TSI
name pending profile ingest
Momentum inputs (comparable managers):
holder breadth +30.0% ·
share flow +25.4% ·
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 | 25 | 0 | 7.21M | $32.50M | +1 | −2 |
| Q1 2026 | 26 | +6 | 7.15M | $32.11M | +7 | −1 |
| Q4 2025 | 20 | 0 | 5.70M | $28.17M | n/a | n/a |
| Q3 2025 | 2 | -1 | 1.25M | $6.15M | n/a | −1 |
| Q2 2025 | 1 | 0 | 16.28K | $79,456 | n/a | n/a |
| Q1 2025 | 1 | 0 | 31.12K | $151,263 | n/a | n/a |
| Q4 2024 | 1 | 0 | 15.96K | $76,744 | n/a | n/a |
| Q3 2024 | 1 | +1 | 16.69K | $85,630 | +1 | n/a |
| # | Manager | Shares | Δ shares | Value | Their weight | Held | ||
|---|---|---|---|---|---|---|---|---|
| 1 | Focus Partners Wealth | 2.43M | +65.8% | $10.93M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 2 | Morgan Stanley ✦ | 1.36M | +3.8% | $6.12M | 0.0% | ▲ Add | 3 | SEC ↗ ×2 |
| 3 | Raymond James Financial Inc | 1.15M | +16.5% | $5.16M | 0.0% | ▲ Add | 2 | SEC ↗ ×2 |
| 4 | Ameriprise Financial Inc | 791.47K | -2.6% | $3.55M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 5 | National Bank Of Canada /Fi/ | 394.50K | +9.4% | $1.77M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 6 | Wells Fargo & Company/Mn | 206.37K | -2.5% | $926,584 | 0.0% | ▼ Trim | 2 | SEC ↗ ×2 |
| 7 | UBS Group AG | 160.39K | -2.7% | $720,160 | 0.0% | ▼ Trim | 2 | SEC ↗ ×2 |
| 8 | Quantinno Capital Management LP | 147.98K | New | $664,439 | 0.0% | New | 1 | SEC ↗ |
| 9 | HighTower Advisors, LLC | 93.45K | +43.9% | $419,595 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 10 | Balyasny Asset Management L.P. | 91.31K | New | $409,964 | 0.0% | New | 1 | SEC ↗ |
| 11 | Osaic Holdings, Inc. | 75.51K | -21.0% | $339,030 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 12 | Mml Investors Services, Llc | 35.26K | +4.1% | $158,325 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 13 | LPL Financial LLC | 34.40K | +4.6% | $154,431 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 14 | Pnc Financial Services Group, Inc. | 23.93K | -5.7% | $107,429 | 0.0% | ▼ Trim | 2 | SEC ↗ ×2 |
| 15 | Citadel Advisors ✦ | 23.59K | New | $105,897 | 0.0% | New | 1 | SEC ↗ |
| 16 | Mercer Global Advisors Inc /Adv | 23.34K | 0.0% | $104,780 | 0.0% | Held | 2 | SEC ↗ |
| 17 | Hrt Financial Lp | 22.19K | New | $99,000 | 0.0% | New | 1 | SEC ↗ |
| 18 | Cetera Investment Advisers | 17.19K | 0.0% | $77,183 | 0.0% | Held | 2 | SEC ↗ |
| 19 | Susquehanna International Group, Llp | 16.45K | -37.0% | $73,869 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 20 | Bank Of America Corp /De/ | 13.27K | -73.3% | $59,602 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 21 | Stifel Financial Corp | 10.77K | New | $48,357 | 0.0% | New | 1 | SEC ↗ |
| 22 | Northwestern Mutual Wealth… | 9.63K | 0.0% | $43,225 | 0.0% | Held | 2 | SEC ↗ |
| 23 | Fifth Third Bancorp | 8.00K | New | $35,920 | 0.0% | New | 1 | SEC ↗ |
| 24 | Royal Bank Of Canada | 4.36K | 0.0% | $20,000 | 0.0% | Held | 2 | SEC ↗ |
| 25 | Rockefeller Capital Management L.P. | 1.68K | New | $7,543 | 0.0% | New | 1 | SEC ↗ |
| 26 | JPMorgan Chase ✦ | 0 | n/a | $3 | 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
| Quantinno Capital Management… | $664,439 | 0.0% |
| Balyasny Asset Management L.P. | $409,964 | 0.0% |
| Citadel Advisors | $105,897 | 0.0% |
| Hrt Financial Lp | $99,000 | 0.0% |
| Stifel Financial Corp | $48,357 | 0.0% |
| Fifth Third Bancorp | $35,920 | 0.0% |
| Rockefeller Capital… | $7,543 | 0.0% |
Exited
| Assetmark, Inc | $1,349 | was 0.0% |
Full-market context: across ALL 13F filers (SEC structured data, Q1 2026): 69 holders, 39.15M shares, $90.68M 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.