XJUN
name pending profile ingest
Momentum inputs (comparable managers):
holder breadth -17.6% ·
share flow +19.9% ·
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 | Cetera Investment Advisers | 349.89K | +34.4% | $15.03M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 2 | Osaic Holdings, Inc. | 316.62K | -5.4% | $13.60M | 0.0% | ▼ Trim | 2 | SEC ↗ ×3 |
| 3 | Envestnet Asset Management Inc | 256.40K | +554.6% | $11.02M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 4 | Commonwealth Equity Services, Llc | 240.65K | -7.0% | $10.34M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 5 | LPL Financial LLC | 52.58K | -7.0% | $2.26M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 6 | Mariner, LLC | 25.10K | -2.3% | $1.08M | 0.0% | ▼ Trim | 2 | SEC ↗ ×2 |
| 7 | Mml Investors Services, Llc | 16.15K | +13.0% | $693,925 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 8 | Captrust Financial Advisors | 8.51K | -27.6% | $365,524 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 9 | Susquehanna International Group, Llp | 8.44K | -62.1% | $362,646 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 10 | Barclays Plc | 3.96K | -14.3% | $170,045 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 11 | Morgan Stanley ✦ | 1.35K | 0.0% | $58,128 | 0.0% | Held | 3 | SEC ↗ |
| 12 | UBS Group AG | 679 | -49.5% | $29,171 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 13 | Rockefeller Capital Management L.P. | 525 | -55.5% | $22,555 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 14 | Royal Bank Of Canada | 148 | 0.0% | $6,000 | 0.0% | Held | 2 | SEC ↗ |
“Their weight” = the position's share of that manager's reported 13F equity value: the conviction measure. ✦ = curated manager.
New buyers
| No new tracked buyers this quarter. |
Exited
| Goldman Sachs Group | $802,209 | was 0.0% |
| First Trust Advisors Lp | $541,892 | was 0.0% |
| Truist Financial Corp | $230,295 | was 0.0% |
Full-market context: across ALL 13F filers (SEC structured data, Q1 2026): 74 holders, 2.59M shares, $109.83M 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.