shares | Δ shares | Value | Their weight | Held | ||
|---|---|---|---|---|---|---|---|---|
| 1 | Raymond James Financial Inc | 1.25M | -29.2% | $19.57M | 0.0% | ▼ Trim | 3 | SEC ↗ ×2 |
| 2 | Morgan Stanley ✦ | 411.79K | -4.9% | $6.44M | 0.0% | ▼ Trim | 4 | SEC ↗ ×2 |
| 3 | Wells Fargo & Company/Mn | 327.37K | +8.9% | $5.12M | 0.0% | ▲ Add | 3 | SEC ↗ ×2 |
| 4 | Allspring Global Investments… | 234.39K | +251.4% | $3.67M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 5 | Wealth Enhancement Advisory… | 169.54K | +16.5% | $2.64M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 6 | Osaic Holdings, Inc. | 111.98K | +39.2% | $1.75M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 7 | Royal Bank Of Canada | 83.82K | +3.9% | $1.31M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 8 | LPL Financial LLC | 60.23K | -26.5% | $942,683 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 9 | Ameriprise Financial Inc | 37.97K | +12.5% | $594,175 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 10 | Bank Of America Corp /De/ | 25.44K | -2.2% | $398,105 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 11 | Commonwealth Equity Services, Llc | 20.08K | -18.3% | $314,260 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 12 | Fifth Third Bancorp | 18.50K | 0.0% | $289,525 | 0.0% | Held | 2 | SEC ↗ |
| 13 | Truist Financial Corp | 14.38K | +2.5% | $225,117 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 14 | UBS Group AG | 10.06K | +1.0% | $157,470 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 15 | Rockefeller Capital Management L.P. | 2.00K | New | $31,300 | 0.0% | New | 1 | SEC ↗ |
| 16 | Jones Financial Companies Lllp | 1.00K | New | $15,500 | 0.0% | New | 1 | SEC ↗ |
| 17 | JPMorgan Chase ✦ | 45 | 0.0% | $707 | 0.0% | Held | 4 | SEC ↗ |
“Their weight” = the position's share of that manager's reported 13F equity value — the conviction measure. ✦ = curated manager.
New buyers
| Rockefeller Capital… | $31,300 | 0.0% |
| Jones Financial Companies Lllp | $15,500 | 0.0% |
Exited
| Invesco Ltd. | $330,670 | was 0.0% |
Full-market context: across ALL 13F filers (SEC structured data, Q1 2026): 53 holders, 7.90M shares, $69.56M 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.