SEPM
name pending profile ingest
Momentum inputs (comparable managers):
holder breadth +11.1% ·
share flow -5.8% ·
net new positions +10.0%
— formula
Ownership fragmentation — more holders, smaller aggregate stake
All ownership figures: tracked 13F managers only, common-stock positions, reporting period Q2 2026
| # | Manager | Shares | Δ shares | Value | Their weight | Held | ||
|---|---|---|---|---|---|---|---|---|
| 1 | Commonwealth Equity Services, Llc | 45.47K | -6.4% | $1.49M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 2 | Cetera Investment Advisers | 31.17K | -2.4% | $1.02M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 3 | Citadel Advisors ✦ | 21.24K | +9.1% | $697,337 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 4 | Mariner, LLC | 20.14K | +4.1% | $661,094 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 5 | Susquehanna International Group, Llp | 16.84K | -34.4% | $552,958 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 6 | Osaic Holdings, Inc. | 7.67K | +15.0% | $251,630 | 0.0% | ▲ Add | 3 | SEC ↗ ×2 |
| 7 | Envestnet Asset Management Inc | 7.47K | +4.2% | $245,183 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 8 | Truist Financial Corp | 6.41K | New | $210,527 | 0.0% | New | 1 | SEC ↗ |
| 9 | UBS Group AG | 1.94K | -78.8% | $63,719 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 10 | Barclays Plc | 3 | 0.0% | $98 | 0.0% | Held | 3 | SEC ↗ |
“Their weight” = the position's share of that manager's reported 13F equity value — the conviction measure. ✦ = curated manager.
New buyers
| Truist Financial Corp | $210,527 | 0.0% |
Exited
| No tracked exits this quarter. |
Full-market context: across ALL 13F filers (SEC structured data, Q1 2026): 31 holders, 548.05K shares, $15.20M 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.