SMAX
name pending profile ingest
Momentum inputs (comparable managers):
holder breadth -25.0% ·
share flow -23.6% ·
net new positions -20.0%
· formula
Broad distribution: falling shares and 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 | 92.27K | -2.5% | $2.47M | 0.0% | ▼ Trim | 2 | SEC ↗ ×2 |
| 2 | Envestnet Asset Management Inc | 44.15K | +48.0% | $1.18M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 3 | Susquehanna International Group, Llp | 28.85K | -43.8% | $773,898 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 4 | Commonwealth Equity Services, Llc | 27.78K | 0.0% | $745,070 | 0.0% | Held | 2 | SEC ↗ |
| 5 | Creative Planning | 13.99K | 0.0% | $375,348 | 0.0% | Held | 2 | SEC ↗ |
| 6 | UBS Group AG | 172 | New | $4,613 | 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
| UBS Group AG | $4,613 | 0.0% |
Exited
| Goldman Sachs Group | $1.41M | was 0.0% |
| Northwestern Mutual Wealth… | $24,260 | was 0.0% |
| National Bank Of Canada /Fi/ | $11,456 | was 0.0% |
Full-market context: across ALL 13F filers (SEC structured data, Q1 2026): 34 holders, 2.31M shares, $62.02M 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.