SURE
name pending profile ingest
Momentum inputs (comparable managers):
holder breadth +10.0% ·
share flow +11.8% ·
net new positions +9.1%
· formula
Broad accumulation: rising shares across more holders
All ownership figures: tracked 13F managers only, common-stock positions, reporting period Q4 2025
| # | Manager | Shares | Δ shares | Value | Their weight | Held | ||
|---|---|---|---|---|---|---|---|---|
| 1 | LPL Financial LLC | 8.47K | n/a | $1.08M | 0.0% | n/c | 1 | SEC ↗ |
| 2 | Morgan Stanley ✦ | 7.36K | -1.3% | $937,660 | 0.0% | ▼ Trim | 2 | SEC ↗ ×2 |
| 3 | Osaic Holdings, Inc. | 4.50K | n/a | $573,212 | 0.0% | n/c | 1 | SEC ↗ |
| 4 | Susquehanna International Group, Llp | 4.14K | n/a | $528,039 | 0.0% | n/c | 1 | SEC ↗ |
| 5 | Citadel Advisors ✦ | 3.76K | New | $479,618 | 0.0% | New | 1 | SEC ↗ |
| 6 | Raymond James Financial Inc | 2.25K | n/a | $286,423 | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 7 | Jones Financial Companies Lllp | 2.16K | n/a | $275,486 | 0.0% | n/c | 1 | SEC ↗ |
| 8 | Commonwealth Equity Services, Llc | 1.70K | n/a | $216,930 | 0.0% | n/c | 1 | SEC ↗ |
| 9 | Cwm, Llc | 324 | n/a | $41,000 | 0.0% | n/c | 1 | SEC ↗ |
| 10 | UBS Group AG | 159 | n/a | $20,260 | 0.0% | n/c | 1 | SEC ↗ |
| 11 | Wells Fargo & Company/Mn | 0 | n/a | $16 | 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
| Citadel Advisors | $479,618 | 0.0% |
Exited
| No tracked exits this quarter. |
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.