TSEC
name pending profile ingest
Momentum inputs (comparable managers):
holder breadth +20.0% ·
share flow +30.0% ·
net new positions +16.7%
— 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 | 6 | +1 | 266.29K | $6.88M | +1 | — |
| Q1 2026 | 5 | 0 | 198.81K | $5.13M | +1 | −1 |
| Q4 2025 | 5 | -1 | 80.50K | $2.11M | — | −1 |
| Q3 2025 | 2 | 0 | 44.20K | $1.16M | — | — |
| Q2 2025 | 1 | 0 | 32.45K | $848,049 | — | — |
| Q1 2025 | 1 | 0 | 32.83K | $858,780 | — | — |
| Q4 2024 | 1 | 0 | 39.92K | $1.04M | — | — |
| Q3 2024 | 1 | 0 | 39.64K | $1.05M | — | — |
| Q2 2024 | 1 | — | 40.00K | $1.04M | — | — |
| # | Manager | Shares | Δ shares | Value | Their weight | Held | ||
|---|---|---|---|---|---|---|---|---|
| 1 | Osaic Holdings, Inc. | 108.89K | +0.3% | $2.81M | 0.0% | ▲ Add | 3 | SEC ↗ ×2 |
| 2 | Stifel Financial Corp | 95.06K | +26.5% | $2.45M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 3 | Citadel Advisors ✦ | 34.33K | +248.5% | $886,100 | 0.0% | ▲ Add | 9 | SEC ↗ |
| 4 | Goldman Sachs Group ✦ | 19.29K | New | $497,997 | 0.0% | New | 1 | SEC ↗ |
| 5 | Jones Financial Companies Lllp | 7.49K | +50.3% | $194,122 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 6 | UBS Group AG | 1.23K | +454.3% | $31,623 | 0.0% | ▲ Add | 2 | 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 | $497,997 | 0.0% |
Exited
| No tracked exits this quarter. |
Full-market context: across ALL 13F filers (SEC structured data, Q1 2026): 15 holders, 4.83M shares, $124.51M 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.