TAXE
name pending profile ingest
Momentum inputs (comparable managers):
holder breadth +30.0% ·
share flow +30.0% ·
net new positions +20.0%
· 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 | Raymond James Financial Inc | 235.44K | +1146.1% | $11.94M | 0.0% | ▲ Add | 2 | SEC ↗ ×3 |
| 2 | LPL Financial LLC | 147.61K | +265.9% | $7.49M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 3 | Envestnet Asset Management Inc | 65.07K | +189.3% | $3.30M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 4 | Cetera Investment Advisers | 44.94K | New | $2.28M | 0.0% | New | 1 | SEC ↗ |
| 5 | Jane Street Group, Llc | 27.24K | +102.3% | $1.38M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 6 | Truist Financial Corp | 8.57K | +19.8% | $434,629 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 7 | Jones Financial Companies Lllp | 5.92K | New | $299,224 | 0.0% | New | 1 | SEC ↗ |
| 8 | Osaic Holdings, Inc. | 1.01K | +0.9% | $51,187 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 9 | UBS Group AG | 95 | -62.9% | $4,819 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 10 | Fidelity (FMR) ✦ | 1 | New | $51 | 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
| Cetera Investment Advisers | $2.28M | 0.0% |
| Jones Financial Companies Lllp | $299,224 | 0.0% |
| Fidelity (FMR) | $51 | 0.0% |
Exited
| No tracked exits this quarter. |
Full-market context: across ALL 13F filers (SEC structured data, Q1 2026): 20 holders, 676.63K shares, $34.07M 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.