ZALT
name pending profile ingest
Momentum inputs (comparable managers):
holder breadth +15.4% ·
share flow +0.1% ·
net new positions +13.3%
· 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 |
|---|---|---|---|---|---|---|
| Q2 2026 | 12 | -5 | 4.43M | $149.96M | n/a | −5 |
| Q1 2026 | 17 | +2 | 4.65M | $150.86M | +4 | −2 |
| Q4 2025 | 15 | +2 | 4.33M | $140.95M | +2 | n/a |
| Q3 2025 | 1 | -1 | 224 | $7,141 | n/a | −1 |
| Q2 2025 | 1 | 0 | 6.81K | $209,810 | n/a | n/a |
| Q1 2025 | 1 | 0 | 9.45K | $281,207 | n/a | n/a |
| Q4 2024 | 1 | +1 | 14.75K | $438,841 | +1 | n/a |
| Q2 2024 | 1 | n/a | 15.26K | $432,593 | n/a | n/a |
| # | Manager | Shares | Δ shares | Value | Their weight | Held | ||
|---|---|---|---|---|---|---|---|---|
| 1 | Osaic Holdings, Inc. | 1.46M | n/a | $47.56M | 0.1% | n/c | 1 | SEC ↗ ×2 |
| 2 | Captrust Financial Advisors | 863.62K | n/a | $28.13M | 0.1% | n/c | 1 | SEC ↗ |
| 3 | Raymond James Financial Inc | 656.42K | n/a | $21.38M | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 4 | Commonwealth Equity Services, Llc | 367.89K | n/a | $11.98M | 0.0% | n/c | 1 | SEC ↗ |
| 5 | Cetera Investment Advisers | 300.26K | n/a | $9.78M | 0.0% | n/c | 1 | SEC ↗ |
| 6 | Mml Investors Services, Llc | 258.55K | n/a | $8.42M | 0.0% | n/c | 1 | SEC ↗ |
| 7 | Envestnet Asset Management Inc | 208.34K | n/a | $6.79M | 0.0% | n/c | 1 | SEC ↗ |
| 8 | Truist Financial Corp | 160.88K | n/a | $5.24M | 0.0% | n/c | 1 | SEC ↗ |
| 9 | LPL Financial LLC | 30.65K | n/a | $998,336 | 0.0% | n/c | 1 | SEC ↗ |
| 10 | Susquehanna International Group, Llp | 14.06K | n/a | $457,836 | 0.0% | n/c | 1 | SEC ↗ |
| 11 | Goldman Sachs Group ✦ | 6.47K | New | $210,891 | 0.0% | New | 1 | SEC ↗ |
| 12 | Morgan Stanley ✦ | 224 | 0.0% | $7,296 | 0.0% | Held | 2 | SEC ↗ |
| 13 | Royal Bank Of Canada | 95 | n/a | $3,000 | 0.0% | n/c | 1 | SEC ↗ |
| 14 | Pnc Financial Services Group, Inc. | 81 | n/a | $2,638 | 0.0% | n/c | 1 | SEC ↗ |
| 15 | JPMorgan Chase ✦ | 0 | New | $13 | 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
| Goldman Sachs Group | $210,891 | 0.0% |
| JPMorgan Chase | $13 | 0.0% |
Exited
| No tracked exits this quarter. |
Full-market context: across ALL 13F filers (SEC structured data, Q1 2026): 101 holders, 19.85M shares, $615.19M 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.