SPEU
name pending profile ingest
Momentum inputs (comparable managers):
holder breadth +3.3% ·
share flow -1.0% ·
net new positions +3.2%
· formula
Ownership fragmentation: more holders, smaller aggregate stake
All ownership figures: tracked 13F managers only, common-stock positions, reporting period Q4 2025
| # | Manager | Shares | Δ shares | Value | Their weight | Held | ||
|---|---|---|---|---|---|---|---|---|
| 1 | Cwm, Llc | 2.43M | n/a | $126.85M | 0.3% | n/c | 1 | SEC ↗ |
| 2 | Morgan Stanley ✦ | 887.17K | -0.4% | $46.25M | 0.0% | ▼ Trim | 2 | SEC ↗ ×2 |
| 3 | Osaic Holdings, Inc. | 603.70K | n/a | $31.47M | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 4 | LPL Financial LLC | 363.73K | n/a | $18.96M | 0.0% | n/c | 1 | SEC ↗ |
| 5 | Bank Of America Corp /De/ | 291.32K | n/a | $15.19M | 0.0% | n/c | 1 | SEC ↗ ×3 |
| 6 | Wells Fargo & Company/Mn | 103.42K | n/a | $5.39M | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 7 | Charles Schwab Investment… | 68.00K | n/a | $3.55M | 0.0% | n/c | 1 | SEC ↗ |
| 8 | Cetera Investment Advisers | 64.46K | n/a | $3.36M | 0.0% | n/c | 1 | SEC ↗ |
| 9 | Jane Street Group, Llc | 63.95K | n/a | $3.33M | 0.0% | n/c | 1 | SEC ↗ |
| 10 | UBS Group AG | 48.19K | n/a | $2.51M | 0.0% | n/c | 1 | SEC ↗ |
| 11 | Raymond James Financial Inc | 37.13K | n/a | $1.94M | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 12 | Goldman Sachs Group ✦ | 32.35K | +20.2% | $1.69M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 13 | Royal Bank Of Canada | 30.80K | n/a | $1.60M | 0.0% | n/c | 1 | SEC ↗ ×4 |
| 14 | Citadel Advisors ✦ | 25.54K | -71.4% | $1.33M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 15 | Quantinno Capital Management LP | 16.78K | n/a | $874,585 | 0.0% | n/c | 1 | SEC ↗ |
| 16 | Envestnet Asset Management Inc | 9.35K | n/a | $487,564 | 0.0% | n/c | 1 | SEC ↗ |
| 17 | Commonwealth Equity Services, Llc | 8.69K | n/a | $453,230 | 0.0% | n/c | 1 | SEC ↗ |
| 18 | Captrust Financial Advisors | 7.09K | n/a | $369,862 | 0.0% | n/c | 1 | SEC ↗ |
| 19 | JPMorgan Chase ✦ | 7.05K | +172.4% | $367,569 | 0.0% | ▲ Add | 2 | SEC ↗ ×2 |
| 20 | Jones Financial Companies Lllp | 6.70K | n/a | $349,271 | 0.0% | n/c | 1 | SEC ↗ |
| 21 | Fidelity (FMR) ✦ | 6.55K | +33.4% | $341,324 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 22 | Fisher Asset Management ✦ | 5.05K | New | $263,498 | 0.0% | New | 1 | SEC ↗ |
| 23 | Mml Investors Services, Llc | 5.05K | n/a | $263,113 | 0.0% | n/c | 1 | SEC ↗ |
| 24 | Ameriprise Financial Inc | 4.55K | n/a | $237,467 | 0.0% | n/c | 1 | SEC ↗ |
| 25 | Assetmark, Inc | 4.36K | n/a | $227,078 | 0.0% | n/c | 1 | SEC ↗ |
| 26 | Mariner, LLC | 4.28K | n/a | $222,914 | 0.0% | n/c | 1 | SEC ↗ |
| 27 | National Bank Of Canada /Fi/ | 1.10K | n/a | $57,310 | 0.0% | n/c | 1 | SEC ↗ |
| 28 | Us Bancorp \De\ | 560 | n/a | $29,193 | 0.0% | n/c | 1 | SEC ↗ |
| 29 | Qube Research & Technologies Ltd | 527 | n/a | $27,473 | 0.0% | n/c | 1 | SEC ↗ |
| 30 | Blair William & Co/Il | 168 | n/a | $8,769 | 0.0% | n/c | 1 | SEC ↗ |
| 31 | Pnc Financial Services Group, Inc. | 102 | n/a | $5,312 | 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
| Fisher Asset Management | $263,498 | 0.0% |
Exited
| No tracked exits this quarter. |
Full-market context: across ALL 13F filers (SEC structured data, Q1 2026): 99 holders, 5.81M shares, $266.79M 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.