AIPO
name pending profile ingest
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
| 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 | Royal Bank Of Canada | 390.67K | +390568.0% | $9.75M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 2 | Royal Bank Of Canada | 390.67K | +390568.0% | $9.75M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 3 | Focus Partners Wealth | 369.38K | New | $9.22M | 0.0% | New | 1 | SEC ↗ |
| 4 | Cetera Investment Advisers | 362.59K | +132.9% | $9.05M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 5 | Commonwealth Equity Services, Llc | 273.91K | +11.0% | $6.84M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 6 | Mirae Asset Global Investments Co.… | 56.29K | New | $1.40M | 0.0% | New | 1 | SEC ↗ |
| 7 | Raymond James Financial Inc | 39.56K | New | $987,468 | 0.0% | New | 1 | SEC ↗ |
| 8 | Raymond James Financial Inc | 39.56K | New | $987,468 | 0.0% | New | 1 | SEC ↗ |
| 9 | Jane Street Group, Llc | 38.42K | New | $959,063 | 0.0% | New | 1 | SEC ↗ |
| 10 | Truist Financial Corp | 23.95K | New | $597,792 | 0.0% | New | 1 | SEC ↗ |
| 11 | Osaic Holdings, Inc. | 18.89K | +112.5% | $471,393 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 12 | Osaic Holdings, Inc. | 18.89K | +112.5% | $471,393 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 13 | HighTower Advisors, LLC | 15.63K | +41.3% | $390,107 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 14 | Wealth Enhancement Advisory… | 14.50K | -49.1% | $368,880 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 15 | TD Waterhouse Canada Inc. | 9.15K | 0.0% | $232,319 | 0.0% | Held | 2 | SEC ↗ |
| 16 | UBS Group AG | 8.79K | New | $219,524 | 0.0% | New | 1 | SEC ↗ |
| 17 | UBS Group AG | 8.79K | New | $219,524 | 0.0% | New | 1 | SEC ↗ |
| 18 | Bank Of Montreal /Can/ | 8.38K | New | $209,189 | 0.0% | New | 1 | SEC ↗ |
| 19 | Bank Of Montreal /Can/ | 8.38K | New | $209,189 | 0.0% | New | 1 | SEC ↗ |
| 20 | Northwestern Mutual Wealth… | 250 | New | $6,240 | 0.0% | New | 1 | SEC ↗ |
| 21 | Assetmark, Inc | 100 | New | $2,496 | 0.0% | New | 1 | SEC ↗ |
| 22 | 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% |
| 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% |
| UBS Group AG | $219,524 | 0.0% |
| Bank Of Montreal /Can/ | $209,189 | 0.0% |
| Bank Of Montreal /Can/ | $209,189 | 0.0% |
| Northwestern Mutual Wealth… | $6,240 | 0.0% |
| Assetmark, Inc | $2,496 | 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.
What else this security's tracked holders most often hold — shared-ownership counts, not fundamental relationships.