ZALT
name pending profile ingest
Momentum inputs (comparable managers):
holder breadth +13.3% ·
share flow +7.4% ·
net new positions +11.8%
· formula
Broad accumulation: rising shares across more holders
All ownership figures: tracked 13F managers only, common-stock positions, reporting period Q1 2026
| 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. | 1.30M | -10.8% | $42.30M | 0.1% | ▼ Trim | 2 | SEC ↗ ×2 |
| 2 | Captrust Financial Advisors | 762.95K | -11.7% | $24.77M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 3 | Raymond James Financial Inc | 703.61K | +7.2% | $22.84M | 0.0% | ▲ Add | 2 | SEC ↗ ×2 |
| 4 | Susquehanna International Group, Llp | 438.24K | +3017.6% | $14.23M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 5 | Commonwealth Equity Services, Llc | 370.19K | +0.6% | $12.02M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 6 | Cetera Investment Advisers | 302.53K | +0.8% | $9.82M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 7 | Mml Investors Services, Llc | 240.55K | -7.0% | $7.81M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 8 | Envestnet Asset Management Inc | 232.68K | +11.7% | $7.55M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 9 | Truist Financial Corp | 173.51K | +7.8% | $5.63M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 10 | Jane Street Group, Llc | 50.07K | New | $1.63M | 0.0% | New | 1 | SEC ↗ |
| 11 | LPL Financial LLC | 40.80K | +33.1% | $1.32M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 12 | Goldman Sachs Group ✦ | 14.33K | +121.2% | $465,022 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 13 | Citadel Advisors ✦ | 11.54K | New | $374,718 | 0.0% | New | 1 | SEC ↗ |
| 14 | JPMorgan Chase ✦ | 2.24K | n/a | $72,665 | 0.0% | ▲ Add | 2 | SEC ↗ ×4 |
| 15 | UBS AM, a distinct business unit of… | 422 | New | $13,698 | 0.0% | New | 1 | SEC ↗ |
| 16 | Wells Fargo & Company/Mn | 400 | New | $12,984 | 0.0% | New | 1 | SEC ↗ |
| 17 | Morgan Stanley ✦ | 224 | 0.0% | $7,271 | 0.0% | Held | 3 | SEC ↗ |
“Their weight” = the position's share of that manager's reported 13F equity value: the conviction measure. ✦ = curated manager.
New buyers
| Jane Street Group, Llc | $1.63M | 0.0% |
| Citadel Advisors | $374,718 | 0.0% |
| UBS AM, a distinct business… | $13,698 | 0.0% |
| Wells Fargo & Company/Mn | $12,984 | 0.0% |
Exited
| Royal Bank Of Canada | $3,000 | was 0.0% |
| Pnc Financial Services Group… | $2,638 | was 0.0% |
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.