TRND
name pending profile ingest
Momentum inputs (comparable managers):
holder breadth -8.3% ·
share flow +10.0% ·
net new positions -9.1%
— formula
Concentrated accumulation — rising shares among fewer 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 | 11 | -1 | 943.27K | $35.07M | +1 | −2 |
| Q1 2026 | 12 | 0 | 857.65K | $28.34M | — | — |
| Q4 2025 | 12 | — | 845.65K | $28.46M | — | — |
| Q2 2025 | 1 | +1 | 37.94K | $1.21M | +1 | — |
| Q4 2024 | 1 | +1 | 10.21K | $331,533 | +1 | — |
| # | Manager | Shares | Δ shares | Value | Their weight | Held | ||
|---|---|---|---|---|---|---|---|---|
| 1 | Commonwealth Equity Services, Llc | 422.11K | -2.1% | $15.69M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 2 | Bank Of America Corp /De/ | 297.96K | +58.1% | $11.08M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 3 | Bank Of America Corp /De/ | 297.96K | +58.1% | $11.08M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 4 | LPL Financial LLC | 111.02K | -6.3% | $4.13M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 5 | Cetera Investment Advisers | 45.67K | -2.6% | $1.70M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 6 | Royal Bank Of Canada | 19.50K | +9.1% | $725,000 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 7 | Raymond James Financial Inc | 18.98K | -3.2% | $705,490 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 8 | Raymond James Financial Inc | 18.98K | -3.2% | $705,490 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 9 | Envestnet Asset Management Inc | 8.91K | -13.5% | $331,265 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 10 | Susquehanna International Group, Llp | 6.42K | -58.4% | $238,794 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 11 | Osaic Holdings, Inc. | 6.10K | 0.0% | $226,870 | 0.0% | Held | 3 | SEC ↗ |
| 12 | Osaic Holdings, Inc. | 6.10K | 0.0% | $226,870 | 0.0% | Held | 3 | SEC ↗ |
| 13 | Jane Street Group, Llc | 5.86K | New | $217,752 | 0.0% | New | 1 | SEC ↗ |
| 14 | Rockefeller Capital Management L.P. | 753 | 0.0% | $27,995 | 0.0% | Held | 3 | SEC ↗ |
“Their weight” = the position's share of that manager's reported 13F equity value — the conviction measure. ✦ = curated manager.
New buyers
| Jane Street Group, Llc | $217,752 | 0.0% |
Exited
| Wells Fargo & Company/Mn | $82,572 | was 0.0% |
| UBS Group AG | $2,544 | was 0.0% |
Full-market context: across ALL 13F filers (SEC structured data, Q1 2026): 23 holders, 1.10M shares, $34.97M 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.