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Security record · archived quarter

AIPO

name pending profile ingest

Q3 2026 Q2 2026 Q1 2026 Q4 2025 Q3 2025
17Tracked holders
+9Δ holders
1.63MShares held
$40.71MReported value
+10New positions
−1Exits
Strongly Rising 2 quarters of rising tracked shares ●●○○○○ How these are computed → Explain this at the Research Desk →

Momentum inputs (comparable managers): holder breadth +30.0% · share flow +30.0% · net new positions +20.0% · 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
QuarterHoldersΔSharesReported valueNewExits
Q3 2026 2 0 28.12K $802,271 n/a n/a
Q2 2026 35 +19 3.57M $119.35M +21 −3
Q1 2026 17 +9 1.63M $40.71M +10 −1
Q4 2025 8 0 469.26K $10.42M n/a n/a
Q3 2025 1 +1 10.30K $232,766 +1 n/a
Holder count
Who holds it · Q1 2026
#ManagerSharesΔ sharesValueTheir weightHeld
1 Royal Bank Of Canada 390.67K +390568.0% $9.75M 0.0% ▲ Add 2 SEC ↗ ×2
2 Focus Partners Wealth 369.38K New $9.22M 0.0% New 1 SEC ↗
3 Cetera Investment Advisers 362.59K +132.9% $9.05M 0.0% ▲ Add 2 SEC ↗
4 Commonwealth Equity Services, Llc 273.91K +11.0% $6.84M 0.0% ▲ Add 2 SEC ↗
5 Mirae Asset Global Investments Co.… 56.29K New $1.40M 0.0% New 1 SEC ↗
6 Raymond James Financial Inc 39.56K New $987,468 0.0% New 1 SEC ↗ ×2
7 Jane Street Group, Llc 38.42K New $959,063 0.0% New 1 SEC ↗
8 Truist Financial Corp 23.95K New $597,792 0.0% New 1 SEC ↗
9 Osaic Holdings, Inc. 18.89K +112.5% $471,393 0.0% ▲ Add 2 SEC ↗ ×2
10 HighTower Advisors, LLC 15.63K +41.3% $390,107 0.0% ▲ Add 2 SEC ↗
11 Wealth Enhancement Advisory… 14.50K -49.1% $368,880 0.0% ▼ Trim 2 SEC ↗
12 TD Waterhouse Canada Inc. 9.15K 0.0% $232,319 0.0% Held 2 SEC ↗
13 UBS Group AG 8.79K New $219,524 0.0% New 1 SEC ↗ ×2
14 Bank Of Montreal /Can/ 8.38K New $209,189 0.0% New 1 SEC ↗ ×2
15 Northwestern Mutual Wealth… 250 New $6,240 0.0% New 1 SEC ↗
16 Assetmark, Inc 100 New $2,496 0.0% New 1 SEC ↗
17 Morgan Stanley ✦ 25 New $624 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

Focus Partners Wealth $9.22M 0.0%
Mirae Asset Global… $1.40M 0.0%
Raymond James Financial Inc $987,468 0.0%
Jane Street Group, Llc $959,063 0.0%
Truist Financial Corp $597,792 0.0%
UBS Group AG $219,524 0.0%
Bank Of Montreal /Can/ $209,189 0.0%
Northwestern Mutual Wealth… $6,240 0.0%
Assetmark, Inc $2,496 0.0%
Morgan Stanley $624 0.0%

Exited

Citadel Advisors $200,363 was 0.0%

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.

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 · Get this via the API