SPBW
name pending profile ingest
Momentum inputs (comparable managers):
holder breadth +16.7% ·
share flow +30.0% ·
net new positions +14.3%
— formula
Broad accumulation — rising shares across more holders
All ownership figures: tracked 13F managers only, common-stock positions, reporting period Q1 2026
| # | Manager | Shares | Δ shares | Value | Their weight | Held | ||
|---|---|---|---|---|---|---|---|---|
| 1 | Cetera Investment Advisers | 46.98K | +26.4% | $1.28M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 2 | Osaic Holdings, Inc. | 29.88K | New | $813,269 | 0.0% | New | 1 | SEC ↗ |
| 3 | Envestnet Asset Management Inc | 29.73K | +37.9% | $809,422 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 4 | Commonwealth Equity Services, Llc | 20.79K | +37.6% | $565,850 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 5 | Raymond James Financial Inc | 9.15K | New | $249,020 | 0.0% | New | 1 | SEC ↗ |
| 6 | Mml Investors Services, Llc | 8.89K | -5.0% | $242,024 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 7 | UBS Group AG | 199 | +71.5% | $5,417 | 0.0% | ▲ Add | 2 | SEC ↗ |
“Their weight” = the position's share of that manager's reported 13F equity value — the conviction measure. ✦ = curated manager.
New buyers
| Osaic Holdings, Inc. | $813,269 | 0.0% |
| Raymond James Financial Inc | $249,020 | 0.0% |
Exited
| Bank Of America Corp /De/ | $38,088 | was 0.0% |
Full-market context: across ALL 13F filers (SEC structured data, Q1 2026): 27 holders, 1.74M shares, $40.42M 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.