SECT
Main Sector Rotation ETF · Financial Services · Asset Management
Momentum inputs (comparable managers):
holder breadth +30.0% ·
share flow +4.4% ·
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 Q2 2026
| Quarter | Holders | Δ | Shares | Reported value | New | Exits |
|---|---|---|---|---|---|---|
| Q2 2026 | 24 | +6 | 13.84M | $997.10M | +6 | — |
| Q1 2026 | 19 | +1 | 13.37M | $807.69M | +1 | — |
| Q4 2025 | 17 | 0 | 12.87M | $830.57M | — | — |
| Q3 2025 | 4 | 0 | 51.72K | $3.26M | — | — |
| Q2 2025 | 2 | +1 | 37.81K | $2.20M | +1 | — |
| Q1 2025 | 1 | 0 | 8.01K | $408,991 | — | — |
| Q4 2024 | 1 | 0 | 39.83K | $2.19M | — | — |
| Q3 2024 | 1 | 0 | 39.51K | $2.12M | — | — |
| Q2 2024 | 1 | — | 12.37K | $631,983 | — | — |
| # | Manager | Shares | Δ shares | Value | Their weight | Held | ||
|---|---|---|---|---|---|---|---|---|
| 1 | Osaic Holdings, Inc. | 6.19M | +0.1% | $446.32M | 0.5% | ▲ Add | 3 | SEC ↗ ×2 |
| 2 | LPL Financial LLC | 5.69M | +11.3% | $409.89M | 0.1% | ▲ Add | 3 | SEC ↗ |
| 3 | Envestnet Asset Management Inc | 1.39M | +3.3% | $100.11M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 4 | Cetera Investment Advisers | 346.47K | -2.3% | $24.97M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 5 | Mariner, LLC | 66.39K | -38.0% | $4.78M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 6 | Susquehanna International Group, Llp | 31.69K | -30.2% | $2.28M | 0.0% | ▼ Trim | 3 | SEC ↗ ×2 |
| 7 | Commonwealth Equity Services, Llc | 24.01K | +6.1% | $1.73M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 8 | Citadel Advisors ✦ | 21.05K | -42.0% | $1.52M | 0.0% | ▼ Trim | 9 | SEC ↗ |
| 9 | AQR Capital Management ✦ | 11.66K | -2.7% | $840,508 | 0.0% | ▼ Trim | 5 | SEC ↗ |
| 10 | CIBC Bancorp USA Inc. | 10.43K | 0.0% | $751,370 | 0.0% | Held | 2 | SEC ↗ |
| 11 | Raymond James Financial Inc | 7.30K | +9.6% | $525,894 | 0.0% | ▲ Add | 3 | SEC ↗ ×2 |
| 12 | Wells Fargo & Company/Mn | 5.20K | -6.3% | $374,926 | 0.0% | ▼ Trim | 3 | SEC ↗ ×2 |
| 13 | UBS Group AG | 4.40K | New | $317,352 | 0.0% | New | 1 | SEC ↗ |
| 14 | Morgan Stanley ✦ | 4.39K | +235.4% | $316,129 | 0.0% | ▲ Add | 4 | SEC ↗ ×2 |
| 15 | Assetmark, Inc | 4.30K | +53.3% | $310,002 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 16 | Qube Research & Technologies Ltd | 4.30K | New | $309,930 | 0.0% | New | 1 | SEC ↗ |
| 17 | Royal Bank Of Canada | 4.25K | +222.3% | $307,000 | 0.0% | ▲ Add | 3 | SEC ↗ ×2 |
| 18 | Cerity Partners LLC | 4.15K | 0.0% | $299,265 | 0.0% | Held | 3 | SEC ↗ ×2 |
| 19 | Jane Street Group, Llc | 3.64K | -24.1% | $262,515 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 20 | JPMorgan Chase ✦ | 3.48K | 0.0% | $247,988 | 0.0% | Held | 4 | SEC ↗ |
| 21 | Goldman Sachs Group ✦ | 3.20K | New | $230,592 | 0.0% | New | 1 | SEC ↗ |
| 22 | Creative Planning | 2.89K | New | $208,181 | 0.0% | New | 1 | SEC ↗ |
| 23 | Fidelity (FMR) ✦ | 2.49K | New | $179,476 | 0.0% | New | 1 | SEC ↗ |
| 24 | Jones Financial Companies Lllp | 337 | New | $23,674 | 0.0% | New | 1 | SEC ↗ |
“Their weight” = the position's share of that manager's reported 13F equity value — the conviction measure. ✦ = curated manager.
New buyers
| UBS Group AG | $317,352 | 0.0% |
| Qube Research & Technologies… | $309,930 | 0.0% |
| Goldman Sachs Group | $230,592 | 0.0% |
| Creative Planning | $208,181 | 0.0% |
| Fidelity (FMR) | $179,476 | 0.0% |
| Jones Financial Companies Lllp | $23,674 | 0.0% |
Exited
| No tracked exits this quarter. |
Full-market context: across ALL 13F filers (SEC structured data, Q1 2026): 111 holders, 37.06M shares, $2.21B 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.