XLSR
name pending profile ingest
Momentum inputs (comparable managers):
holder breadth +8.7% ·
share flow +2.7% ·
net new positions +8.0%
— formula
Broad accumulation — rising shares across more holders
All ownership figures: tracked 13F managers only, common-stock positions, reporting period Q2 2026
| Quarter | Holders | Δ | Shares | Reported value | New | Exits |
|---|---|---|---|---|---|---|
| Q2 2026 | 25 | +2 | 8.14M | $527.64M | +4 | −2 |
| Q1 2026 | 24 | +2 | 7.92M | $457.53M | +5 | −3 |
| Q4 2025 | 22 | 0 | 7.51M | $467.79M | +1 | −1 |
| Q3 2025 | 2 | 0 | 49.53K | $2.95M | +1 | −1 |
| Q2 2025 | 1 | +1 | 48.20K | $2.65M | +1 | — |
| Q4 2024 | 1 | 0 | 4.85K | $259,344 | — | — |
| Q3 2024 | 1 | 0 | 17.65K | $914,784 | — | — |
| Q2 2024 | 1 | — | 16.87K | $858,565 | — | — |
| # | Manager | Shares | Δ shares | Value | Their weight | Held | ||
|---|---|---|---|---|---|---|---|---|
| 1 | LPL Financial LLC | 4.47M | +2.6% | $289.94M | 0.1% | ▲ Add | 3 | SEC ↗ |
| 2 | Envestnet Asset Management Inc | 2.46M | +9.8% | $159.65M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 3 | Cerity Partners LLC | 424.68K | +9.0% | $27.54M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 4 | Cetera Investment Advisers | 188.50K | +4.1% | $12.23M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 5 | HighTower Advisors, LLC | 153.98K | +6.4% | $9.99M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 6 | Mml Investors Services, Llc | 147.23K | +51.5% | $9.55M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 7 | Raymond James Financial Inc | 60.14K | +0.7% | $3.90M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 8 | Raymond James Financial Inc | 60.14K | +0.7% | $3.90M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 9 | Morgan Stanley ✦ | 50.47K | -11.2% | $3.27M | 0.0% | ▼ Trim | 4 | SEC ↗ |
| 10 | Goldman Sachs Group ✦ | 48.08K | +1240.5% | $3.12M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 11 | Osaic Holdings, Inc. | 23.57K | -12.0% | $1.53M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 12 | Osaic Holdings, Inc. | 23.57K | -12.0% | $1.53M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 13 | Osaic Holdings, Inc. | 23.57K | -12.0% | $1.53M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 14 | Northwestern Mutual Wealth… | 21.72K | -20.5% | $1.41M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 15 | Nuveen, LLC | 15.09K | New | $978,543 | 0.0% | New | 1 | SEC ↗ |
| 16 | Stifel Financial Corp | 11.69K | +2.9% | $758,408 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 17 | Susquehanna International Group, Llp | 11.56K | +34.0% | $749,846 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 18 | Royal Bank Of Canada | 10.90K | 0.0% | $707,000 | 0.0% | Held | 3 | SEC ↗ |
| 19 | Commonwealth Equity Services, Llc | 8.55K | -2.6% | $554,490 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 20 | Creative Planning | 6.84K | 0.0% | $443,822 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 21 | Jane Street Group, Llc | 6.48K | New | $420,358 | 0.0% | New | 1 | SEC ↗ |
| 22 | Truist Financial Corp | 5.79K | -35.7% | $375,430 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 23 | Bank Of America Corp /De/ | 4.38K | 0.0% | $283,892 | 0.0% | Held | 3 | SEC ↗ |
| 24 | Jones Financial Companies Lllp | 2.24K | New | $141,098 | 0.0% | New | 1 | SEC ↗ |
| 25 | UBS Group AG | 1.56K | New | $101,117 | 0.0% | New | 1 | SEC ↗ |
| 26 | JPMorgan Chase ✦ | 5 | -97.7% | $320 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 27 | Fidelity (FMR) ✦ | 2 | +100.0% | $130 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 28 | Wells Fargo & Company/Mn | 1 | -99.9% | $51 | 0.0% | ▼ Trim | 3 | SEC ↗ |
“Their weight” = the position's share of that manager's reported 13F equity value — the conviction measure. ✦ = curated manager.
New buyers
| Nuveen, LLC | $978,543 | 0.0% |
| Jane Street Group, Llc | $420,358 | 0.0% |
| Jones Financial Companies Lllp | $141,098 | 0.0% |
| UBS Group AG | $101,117 | 0.0% |
Exited
| Mariner, LLC | $16.00M | was 0.0% |
| Pnc Financial Services Group… | $5,774 | was 0.0% |
Full-market context: across ALL 13F filers (SEC structured data, Q1 2026): 131 holders, 14.38M shares, $807.27M 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.