TDI
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 Q2 2026
| Quarter | Holders | Δ | Shares | Reported value | New | Exits |
|---|---|---|---|---|---|---|
| Q2 2026 | 14 | +6 | 3.51M | $157.74M | +8 | −2 |
| Q1 2026 | 8 | +2 | 1.15M | $47.31M | +3 | −1 |
| Q4 2025 | 6 | 0 | 175.19K | $6.78M | — | — |
| Q3 2025 | 1 | -1 | 2.51K | $93,612 | — | −1 |
| Q2 2025 | 1 | 0 | 22.38K | $760,829 | — | — |
| Q1 2025 | 1 | 0 | 81.34K | $2.43M | — | — |
| Q4 2024 | 1 | +1 | 20.44K | $563,045 | +1 | — |
| Q2 2024 | 1 | — | 31.99K | $936,086 | — | — |
| # | Manager | Shares | Δ shares | Value | Their weight | Held | ||
|---|---|---|---|---|---|---|---|---|
| 1 | LPL Financial LLC | 1.42M | +108.8% | $64.00M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 2 | Raymond James Financial Inc | 1.06M | +351.3% | $47.49M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 3 | Raymond James Financial Inc | 1.06M | +351.3% | $47.49M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 4 | Mml Investors Services, Llc | 268.80K | New | $12.08M | 0.0% | New | 1 | SEC ↗ |
| 5 | Stifel Financial Corp | 244.51K | +41.5% | $10.98M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 6 | Envestnet Asset Management Inc | 156.12K | New | $7.01M | 0.0% | New | 1 | SEC ↗ |
| 7 | Rockefeller Capital Management L.P. | 153.38K | New | $6.89M | 0.0% | New | 1 | SEC ↗ |
| 8 | Citadel Advisors ✦ | 115.21K | New | $5.18M | 0.0% | New | 1 | SEC ↗ |
| 9 | Jane Street Group, Llc | 49.78K | +76.1% | $2.24M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 10 | Osaic Holdings, Inc. | 29.12K | +9.4% | $1.31M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 11 | Goldman Sachs Group ✦ | 6.15K | New | $276,416 | 0.0% | New | 1 | SEC ↗ |
| 12 | Pnc Financial Services Group, Inc. | 2.72K | New | $122,013 | 0.0% | New | 1 | SEC ↗ |
| 13 | Morgan Stanley ✦ | 1.89K | -20.6% | $84,996 | 0.0% | ▼ Trim | 4 | SEC ↗ |
| 14 | JPMorgan Chase ✦ | 1.75K | New | $78,101 | 0.0% | New | 1 | SEC ↗ |
| 15 | Northwestern Mutual Wealth… | 186 | New | $8,356 | 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
| Mml Investors Services, Llc | $12.08M | 0.0% |
| Envestnet Asset Management Inc | $7.01M | 0.0% |
| Rockefeller Capital… | $6.89M | 0.0% |
| Citadel Advisors | $5.18M | 0.0% |
| Goldman Sachs Group | $276,416 | 0.0% |
| Pnc Financial Services Group… | $122,013 | 0.0% |
| JPMorgan Chase | $78,101 | 0.0% |
| Northwestern Mutual Wealth… | $8,356 | 0.0% |
Exited
| Royal Bank Of Canada | $32,000 | was 0.0% |
| Wells Fargo & Company/Mn | $2,722 | was 0.0% |
Full-market context: across ALL 13F filers (SEC structured data, Q1 2026): 30 holders, 1.72M shares, $69.26M 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.