SMIZ
name pending profile ingest
Momentum inputs (comparable managers):
holder breadth -27.3% ·
share flow +30.0% ·
net new positions -20.0%
— formula
Concentrated accumulation — rising shares among 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 | Envestnet Asset Management Inc | 293.19K | +42.9% | $13.08M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 2 | Truist Financial Corp | 254.81K | +52.5% | $11.37M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 3 | LPL Financial LLC | 213.98K | +98.4% | $9.55M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 4 | Goldman Sachs Group ✦ | 38.91K | New | $1.74M | 0.0% | New | 1 | SEC ↗ |
| 5 | Creative Planning | 23.71K | -8.1% | $1.06M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 6 | Pnc Financial Services Group, Inc. | 5.99K | 0.0% | $267,095 | 0.0% | Held | 3 | SEC ↗ |
| 7 | Jane Street Group, Llc | 4.56K | -74.0% | $203,333 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 8 | Osaic Holdings, Inc. | 2.28K | +1232.8% | $101,687 | 0.0% | ▲ Add | 3 | SEC ↗ |
“Their weight” = the position's share of that manager's reported 13F equity value — the conviction measure. ✦ = curated manager.
New buyers
| Goldman Sachs Group | $1.74M | 0.0% |
Exited
| Susquehanna International… | $261,344 | was 0.0% |
| Wells Fargo & Company/Mn | $22,724 | was 0.0% |
| Assetmark, Inc | $3,670 | was 0.0% |
| Northwestern Mutual Wealth… | $2,298 | was 0.0% |
Full-market context: across ALL 13F filers (SEC structured data, Q1 2026): 61 holders, 4.64M shares, $166.60M 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.