SIO
name pending profile ingest
Momentum inputs (comparable managers):
holder breadth -12.5% ·
share flow +27.5% ·
net new positions -14.3%
· formula
Concentrated accumulation: rising shares among 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 | Raymond James Financial Inc | 640.14K | +37.8% | $16.41M | 0.0% | ▲ Add | 2 | SEC ↗ ×2 |
| 2 | Citadel Advisors ✦ | 34.71K | -29.8% | $889,540 | 0.0% | ▼ Trim | 6 | SEC ↗ |
| 3 | Mml Investors Services, Llc | 23.11K | -1.2% | $592,445 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 4 | Envestnet Asset Management Inc | 16.55K | +17.2% | $424,240 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 5 | Jones Financial Companies Lllp | 1.10K | +17.0% | $28,153 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 6 | Osaic Holdings, Inc. | 689 | +264.6% | $17,659 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 7 | Wells Fargo & Company/Mn | 99 | New | $2,537 | 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
| Wells Fargo & Company/Mn | $2,537 | 0.0% |
Exited
| Jane Street Group, Llc | $240,012 | was 0.0% |
| UBS Group AG | $1,765 | was 0.0% |
Full-market context: across ALL 13F filers (SEC structured data, Q1 2026): 18 holders, 9.19M shares, $184.63M 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.