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Security record · archived quarter

AIPO

name pending profile ingest

Q2 2026 Q1 2026 Q4 2025 Q3 2025
36Tracked holders
+19Δ holders
3.59MShares held
$119.84MReported value
+21New positions
−2Exits
Strongly Rising 3 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 Q2 2026

Ownership over time
QuarterHoldersΔSharesReported valueNewExits
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
Holder count
Who holds it · Q2 2026
#ManagerSharesΔ sharesValueTheir weightHeld
1 Focus Partners Wealth 650.26K +76.0% $21.73M 0.0% ▲ Add 2 SEC ↗
2 Commonwealth Equity Services, Llc 509.01K +85.8% $17.01M 0.0% ▲ Add 3 SEC ↗
3 Royal Bank Of Canada 470.23K +20.4% $15.71M 0.0% ▲ Add 3 SEC ↗
4 Royal Bank Of Canada 470.23K +20.4% $15.71M 0.0% ▲ Add 3 SEC ↗
5 Royal Bank Of Canada 470.23K +20.4% $15.71M 0.0% ▲ Add 3 SEC ↗
6 Royal Bank Of Canada 470.23K +20.4% $15.71M 0.0% ▲ Add 3 SEC ↗
7 Raymond James Financial Inc 450.56K +1038.9% $15.05M 0.0% ▲ Add 2 SEC ↗
8 Raymond James Financial Inc 450.56K +1038.9% $15.05M 0.0% ▲ Add 2 SEC ↗
9 Cetera Investment Advisers 375.41K +3.5% $12.54M 0.0% ▲ Add 3 SEC ↗
10 Franklin Resources Inc 254.91K New $8.52M 0.0% New 1 SEC ↗
11 Franklin Resources Inc 254.91K New $8.52M 0.0% New 1 SEC ↗
12 D. E. Shaw & Co. 151.91K New $5.08M 0.0% New 1 SEC ↗
13 Rockefeller Capital Management L.P. 147.39K New $4.92M 0.0% New 1 SEC ↗
14 UBS Group AG 86.24K +880.5% $2.88M 0.0% ▲ Add 2 SEC ↗
15 UBS Group AG 86.24K +880.5% $2.88M 0.0% ▲ Add 2 SEC ↗
16 Osaic Holdings, Inc. 55.45K +193.6% $1.85M 0.0% ▲ Add 3 SEC ↗
17 Osaic Holdings, Inc. 55.45K +193.6% $1.85M 0.0% ▲ Add 3 SEC ↗
18 Envestnet Asset Management Inc 54.18K New $1.81M 0.0% New 1 SEC ↗
19 Mariner, LLC 38.59K New $1.29M 0.0% New 1 SEC ↗
20 Truist Financial Corp 37.71K +57.5% $1.26M 0.0% ▲ Add 2 SEC ↗
21 Mirae Asset Global Investments Co.… 37.51K -33.4% $1.25M 0.0% ▼ Trim 2 SEC ↗
22 LPL Financial LLC 36.49K New $1.22M 0.0% New 1 SEC ↗
23 Susquehanna International Group, Llp 29.85K New $997,155 0.0% New 1 SEC ↗
24 Morgan Stanley 22.76K +90944.0% $760,445 0.0% ▲ Add 2 SEC ↗
25 Hrt Financial Lp 19.00K New $634,000 0.0% New 1 SEC ↗
26 Corient Private Wealth LP 17.83K New $595,756 0.0% New 1 SEC ↗
27 AQR Capital Management 16.11K New $538,295 0.0% New 1 SEC ↗
28 Northwestern Mutual Wealth… 15.13K +5951.6% $505,459 0.0% ▲ Add 2 SEC ↗
29 Wealth Enhancement Advisory… 15.93K +9.8% $497,387 0.0% ▲ Add 3 SEC ↗
30 HighTower Advisors, LLC 14.73K -5.8% $492,154 0.0% ▼ Trim 3 SEC ↗
31 Creative Planning 12.68K New $423,672 0.0% New 1 SEC ↗
32 Bank Of Montreal /Can/ 11.71K +39.7% $391,265 0.0% ▲ Add 2 SEC ↗
33 Bank Of Montreal /Can/ 11.71K +39.7% $391,265 0.0% ▲ Add 2 SEC ↗
34 Stifel Financial Corp 10.72K New $358,291 0.0% New 1 SEC ↗
35 Neuberger Berman Group LLC 9.89K New $330,492 0.0% New 1 SEC ↗
36 TD Waterhouse Canada Inc. 9.20K +0.6% $294,584 0.0% ▲ Add 3 SEC ↗
37 Mml Investors Services, Llc 8.47K New $282,849 0.0% New 1 SEC ↗
38 Us Bancorp \De\ 5.88K New $196,317 0.0% New 1 SEC ↗
39 JPMorgan Chase 4.25K New $138,207 0.0% New 1 SEC ↗
40 Simplex Trading, Llc 2.73K New $91,209 0.0% New 1 SEC ↗
41 Belvedere Trading LLC 2.35K New $78,413 0.0% New 1 SEC ↗
42 Pnc Financial Services Group, Inc. 1.72K New $57,532 0.0% New 1 SEC ↗
43 Fifth Third Bancorp 1.59K New $53,155 0.0% New 1 SEC ↗
44 National Bank Of Canada /Fi/ 80 New $2,672 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

Franklin Resources Inc $8.52M 0.0%
Franklin Resources Inc $8.52M 0.0%
D. E. Shaw & Co. $5.08M 0.0%
Rockefeller Capital… $4.92M 0.0%
Envestnet Asset Management Inc $1.81M 0.0%
Mariner, LLC $1.29M 0.0%
LPL Financial LLC $1.22M 0.0%
Susquehanna International… $997,155 0.0%
Hrt Financial Lp $634,000 0.0%
Corient Private Wealth LP $595,756 0.0%
AQR Capital Management $538,295 0.0%
Creative Planning $423,672 0.0%

Exited

Jane Street Group, Llc $959,063 was 0.0%
Assetmark, Inc $2,496 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: Q2 2026 · Methodology · Get this via the API