SEIS
name pending profile ingest
Momentum inputs (comparable managers):
holder breadth -11.1% ·
share flow -30.0% ·
net new positions -12.5%
· formula
Broad distribution: falling shares and fewer holders
All ownership figures: tracked 13F managers only, common-stock positions, reporting period Q1 2026
| # | Manager | Shares | Δ shares | Value | Their weight | Held | ||
|---|---|---|---|---|---|---|---|---|
| 1 | Sei Investments Co | 122.80K | New | $3.39M | 0.0% | New | 1 | SEC ↗ |
| 2 | Osaic Holdings, Inc. | 117.17K | -89.7% | $3.26M | 0.0% | ▼ Trim | 2 | SEC ↗ ×2 |
| 3 | Wealth Enhancement Advisory… | 24.02K | -81.6% | $670,665 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 4 | Citadel Advisors ✦ | 18.75K | +154.0% | $517,955 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 5 | Royal Bank Of Canada | 1.04K | -63.6% | $29,000 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 6 | Morgan Stanley ✦ | 552 | -76.2% | $15,250 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 7 | UBS Group AG | 178 | -72.2% | $4,918 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 8 | Cwm, Llc | 149 | -56.7% | $4,116 | 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
| Sei Investments Co | $3.39M | 0.0% |
Exited
| Susquehanna International… | $329,879 | was 0.0% |
| Bank Of America Corp /De/ | $754 | was 0.0% |
Full-market context: across ALL 13F filers (SEC structured data, Q1 2026): 29 holders, 2.63M shares, $73.08M 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.