VEGA
name pending profile ingest
Momentum inputs (comparable managers):
holder breadth +30.0% ·
share flow -17.3% ·
net new positions +20.0%
· formula
Ownership fragmentation: more holders, smaller aggregate stake
All ownership figures: tracked 13F managers only, common-stock positions, reporting period Q1 2026
| # | Manager | Shares | Δ shares | Value | Their weight | Held | ||
|---|---|---|---|---|---|---|---|---|
| 1 | Wealth Enhancement Advisory… | 20.77K | -45.8% | $1.01M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 2 | Morgan Stanley ✦ | 11.02K | New | $532,003 | 0.0% | New | 1 | SEC ↗ |
| 3 | Osaic Holdings, Inc. | 450 | -54.1% | $21,720 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 4 | Assetmark, Inc | 207 | New | $9,991 | 0.0% | New | 1 | SEC ↗ |
| 5 | UBS Group AG | 69 | New | $3,330 | 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
| Morgan Stanley | $532,003 | 0.0% |
| Assetmark, Inc | $9,991 | 0.0% |
| UBS Group AG | $3,330 | 0.0% |
Exited
| No tracked exits this quarter. |
Full-market context: across ALL 13F filers (SEC structured data, Q1 2026): 10 holders, 1.56M shares, $75.14M 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.