SECT
Main Sector Rotation ETF · Financial Services · Asset Management
Momentum inputs (comparable managers):
holder breadth +5.6% ·
share flow +3.8% ·
net new positions +5.3%
— formula
Broad accumulation — rising shares across more holders
All ownership figures: tracked 13F managers only, common-stock positions, reporting period Q1 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 | -3.8% | $373.55M | 0.5% | ▼ Trim | 2 | SEC ↗ ×2 |
| 2 | LPL Financial LLC | 5.11M | +15.2% | $308.53M | 0.1% | ▲ Add | 2 | SEC ↗ |
| 3 | Envestnet Asset Management Inc | 1.35M | +3.4% | $81.23M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 4 | Cetera Investment Advisers | 354.71K | -8.6% | $21.42M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 5 | Cwm, Llc | 116.49K | +20.7% | $7.03M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 6 | Mariner, LLC | 107.03K | +0.3% | $6.46M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 7 | Susquehanna International Group, Llp | 45.42K | +185.8% | $2.74M | 0.0% | ▲ Add | 2 | SEC ↗ ×2 |
| 8 | Citadel Advisors ✦ | 36.30K | +0.8% | $2.19M | 0.0% | ▲ Add | 8 | SEC ↗ |
| 9 | Commonwealth Equity Services, Llc | 22.63K | -0.1% | $1.37M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 10 | AQR Capital Management ✦ | 11.98K | 0.0% | $723,714 | 0.0% | Held | 4 | SEC ↗ |
| 11 | CIBC Bancorp USA Inc. | 10.43K | — | $629,687 | 0.0% | n/c | 1 | SEC ↗ |
| 12 | Raymond James Financial Inc | 6.66K | 0.0% | $402,076 | 0.0% | Held | 2 | SEC ↗ ×2 |
| 13 | Wells Fargo & Company/Mn | 5.55K | +0.9% | $335,331 | 0.0% | ▲ Add | 2 | SEC ↗ ×2 |
| 14 | Jane Street Group, Llc | 4.80K | New | $289,932 | 0.0% | New | 1 | SEC ↗ |
| 15 | Cerity Partners LLC | 4.15K | 0.0% | $250,784 | 0.0% | ▲ Add | 2 | SEC ↗ ×2 |
| 16 | JPMorgan Chase ✦ | 3.48K | 0.0% | $204,150 | 0.0% | Held | 3 | SEC ↗ |
| 17 | Assetmark, Inc | 2.81K | 0.0% | $169,515 | 0.0% | Held | 2 | SEC ↗ |
| 18 | Royal Bank Of Canada | 1.32K | +34.0% | $80,000 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 19 | Morgan Stanley ✦ | 1.31K | -23.2% | $79,041 | 0.0% | ▼ Trim | 3 | SEC ↗ ×2 |
“Their weight” = the position's share of that manager's reported 13F equity value — the conviction measure. ✦ = curated manager.
New buyers
| Jane Street Group, Llc | $289,932 | 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.