STOT
name pending profile ingest
Momentum inputs (comparable managers):
holder breadth -5.0% ·
share flow +7.9% ·
net new positions -5.3%
— formula
Concentrated accumulation — rising shares among fewer holders
All ownership figures: tracked 13F managers only, common-stock positions, reporting period Q4 2025
| Quarter | Holders | Δ | Shares | Reported value | New | Exits |
|---|---|---|---|---|---|---|
| Q2 2026 | 19 | -1 | 4.11M | $193.48M | +3 | −4 |
| Q1 2026 | 21 | +2 | 3.06M | $144.35M | +4 | −2 |
| Q4 2025 | 19 | -1 | 1.88M | $88.80M | — | −1 |
| Q3 2025 | 2 | 0 | 267.93K | $12.70M | — | — |
| Q2 2025 | 1 | +1 | 7.17K | $339,689 | +1 | — |
| Q4 2024 | 1 | 0 | 15.75K | $738,139 | — | — |
| Q3 2024 | 1 | 0 | 25.98K | $1.23M | — | — |
| Q2 2024 | 1 | — | 8.65K | $405,206 | — | — |
| # | Manager | Shares | Δ shares | Value | Their weight | Held | ||
|---|---|---|---|---|---|---|---|---|
| 1 | Raymond James Financial Inc | 593.14K | — | $28.04M | 0.0% | n/c | 1 | SEC ↗ |
| 2 | Raymond James Financial Inc | 593.14K | — | $28.04M | 0.0% | n/c | 1 | SEC ↗ |
| 3 | LPL Financial LLC | 514.73K | — | $24.34M | 0.0% | n/c | 1 | SEC ↗ |
| 4 | Morgan Stanley ✦ | 405.82K | +198.7% | $19.19M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 5 | UBS Group AG | 105.20K | — | $4.97M | 0.0% | n/c | 1 | SEC ↗ |
| 6 | UBS Group AG | 105.20K | — | $4.97M | 0.0% | n/c | 1 | SEC ↗ |
| 7 | Bank Of America Corp /De/ | 82.26K | — | $3.89M | 0.0% | n/c | 1 | SEC ↗ |
| 8 | Bank Of America Corp /De/ | 82.26K | — | $3.89M | 0.0% | n/c | 1 | SEC ↗ |
| 9 | Bank Of America Corp /De/ | 82.26K | — | $3.89M | 0.0% | n/c | 1 | SEC ↗ |
| 10 | Assetmark, Inc | 56.20K | — | $2.66M | 0.0% | n/c | 1 | SEC ↗ |
| 11 | HighTower Advisors, LLC | 30.33K | — | $1.43M | 0.0% | n/c | 1 | SEC ↗ |
| 12 | Captrust Financial Advisors | 21.79K | — | $1.03M | 0.0% | n/c | 1 | SEC ↗ |
| 13 | Cetera Investment Advisers | 16.57K | — | $783,218 | 0.0% | n/c | 1 | SEC ↗ |
| 14 | Envestnet Asset Management Inc | 16.41K | — | $775,648 | 0.0% | n/c | 1 | SEC ↗ |
| 15 | Rockefeller Capital Management L.P. | 13.68K | — | $646,696 | 0.0% | n/c | 1 | SEC ↗ |
| 16 | Jane Street Group, Llc | 7.62K | — | $360,321 | 0.0% | n/c | 1 | SEC ↗ |
| 17 | Osaic Holdings, Inc. | 6.25K | — | $295,375 | 0.0% | n/c | 1 | SEC ↗ |
| 18 | Osaic Holdings, Inc. | 6.25K | — | $295,375 | 0.0% | n/c | 1 | SEC ↗ |
| 19 | Osaic Holdings, Inc. | 6.25K | — | $295,375 | 0.0% | n/c | 1 | SEC ↗ |
| 20 | Royal Bank Of Canada | 4.27K | — | $202,000 | 0.0% | n/c | 1 | SEC ↗ |
| 21 | Citigroup Inc | 2.99K | — | $141,509 | 0.0% | n/c | 1 | SEC ↗ |
| 22 | Northwestern Mutual Wealth… | 556 | — | $26,264 | 0.0% | n/c | 1 | SEC ↗ |
| 23 | Cwm, Llc | 300 | — | $14,000 | 0.0% | n/c | 1 | SEC ↗ |
| 24 | Jones Financial Companies Lllp | 87 | — | $4,113 | 0.0% | n/c | 1 | SEC ↗ |
| 25 | Wells Fargo & Company/Mn | 0 | — | $13 | 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
| No new tracked buyers this quarter. |
Exited
| Citadel Advisors | $6.26M | was 0.0% |
Full-market context: across ALL 13F filers (SEC structured data, Q1 2026): 67 holders, 5.40M shares, $252.73M 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.