TUA
name pending profile ingest
Momentum inputs (comparable managers):
holder breadth +30.0% ·
share flow +17.9% ·
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 Q2 2026
| Quarter | Holders | Δ | Shares | Reported value | New | Exits |
|---|---|---|---|---|---|---|
| Q2 2026 | 20 | +7 | 2.60M | $53.16M | +7 | — |
| Q1 2026 | 13 | -5 | 2.21M | $46.60M | +2 | −7 |
| Q4 2025 | 18 | +1 | 2.00M | $43.78M | +2 | −1 |
| Q3 2025 | 2 | -1 | 118.20K | $2.59M | — | −1 |
| Q2 2025 | 2 | 0 | 838.45K | $18.47M | — | — |
| Q1 2025 | 2 | +1 | 238.58K | $5.24M | +1 | — |
| Q4 2024 | 1 | 0 | 579.26K | $12.29M | — | — |
| Q3 2024 | 1 | 0 | 168.53K | $3.87M | — | — |
| Q2 2024 | 1 | — | 47.77K | $1.02M | — | — |
| # | Manager | Shares | Δ shares | Value | Their weight | Held | ||
|---|---|---|---|---|---|---|---|---|
| 1 | HighTower Advisors, LLC | 1.71M | +44.7% | $34.91M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 2 | LPL Financial LLC | 431.94K | -43.5% | $8.82M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 3 | Citadel Advisors ✦ | 139.75K | New | $2.85M | 0.0% | New | 1 | SEC ↗ |
| 4 | Envestnet Asset Management Inc | 88.57K | New | $1.81M | 0.0% | New | 1 | SEC ↗ |
| 5 | Royal Bank Of Canada | 79.47K | 0.0% | $1.62M | 0.0% | Held | 3 | SEC ↗ |
| 6 | Royal Bank Of Canada | 79.47K | 0.0% | $1.62M | 0.0% | Held | 3 | SEC ↗ |
| 7 | Goldman Sachs Group ✦ | 41.00K | 0.0% | $837,425 | 0.0% | Held | 3 | SEC ↗ |
| 8 | Hrt Financial Lp | 39.01K | +19.7% | $796,000 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 9 | Commonwealth Equity Services, Llc | 18.07K | -76.2% | $368,980 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 10 | Mml Investors Services, Llc | 16.32K | New | $333,346 | 0.0% | New | 1 | SEC ↗ |
| 11 | Osaic Holdings, Inc. | 12.73K | -20.7% | $260,173 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 12 | AQR Capital Management ✦ | 10.67K | New | $217,935 | 0.0% | New | 1 | SEC ↗ |
| 13 | Group One Trading Llc | 10.14K | +12.2% | $207,089 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 14 | Simplex Trading, Llc | 3.04K | -49.7% | $62,051 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 15 | Us Bancorp \De\ | 900 | 0.0% | $18,383 | 0.0% | Held | 3 | SEC ↗ |
| 16 | National Bank Of Canada /Fi/ | 634 | 0.0% | $12,946 | 0.0% | Held | 3 | SEC ↗ |
| 17 | Morgan Stanley ✦ | 536 | +52.7% | $10,967 | 0.0% | ▲ Add | 4 | SEC ↗ |
| 18 | Morgan Stanley ✦ | 536 | +52.7% | $10,967 | 0.0% | ▲ Add | 4 | SEC ↗ |
| 19 | Northwestern Mutual Wealth… | 340 | New | $6,945 | 0.0% | New | 1 | SEC ↗ |
| 20 | Fidelity (FMR) ✦ | 270 | New | $5,515 | 0.0% | New | 1 | SEC ↗ |
| 21 | UBS Group AG | 97 | New | $1,981 | 0.0% | New | 1 | SEC ↗ |
| 22 | Wells Fargo & Company/Mn | 1 | 0.0% | $14 | 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
| Citadel Advisors | $2.85M | 0.0% |
| Envestnet Asset Management Inc | $1.81M | 0.0% |
| Mml Investors Services, Llc | $333,346 | 0.0% |
| AQR Capital Management | $217,935 | 0.0% |
| Northwestern Mutual Wealth… | $6,945 | 0.0% |
| Fidelity (FMR) | $5,515 | 0.0% |
| UBS Group AG | $1,981 | 0.0% |
Exited
| No tracked exits this quarter. |
Full-market context: across ALL 13F filers (SEC structured data, Q1 2026): 81 holders, 23.55M shares, $495.51M 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.