TFLR
name pending profile ingest
Momentum inputs (comparable managers):
holder breadth +4.3% ·
share flow +24.3% ·
net new positions +4.2%
— 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 | 24 | +1 | 4.20M | $211.84M | +2 | −1 |
| Q1 2026 | 23 | +5 | 3.38M | $170.31M | +6 | −1 |
| Q4 2025 | 18 | +2 | 1.59M | $81.67M | +2 | — |
| Q3 2025 | 1 | -2 | 2.92K | $150,146 | — | −2 |
| Q2 2025 | 2 | 0 | 31.50K | $1.62M | — | — |
| Q1 2025 | 1 | 0 | 10.28K | $524,589 | — | — |
| Q4 2024 | 1 | 0 | 10.10K | $522,204 | — | — |
| Q3 2024 | 1 | +1 | 4.75K | $244,984 | +1 | — |
| # | Manager | Shares | Δ shares | Value | Their weight | Held | ||
|---|---|---|---|---|---|---|---|---|
| 1 | Sei Investments Co | 1.69M | +30.6% | $85.25M | 0.1% | ▲ Add | 2 | SEC ↗ |
| 2 | Raymond James Financial Inc | 675.60K | +21.7% | $34.06M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 3 | Raymond James Financial Inc | 675.60K | +21.7% | $34.06M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 4 | Cetera Investment Advisers | 301.29K | +22.9% | $15.19M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 5 | Bank Of America Corp /De/ | 252.31K | +29.3% | $12.72M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 6 | Bank Of America Corp /De/ | 252.31K | +29.3% | $12.72M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 7 | Bank Of America Corp /De/ | 252.31K | +29.3% | $12.72M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 8 | Stifel Financial Corp | 242.89K | +50.0% | $12.24M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 9 | Commonwealth Equity Services, Llc | 214.73K | -0.8% | $10.82M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 10 | Goldman Sachs Group ✦ | 173.49K | -27.8% | $8.75M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 11 | Envestnet Asset Management Inc | 146.53K | +41.9% | $7.39M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 12 | Osaic Holdings, Inc. | 134.07K | +17.3% | $6.76M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 13 | Osaic Holdings, Inc. | 134.07K | +17.3% | $6.76M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 14 | Wealth Enhancement Advisory… | 116.95K | +65.1% | $5.92M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 15 | LPL Financial LLC | 77.98K | +229.4% | $3.93M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 16 | Citadel Advisors ✦ | 40.58K | +13.5% | $2.05M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 17 | Truist Financial Corp | 32.73K | -1.9% | $1.65M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 18 | Mariner, LLC | 24.97K | +7.6% | $1.26M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 19 | Mml Investors Services, Llc | 24.66K | +41.2% | $1.24M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 20 | Jane Street Group, Llc | 21.38K | -48.5% | $1.08M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 21 | Royal Bank Of Canada | 15.97K | +671.0% | $805,000 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 22 | Royal Bank Of Canada | 15.97K | +671.0% | $805,000 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 23 | TD Waterhouse Canada Inc. | 9.67K | +344.6% | $486,111 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 24 | Morgan Stanley ✦ | 3.06K | 0.0% | $154,258 | 0.0% | ▲ Add | 4 | SEC ↗ |
| 25 | Morgan Stanley ✦ | 3.06K | 0.0% | $154,258 | 0.0% | ▲ Add | 4 | SEC ↗ |
| 26 | BlackRock ✦ (passive) | 1.00K | 0.0% | $50,410 | 0.0% | Held | 3 | SEC ↗ |
| 27 | Pnc Financial Services Group, Inc. | 778 | New | $39,211 | 0.0% | New | 1 | SEC ↗ |
| 28 | Assetmark, Inc | 18 | New | $907 | 0.0% | New | 1 | SEC ↗ |
| 29 | Fidelity (FMR) ✦ | 1 | -90.9% | $50 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 30 | Wells Fargo & Company/Mn | 1 | -66.7% | $37 | 0.0% | ▼ Trim | 3 | SEC ↗ |
“Their weight” = the position's share of that manager's reported 13F equity value — the conviction measure. ✦ = curated manager.
New buyers
| Pnc Financial Services Group… | $39,211 | 0.0% |
| Assetmark, Inc | $907 | 0.0% |
Exited
| JPMorgan Chase | $73,579 | was 0.0% |
Full-market context: across ALL 13F filers (SEC structured data, Q1 2026): 100 holders, 6.10M shares, $301.99M 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.