AIO
name pending profile ingest
Momentum inputs (comparable managers):
holder breadth +8.7% ·
share flow -3.5% ·
net new positions +8.0%
· formula
Ownership fragmentation: more holders, smaller aggregate stake
All ownership figures: tracked 13F managers only, common-stock positions, reporting period Q1 2026
| # | Manager | Shares | Δ shares | Value | Their weight | Held | ||
|---|---|---|---|---|---|---|---|---|
| 1 | Morgan Stanley ✦ | 1.08M | +0.8% | $23.23M | 0.0% | ▲ Add | 3 | SEC ↗ ×2 |
| 2 | Bank Of America Corp /De/ | 818.60K | -3.2% | $17.53M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 3 | Wells Fargo & Company/Mn | 639.06K | +1.7% | $13.68M | 0.0% | ▲ Add | 2 | SEC ↗ ×2 |
| 4 | UBS Group AG | 432.24K | -4.5% | $9.25M | 0.0% | ▼ Trim | 2 | SEC ↗ ×2 |
| 5 | Ameriprise Financial Inc | 378.04K | -18.0% | $8.08M | 0.0% | ▼ Trim | 2 | SEC ↗ ×2 |
| 6 | Royal Bank Of Canada | 364.06K | -14.9% | $7.79M | 0.0% | ▼ Trim | 2 | SEC ↗ ×4 |
| 7 | Raymond James Financial Inc | 135.77K | +9.6% | $2.91M | 0.0% | ▲ Add | 2 | SEC ↗ ×3 |
| 8 | LPL Financial LLC | 105.40K | +6.4% | $2.26M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 9 | Stifel Financial Corp | 79.15K | +0.5% | $1.69M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 10 | First Trust Advisors Lp | 51.01K | +14.5% | $1.09M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 11 | Cetera Investment Advisers | 26.58K | -48.5% | $569,062 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 12 | Osaic Holdings, Inc. | 22.36K | +68.7% | $478,640 | 0.0% | ▲ Add | 2 | SEC ↗ ×2 |
| 13 | Commonwealth Equity Services, Llc | 20.76K | +3.5% | $444,410 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 14 | Wealth Enhancement Advisory… | 19.88K | -55.3% | $433,347 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 15 | Truist Financial Corp | 17.60K | +7.5% | $376,792 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 16 | Susquehanna International Group, Llp | 13.20K | New | $282,676 | 0.0% | New | 1 | SEC ↗ |
| 17 | Jane Street Group, Llc | 11.88K | +8.8% | $254,265 | 0.0% | ▲ Add | 2 | SEC ↗ ×2 |
| 18 | Mercer Global Advisors Inc /Adv | 9.94K | New | $212,773 | 0.0% | New | 1 | SEC ↗ |
| 19 | Cwm, Llc | 8.10K | 0.0% | $173,400 | 0.0% | Held | 2 | SEC ↗ |
| 20 | Pnc Financial Services Group, Inc. | 7.19K | +279.4% | $153,938 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 21 | Fifth Third Bancorp | 3.98K | New | $85,126 | 0.0% | New | 1 | SEC ↗ |
| 22 | Rockefeller Capital Management L.P. | 3.32K | +1.6% | $71,076 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 23 | Northwestern Mutual Wealth… | 2.50K | 0.0% | $53,525 | 0.0% | Held | 2 | SEC ↗ |
| 24 | UBS AM, a distinct business unit of… | 828 | +159.6% | $17,727 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 25 | Fidelity (FMR) ✦ | 2 | 0.0% | $43 | 0.0% | Held | 4 | SEC ↗ |
“Their weight” = the position's share of that manager's reported 13F equity value: the conviction measure. ✦ = curated manager.
New buyers
| Susquehanna International… | $282,676 | 0.0% |
| Mercer Global Advisors Inc… | $212,773 | 0.0% |
| Fifth Third Bancorp | $85,126 | 0.0% |
Exited
| Us Bancorp \De\ | $10,875 | was 0.0% |
Full-market context: across ALL 13F filers (SEC structured data, Q1 2026): 77 holders, 6.44M shares, $135.74M 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.