TACK
name pending profile ingest
Momentum inputs (comparable managers):
holder breadth +23.1% ·
share flow -6.7% ·
net new positions +18.8%
— formula
Ownership fragmentation — more holders, smaller aggregate stake
All ownership figures: tracked 13F managers only, common-stock positions, reporting period Q1 2026
| Quarter | Holders | Δ | Shares | Reported value | New | Exits |
|---|---|---|---|---|---|---|
| Q2 2026 | 13 | -3 | 3.19M | $100.78M | — | −3 |
| Q1 2026 | 16 | +3 | 3.27M | $99.34M | +4 | −1 |
| Q4 2025 | 13 | +1 | 3.50M | $104.95M | +1 | — |
| Q3 2025 | 1 | -1 | 667 | $20,020 | — | −1 |
| Q2 2025 | 1 | +1 | 10.87K | $306,912 | +1 | — |
| Q3 2024 | 1 | +1 | 7.62K | $214,361 | +1 | — |
| # | Manager | Shares | Δ shares | Value | Their weight | Held | ||
|---|---|---|---|---|---|---|---|---|
| 1 | UBS Group AG | 1.93M | +0.8% | $58.67M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 2 | Stifel Financial Corp | 735.34K | +0.5% | $22.35M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 3 | Mariner, LLC | 241.17K | -26.2% | $7.33M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 4 | Commonwealth Equity Services, Llc | 142.78K | -1.3% | $4.34M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 5 | HighTower Advisors, LLC | 89.05K | 0.0% | $2.71M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 6 | Captrust Financial Advisors | 47.14K | -15.3% | $1.43M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 7 | Susquehanna International Group, Llp | 20.14K | New | $612,191 | 0.0% | New | 1 | SEC ↗ |
| 8 | LPL Financial LLC | 18.82K | +16.1% | $572,193 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 9 | Hrt Financial Lp | 16.48K | New | $500,000 | 0.0% | New | 1 | SEC ↗ |
| 10 | Cetera Investment Advisers | 10.10K | 0.0% | $306,932 | 0.0% | Held | 2 | SEC ↗ |
| 11 | Fifth Third Bancorp | 8.95K | New | $272,096 | 0.0% | New | 1 | SEC ↗ |
| 12 | Royal Bank Of Canada | 4.04K | 0.0% | $123,000 | 0.0% | Held | 2 | SEC ↗ |
| 13 | Wells Fargo & Company/Mn | 2.27K | 0.0% | $68,911 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 14 | Wells Fargo & Company/Mn | 2.27K | 0.0% | $68,911 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 15 | JPMorgan Chase ✦ | 1.42K | +258.5% | $42,281 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 16 | Morgan Stanley ✦ | 282 | -56.4% | $8,601 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 17 | Morgan Stanley ✦ | 282 | -56.4% | $8,601 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 18 | Northwestern Mutual Wealth… | 1 | New | $30 | 0.0% | New | 1 | SEC ↗ |
“Their weight” = the position's share of that manager's reported 13F equity value — the conviction measure. ✦ = curated manager.
New buyers
| Susquehanna International… | $612,191 | 0.0% |
| Hrt Financial Lp | $500,000 | 0.0% |
| Fifth Third Bancorp | $272,096 | 0.0% |
| Northwestern Mutual Wealth… | $30 | 0.0% |
Exited
| Ameriprise Financial Inc | $6.18M | was 0.0% |
Full-market context: across ALL 13F filers (SEC structured data, Q1 2026): 37 holders, 7.09M shares, $208.92M 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.