Security record · archived quarter
AINV
name pending profile ingest
48Tracked holders
+1Δ holders
13.42MShares held
$150.88MReported value
+6New positions
−5Exits
Momentum inputs (comparable managers):
holder breadth +2.1% ·
share flow +24.8% ·
net new positions +2.1%
· formula
Broad accumulation: rising shares across more holders
All ownership figures: tracked 13F managers only, common-stock positions, reporting period Q1 2026
Ownership over time
| Quarter | Holders | Δ | Shares | Reported value | New | Exits |
|---|---|---|---|---|---|---|
| Q2 2026 | 48 | +2 | 14.01M | $141.23M | +6 | −5 |
| Q1 2026 | 48 | +1 | 13.42M | $150.88M | +6 | −5 |
| Q4 2025 | 47 | -2 | 10.76M | $123.11M | n/a | −2 |
| Q3 2025 | 9 | +2 | 2.73M | $32.72M | +3 | −1 |
| Q2 2025 | 4 | +1 | 1.11M | $13.95M | +1 | n/a |
| Q1 2025 | 2 | 0 | 230.83K | $2.97M | +1 | −1 |
| Q4 2024 | 2 | +1 | 136.99K | $1.85M | +1 | n/a |
| Q3 2024 | 1 | 0 | 399.17K | $5.34M | n/a | n/a |
| Q2 2024 | 1 | n/a | 340.07K | $5.15M | n/a | n/a |
Who holds it · Q1 2026
| # | Manager | Shares | Δ shares | Value | Their weight | Held | ||
|---|---|---|---|---|---|---|---|---|
| 1 | Soros Fund Management ✦ | 1.94M | New | $21.86M | 0.4% | New | 1 | SEC ↗ |
| 2 | UBS Group AG | 1.82M | -10.2% | $20.44M | 0.0% | ▼ Trim | 2 | SEC ↗ ×3 |
| 3 | Morgan Stanley ✦ | 1.61M | -7.4% | $18.15M | 0.0% | ▼ Trim | 3 | SEC ↗ ×4 |
| 4 | Invesco Ltd. | 1.29M | +42.1% | $14.55M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 5 | Russell Investments Group, Ltd. | 783.19K | +196.3% | $8.80M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 6 | Legal & General Group Plc | 725.41K | +11.3% | $8.16M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 7 | Victory Capital Management Inc | 654.21K | New | $7.35M | 0.0% | New | 1 | SEC ↗ |
| 8 | Raymond James Financial Inc | 607.49K | +24.9% | $6.83M | 0.0% | ▲ Add | 2 | SEC ↗ ×2 |
| 9 | Sumitomo Mitsui Trust Group, Inc. | 549.58K | 0.0% | $6.18M | 0.0% | Held | 2 | SEC ↗ |
| 10 | Franklin Resources Inc | 428.64K | -3.7% | $4.82M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 11 | BlackRock ✦ (passive) | 403.87K | +27.7% | $4.54M | 0.0% | ▲ Add | 4 | SEC ↗ ×2 |
| 12 | Wells Fargo & Company/Mn | 298.29K | -2.1% | $3.35M | 0.0% | ▼ Trim | 2 | SEC ↗ ×2 |
| 13 | LPL Financial LLC | 261.75K | -17.6% | $2.94M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 14 | Two Sigma Investments ✦ | 248.52K | -35.9% | $2.79M | 0.0% | ▼ Trim | 8 | SEC ↗ |
| 15 | Royal Bank Of Canada | 214.87K | -1.9% | $2.42M | 0.0% | ▼ Trim | 2 | SEC ↗ ×2 |
| 16 | Neuberger Berman Group LLC | 204.16K | -0.7% | $2.29M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 17 | Osaic Holdings, Inc. | 131.47K | -10.4% | $1.48M | 0.0% | ▼ Trim | 2 | SEC ↗ ×4 |
| 18 | Focus Partners Wealth | 130.77K | +28.1% | $1.47M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 19 | Bank Of America Corp /De/ | 128.27K | -9.1% | $1.44M | 0.0% | ▼ Trim | 2 | SEC ↗ ×2 |
| 20 | D. E. Shaw & Co. ✦ | 123.57K | +3.0% | $1.39M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 21 | Balyasny Asset Management L.P. | 84.78K | New | $952,893 | 0.0% | New | 1 | SEC ↗ |
| 22 | Lazard Asset Management Llc | 82.03K | -34.6% | $922,062 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 23 | HighTower Advisors, LLC | 77.62K | +3.7% | $872,414 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 24 | Ameriprise Financial Inc | 76.53K | -55.9% | $860,158 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 25 | Cerity Partners LLC | 73.71K | -63.0% | $828,462 | 0.0% | ▼ Trim | 2 | SEC ↗ ×2 |
| 26 | Envestnet Asset Management Inc | 68.48K | +25.1% | $769,693 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 27 | Lido Advisors, LLC | 67.22K | +3.7% | $755,547 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 28 | Stifel Financial Corp | 37.01K | -33.5% | $416,040 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 29 | Jane Street Group, Llc | 34.35K | -86.3% | $386,139 | 0.0% | ▼ Trim | 2 | SEC ↗ ×2 |
| 30 | Commonwealth Equity Services, Llc | 32.64K | -5.8% | $366,855 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 31 | JPMorgan Chase ✦ | 29.52K | -33.6% | $323,561 | 0.0% | ▼ Trim | 3 | SEC ↗ ×2 |
| 32 | Citadel Advisors ✦ | 28.00K | New | $314,698 | 0.0% | New | 1 | SEC ↗ ×2 |
| 33 | Squarepoint Ops LLC | 26.25K | +43.2% | $294,994 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 34 | Bnp Paribas Financial Markets | 23.12K | -64.5% | $259,903 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 35 | Cetera Investment Advisers | 22.93K | -19.3% | $257,757 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 36 | Truist Financial Corp | 21.78K | +13.1% | $244,781 | 0.0% | ▲ Add | 2 | SEC ↗ ×2 |
| 37 | ProShare Advisors LLC | 18.32K | -1.1% | $205,883 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 38 | Susquehanna International Group, Llp | 15.87K | -51.7% | $178,379 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 39 | IMC-Chicago, LLC | 14.42K | New | $162,126 | 0.0% | New | 1 | SEC ↗ |
| 40 | Fifth Third Bancorp | 10.59K | New | $118,998 | 0.0% | New | 1 | SEC ↗ |
| 41 | Jones Financial Companies Lllp | 3.81K | -2.0% | $41,056 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 42 | Pnc Financial Services Group, Inc. | 3.04K | -78.5% | $34,192 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 43 | Rockefeller Capital Management L.P. | 1.52K | -72.2% | $17,101 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 44 | Cwm, Llc | 1.30K | +9.2% | $14,601 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 45 | Nomura Asset Management Co Ltd | 1.14K | 0.0% | $12,791 | 0.0% | Held | 2 | SEC ↗ |
| 46 | Northwestern Mutual Wealth… | 896 | 0.0% | $10,071 | 0.0% | Held | 2 | SEC ↗ |
| 47 | Us Bancorp \De\ | 626 | -97.0% | $7,036 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 48 | Assetmark, Inc | 500 | 0.0% | $5,620 | 0.0% | Held | 2 | SEC ↗ |
“Their weight” = the position's share of that manager's reported 13F equity value: the conviction measure. ✦ = curated manager.
New buyers
| Soros Fund Management | $21.86M | 0.4% |
| Victory Capital Management Inc | $7.35M | 0.0% |
| Balyasny Asset Management L.P. | $952,893 | 0.0% |
| Citadel Advisors | $314,698 | 0.0% |
| IMC-Chicago, LLC | $162,126 | 0.0% |
| Fifth Third Bancorp | $118,998 | 0.0% |
Exited
| Marshall Wace | $491,234 | was 0.0% |
| Northern Trust Corp | $460,368 | was 0.0% |
| Goldman Sachs Group | $192,135 | was 0.0% |
| Creative Planning | $161,789 | was 0.0% |
| Group One Trading Llc | $1,133 | was 0.0% |
Full-market context: across ALL 13F filers (SEC structured data, Q1 2026): 173 holders, 31.72M shares, $330.91M reported. This is a different, older period than the tracked-universe figures above and the two are never mixed.
Frequently co-owned
What else this security's tracked holders most often hold: shared-ownership counts, not fundamental relationships.
Provenance: Ownership from parsed 13F common-stock positions (tracked universe, comparable sets for changes); insider rows from Forms 3/4/5; stakes from Schedules 13D/13G; every filing links to its original on SEC EDGAR.
Reporting period: Q1 2026 ·
Methodology ·
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