SURE
name pending profile ingest
Momentum inputs (comparable managers):
holder breadth -9.1% ·
share flow -14.1% ·
net new positions -10.0%
— formula
Broad distribution — falling shares and fewer holders
All ownership figures: tracked 13F managers only, common-stock positions, reporting period Q2 2026
| # | Manager | Shares | Δ shares | Value | Their weight | Held | ||
|---|---|---|---|---|---|---|---|---|
| 1 | LPL Financial LLC | 8.65K | +3.9% | $1.29M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 2 | Morgan Stanley ✦ | 7.71K | 0.0% | $1.15M | 0.0% | Held | 4 | SEC ↗ ×2 |
| 3 | Osaic Holdings, Inc. | 4.50K | +3.4% | $670,140 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 4 | Jones Financial Companies Lllp | 3.37K | +46.0% | $492,670 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 5 | Citadel Advisors ✦ | 2.60K | -47.0% | $387,312 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 6 | Commonwealth Equity Services, Llc | 1.70K | 0.0% | $253,610 | 0.0% | Held | 3 | SEC ↗ |
| 7 | Raymond James Financial Inc | 1.69K | -18.9% | $251,455 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 8 | Pnc Financial Services Group, Inc. | 294 | 0.0% | $43,796 | 0.0% | Held | 2 | SEC ↗ |
| 9 | UBS Group AG | 212 | +36.8% | $31,581 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 10 | Wells Fargo & Company/Mn | 0 | — | $5 | 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
| No new tracked buyers this quarter. |
Exited
| Susquehanna International… | $500,630 | was 0.0% |
Full-market context: across ALL 13F filers (SEC structured data, Q1 2026): 22 holders, 62.66K shares, $7.75M 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.