SMOT
name pending profile ingest
Momentum inputs (comparable managers):
holder breadth +4.0% ·
share flow -0.4% ·
net new positions +3.8%
· formula
Ownership fragmentation: more holders, smaller aggregate stake
All ownership figures: tracked 13F managers only, common-stock positions, reporting period Q4 2025
| Quarter | Holders | Δ | Shares | Reported value | New | Exits |
|---|---|---|---|---|---|---|
| Q3 2026 | 1 | 0 | 74.06K | $2.80M | n/a | −1 |
| Q2 2026 | 28 | +1 | 2.38M | $92.45M | +4 | −4 |
| Q1 2026 | 28 | +2 | 2.53M | $89.07M | +4 | −2 |
| Q4 2025 | 26 | +1 | 2.93M | $106.25M | +1 | n/a |
| Q3 2025 | 4 | +1 | 631.18K | $22.77M | +1 | n/a |
| Q2 2025 | 1 | n/a | 2.84K | $98,710 | n/a | n/a |
| Q4 2024 | 1 | +1 | 16.18K | $557,897 | +1 | n/a |
| Q2 2024 | 1 | n/a | 10.09K | $322,604 | n/a | n/a |
| # | Manager | Shares | Δ shares | Value | Their weight | Held | ||
|---|---|---|---|---|---|---|---|---|
| 1 | Morgan Stanley ✦ | 602.22K | -1.1% | $21.80M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 2 | Bank Of America Corp /De/ | 429.58K | n/a | $15.55M | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 3 | Raymond James Financial Inc | 190.36K | n/a | $6.89M | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 4 | Mml Investors Services, Llc | 139.78K | n/a | $5.06M | 0.0% | n/c | 1 | SEC ↗ |
| 5 | Jones Financial Companies Lllp | 91.17K | n/a | $3.30M | 0.0% | n/c | 1 | SEC ↗ |
| 6 | Mercer Global Advisors Inc /Adv | 65.99K | n/a | $2.39M | 0.0% | n/c | 1 | SEC ↗ |
| 7 | Stifel Financial Corp | 48.96K | n/a | $1.77M | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 8 | Commonwealth Equity Services, Llc | 24.82K | n/a | $898,662 | 0.0% | n/c | 1 | SEC ↗ |
| 9 | Royal Bank Of Canada | 9.91K | n/a | $359,000 | 0.0% | n/c | 1 | SEC ↗ |
| 10 | UBS AM, a distinct business unit of… | 2.00K | n/a | $72,509 | 0.0% | n/c | 1 | SEC ↗ |
| 11 | Fidelity (FMR) ✦ | 931 | +205.2% | $33,718 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 12 | JPMorgan Chase ✦ | 335 | -98.2% | $12,127 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 13 | Wells Fargo & Company/Mn | 150 | n/a | $5,430 | 0.0% | n/c | 1 | SEC ↗ |
| 14 | Northwestern Mutual Wealth… | 26 | n/a | $941 | 0.0% | n/c | 1 | SEC ↗ |
“Their weight” = the position's share of that manager's reported 13F equity value: the conviction measure. ✦ = curated manager.
New buyers
| No new tracked buyers this quarter. |
Exited
| No tracked exits this quarter. |
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.