YNOT
name pending profile ingest
Momentum inputs (comparable managers):
holder breadth +30.0% ·
share flow +21.7% ·
net new positions +20.0%
— 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 | 6 | +2 | 2.51M | $83.21M | +2 | — |
| Q1 2026 | 4 | 0 | 2.06M | $54.82M | +1 | −1 |
| Q4 2025 | 4 | — | 2.01M | $56.71M | — | — |
| # | Manager | Shares | Δ shares | Value | Their weight | Held | ||
|---|---|---|---|---|---|---|---|---|
| 1 | Bank of New York Mellon Corp | 1.99M | -1.3% | $65.79M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 2 | Bank of New York Mellon Corp | 1.99M | -1.3% | $65.79M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 3 | Envestnet Asset Management Inc | 340.98K | +1335.8% | $11.30M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 4 | LPL Financial LLC | 99.40K | +594.1% | $3.29M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 5 | Osaic Holdings, Inc. | 83.18K | +486.4% | $2.76M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 6 | Us Bancorp \De\ | 2.16K | New | $71,628 | 0.0% | New | 1 | SEC ↗ |
| 7 | UBS Group AG | 60 | New | $1,988 | 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
| Us Bancorp \De\ | $71,628 | 0.0% |
| UBS Group AG | $1,988 | 0.0% |
Exited
| No tracked exits this quarter. |
Full-market context: across ALL 13F filers (SEC structured data, Q1 2026): 10 holders, 3.00M shares, $58.24M 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.