SPBU
name pending profile ingest
Momentum inputs (comparable managers):
holder breadth -11.1% ·
share flow -1.6% ·
net new positions -12.5%
— formula
Broad distribution — falling shares and fewer holders
All ownership figures: tracked 13F managers only, common-stock positions, reporting period Q2 2026
| # | Manager | Shares | Δ shares | Value | Their weight | Held | ||
|---|---|---|---|---|---|---|---|---|
| 1 | Commonwealth Equity Services, Llc | 263.97K | -1.7% | $7.98M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 2 | Osaic Holdings, Inc. | 252.15K | -25.8% | $7.62M | 0.0% | ▼ Trim | 3 | SEC ↗ ×2 |
| 3 | Cetera Investment Advisers | 245.92K | +18.8% | $7.44M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 4 | Envestnet Asset Management Inc | 154.57K | +23.2% | $4.67M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 5 | Mml Investors Services, Llc | 41.99K | +59.0% | $1.27M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 6 | LPL Financial LLC | 12.56K | 0.0% | $379,845 | 0.0% | Held | 3 | SEC ↗ |
| 7 | Bank of New York Mellon Corp | 10.13K | New | $306,364 | 0.0% | New | 1 | SEC ↗ ×2 |
| 8 | JPMorgan Chase ✦ | 989 | +691.2% | $29,637 | 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
| Bank of New York Mellon Corp | $306,364 | 0.0% |
Exited
| Susquehanna International… | $284,660 | was 0.0% |
| Jane Street Group, Llc | $221,327 | was 0.0% |
Full-market context: across ALL 13F filers (SEC structured data, Q1 2026): 36 holders, 4.06M shares, $109.46M 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.