YYY
name pending profile ingest
Momentum inputs (comparable managers):
holder breadth -5.0% ·
share flow +11.2% ·
net new positions -5.3%
— formula
Concentrated accumulation — rising shares among fewer holders
All ownership figures: tracked 13F managers only, common-stock positions, reporting period Q4 2025
| Quarter | Holders | Δ | Shares | Reported value | New | Exits |
|---|---|---|---|---|---|---|
| Q2 2026 | 19 | +1 | 13.49M | $155.59M | +4 | −3 |
| Q1 2026 | 18 | -1 | 11.64M | $128.40M | +2 | −3 |
| Q4 2025 | 19 | -1 | 9.54M | $109.81M | — | −1 |
| Q3 2025 | 2 | — | 2.69M | $31.76M | — | — |
| Q1 2025 | 1 | 0 | 3.00K | $34,184 | — | — |
| Q4 2024 | 1 | +1 | 6.21K | $71,505 | +1 | — |
| # | Manager | Shares | Δ shares | Value | Their weight | Held | ||
|---|---|---|---|---|---|---|---|---|
| 1 | Morgan Stanley ✦ | 3.65M | +35.8% | $42.00M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 2 | Morgan Stanley ✦ | 3.65M | +35.8% | $42.00M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 3 | LPL Financial LLC | 2.85M | — | $32.77M | 0.0% | n/c | 1 | SEC ↗ |
| 4 | Osaic Holdings, Inc. | 1.05M | — | $12.11M | 0.0% | n/c | 1 | SEC ↗ |
| 5 | Osaic Holdings, Inc. | 1.05M | — | $12.11M | 0.0% | n/c | 1 | SEC ↗ |
| 6 | Raymond James Financial Inc | 486.54K | — | $5.60M | 0.0% | n/c | 1 | SEC ↗ |
| 7 | Raymond James Financial Inc | 486.54K | — | $5.60M | 0.0% | n/c | 1 | SEC ↗ |
| 8 | Wells Fargo & Company/Mn | 429.48K | — | $4.94M | 0.0% | n/c | 1 | SEC ↗ |
| 9 | Wells Fargo & Company/Mn | 429.48K | — | $4.94M | 0.0% | n/c | 1 | SEC ↗ |
| 10 | Envestnet Asset Management Inc | 315.57K | — | $3.63M | 0.0% | n/c | 1 | SEC ↗ |
| 11 | Cetera Investment Advisers | 207.45K | — | $2.39M | 0.0% | n/c | 1 | SEC ↗ |
| 12 | HighTower Advisors, LLC | 123.60K | — | $1.42M | 0.0% | n/c | 1 | SEC ↗ |
| 13 | Commonwealth Equity Services, Llc | 122.63K | — | $1.41M | 0.0% | n/c | 1 | SEC ↗ |
| 14 | Jane Street Group, Llc | 76.51K | — | $880,676 | 0.0% | n/c | 1 | SEC ↗ |
| 15 | Susquehanna International Group, Llp | 70.04K | — | $806,114 | 0.0% | n/c | 1 | SEC ↗ |
| 16 | Ameriprise Financial Inc | 58.24K | — | $670,331 | 0.0% | n/c | 1 | SEC ↗ |
| 17 | Mml Investors Services, Llc | 44.89K | — | $516,642 | 0.0% | n/c | 1 | SEC ↗ |
| 18 | TD Waterhouse Canada Inc. | 32.09K | — | $369,688 | 0.0% | n/c | 1 | SEC ↗ |
| 19 | Royal Bank Of Canada | 16.64K | — | $191,000 | 0.0% | n/c | 1 | SEC ↗ |
| 20 | Royal Bank Of Canada | 16.64K | — | $191,000 | 0.0% | n/c | 1 | SEC ↗ |
| 21 | Royal Bank Of Canada | 16.64K | — | $191,000 | 0.0% | n/c | 1 | SEC ↗ |
| 22 | Bank Of America Corp /De/ | 5.18K | — | $59,656 | 0.0% | n/c | 1 | SEC ↗ |
| 23 | Us Bancorp \De\ | 2.42K | — | $27,912 | 0.0% | n/c | 1 | SEC ↗ |
| 24 | UBS Group AG | 571 | — | $6,572 | 0.0% | n/c | 1 | SEC ↗ |
| 25 | Simplex Trading, Llc | 146 | — | $1,680 | 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
| No new tracked buyers this quarter. |
Exited
| JPMorgan Chase | $34,178 | was 0.0% |
Full-market context: across ALL 13F filers (SEC structured data, Q1 2026): 83 holders, 19.03M shares, $195.23M 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.