SSUS
name pending profile ingest
Momentum inputs (comparable managers):
holder breadth +4.5% ·
share flow -1.9% ·
net new positions +4.3%
— 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 | 23 | +1 | 2.76M | $152.79M | +2 | −1 |
| Q1 2026 | 23 | +1 | 3.35M | $156.44M | +2 | −1 |
| Q4 2025 | 22 | 0 | 3.79M | $184.92M | +1 | −1 |
| Q3 2025 | 4 | +1 | 320.25K | $15.47M | +1 | — |
| Q2 2025 | 1 | -2 | 2.51K | $113,010 | — | −2 |
| Q1 2025 | 2 | -1 | 11.97K | $487,380 | — | −1 |
| Q4 2024 | 3 | +2 | 17.53K | $737,655 | +2 | — |
| Q3 2024 | 1 | 0 | 12.36K | $513,844 | — | — |
| Q2 2024 | 1 | — | 11.32K | $447,214 | — | — |
| # | Manager | Shares | Δ shares | Value | Their weight | Held | ||
|---|---|---|---|---|---|---|---|---|
| 1 | Raymond James Financial Inc | 943.34K | -13.6% | $52.18M | 0.0% | ▼ Trim | 3 | SEC ↗ ×3 |
| 2 | Royal Bank Of Canada | 747.91K | -3.1% | $41.37M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 3 | LPL Financial LLC | 379.53K | +0.2% | $20.99M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 4 | Wealth Enhancement Advisory… | 125.54K | -6.9% | $6.97M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 5 | Ameriprise Financial Inc | 119.35K | New | $6.60M | 0.0% | New | 1 | SEC ↗ |
| 6 | Morgan Stanley ✦ | 115.14K | -7.2% | $6.37M | 0.0% | ▼ Trim | 4 | SEC ↗ ×3 |
| 7 | Commonwealth Equity Services, Llc | 105.30K | -2.1% | $5.82M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 8 | Stifel Financial Corp | 47.91K | +1.8% | $2.65M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 9 | Goldman Sachs Group ✦ | 44.25K | +36.2% | $2.45M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 10 | Susquehanna International Group, Llp | 22.71K | +45.4% | $1.26M | 0.0% | ▲ Add | 3 | SEC ↗ ×2 |
| 11 | Osaic Holdings, Inc. | 17.01K | +45.4% | $940,757 | 0.0% | ▲ Add | 3 | SEC ↗ ×3 |
| 12 | Mercer Global Advisors Inc /Adv | 16.07K | -8.5% | $888,555 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 13 | Bank of New York Mellon Corp | 14.56K | 0.0% | $805,333 | 0.0% | Held | 3 | SEC ↗ ×2 |
| 14 | HighTower Advisors, LLC | 13.47K | +0.2% | $745,118 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 15 | Citadel Advisors ✦ | 10.68K | -5.2% | $590,821 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 16 | Creative Planning | 9.08K | -2.3% | $502,270 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 17 | Pnc Financial Services Group, Inc. | 7.57K | +8.1% | $418,475 | 0.0% | ▲ Add | 3 | SEC ↗ ×2 |
| 18 | Cetera Investment Advisers | 7.34K | New | $405,754 | 0.0% | New | 1 | SEC ↗ |
| 19 | Envestnet Asset Management Inc | 7.01K | -14.9% | $387,638 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 20 | Hrt Financial Lp | 5.33K | -65.3% | $295,000 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 21 | BlackRock ✦ (passive) | 1.40K | 0.0% | $77,628 | 0.0% | Held | 5 | SEC ↗ |
| 22 | JPMorgan Chase ✦ | 782 | 0.0% | $42,815 | 0.0% | Held | 3 | SEC ↗ |
| 23 | Assetmark, Inc | 759 | 0.0% | $41,980 | 0.0% | Held | 3 | SEC ↗ |
“Their weight” = the position's share of that manager's reported 13F equity value — the conviction measure. ✦ = curated manager.
New buyers
| Ameriprise Financial Inc | $6.60M | 0.0% |
| Cetera Investment Advisers | $405,754 | 0.0% |
Exited
| UBS Group AG | $79,271 | was 0.0% |
Full-market context: across ALL 13F filers (SEC structured data, Q1 2026): 66 holders, 8.36M shares, $385.81M 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.