TUA
name pending profile ingest
Momentum inputs (comparable managers):
holder breadth +5.9% ·
share flow -4.9% ·
net new positions +5.6%
— formula
Ownership fragmentation — more holders, smaller aggregate stake
All ownership figures: tracked 13F managers only, common-stock positions, reporting period Q4 2025
| 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 | 920.21K | — | $20.16M | 0.0% | n/c | 1 | SEC ↗ |
| 2 | LPL Financial LLC | 825.82K | — | $18.09M | 0.0% | n/c | 1 | SEC ↗ |
| 3 | Royal Bank Of Canada | 79.47K | — | $1.74M | 0.0% | n/c | 1 | SEC ↗ |
| 4 | Royal Bank Of Canada | 79.47K | — | $1.74M | 0.0% | n/c | 1 | SEC ↗ |
| 5 | Commonwealth Equity Services, Llc | 72.13K | — | $1.58M | 0.0% | n/c | 1 | SEC ↗ |
| 6 | Envestnet Asset Management Inc | 26.38K | — | $577,813 | 0.0% | n/c | 1 | SEC ↗ |
| 7 | Susquehanna International Group, Llp | 20.04K | — | $438,936 | 0.0% | n/c | 1 | SEC ↗ |
| 8 | Mml Investors Services, Llc | 19.45K | — | $426,039 | 0.0% | n/c | 1 | SEC ↗ |
| 9 | Goldman Sachs Group ✦ | 13.80K | New | $302,283 | 0.0% | New | 1 | SEC ↗ |
| 10 | Osaic Holdings, Inc. | 9.45K | — | $206,987 | 0.0% | n/c | 1 | SEC ↗ |
| 11 | Group One Trading Llc | 6.02K | — | $131,900 | 0.0% | n/c | 1 | SEC ↗ |
| 12 | Bank Of Montreal /Can/ | 3.60K | — | $78,917 | 0.0% | n/c | 1 | SEC ↗ |
| 13 | Us Bancorp \De\ | 900 | — | $19,713 | 0.0% | n/c | 1 | SEC ↗ |
| 14 | National Bank Of Canada /Fi/ | 634 | — | $13,885 | 0.0% | n/c | 1 | SEC ↗ |
| 15 | Rockefeller Capital Management L.P. | 550 | — | $12,047 | 0.0% | n/c | 1 | SEC ↗ |
| 16 | Morgan Stanley ✦ | 353 | -60.9% | $7,732 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 17 | Morgan Stanley ✦ | 353 | -60.9% | $7,732 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 18 | Assetmark, Inc | 58 | — | $1,270 | 0.0% | n/c | 1 | SEC ↗ |
| 19 | Wells Fargo & Company/Mn | 2 | — | $40 | 0.0% | n/c | 1 | SEC ↗ |
| 20 | JPMorgan Chase ✦ | 1 | New | $22 | 0.0% | New | 1 | 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 | $302,283 | 0.0% |
| JPMorgan Chase | $22 | 0.0% |
Exited
| Citadel Advisors | $2.57M | was 0.0% |
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.