SEPW
name pending profile ingest
Momentum inputs (comparable managers):
holder breadth +11.1% ·
share flow -7.0% ·
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 Q1 2026
| # | Manager | Shares | Δ shares | Value | Their weight | Held | ||
|---|---|---|---|---|---|---|---|---|
| 1 | Commonwealth Equity Services, Llc | 547.93K | -2.8% | $17.31M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 2 | Osaic Holdings, Inc. | 183.80K | -15.1% | $5.81M | 0.0% | ▼ Trim | 2 | SEC ↗ ×2 |
| 3 | Raymond James Financial Inc | 136.46K | +1.9% | $4.31M | 0.0% | ▲ Add | 2 | SEC ↗ ×2 |
| 4 | LPL Financial LLC | 101.63K | -0.7% | $3.21M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 5 | Cetera Investment Advisers | 56.06K | -3.5% | $1.77M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 6 | Envestnet Asset Management Inc | 35.67K | +4.8% | $1.13M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 7 | Mml Investors Services, Llc | 13.06K | -8.4% | $412,421 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 8 | Citadel Advisors ✦ | 8.12K | New | $256,341 | 0.0% | New | 1 | SEC ↗ |
| 9 | Barclays Plc | 2.86K | New | $90,470 | 0.0% | New | 1 | SEC ↗ |
| 10 | UBS Group AG | 50 | New | $1,579 | 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
| Citadel Advisors | $256,341 | 0.0% |
| Barclays Plc | $90,470 | 0.0% |
| UBS Group AG | $1,579 | 0.0% |
Exited
| Susquehanna International… | $1.14M | was 0.0% |
| JPMorgan Chase | $254,198 | was 0.0% |
Full-market context: across ALL 13F filers (SEC structured data, Q1 2026): 65 holders, 5.89M shares, $184.16M 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.