TACK
name pending profile ingest
Momentum inputs (comparable managers):
holder breadth -18.8% ·
share flow -2.5% ·
net new positions -20.0%
— formula
Broad distribution — falling shares and fewer holders
All ownership figures: tracked 13F managers only, common-stock positions, reporting period Q2 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 | 2.12M | +9.8% | $67.04M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 2 | Stifel Financial Corp | 732.90K | -0.3% | $23.18M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 3 | Commonwealth Equity Services, Llc | 141.84K | -0.7% | $4.49M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 4 | HighTower Advisors, LLC | 82.91K | -6.9% | $2.62M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 5 | Captrust Financial Advisors | 46.02K | -2.4% | $1.46M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 6 | LPL Financial LLC | 20.27K | +7.7% | $641,009 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 7 | Fifth Third Bancorp | 13.77K | +53.8% | $435,407 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 8 | Susquehanna International Group, Llp | 10.42K | -48.2% | $329,670 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 9 | Cetera Investment Advisers | 10.10K | 0.0% | $319,359 | 0.0% | Held | 3 | SEC ↗ |
| 10 | Royal Bank Of Canada | 4.04K | 0.0% | $128,000 | 0.0% | Held | 3 | SEC ↗ |
| 11 | Wells Fargo & Company/Mn | 2.52K | +11.2% | $79,782 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 12 | JPMorgan Chase ✦ | 1.71K | +20.6% | $54,112 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 13 | Morgan Stanley ✦ | 62 | -78.0% | $1,981 | 0.0% | ▼ Trim | 4 | 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
| Mariner, LLC | $7.33M | was 0.0% |
| Hrt Financial Lp | $500,000 | was 0.0% |
| Northwestern Mutual Wealth… | $30 | 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.