SMOT
name pending profile ingest
Momentum inputs (comparable managers):
holder breadth +3.7% ·
share flow -5.1% ·
net new positions 0.0%
— formula
Ownership fragmentation — more holders, smaller aggregate stake
All ownership figures: tracked 13F managers only, common-stock positions, reporting period Q2 2026
| # | Manager | Shares | Δ shares | Value | Their weight | Held | ||
|---|---|---|---|---|---|---|---|---|
| 1 | LPL Financial LLC | 832.84K | -10.5% | $32.36M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 2 | Morgan Stanley ✦ | 442.38K | -10.4% | $17.19M | 0.0% | ▼ Trim | 4 | SEC ↗ ×2 |
| 3 | Bank Of America Corp /De/ | 441.35K | +5.0% | $17.15M | 0.0% | ▲ Add | 3 | SEC ↗ ×2 |
| 4 | Raymond James Financial Inc | 150.38K | -11.2% | $5.84M | 0.0% | ▼ Trim | 3 | SEC ↗ ×2 |
| 5 | Jones Financial Companies Lllp | 114.62K | +8.1% | $4.47M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 6 | Wealth Enhancement Advisory… | 79.58K | -4.1% | $3.12M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 7 | Mercer Global Advisors Inc /Adv | 56.71K | -7.8% | $2.20M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 8 | Stifel Financial Corp | 45.24K | -8.9% | $1.76M | 0.0% | ▼ Trim | 3 | SEC ↗ ×2 |
| 9 | Royal Bank Of Canada | 37.55K | +136.3% | $1.46M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 10 | Cetera Investment Advisers | 34.85K | -15.5% | $1.35M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 11 | Susquehanna International Group, Llp | 27.89K | +101.6% | $1.08M | 0.0% | ▲ Add | 2 | SEC ↗ ×2 |
| 12 | Commonwealth Equity Services, Llc | 19.37K | -27.6% | $752,580 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 13 | Goldman Sachs Group ✦ | 16.40K | -17.4% | $637,149 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 14 | Jane Street Group, Llc | 14.39K | New | $559,195 | 0.0% | New | 1 | SEC ↗ |
| 15 | Mml Investors Services, Llc | 12.78K | New | $496,677 | 0.0% | New | 1 | SEC ↗ |
| 16 | Wells Fargo & Company/Mn | 11.32K | +2107.0% | $439,973 | 0.0% | ▲ Add | 3 | SEC ↗ ×2 |
| 17 | Fifth Third Bancorp | 9.95K | 0.0% | $386,540 | 0.0% | Held | 2 | SEC ↗ |
| 18 | Creative Planning | 7.42K | +0.4% | $288,263 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 19 | Citadel Advisors ✦ | 5.48K | -75.0% | $213,108 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 20 | UBS Group AG | 3.92K | +2010.2% | $152,526 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 21 | JPMorgan Chase ✦ | 3.12K | +655.0% | $121,352 | 0.0% | ▲ Add | 4 | SEC ↗ ×2 |
| 22 | Osaic Holdings, Inc. | 2.91K | -74.4% | $113,211 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 23 | UBS AM, a distinct business unit of… | 2.00K | 0.0% | $77,837 | 0.0% | Held | 3 | SEC ↗ |
| 24 | BlackRock ✦ (passive) | 1.94K | 0.0% | $75,544 | 0.0% | Held | 5 | SEC ↗ |
| 25 | Bank Of Montreal /Can/ | 1.80K | New | $56,826 | 0.0% | New | 1 | SEC ↗ |
| 26 | Fidelity (FMR) ✦ | 1.40K | -17.6% | $54,522 | 0.0% | ▼ Trim | 4 | SEC ↗ |
| 27 | Assetmark, Inc | 355 | -37.6% | $13,795 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 28 | Citigroup Inc | 163 | New | $6,334 | 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
| Jane Street Group, Llc | $559,195 | 0.0% |
| Mml Investors Services, Llc | $496,677 | 0.0% |
| Bank Of Montreal /Can/ | $56,826 | 0.0% |
| Citigroup Inc | $6,334 | 0.0% |
Exited
| HighTower Advisors, LLC | $991,496 | was 0.0% |
| Mariner, LLC | $525,397 | was 0.0% |
| Russell Investments Group… | $1,760 | was 0.0% |
| Northwestern Mutual Wealth… | $915 | was 0.0% |
Full-market context: across ALL 13F filers (SEC structured data, Q1 2026): 105 holders, 6.83M shares, $231.78M 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.