TOTR
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
| Quarter | Holders | Δ | Shares | Reported value | New | Exits |
|---|---|---|---|---|---|---|
| Q2 2026 | 11 | +2 | 1.06M | $42.32M | +3 | −1 |
| Q1 2026 | 9 | +3 | 287.38K | $11.55M | +3 | n/a |
| Q4 2025 | 6 | -1 | 201.15K | $8.20M | n/a | −1 |
| Q3 2025 | 2 | +1 | 49.76K | $2.03M | +1 | n/a |
| Q2 2025 | 1 | 0 | 48.62K | $1.97M | n/a | n/a |
| Q1 2025 | 1 | 0 | 41.67K | $1.69M | n/a | n/a |
| Q4 2024 | 1 | 0 | 67.65K | $2.70M | n/a | n/a |
| Q3 2024 | 1 | 0 | 19.08K | $793,712 | n/a | n/a |
| Q2 2024 | 1 | n/a | 8.98K | $359,569 | n/a | n/a |
| # | Manager | Shares | Δ shares | Value | Their weight | Held | ||
|---|---|---|---|---|---|---|---|---|
| 1 | Envestnet Asset Management Inc | 71.12K | +15.8% | $2.86M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 2 | Jones Financial Companies Lllp | 65.24K | +34.5% | $2.60M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 3 | Raymond James Financial Inc | 47.99K | +599.7% | $1.93M | 0.0% | ▲ Add | 2 | SEC ↗ ×2 |
| 4 | Cetera Investment Advisers | 46.22K | +27.8% | $1.86M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 5 | Citadel Advisors ✦ | 34.25K | -27.6% | $1.38M | 0.0% | ▼ Trim | 8 | SEC ↗ |
| 6 | Goldman Sachs Group ✦ | 21.10K | New | $849,747 | 0.0% | New | 1 | SEC ↗ |
| 7 | Osaic Holdings, Inc. | 898 | +1.8% | $36,168 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 8 | JPMorgan Chase ✦ | 556 | New | $22,318 | 0.0% | New | 1 | SEC ↗ |
| 9 | Fidelity (FMR) ✦ | 1 | New | $40 | 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
| Goldman Sachs Group | $849,747 | 0.0% |
| JPMorgan Chase | $22,318 | 0.0% |
| Fidelity (FMR) | $40 | 0.0% |
Exited
| No tracked exits this quarter. |
Full-market context: across ALL 13F filers (SEC structured data, Q1 2026): 13 holders, 651.42K shares, $26.22M 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.