SEIS
name pending profile ingest
Momentum inputs (comparable managers):
holder breadth +30.0% ·
share flow +30.0% ·
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
| # | Manager | Shares | Δ shares | Value | Their weight | Held | ||
|---|---|---|---|---|---|---|---|---|
| 1 | Sei Investments Co | 199.94K | +62.8% | $6.71M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 2 | Osaic Holdings, Inc. | 105.97K | -9.6% | $3.55M | 0.0% | ▼ Trim | 3 | SEC ↗ ×2 |
| 3 | Wealth Enhancement Advisory… | 27.20K | +13.3% | $887,533 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 4 | Susquehanna International Group, Llp | 23.19K | New | $777,806 | 0.0% | New | 1 | SEC ↗ |
| 5 | Citadel Advisors ✦ | 10.94K | -41.6% | $366,948 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 6 | Cetera Investment Advisers | 6.23K | New | $208,951 | 0.0% | New | 1 | SEC ↗ |
| 7 | Royal Bank Of Canada | 5.01K | +379.1% | $168,000 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 8 | Morgan Stanley ✦ | 552 | 0.0% | $18,517 | 0.0% | Held | 4 | SEC ↗ |
| 9 | UBS Group AG | 229 | +28.6% | $7,682 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 10 | Jones Financial Companies Lllp | 157 | New | $5,179 | 0.0% | New | 1 | SEC ↗ |
| 11 | Assetmark, Inc | 40 | New | $1,342 | 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
| Susquehanna International… | $777,806 | 0.0% |
| Cetera Investment Advisers | $208,951 | 0.0% |
| Jones Financial Companies Lllp | $5,179 | 0.0% |
| Assetmark, Inc | $1,342 | 0.0% |
Exited
| No tracked exits this quarter. |
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.