SPE
name pending profile ingest
Momentum inputs (comparable managers):
holder breadth -7.1% ·
share flow -1.3% ·
net new positions -7.7%
· formula
Broad distribution: falling shares and fewer holders
All ownership figures: tracked 13F managers only, common-stock positions, reporting period Q1 2026
| # | Manager | Shares | Δ shares | Value | Their weight | Held | ||
|---|---|---|---|---|---|---|---|---|
| 1 | Focus Partners Wealth | 1.34M | +0.9% | $18.38M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 2 | Morgan Stanley ✦ | 90.76K | +23.7% | $1.25M | 0.0% | ▲ Add | 3 | SEC ↗ ×2 |
| 3 | First Manhattan Co. Llc. | 44.28K | +10.7% | $609,293 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 4 | Raymond James Financial Inc | 32.04K | -3.3% | $440,872 | 0.0% | ▼ Trim | 2 | SEC ↗ ×2 |
| 5 | Cetera Investment Advisers | 19.87K | -47.7% | $273,439 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 6 | Osaic Holdings, Inc. | 19.29K | +7.2% | $265,449 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 7 | Commonwealth Equity Services, Llc | 16.21K | +2.0% | $223,050 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 8 | Susquehanna International Group, Llp | 11.82K | -11.6% | $162,657 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 9 | Wells Fargo & Company/Mn | 11.17K | -5.9% | $153,678 | 0.0% | ▼ Trim | 2 | SEC ↗ ×2 |
| 10 | UBS Group AG | 5.16K | +4.7% | $71,043 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 11 | Royal Bank Of Canada | 2.25K | +4.8% | $31,000 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 12 | Rockefeller Capital Management L.P. | 918 | +3.1% | $12,632 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 13 | Danske Bank A/S | 4 | New | $55 | 0.0% | New | 1 | SEC ↗ |
“Their weight” = the position's share of that manager's reported 13F equity value: the conviction measure. ✦ = curated manager.
New buyers
| Danske Bank A/S | $55 | 0.0% |
Exited
| Envestnet Asset Management Inc | $363,355 | was 0.0% |
| HighTower Advisors, LLC | $155,683 | was 0.0% |
Full-market context: across ALL 13F filers (SEC structured data, Q1 2026): 42 holders, 3.11M shares, $42.74M 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.