TUSI
name pending profile ingest
Momentum inputs (comparable managers):
holder breadth +11.1% ·
share flow +1.0% ·
net new positions +10.0%
— formula
Broad accumulation — rising shares across more holders
All ownership figures: tracked 13F managers only, common-stock positions, reporting period Q4 2025
| Quarter | Holders | Δ | Shares | Reported value | New | Exits |
|---|---|---|---|---|---|---|
| Q2 2026 | 15 | +4 | 7.37M | $186.26M | +4 | — |
| Q1 2026 | 12 | +2 | 5.15M | $130.33M | +2 | — |
| Q4 2025 | 10 | +1 | 2.98M | $75.45M | +1 | — |
| Q2 2025 | 1 | 0 | 35.36K | $895,593 | — | — |
| Q1 2025 | 1 | 0 | 46.39K | $1.17M | — | — |
| Q4 2024 | 1 | +1 | 9.85K | $249,330 | +1 | — |
| # | Manager | Shares | Δ shares | Value | Their weight | Held | ||
|---|---|---|---|---|---|---|---|---|
| 1 | LPL Financial LLC | 1.06M | — | $26.94M | 0.0% | n/c | 1 | SEC ↗ |
| 2 | Raymond James Financial Inc | 864.64K | — | $21.91M | 0.0% | n/c | 1 | SEC ↗ |
| 3 | Raymond James Financial Inc | 864.64K | — | $21.91M | 0.0% | n/c | 1 | SEC ↗ |
| 4 | Raymond James Financial Inc | 864.64K | — | $21.91M | 0.0% | n/c | 1 | SEC ↗ |
| 5 | Royal Bank Of Canada | 600.38K | — | $15.21M | 0.0% | n/c | 1 | SEC ↗ |
| 6 | Royal Bank Of Canada | 600.38K | — | $15.21M | 0.0% | n/c | 1 | SEC ↗ |
| 7 | Osaic Holdings, Inc. | 160.25K | — | $4.06M | 0.0% | n/c | 1 | SEC ↗ |
| 8 | Stifel Financial Corp | 114.01K | — | $2.89M | 0.0% | n/c | 1 | SEC ↗ |
| 9 | Wealth Enhancement Advisory… | 85.22K | — | $2.16M | 0.0% | n/c | 1 | SEC ↗ |
| 10 | Commonwealth Equity Services, Llc | 36.96K | — | $936,370 | 0.0% | n/c | 1 | SEC ↗ |
| 11 | Goldman Sachs Group ✦ | 29.76K | New | $753,919 | 0.0% | New | 1 | SEC ↗ |
| 12 | Cwm, Llc | 12.29K | — | $311,000 | 0.0% | n/c | 1 | SEC ↗ |
| 13 | Truist Financial Corp | 11.36K | — | $287,907 | 0.0% | n/c | 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 | $753,919 | 0.0% |
Exited
| No tracked exits this quarter. |
Full-market context: across ALL 13F filers (SEC structured data, Q1 2026): 52 holders, 12.05M shares, $296.34M 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.