SMOM
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 Q2 2026
| # | Manager | Shares | Δ shares | Value | Their weight | Held | ||
|---|---|---|---|---|---|---|---|---|
| 1 | Envestnet Asset Management Inc | 241.24K | +146.8% | $6.72M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 2 | Mml Investors Services, Llc | 19.79K | New | $550,833 | 0.0% | New | 1 | SEC ↗ |
| 3 | LPL Financial LLC | 8.62K | New | $239,999 | 0.0% | New | 1 | SEC ↗ |
| 4 | Northwestern Mutual Wealth… | 5.07K | New | $141,115 | 0.0% | New | 1 | SEC ↗ |
| 5 | Royal Bank Of Canada | 2.82K | New | $78,000 | 0.0% | New | 1 | SEC ↗ |
| 6 | UBS Group AG | 1.46K | New | $40,673 | 0.0% | New | 1 | SEC ↗ |
| 7 | Osaic Holdings, Inc. | 1.44K | +438.2% | $40,002 | 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
| Mml Investors Services, Llc | $550,833 | 0.0% |
| LPL Financial LLC | $239,999 | 0.0% |
| Northwestern Mutual Wealth… | $141,115 | 0.0% |
| Royal Bank Of Canada | $78,000 | 0.0% |
| UBS Group AG | $40,673 | 0.0% |
Exited
| No tracked exits this quarter. |
Full-market context: across ALL 13F filers (SEC structured data, Q1 2026): 7 holders, 2.30M shares, $57.37M 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.