SECU
name pending profile ingest
Momentum inputs (comparable managers):
holder breadth +19.0% ·
share flow +30.0% ·
net new positions +16.0%
— 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 | 25 | +4 | 11.88M | $592.56M | +7 | −3 |
| Q1 2026 | 21 | +21 | 7.00M | $348.87M | +21 | — |
| # | Manager | Shares | Δ shares | Value | Their weight | Held | ||
|---|---|---|---|---|---|---|---|---|
| 1 | BlackRock ✦ (passive) | 4.18M | +6.1% | $208.53M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 2 | BlackRock ✦ (passive) | 4.18M | +6.1% | $208.53M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 3 | Envestnet Asset Management Inc | 2.42M | +723.4% | $120.48M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 4 | Captrust Financial Advisors | 1.33M | -12.4% | $66.45M | 0.1% | ▼ Trim | 2 | SEC ↗ |
| 5 | LPL Financial LLC | 885.05K | +4134.5% | $44.13M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 6 | Fidelity (FMR) ✦ | 744.11K | New | $37.10M | 0.0% | New | 1 | SEC ↗ |
| 7 | Cetera Investment Advisers | 401.45K | +788.5% | $20.02M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 8 | Bank Of America Corp /De/ | 369.45K | -7.6% | $18.42M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 9 | Bank Of America Corp /De/ | 369.45K | -7.6% | $18.42M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 10 | Morgan Stanley ✦ | 279.51K | +6275.7% | $13.94M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 11 | Pnc Financial Services Group, Inc. | 252.90K | -0.2% | $12.61M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 12 | Assetmark, Inc | 243.81K | New | $12.16M | 0.0% | New | 1 | SEC ↗ |
| 13 | JPMorgan Chase ✦ | 196.05K | +130.2% | $9.78M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 14 | JPMorgan Chase ✦ | 196.05K | +130.2% | $9.78M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 15 | Mml Investors Services, Llc | 175.94K | +4276.6% | $8.77M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 16 | Citadel Advisors ✦ | 144.48K | +147.7% | $7.20M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 17 | Commonwealth Equity Services, Llc | 139.89K | New | $6.98M | 0.0% | New | 1 | SEC ↗ |
| 18 | Mercer Global Advisors Inc /Adv | 32.70K | New | $1.63M | 0.0% | New | 1 | SEC ↗ |
| 19 | Truist Financial Corp | 23.60K | +41.7% | $1.18M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 20 | Osaic Holdings, Inc. | 20.52K | +1033.7% | $1.02M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 21 | Osaic Holdings, Inc. | 20.52K | +1033.7% | $1.02M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 22 | Goldman Sachs Group ✦ | 17.01K | New | $848,318 | 0.0% | New | 1 | SEC ↗ |
| 23 | Ameriprise Financial Inc | 12.46K | -61.6% | $621,206 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 24 | Raymond James Financial Inc | 6.92K | +32.0% | $344,831 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 25 | Raymond James Financial Inc | 6.92K | +32.0% | $344,831 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 26 | Stifel Financial Corp | 4.15K | 0.0% | $207,118 | 0.0% | Held | 2 | SEC ↗ |
| 27 | Fifth Third Bancorp | 2.72K | -72.3% | $135,719 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 28 | Rockefeller Capital Management L.P. | 323 | New | $16,105 | 0.0% | New | 1 | SEC ↗ |
| 29 | Wells Fargo & Company/Mn | 28 | New | $1,396 | 0.0% | New | 1 | SEC ↗ |
| 30 | UBS Group AG | 8 | -100.0% | $399 | 0.0% | ▼ Trim | 2 | SEC ↗ |
“Their weight” = the position's share of that manager's reported 13F equity value — the conviction measure. ✦ = curated manager.
New buyers
| Fidelity (FMR) | $37.10M | 0.0% |
| Assetmark, Inc | $12.16M | 0.0% |
| Commonwealth Equity Services… | $6.98M | 0.0% |
| Mercer Global Advisors Inc… | $1.63M | 0.0% |
| Goldman Sachs Group | $848,318 | 0.0% |
| Rockefeller Capital… | $16,105 | 0.0% |
| Wells Fargo & Company/Mn | $1,396 | 0.0% |
Exited
| Jane Street Group, Llc | $12.55M | was 0.0% |
| Susquehanna International… | $1.41M | was 0.0% |
| Hrt Financial Lp | $222,000 | was 0.0% |
Full-market context: across ALL 13F filers (SEC structured data, Q1 2026): 36 holders, 8.22M shares, $409.16M 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.