SURE
name pending profile ingest
Momentum inputs (comparable managers):
holder breadth +9.1% ·
share flow +3.6% ·
net new positions +8.3%
· formula
Broad accumulation: rising shares across more holders
All ownership figures: tracked 13F managers only, common-stock positions, reporting period Q1 2026
| # | Manager | Shares | Δ shares | Value | Their weight | Held | ||
|---|---|---|---|---|---|---|---|---|
| 1 | LPL Financial LLC | 8.32K | -1.8% | $1.06M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 2 | Morgan Stanley ✦ | 7.71K | +4.8% | $980,229 | 0.0% | ▲ Add | 3 | SEC ↗ ×2 |
| 3 | Citadel Advisors ✦ | 4.90K | +30.2% | $623,340 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 4 | Osaic Holdings, Inc. | 4.35K | -3.3% | $553,291 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 5 | Susquehanna International Group, Llp | 3.94K | -5.0% | $500,630 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 6 | Jones Financial Companies Lllp | 2.31K | +6.9% | $290,176 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 7 | Raymond James Financial Inc | 2.08K | -7.4% | $264,597 | 0.0% | ▼ Trim | 2 | SEC ↗ ×2 |
| 8 | Commonwealth Equity Services, Llc | 1.70K | 0.0% | $216,490 | 0.0% | Held | 2 | SEC ↗ |
| 9 | Cwm, Llc | 324 | 0.0% | $41,200 | 0.0% | Held | 2 | SEC ↗ |
| 10 | Pnc Financial Services Group, Inc. | 294 | New | $37,385 | 0.0% | New | 1 | SEC ↗ |
| 11 | UBS Group AG | 155 | -2.5% | $19,710 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 12 | Wells Fargo & Company/Mn | 0 | n/a | $5 | 0.0% | Held | 2 | SEC ↗ |
“Their weight” = the position's share of that manager's reported 13F equity value: the conviction measure. ✦ = curated manager.
New buyers
| Pnc Financial Services Group… | $37,385 | 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.