SPVM
name pending profile ingest
Momentum inputs (comparable managers):
holder breadth +30.0% ·
share flow +19.0% ·
net new positions +20.0%
— formula
Broad accumulation — rising shares across more holders
All ownership figures: tracked 13F managers only, common-stock positions, reporting period Q2 2026
| Quarter | Holders | Δ | Shares | Reported value | New | Exits |
|---|---|---|---|---|---|---|
| Q2 2026 | 17 | +5 | 425.61K | $31.70M | +5 | — |
| Q1 2026 | 13 | +2 | 357.64K | $24.62M | +2 | — |
| Q4 2025 | 11 | 0 | 490.05K | $33.22M | — | — |
| Q3 2025 | 1 | -1 | 21.15K | $1.39M | — | −1 |
| Q2 2025 | 1 | — | 1 | $60 | — | — |
| Q3 2024 | 1 | 0 | 9.07K | $529,968 | — | — |
| Q2 2024 | 1 | — | 7.36K | $398,673 | — | — |
| # | Manager | Shares | Δ shares | Value | Their weight | Held | ||
|---|---|---|---|---|---|---|---|---|
| 1 | LPL Financial LLC | 193.28K | -1.4% | $14.38M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 2 | Raymond James Financial Inc | 76.58K | +42.2% | $5.70M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 3 | Raymond James Financial Inc | 76.58K | +42.2% | $5.70M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 4 | Bank Of America Corp /De/ | 42.16K | +31.4% | $3.14M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 5 | Bank Of America Corp /De/ | 42.16K | +31.4% | $3.14M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 6 | Jones Financial Companies Lllp | 31.54K | +78.6% | $2.37M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 7 | Susquehanna International Group, Llp | 19.84K | -0.3% | $1.48M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 8 | Susquehanna International Group, Llp | 19.84K | -0.3% | $1.48M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 9 | Ameriprise Financial Inc | 19.51K | -4.8% | $1.45M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 10 | Morgan Stanley ✦ | 12.71K | +77.0% | $945,804 | 0.0% | ▲ Add | 4 | SEC ↗ |
| 11 | Osaic Holdings, Inc. | 10.73K | +66.8% | $798,357 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 12 | Osaic Holdings, Inc. | 10.73K | +66.8% | $798,357 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 13 | Citadel Advisors ✦ | 5.07K | New | $377,280 | 0.0% | New | 1 | SEC ↗ |
| 14 | Envestnet Asset Management Inc | 3.71K | New | $276,481 | 0.0% | New | 1 | SEC ↗ |
| 15 | Wealth Enhancement Advisory… | 3.27K | New | $247,187 | 0.0% | New | 1 | SEC ↗ |
| 16 | Mercer Global Advisors Inc /Adv | 3.10K | -3.4% | $230,461 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 17 | Commonwealth Equity Services, Llc | 2.79K | New | $207,962 | 0.0% | New | 1 | SEC ↗ |
| 18 | Royal Bank Of Canada | 649 | +5.9% | $48,000 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 19 | Fidelity (FMR) ✦ | 257 | +3571.4% | $19,124 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 20 | Wells Fargo & Company/Mn | 205 | — | $15,239 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 21 | Wells Fargo & Company/Mn | 205 | — | $15,239 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 22 | Assetmark, Inc | 200 | New | $14,883 | 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
| Citadel Advisors | $377,280 | 0.0% |
| Envestnet Asset Management Inc | $276,481 | 0.0% |
| Wealth Enhancement Advisory… | $247,187 | 0.0% |
| Commonwealth Equity Services… | $207,962 | 0.0% |
| Assetmark, Inc | $14,883 | 0.0% |
Exited
| No tracked exits this quarter. |
Full-market context: across ALL 13F filers (SEC structured data, Q1 2026): 31 holders, 843.17K shares, $57.07M 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.