WIP
name pending profile ingest
Momentum inputs (comparable managers):
holder breadth -18.2% ·
share flow +30.0% ·
net new positions -20.0%
· formula
Concentrated accumulation: rising shares among fewer holders
All ownership figures: tracked 13F managers only, common-stock positions, reporting period Q1 2026
| # | Manager | Shares | Δ shares | Value | Their weight | Held | ||
|---|---|---|---|---|---|---|---|---|
| 1 | State Street Global Advisors ✦ (passive) | 2.17M | +185.3% | $85.96M | 0.0% | ▲ Add | 6 | SEC ↗ |
| 2 | Bank Of America Corp /De/ | 418.98K | +354.3% | $16.59M | 0.0% | ▲ Add | 2 | SEC ↗ ×2 |
| 3 | LPL Financial LLC | 163.27K | +72.8% | $6.47M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 4 | Wells Fargo & Company/Mn | 154.06K | +7.1% | $6.10M | 0.0% | ▲ Add | 2 | SEC ↗ ×3 |
| 5 | Morgan Stanley ✦ | 136.75K | +0.7% | $5.42M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 6 | UBS Group AG | 129.96K | +8.2% | $5.15M | 0.0% | ▲ Add | 2 | SEC ↗ ×2 |
| 7 | Ameriprise Financial Inc | 87.23K | +0.3% | $3.45M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 8 | Raymond James Financial Inc | 34.72K | +123.7% | $1.37M | 0.0% | ▲ Add | 2 | SEC ↗ ×2 |
| 9 | Royal Bank Of Canada | 31.38K | 0.0% | $1.24M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 10 | Citadel Advisors ✦ | 18.21K | +55.8% | $721,116 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 11 | Commonwealth Equity Services, Llc | 13.79K | -12.3% | $546,280 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 12 | Osaic Holdings, Inc. | 8.48K | -7.5% | $335,965 | 0.0% | ▼ Trim | 2 | SEC ↗ ×2 |
| 13 | Wealth Enhancement Advisory… | 6.14K | -0.8% | $241,936 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 14 | Rockefeller Capital Management L.P. | 4.45K | -8.2% | $176,059 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 15 | Pnc Financial Services Group, Inc. | 1.81K | 0.0% | $71,676 | 0.0% | Held | 2 | SEC ↗ ×4 |
| 16 | Jones Financial Companies Lllp | 1.43K | -10.7% | $55,947 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 17 | JPMorgan Chase ✦ | 960 | +11.6% | $37,421 | 0.0% | ▲ Add | 3 | SEC ↗ ×2 |
| 18 | Fifth Third Bancorp | 509 | New | $20,156 | 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
| Fifth Third Bancorp | $20,156 | 0.0% |
Exited
| Jane Street Group, Llc | $6.24M | was 0.0% |
| Tidal Investments LLC | $404,890 | was 0.0% |
| Susquehanna International… | $338,833 | was 0.0% |
| Bnp Paribas Financial Markets | $16,347 | was 0.0% |
| Barclays Plc | $7,996 | was 0.0% |
Full-market context: across ALL 13F filers (SEC structured data, Q1 2026): 63 holders, 5.22M shares, $177.53M 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.