AIVI
name pending profile ingest
Momentum inputs (comparable managers):
holder breadth +20.0% ·
share flow -5.3% ·
net new positions +16.7%
— 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 ✦ | 57.38K | -22.1% | $3.11M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 2 | LPL Financial LLC | 44.75K | +4.0% | $2.42M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 3 | Jones Financial Companies Lllp | 15.39K | +12.9% | $805,011 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 4 | Citadel Advisors ✦ | 7.80K | New | $422,138 | 0.0% | New | 1 | SEC ↗ |
| 5 | Jane Street Group, Llc | 7.50K | New | $406,172 | 0.0% | New | 1 | SEC ↗ |
| 6 | Creative Planning | 5.28K | +1.3% | $285,809 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 7 | Raymond James Financial Inc | 4.22K | -13.7% | $228,502 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 8 | Raymond James Financial Inc | 4.22K | -13.7% | $228,502 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 9 | Stifel Financial Corp | 4.05K | +1.3% | $219,186 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 10 | Susquehanna International Group, Llp | 3.73K | -78.2% | $202,085 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 11 | TD Waterhouse Canada Inc. | 2.60K | 0.0% | $142,376 | 0.0% | Held | 2 | SEC ↗ |
| 12 | Wells Fargo & Company/Mn | 2.45K | +122200.0% | $132,355 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 13 | Wells Fargo & Company/Mn | 2.45K | +122200.0% | $132,355 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 14 | Osaic Holdings, Inc. | 1.32K | +59.1% | $71,709 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 15 | Blair William & Co/Il | 1.21K | 0.0% | $65,485 | 0.0% | Held | 2 | SEC ↗ |
| 16 | BlackRock ✦ (passive) | 663 | 0.0% | $35,882 | 0.0% | Held | 2 | SEC ↗ |
| 17 | Us Bancorp \De\ | 131 | 0.0% | $7,090 | 0.0% | Held | 2 | SEC ↗ |
| 18 | JPMorgan Chase ✦ | 47 | 0.0% | $2,517 | 0.0% | Held | 3 | SEC ↗ |
| 19 | Simplex Trading, Llc | 12 | New | $649 | 0.0% | New | 1 | SEC ↗ |
| 20 | Fidelity (FMR) ✦ | 1 | New | $54 | 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
| Citadel Advisors | $422,138 | 0.0% |
| Jane Street Group, Llc | $406,172 | 0.0% |
| Simplex Trading, Llc | $649 | 0.0% |
| Fidelity (FMR) | $54 | 0.0% |
Exited
| Rockefeller Capital… | $20,794 | was 0.0% |
Full-market context: across ALL 13F filers (SEC structured data, Q1 2026): 34 holders, 284.83K shares, $13.23M 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.