TAFM
name pending profile ingest
Momentum inputs (comparable managers):
holder breadth +7.1% ·
share flow +17.2% ·
net new positions +6.7%
— formula
Broad accumulation — rising shares across more 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 | 15 | +1 | 16.29M | $413.24M | +2 | −1 |
| Q1 2026 | 14 | +2 | 13.90M | $352.85M | +4 | −2 |
| Q4 2025 | 12 | 0 | 12.25M | $311.51M | — | — |
| Q3 2025 | 2 | — | 312.45K | $7.94M | — | — |
| # | Manager | Shares | Δ shares | Value | Their weight | Held | ||
|---|---|---|---|---|---|---|---|---|
| 1 | Alliancebernstein L.P. | 12.89M | +16.8% | $326.07M | 0.1% | ▲ Add | 3 | SEC ↗ |
| 2 | LPL Financial LLC | 1.14M | +35.8% | $29.40M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 3 | HighTower Advisors, LLC | 565.45K | -5.9% | $14.52M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 4 | Raymond James Financial Inc | 363.19K | +22.9% | $9.33M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 5 | Raymond James Financial Inc | 363.19K | +22.9% | $9.33M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 6 | Envestnet Asset Management Inc | 333.96K | +18.7% | $8.58M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 7 | Truist Financial Corp | 325.43K | +8.8% | $8.36M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 8 | Jane Street Group, Llc | 307.45K | +120.6% | $7.90M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 9 | Commonwealth Equity Services, Llc | 150.53K | +75.1% | $3.87M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 10 | Osaic Holdings, Inc. | 58.54K | -7.1% | $1.50M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 11 | Osaic Holdings, Inc. | 58.54K | -7.1% | $1.50M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 12 | Wells Fargo & Company/Mn | 47.14K | New | $1.21M | 0.0% | New | 1 | SEC ↗ |
| 13 | Mml Investors Services, Llc | 46.64K | +10.2% | $1.20M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 14 | JPMorgan Chase ✦ | 26.71K | -85.1% | $685,723 | 0.0% | ▼ Trim | 4 | SEC ↗ |
| 15 | Captrust Financial Advisors | 11.99K | New | $307,903 | 0.0% | New | 1 | SEC ↗ |
| 16 | Creative Planning | 9.84K | 0.0% | $252,563 | 0.0% | Held | 2 | SEC ↗ |
| 17 | Fifth Third Bancorp | 2.45K | -30.5% | $63,019 | 0.0% | ▼ Trim | 2 | SEC ↗ |
“Their weight” = the position's share of that manager's reported 13F equity value — the conviction measure. ✦ = curated manager.
New buyers
| Wells Fargo & Company/Mn | $1.21M | 0.0% |
| Captrust Financial Advisors | $307,903 | 0.0% |
Exited
| Susquehanna International… | $409,096 | was 0.0% |
Full-market context: across ALL 13F filers (SEC structured data, Q1 2026): 45 holders, 18.66M shares, $472.82M 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.