SMB
name pending profile ingest
Momentum inputs (comparable managers):
holder breadth -3.4% ·
share flow -0.8% ·
net new positions -7.1%
— formula
Broad distribution — falling shares and fewer holders
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/ | 1.54M | -4.2% | $26.75M | 0.0% | ▼ Trim | 3 | SEC ↗ ×3 |
| 2 | Morgan Stanley ✦ | 867.46K | +4.1% | $15.05M | 0.0% | ▲ Add | 4 | SEC ↗ ×2 |
| 3 | Raymond James Financial Inc | 811.87K | -22.1% | $14.09M | 0.0% | ▼ Trim | 3 | SEC ↗ ×3 |
| 4 | JPMorgan Chase ✦ | 718.19K | +13.1% | $12.46M | 0.0% | ▲ Add | 4 | SEC ↗ ×3 |
| 5 | LPL Financial LLC | 595.41K | +7.0% | $10.33M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 6 | Wells Fargo & Company/Mn | 589.88K | +3.5% | $10.23M | 0.0% | ▲ Add | 3 | SEC ↗ ×2 |
| 7 | Stifel Financial Corp | 458.15K | +23.4% | $7.95M | 0.0% | ▲ Add | 3 | SEC ↗ ×2 |
| 8 | Ameriprise Financial Inc | 390.63K | -10.1% | $6.78M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 9 | UBS Group AG | 352.36K | +6.1% | $6.11M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 10 | Sei Investments Co | 270.99K | -8.0% | $4.70M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 11 | Cerity Partners LLC | 239.58K | +2.9% | $4.16M | 0.0% | ▲ Add | 3 | SEC ↗ ×2 |
| 12 | Mml Investors Services, Llc | 130.81K | +47.8% | $2.27M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 13 | Jones Financial Companies Lllp | 103.77K | +32.1% | $1.80M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 14 | Envestnet Asset Management Inc | 64.43K | -3.0% | $1.12M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 15 | Osaic Holdings, Inc. | 51.62K | +40.8% | $895,557 | 0.0% | ▲ Add | 3 | SEC ↗ ×2 |
| 16 | Fifth Third Bancorp | 44.81K | -3.4% | $777,402 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 17 | Cetera Investment Advisers | 31.00K | -40.3% | $537,844 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 18 | Mariner, LLC | 29.37K | 0.0% | $509,584 | 0.0% | Held | 2 | SEC ↗ |
| 19 | Commonwealth Equity Services, Llc | 19.98K | -9.2% | $346,680 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 20 | Citadel Advisors ✦ | 14.35K | New | $248,886 | 0.0% | New | 1 | SEC ↗ |
| 21 | Royal Bank Of Canada | 13.88K | +3.4% | $241,000 | 0.0% | ▲ Add | 3 | SEC ↗ ×2 |
| 22 | Wealth Enhancement Advisory… | 11.33K | -19.1% | $195,610 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 23 | Fidelity (FMR) ✦ | 6.92K | +0.4% | $120,023 | 0.0% | ▲ Add | 5 | SEC ↗ |
| 24 | UBS AM, a distinct business unit of… | 5.00K | -32.5% | $86,750 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 25 | Us Bancorp \De\ | 686 | 0.0% | $11,902 | 0.0% | Held | 3 | SEC ↗ |
| 26 | Blair William & Co/Il | 609 | 0.0% | $10,566 | 0.0% | Held | 2 | SEC ↗ |
| 27 | Rockefeller Capital Management L.P. | 523 | -95.0% | $9,074 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 28 | Pnc Financial Services Group, Inc. | 246 | -2.8% | $4,268 | 0.0% | ▼ Trim | 3 | SEC ↗ |
“Their weight” = the position's share of that manager's reported 13F equity value — the conviction measure. ✦ = curated manager.
New buyers
| Citadel Advisors | $248,886 | 0.0% |
Exited
| Jane Street Group, Llc | $406,688 | was 0.0% |
| HighTower Advisors, LLC | $278,034 | was 0.0% |
| Truist Financial Corp | $269,031 | was 0.0% |
Full-market context: across ALL 13F filers (SEC structured data, Q1 2026): 100 holders, 12.06M shares, $204.77M 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.