SFEB
name pending profile ingest
Momentum inputs (comparable managers):
holder breadth +8.3% ·
share flow +30.0% ·
net new positions +7.7%
· formula
Broad accumulation: rising shares across more holders
All ownership figures: tracked 13F managers only, common-stock positions, reporting period Q1 2026
| Quarter | Holders | Δ | Shares | Reported value | New | Exits |
|---|---|---|---|---|---|---|
| Q3 2026 | 1 | 0 | 24.09K | $195,070 | n/a | n/a |
| Q2 2026 | 11 | -2 | 840.66K | $21.55M | +1 | −3 |
| Q1 2026 | 13 | +1 | 768.31K | $17.75M | +3 | −2 |
| Q4 2025 | 12 | n/a | 548.55K | $12.90M | n/a | n/a |
| Q2 2025 | 1 | 0 | 24.82K | $529,837 | n/a | n/a |
| Q1 2025 | 1 | +1 | 37.18K | $758,121 | +1 | n/a |
| Q2 2024 | 1 | n/a | 26.74K | $537,675 | n/a | n/a |
| # | Manager | Shares | Δ shares | Value | Their weight | Held | ||
|---|---|---|---|---|---|---|---|---|
| 1 | Osaic Holdings, Inc. | 142.60K | +27.4% | $3.39M | 0.0% | ▲ Add | 2 | SEC ↗ ×2 |
| 2 | Raymond James Financial Inc | 142.57K | +28.2% | $3.39M | 0.0% | ▲ Add | 2 | SEC ↗ ×2 |
| 3 | Cetera Investment Advisers | 106.33K | +48.4% | $2.53M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 4 | Envestnet Asset Management Inc | 90.84K | +30.3% | $2.16M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 5 | LPL Financial LLC | 76.52K | +164.1% | $1.82M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 6 | Commonwealth Equity Services, Llc | 76.07K | +54.3% | $1.81M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 7 | Truist Financial Corp | 59.79K | -6.7% | $1.42M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 8 | Jane Street Group, Llc | 13.69K | New | $325,161 | 0.0% | New | 1 | SEC ↗ |
| 9 | Mariner, LLC | 12.70K | -20.1% | $301,625 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 10 | Wealth Enhancement Advisory… | 30.27K | +574.6% | $221,864 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 11 | Citadel Advisors ✦ | 9.23K | New | $219,213 | 0.0% | New | 1 | SEC ↗ |
| 12 | Rockefeller Capital Management L.P. | 7.43K | 0.0% | $176,486 | 0.0% | Held | 2 | SEC ↗ |
| 13 | Wells Fargo & Company/Mn | 280 | New | $6,650 | 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
| Jane Street Group, Llc | $325,161 | 0.0% |
| Citadel Advisors | $219,213 | 0.0% |
| Wells Fargo & Company/Mn | $6,650 | 0.0% |
Exited
| Susquehanna International… | $323,029 | was 0.0% |
| UBS Group AG | $2,985 | was 0.0% |
Full-market context: across ALL 13F filers (SEC structured data, Q1 2026): 53 holders, 1.88M shares, $39.28M 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.