SMOT
name pending profile ingest
Momentum inputs (comparable managers):
holder breadth +7.7% ·
share flow -13.6% ·
net new positions +7.1%
· formula
Ownership fragmentation: more holders, smaller aggregate stake
All ownership figures: tracked 13F managers only, common-stock positions, reporting period Q1 2026
| Quarter | Holders | Δ | Shares | Reported value | New | Exits |
|---|---|---|---|---|---|---|
| Q3 2026 | 2 | 0 | 74.42K | $2.82M | n/a | n/a |
| Q2 2026 | 29 | +1 | 2.41M | $93.52M | +4 | −3 |
| 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 | LPL Financial LLC | 930.88K | -15.1% | $32.76M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 2 | Morgan Stanley ✦ | 493.50K | -18.1% | $17.37M | 0.0% | ▼ Trim | 3 | SEC ↗ ×2 |
| 3 | Bank Of America Corp /De/ | 420.27K | -2.2% | $14.79M | 0.0% | ▼ Trim | 2 | SEC ↗ ×2 |
| 4 | Raymond James Financial Inc | 169.39K | -11.0% | $5.96M | 0.0% | ▼ Trim | 2 | SEC ↗ ×2 |
| 5 | Jones Financial Companies Lllp | 106.02K | +16.3% | $3.66M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 6 | Wealth Enhancement Advisory… | 83.02K | -11.2% | $2.93M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 7 | Mercer Global Advisors Inc /Adv | 61.51K | -6.8% | $2.16M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 8 | Stifel Financial Corp | 49.67K | +1.4% | $1.75M | 0.0% | ▲ Add | 2 | SEC ↗ ×2 |
| 9 | Cetera Investment Advisers | 41.23K | -34.5% | $1.45M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 10 | HighTower Advisors, LLC | 28.18K | +0.1% | $991,496 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 11 | Commonwealth Equity Services, Llc | 26.74K | +7.7% | $940,904 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 12 | Citadel Advisors ✦ | 21.89K | +58.5% | $770,485 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 13 | Goldman Sachs Group ✦ | 19.84K | New | $698,099 | 0.0% | New | 1 | SEC ↗ |
| 14 | Royal Bank Of Canada | 15.89K | +60.4% | $559,000 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 15 | Mariner, LLC | 14.93K | +1.6% | $525,397 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 16 | Susquehanna International Group, Llp | 13.84K | New | $486,959 | 0.0% | New | 1 | SEC ↗ |
| 17 | Osaic Holdings, Inc. | 11.36K | +297.5% | $399,803 | 0.0% | ▲ Add | 2 | SEC ↗ ×2 |
| 18 | Fifth Third Bancorp | 9.95K | New | $350,035 | 0.0% | New | 1 | SEC ↗ |
| 19 | Creative Planning | 7.39K | New | $260,019 | 0.0% | New | 1 | SEC ↗ |
| 20 | UBS AM, a distinct business unit of… | 2.00K | 0.0% | $70,486 | 0.0% | Held | 2 | SEC ↗ |
| 21 | BlackRock ✦ (passive) | 1.94K | -31.6% | $68,409 | 0.0% | ▼ Trim | 4 | SEC ↗ |
| 22 | Fidelity (FMR) ✦ | 1.70K | +82.9% | $59,930 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 23 | Assetmark, Inc | 569 | 0.0% | $20,023 | 0.0% | Held | 2 | SEC ↗ |
| 24 | Wells Fargo & Company/Mn | 513 | +242.0% | $18,053 | 0.0% | ▲ Add | 2 | SEC ↗ ×2 |
| 25 | JPMorgan Chase ✦ | 413 | +23.3% | $14,195 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 26 | UBS Group AG | 186 | -73.7% | $6,545 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 27 | Russell Investments Group, Ltd. | 50 | 0.0% | $1,760 | 0.0% | Held | 2 | SEC ↗ |
| 28 | Northwestern Mutual Wealth… | 26 | 0.0% | $915 | 0.0% | Held | 2 | 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 | $698,099 | 0.0% |
| Susquehanna International… | $486,959 | 0.0% |
| Fifth Third Bancorp | $350,035 | 0.0% |
| Creative Planning | $260,019 | 0.0% |
Exited
| Mml Investors Services, Llc | $5.06M | was 0.0% |
| Hrt Financial Lp | $315,000 | 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.