AIVI
name pending profile ingest
Momentum inputs (comparable managers):
holder breadth +5.6% ·
share flow -7.1% ·
net new positions +5.3%
— formula
Ownership fragmentation — more holders, smaller aggregate stake
All ownership figures: tracked 13F managers only, common-stock positions, reporting period Q2 2026
| # | Manager | Shares | Δ shares | Value | Their weight | Held | ||
|---|---|---|---|---|---|---|---|---|
| 1 | Morgan Stanley ✦ | 50.79K | -11.5% | $2.86M | 0.0% | ▼ Trim | 4 | SEC ↗ |
| 2 | Morgan Stanley ✦ | 50.79K | -11.5% | $2.86M | 0.0% | ▼ Trim | 4 | SEC ↗ |
| 3 | LPL Financial LLC | 46.90K | +4.8% | $2.64M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 4 | Jones Financial Companies Lllp | 15.44K | +0.4% | $863,044 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 5 | Citadel Advisors ✦ | 7.24K | -7.2% | $407,499 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 6 | Creative Planning | 5.21K | -1.3% | $293,379 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 7 | Raymond James Financial Inc | 4.81K | +14.0% | $270,906 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 8 | Raymond James Financial Inc | 4.81K | +14.0% | $270,906 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 9 | Wells Fargo & Company/Mn | 4.14K | +69.1% | $232,862 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 10 | Wells Fargo & Company/Mn | 4.14K | +69.1% | $232,862 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 11 | Stifel Financial Corp | 4.00K | -1.2% | $225,200 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 12 | Susquehanna International Group, Llp | 3.73K | 0.0% | $210,224 | 0.0% | Held | 3 | SEC ↗ |
| 13 | TD Waterhouse Canada Inc. | 2.60K | 0.0% | $145,080 | 0.0% | Held | 3 | SEC ↗ |
| 14 | Blair William & Co/Il | 1.21K | 0.0% | $68,123 | 0.0% | Held | 3 | SEC ↗ |
| 15 | BlackRock ✦ (passive) | 663 | 0.0% | $37,327 | 0.0% | Held | 3 | SEC ↗ |
| 16 | Osaic Holdings, Inc. | 200 | -84.9% | $11,260 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 17 | Us Bancorp \De\ | 131 | 0.0% | $7,375 | 0.0% | Held | 3 | SEC ↗ |
| 18 | UBS Group AG | 104 | New | $5,855 | 0.0% | New | 1 | SEC ↗ |
| 19 | Royal Bank Of Canada | 81 | New | $5,000 | 0.0% | New | 1 | SEC ↗ |
| 20 | JPMorgan Chase ✦ | 47 | 0.0% | $2,685 | 0.0% | Held | 4 | SEC ↗ |
| 21 | Simplex Trading, Llc | 21 | +75.0% | $1,182 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 22 | Fidelity (FMR) ✦ | 1 | 0.0% | $56 | 0.0% | Held | 2 | SEC ↗ |
“Their weight” = the position's share of that manager's reported 13F equity value — the conviction measure. ✦ = curated manager.
New buyers
| UBS Group AG | $5,855 | 0.0% |
| Royal Bank Of Canada | $5,000 | 0.0% |
Exited
| Jane Street Group, Llc | $406,172 | 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.