YSEP
name pending profile ingest
Momentum inputs (comparable managers):
holder breadth +14.3% ·
share flow +2.8% ·
net new positions +12.5%
· formula
Broad accumulation: rising shares across more holders
All ownership figures: tracked 13F managers only, common-stock positions, reporting period Q4 2025
| Quarter | Holders | Δ | Shares | Reported value | New | Exits |
|---|---|---|---|---|---|---|
| Q3 2026 | 1 | 0 | 71.83K | $339,077 | n/a | n/a |
| Q2 2026 | 14 | -1 | 977.25K | $25.18M | +1 | −2 |
| Q1 2026 | 16 | 0 | 1.05M | $25.90M | +2 | −2 |
| Q4 2025 | 16 | +2 | 1.17M | $30.41M | +2 | n/a |
| Q3 2025 | 1 | n/a | 5.00K | $127,500 | n/a | n/a |
| Q4 2024 | 1 | 0 | 40.55K | $879,848 | n/a | n/a |
| Q3 2024 | 1 | 0 | 14.20K | $324,090 | n/a | n/a |
| Q2 2024 | 1 | n/a | 25.87K | $558,277 | n/a | n/a |
| # | Manager | Shares | Δ shares | Value | Their weight | Held | ||
|---|---|---|---|---|---|---|---|---|
| 1 | Raymond James Financial Inc | 266.90K | n/a | $6.94M | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 2 | Commonwealth Equity Services, Llc | 219.97K | n/a | $5.72M | 0.0% | n/c | 1 | SEC ↗ |
| 3 | Us Bancorp \De\ | 215.57K | n/a | $5.61M | 0.0% | n/c | 1 | SEC ↗ |
| 4 | Cetera Investment Advisers | 113.07K | n/a | $2.94M | 0.0% | n/c | 1 | SEC ↗ |
| 5 | Osaic Holdings, Inc. | 104.71K | n/a | $2.72M | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 6 | LPL Financial LLC | 78.56K | n/a | $2.04M | 0.0% | n/c | 1 | SEC ↗ |
| 7 | Corient Private Wealth LP | 46.47K | n/a | $1.21M | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 8 | Envestnet Asset Management Inc | 39.12K | n/a | $1.02M | 0.0% | n/c | 1 | SEC ↗ |
| 9 | Goldman Sachs Group ✦ | 31.05K | New | $807,841 | 0.0% | New | 1 | SEC ↗ |
| 10 | Rockefeller Capital Management L.P. | 30.56K | n/a | $794,911 | 0.0% | n/c | 1 | SEC ↗ |
| 11 | Wealth Enhancement Advisory… | 15.86K | n/a | $419,808 | 0.0% | n/c | 1 | SEC ↗ |
| 12 | Morgan Stanley ✦ | 5.00K | 0.0% | $130,075 | 0.0% | Held | 2 | SEC ↗ |
| 13 | Fifth Third Bancorp | 791 | n/a | $20,578 | 0.0% | n/c | 1 | SEC ↗ |
| 14 | Cwm, Llc | 520 | n/a | $14,000 | 0.0% | n/c | 1 | SEC ↗ |
| 15 | JPMorgan Chase ✦ | 292 | New | $7,596 | 0.0% | New | 1 | SEC ↗ |
| 16 | UBS Group AG | 260 | n/a | $6,764 | 0.0% | n/c | 1 | SEC ↗ |
“Their weight” = the position's share of that manager's reported 13F equity value: the conviction measure. ✦ = curated manager.
New buyers
| Goldman Sachs Group | $807,841 | 0.0% |
| JPMorgan Chase | $7,596 | 0.0% |
Exited
| No tracked exits this quarter. |
Full-market context: across ALL 13F filers (SEC structured data, Q1 2026): 66 holders, 2.99M shares, $60.08M 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.