VAL-WT
name pending profile ingest
Momentum inputs (comparable managers):
holder breadth +6.2% ·
share flow +0.4% ·
net new positions +5.9%
— formula
Broad accumulation — rising shares across more holders
All ownership figures: tracked 13F managers only, common-stock positions, reporting period Q2 2026
| # | Manager | Shares | Δ shares | Value | Their weight | Held | ||
|---|---|---|---|---|---|---|---|---|
| 1 | LMR Partners LLP | 962.98K | +0.4% | $8.07M | 0.1% | ▲ Add | 3 | SEC ↗ |
| 2 | Bank Of America Corp /De/ | 29.60K | 0.0% | $248,082 | 0.0% | Held | 3 | SEC ↗ |
| 3 | Point72 Asset Management ✦ | 20.74K | 0.0% | $173,801 | 0.0% | Held | 2 | SEC ↗ |
| 4 | Storebrand Asset Management As | 14.32K | 0.0% | $120,018 | 0.0% | Held | 3 | SEC ↗ |
| 5 | Hrt Financial Lp | 11.11K | -11.5% | $93,000 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 6 | Toronto Dominion Bank | 3.46K | +379.4% | $29,003 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 7 | Wells Fargo & Company/Mn | 1.37K | +0.1% | $11,453 | 0.0% | ▲ Add | 3 | SEC ↗ ×2 |
| 8 | Barclays Plc | 1.16K | -27.9% | $9,696 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 9 | Morgan Stanley ✦ | 1.10K | -5.0% | $9,210 | 0.0% | ▼ Trim | 4 | SEC ↗ ×4 |
| 10 | UBS Group AG | 62 | -81.3% | $520 | 0.0% | ▼ Trim | 3 | SEC ↗ ×2 |
| 11 | Bank Julius Baer & Co. Ltd, Zurich | 13 | 0.0% | $108 | 0.0% | Held | 3 | SEC ↗ |
| 12 | Northwestern Mutual Wealth… | 10 | +11.1% | $84 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 13 | Osaic Holdings, Inc. | 4 | -33.3% | $32 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 14 | Franklin Resources Inc | 3 | 0.0% | $25 | 0.0% | Held | 3 | SEC ↗ |
| 15 | Assetmark, Inc | 1 | New | $8 | 0.0% | New | 1 | SEC ↗ |
| 16 | Us Bancorp \De\ | 1 | 0.0% | $8 | 0.0% | Held | 3 | SEC ↗ |
| 17 | Royal Bank Of Canada | 2 | 0.0% | $0 | 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
| Assetmark, Inc | $8 | 0.0% |
Exited
| No tracked exits this quarter. |
Full-market context: across ALL 13F filers (SEC structured data, Q1 2026): 51 holders, 2.58M shares, $41.02M 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.