SPDV
name pending profile ingest
Momentum inputs (comparable managers):
holder breadth +7.1% ·
share flow +1.8% ·
net new positions +6.7%
— formula
Broad accumulation — rising shares across more holders
All ownership figures: tracked 13F managers only, common-stock positions, reporting period Q4 2025
| # | Manager | Shares | Δ shares | Value | Their weight | Held | ||
|---|---|---|---|---|---|---|---|---|
| 1 | Osaic Holdings, Inc. | 349.97K | — | $12.13M | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 2 | Cetera Investment Advisers | 174.78K | — | $6.06M | 0.0% | n/c | 1 | SEC ↗ |
| 3 | LPL Financial LLC | 169.10K | — | $5.86M | 0.0% | n/c | 1 | SEC ↗ |
| 4 | Stifel Financial Corp | 25.75K | — | $892,309 | 0.0% | n/c | 1 | SEC ↗ |
| 5 | Captrust Financial Advisors | 22.09K | — | $765,570 | 0.0% | n/c | 1 | SEC ↗ |
| 6 | Citadel Advisors ✦ | 17.26K | New | $598,059 | 0.0% | New | 1 | SEC ↗ |
| 7 | Raymond James Financial Inc | 15.55K | — | $538,772 | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 8 | HighTower Advisors, LLC | 12.40K | — | $429,660 | 0.0% | n/c | 1 | SEC ↗ |
| 9 | Commonwealth Equity Services, Llc | 11.98K | — | $415,280 | 0.0% | n/c | 1 | SEC ↗ |
| 10 | Susquehanna International Group, Llp | 11.09K | — | $384,095 | 0.0% | n/c | 1 | SEC ↗ |
| 11 | Jane Street Group, Llc | 11.07K | — | $383,472 | 0.0% | n/c | 1 | SEC ↗ |
| 12 | Envestnet Asset Management Inc | 8.31K | — | $287,843 | 0.0% | n/c | 1 | SEC ↗ |
| 13 | Morgan Stanley ✦ | 6.70K | -0.7% | $232,294 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 14 | JPMorgan Chase ✦ | 2.93K | -48.1% | $101,663 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 15 | Wells Fargo & Company/Mn | 1 | — | $28 | 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
| Citadel Advisors | $598,059 | 0.0% |
Exited
| No tracked exits this quarter. |
Full-market context: across ALL 13F filers (SEC structured data, Q1 2026): 33 holders, 1.01M shares, $37.07M 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.