SEIQ
name pending profile ingest
Momentum inputs (comparable managers):
holder breadth +7.1% ·
share flow 0.0% ·
net new positions +6.7%
— formula
Ownership fragmentation — more holders, smaller aggregate stake
All ownership figures: tracked 13F managers only, common-stock positions, reporting period Q4 2025
| Quarter | Holders | Δ | Shares | Reported value | New | Exits |
|---|---|---|---|---|---|---|
| Q2 2026 | 16 | +2 | 9.08M | $358.09M | +5 | −3 |
| Q1 2026 | 15 | 0 | 8.65M | $314.89M | +1 | −1 |
| Q4 2025 | 15 | +1 | 8.26M | $321.70M | +1 | — |
| Q3 2025 | 2 | +1 | 13.31K | $514,715 | +1 | — |
| # | Manager | Shares | Δ shares | Value | Their weight | Held | ||
|---|---|---|---|---|---|---|---|---|
| 1 | Sei Investments Co | 7.60M | — | $295.81M | 0.3% | n/c | 1 | SEC ↗ |
| 2 | Osaic Holdings, Inc. | 266.78K | — | $10.39M | 0.0% | n/c | 1 | SEC ↗ |
| 3 | Envestnet Asset Management Inc | 159.18K | — | $6.20M | 0.0% | n/c | 1 | SEC ↗ |
| 4 | Truist Financial Corp | 150.52K | — | $5.86M | 0.0% | n/c | 1 | SEC ↗ |
| 5 | Wealth Enhancement Advisory… | 53.09K | — | $2.07M | 0.0% | n/c | 1 | SEC ↗ |
| 6 | Citadel Advisors ✦ | 8.06K | -39.4% | $313,815 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 7 | LPL Financial LLC | 7.07K | — | $275,391 | 0.0% | n/c | 1 | SEC ↗ |
| 8 | Northern Trust Corp | 6.55K | — | $254,914 | 0.0% | n/c | 1 | SEC ↗ |
| 9 | Susquehanna International Group, Llp | 6.20K | — | $241,522 | 0.0% | n/c | 1 | SEC ↗ |
| 10 | Royal Bank Of Canada | 4.36K | — | $170,000 | 0.0% | n/c | 1 | SEC ↗ |
| 11 | Morgan Stanley ✦ | 1.30K | +129700.0% | $50,531 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 12 | Morgan Stanley ✦ | 1.30K | +129700.0% | $50,531 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 13 | UBS Group AG | 1.19K | — | $46,249 | 0.0% | n/c | 1 | SEC ↗ |
| 14 | Assetmark, Inc | 425 | — | $16,545 | 0.0% | n/c | 1 | SEC ↗ |
| 15 | Cwm, Llc | 210 | — | $8,000 | 0.0% | n/c | 1 | SEC ↗ |
| 16 | JPMorgan Chase ✦ | 32 | New | $1,246 | 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
| JPMorgan Chase | $1,246 | 0.0% |
Exited
| No tracked exits this quarter. |
Full-market context: across ALL 13F filers (SEC structured data, Q1 2026): 45 holders, 11.16M shares, $405.18M 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.