AIPO
name pending profile ingest
Momentum inputs (comparable managers): holder breadth 0.0% · share flow -0.3% · net new positions 0.0% — formula
All ownership figures: tracked 13F managers only, common-stock positions, reporting period Q4 2025
| Quarter | Holders | Δ | Shares | Reported value | New | Exits |
|---|---|---|---|---|---|---|
| Q2 2026 | 36 | +19 | 3.59M | $119.84M | +21 | −2 |
| Q1 2026 | 17 | +9 | 1.63M | $40.71M | +10 | −1 |
| Q4 2025 | 8 | 0 | 469.26K | $10.42M | — | — |
| Q3 2025 | 1 | +1 | 10.30K | $232,766 | +1 | — |
| # | Manager | Shares | Δ shares | Value | Their weight | Held | ||
|---|---|---|---|---|---|---|---|---|
| 1 | Commonwealth Equity Services, Llc | 246.81K | — | $5.46M | 0.0% | n/c | 1 | SEC ↗ |
| 2 | Cetera Investment Advisers | 155.70K | — | $3.44M | 0.0% | n/c | 1 | SEC ↗ |
| 3 | Wealth Enhancement Advisory… | 28.50K | — | $672,600 | 0.0% | n/c | 1 | SEC ↗ |
| 4 | HighTower Advisors, LLC | 11.06K | — | $244,691 | 0.0% | n/c | 1 | SEC ↗ |
| 5 | TD Waterhouse Canada Inc. | 9.15K | — | $202,032 | 0.0% | n/c | 1 | SEC ↗ |
| 6 | Citadel Advisors ✦ | 9.06K | -12.0% | $200,363 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 7 | Osaic Holdings, Inc. | 8.89K | — | $196,604 | 0.0% | n/c | 1 | SEC ↗ |
| 8 | Osaic Holdings, Inc. | 8.89K | — | $196,604 | 0.0% | n/c | 1 | SEC ↗ |
| 9 | Royal Bank Of Canada | 100 | — | $2,000 | 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
| No tracked exits this quarter. |
Full-market context: across ALL 13F filers (SEC structured data, Q1 2026): 50 holders, 2.71M shares, $66.73M 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.