SIZE
name pending profile ingest
Momentum inputs (comparable managers):
holder breadth +6.7% ·
share flow -3.2% ·
net new positions +6.2%
— 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 | Bank Of America Corp /De/ | 512.97K | +0.4% | $91.45M | 0.0% | ▲ Add | 3 | SEC ↗ ×2 |
| 2 | BlackRock ✦ (passive) | 323.56K | -8.2% | $57.68M | 0.0% | ▼ Trim | 5 | SEC ↗ ×2 |
| 3 | Lido Advisors, LLC | 109.02K | +5.1% | $19.44M | 0.1% | ▲ Add | 3 | SEC ↗ ×2 |
| 4 | Wells Fargo & Company/Mn | 75.51K | +16.4% | $13.46M | 0.0% | ▲ Add | 3 | SEC ↗ ×2 |
| 5 | Rockefeller Capital Management L.P. | 73.05K | -0.5% | $13.02M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 6 | Ameriprise Financial Inc | 72.80K | +8.7% | $12.98M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 7 | Envestnet Asset Management Inc | 60.34K | -2.2% | $10.76M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 8 | Goldman Sachs Group ✦ | 52.56K | -11.4% | $9.37M | 0.0% | ▼ Trim | 4 | SEC ↗ |
| 9 | Morgan Stanley ✦ | 40.15K | +35.5% | $7.16M | 0.0% | ▲ Add | 4 | SEC ↗ ×3 |
| 10 | LPL Financial LLC | 32.94K | -9.9% | $5.87M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 11 | Pnc Financial Services Group, Inc. | 32.81K | -12.1% | $5.85M | 0.0% | ▼ Trim | 3 | SEC ↗ ×3 |
| 12 | Jones Financial Companies Lllp | 31.08K | -10.6% | $5.51M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 13 | Osaic Holdings, Inc. | 16.12K | -65.4% | $2.87M | 0.0% | ▼ Trim | 3 | SEC ↗ ×2 |
| 14 | JPMorgan Chase ✦ | 9.33K | +1.9% | $1.66M | 0.0% | ▲ Add | 4 | SEC ↗ ×2 |
| 15 | Raymond James Financial Inc | 5.42K | -0.5% | $965,773 | 0.0% | ▼ Trim | 3 | SEC ↗ ×2 |
| 16 | Commonwealth Equity Services, Llc | 5.25K | +25.9% | $935,550 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 17 | UBS Group AG | 5.24K | -10.2% | $933,830 | 0.0% | ▼ Trim | 3 | SEC ↗ ×2 |
| 18 | Mercer Global Advisors Inc /Adv | 4.60K | -20.1% | $819,740 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 19 | Bnp Paribas Financial Markets | 4.04K | +3409.6% | $719,538 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 20 | Royal Bank Of Canada | 3.15K | +7.8% | $561,000 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 21 | Susquehanna International Group, Llp | 2.25K | -74.3% | $402,021 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 22 | Baird Financial Group, Inc. | 1.81K | -0.8% | $322,509 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 23 | TD Waterhouse Canada Inc. | 1.69K | -12.7% | $302,599 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 24 | Cerity Partners LLC | 1.65K | -9.3% | $294,542 | 0.0% | ▼ Trim | 3 | SEC ↗ ×2 |
| 25 | Northwestern Mutual Wealth… | 1.34K | 0.0% | $239,608 | 0.0% | Held | 3 | SEC ↗ |
| 26 | Mml Investors Services, Llc | 1.16K | -32.1% | $206,609 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 27 | Cetera Investment Advisers | 1.15K | -12.2% | $204,608 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 28 | Bank Of Montreal /Can/ | 1.06K | 0.0% | $189,868 | 0.0% | Held | 3 | SEC ↗ |
| 29 | Fidelity (FMR) ✦ | 265 | 0.0% | $47,319 | 0.0% | Held | 5 | SEC ↗ |
| 30 | Citigroup Inc | 87 | New | $15,510 | 0.0% | New | 1 | SEC ↗ |
| 31 | Us Bancorp \De\ | 65 | 0.0% | $11,588 | 0.0% | Held | 3 | SEC ↗ |
| 32 | Simplex Trading, Llc | 53 | New | $9,448 | 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
| Citigroup Inc | $15,510 | 0.0% |
| Simplex Trading, Llc | $9,448 | 0.0% |
Exited
| No tracked exits this quarter. |
Full-market context: across ALL 13F filers (SEC structured data, Q1 2026): 69 holders, 1.97M shares, $313.72M 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.