TOV
name pending profile ingest
Momentum inputs (comparable managers):
holder breadth -9.1% ·
share flow -2.5% ·
net new positions -10.0%
· formula
Broad distribution: falling shares and 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 | Captrust Financial Advisors | 233.73K | 0.0% | $6.39M | 0.0% | Held | 2 | SEC ↗ |
| 2 | Bank of New York Mellon Corp | 71.19K | +66.8% | $1.95M | 0.0% | ▲ Add | 2 | SEC ↗ ×2 |
| 3 | HighTower Advisors, LLC | 10.30K | New | $281,566 | 0.0% | New | 1 | SEC ↗ |
| 4 | Citadel Advisors ✦ | 8.82K | New | $241,179 | 0.0% | New | 1 | SEC ↗ |
| 5 | Morgan Stanley ✦ | 2.01K | +167.6% | $54,862 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 6 | Rockefeller Capital Management L.P. | 1.91K | +0.2% | $52,182 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 7 | Pnc Financial Services Group, Inc. | 1.51K | +53.3% | $41,276 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 8 | Royal Bank Of Canada | 100 | -60.0% | $3,000 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 9 | UBS Group AG | 65 | New | $1,777 | 0.0% | New | 1 | SEC ↗ |
| 10 | Corient Private Wealth LP | 39.94K | -50.0% | $1,092 | 0.0% | ▼ Trim | 2 | SEC ↗ |
“Their weight” = the position's share of that manager's reported 13F equity value: the conviction measure. ✦ = curated manager.
New buyers
| HighTower Advisors, LLC | $281,566 | 0.0% |
| Citadel Advisors | $241,179 | 0.0% |
| UBS Group AG | $1,777 | 0.0% |
Exited
| Jane Street Group, Llc | $464,071 | was 0.0% |
| Osaic Holdings, Inc. | $58,337 | was 0.0% |
| Wells Fargo & Company/Mn | $17,208 | was 0.0% |
| Bank Of America Corp /De/ | $2,868 | was 0.0% |
Full-market context: across ALL 13F filers (SEC structured data, Q1 2026): 22 holders, 1.52M shares, $40.49M 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.