TBG
name pending profile ingest
Momentum inputs (comparable managers):
holder breadth -18.2% ·
share flow +2.7% ·
net new positions -20.0%
· formula
Concentrated accumulation: rising shares among fewer holders
All ownership figures: tracked 13F managers only, common-stock positions, reporting period Q1 2026
| # | Manager | Shares | Δ shares | Value | Their weight | Held | ||
|---|---|---|---|---|---|---|---|---|
| 1 | HighTower Advisors, LLC | 2.25M | +3.2% | $78.45M | 0.1% | ▲ Add | 2 | SEC ↗ |
| 2 | Stifel Financial Corp | 50.29K | +4.7% | $1.75M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 3 | Commonwealth Equity Services, Llc | 42.10K | -0.8% | $1.47M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 4 | Jane Street Group, Llc | 8.12K | -21.0% | $283,133 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 5 | Cetera Investment Advisers | 7.86K | +0.2% | $273,913 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 6 | Citadel Advisors ✦ | 7.84K | New | $273,337 | 0.0% | New | 1 | SEC ↗ |
| 7 | Envestnet Asset Management Inc | 6.85K | New | $238,725 | 0.0% | New | 1 | SEC ↗ |
| 8 | Cwm, Llc | 5.92K | -12.0% | $206,511 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 9 | Morgan Stanley ✦ | 103 | +10200.0% | $3,609 | 0.0% | ▲ Add | 3 | SEC ↗ ×2 |
“Their weight” = the position's share of that manager's reported 13F equity value: the conviction measure. ✦ = curated manager.
New buyers
| Citadel Advisors | $273,337 | 0.0% |
| Envestnet Asset Management Inc | $238,725 | 0.0% |
Exited
| Susquehanna International… | $657,583 | was 0.0% |
| Wells Fargo & Company/Mn | $25,043 | was 0.0% |
| Royal Bank Of Canada | $25,000 | was 0.0% |
| UBS Group AG | $9,550 | was 0.0% |
Full-market context: across ALL 13F filers (SEC structured data, Q1 2026): 24 holders, 3.68M shares, $123.86M 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.