TDVI
name pending profile ingest
Momentum inputs (comparable managers):
holder breadth -14.3% ·
share flow +7.7% ·
net new positions -16.7%
· 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 | LPL Financial LLC | 460.88K | +13.3% | $12.24M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 2 | Royal Bank Of Canada | 408.28K | +4.9% | $10.84M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 3 | Raymond James Financial Inc | 406.23K | +18.7% | $10.79M | 0.0% | ▲ Add | 2 | SEC ↗ ×2 |
| 4 | Cetera Investment Advisers | 313.89K | -3.7% | $8.34M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 5 | Stifel Financial Corp | 204.28K | +13.3% | $5.43M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 6 | Envestnet Asset Management Inc | 183.78K | -1.1% | $4.88M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 7 | Osaic Holdings, Inc. | 157.59K | +1.4% | $4.19M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 8 | Commonwealth Equity Services, Llc | 76.87K | +80.4% | $2.04M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 9 | First Trust Advisors Lp | 69.44K | +30.2% | $1.84M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 10 | Susquehanna International Group, Llp | 24.89K | -25.3% | $661,132 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 11 | Wealth Enhancement Advisory… | 14.73K | -33.0% | $394,411 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 12 | Cwm, Llc | 6 | 0.0% | $159 | 0.0% | Held | 2 | 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
| Jane Street Group, Llc | $248,717 | was 0.0% |
| Mariner, LLC | $229,098 | was 0.0% |
Full-market context: across ALL 13F filers (SEC structured data, Q1 2026): 65 holders, 4.86M shares, $125.78M 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.