SSM
name pending profile ingest
Momentum inputs (comparable managers):
holder breadth +16.7% ·
share flow -30.0% ·
net new positions +14.3%
— formula
Ownership fragmentation — more holders, smaller aggregate stake
All ownership figures: tracked 13F managers only, common-stock positions, reporting period Q2 2026
| Quarter | Holders | Δ | Shares | Reported value | New | Exits |
|---|---|---|---|---|---|---|
| Q2 2026 | 7 | +1 | 4.06K | $16,491 | +2 | −1 |
| Q1 2026 | 6 | +2 | 67.03K | $179,560 | +2 | — |
| Q4 2025 | 4 | 0 | 558 | $3,908 | — | — |
| Q3 2025 | 1 | — | 116 | $928 | — | — |
| # | Manager | Shares | Δ shares | Value | Their weight | Held | ||
|---|---|---|---|---|---|---|---|---|
| 1 | UBS Group AG | 3.03K | +623.9% | $13,163 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 2 | UBS Group AG | 3.03K | +623.9% | $13,163 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 3 | National Bank Of Canada /Fi/ | 600 | -99.1% | $1,470 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 4 | Citigroup Inc | 271 | New | $1,152 | 0.0% | New | 1 | SEC ↗ |
| 5 | Group One Trading Llc | 95 | 0.0% | $404 | 0.0% | Held | 3 | SEC ↗ |
| 6 | Wells Fargo & Company/Mn | 53 | New | $231 | 0.0% | New | 1 | SEC ↗ |
| 7 | Osaic Holdings, Inc. | 16 | +14.3% | $67 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 8 | Morgan Stanley ✦ | 1 | 0.0% | $4 | 0.0% | Held | 4 | SEC ↗ |
“Their weight” = the position's share of that manager's reported 13F equity value — the conviction measure. ✦ = curated manager.
New buyers
| Citigroup Inc | $1,152 | 0.0% |
| Wells Fargo & Company/Mn | $231 | 0.0% |
Exited
| Northwestern Mutual Wealth… | $32 | was 0.0% |
Full-market context: across ALL 13F filers (SEC structured data, Q1 2026): 13 holders, 336.49K shares, $1.85M 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.
Open-market purchases (P)
No open-market insider purchases in our coverage window.
Open-market sales (S)
10% owner · 5.50K sh · $16,613
10% owner · 5.00K sh · $16,250
10% owner · 2.62K sh · $8,659
10% owner · 5.00K sh · $16,750
10% owner · 1.97K sh · $6,783
Awards, exercises and tax withholding are never counted as buys or sales here. Methodology