SMIZ
name pending profile ingest
Momentum inputs (comparable managers):
holder breadth +30.0% ·
share flow +30.0% ·
net new positions +20.0%
· formula
Broad accumulation: rising shares across more holders
All ownership figures: tracked 13F managers only, common-stock positions, reporting period Q1 2026
| # | Manager | Shares | Δ shares | Value | Their weight | Held | ||
|---|---|---|---|---|---|---|---|---|
| 1 | Envestnet Asset Management Inc | 205.22K | New | $7.61M | 0.0% | New | 1 | SEC ↗ |
| 2 | Truist Financial Corp | 167.13K | New | $6.27M | 0.0% | New | 1 | SEC ↗ |
| 3 | LPL Financial LLC | 107.85K | +4.8% | $4.00M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 4 | Creative Planning | 25.79K | -14.5% | $956,072 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 5 | Jane Street Group, Llc | 17.51K | -44.6% | $649,022 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 6 | Susquehanna International Group, Llp | 7.05K | +17.8% | $261,344 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 7 | Pnc Financial Services Group, Inc. | 5.99K | 0.0% | $221,901 | 0.0% | Held | 2 | SEC ↗ |
| 8 | Wells Fargo & Company/Mn | 613 | New | $22,724 | 0.0% | New | 1 | SEC ↗ |
| 9 | Osaic Holdings, Inc. | 171 | -43.0% | $6,338 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 10 | Assetmark, Inc | 99 | New | $3,670 | 0.0% | New | 1 | SEC ↗ |
| 11 | Northwestern Mutual Wealth… | 62 | New | $2,298 | 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
| Envestnet Asset Management Inc | $7.61M | 0.0% |
| Truist Financial Corp | $6.27M | 0.0% |
| Wells Fargo & Company/Mn | $22,724 | 0.0% |
| Assetmark, Inc | $3,670 | 0.0% |
| Northwestern Mutual Wealth… | $2,298 | 0.0% |
Exited
| No tracked exits this quarter. |
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.