CII
name pending profile ingest
Momentum inputs (comparable managers):
holder breadth +15.4% ·
share flow +1.3% ·
net new positions +13.3%
— formula
Broad accumulation — rising shares across more holders
All ownership figures: tracked 13F managers only, common-stock positions, reporting period Q2 2026
| # | Manager | Shares | Δ shares | Value | Their weight | Held | ||
|---|---|---|---|---|---|---|---|---|
| 1 | Raymond James Financial Inc | 1.12M | +1.5% | $29.36M | 0.0% | ▲ Add | 3 | SEC ↗ ×3 |
| 2 | Morgan Stanley ✦ | 783.33K | +0.9% | $20.48M | 0.0% | ▲ Add | 4 | SEC ↗ ×2 |
| 3 | Wells Fargo & Company/Mn | 766.48K | +5.3% | $20.04M | 0.0% | ▲ Add | 3 | SEC ↗ ×2 |
| 4 | LPL Financial LLC | 575.05K | +0.1% | $15.04M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 5 | Osaic Holdings, Inc. | 566.89K | +9.8% | $14.83M | 0.0% | ▲ Add | 3 | SEC ↗ ×3 |
| 6 | Bank Of America Corp /De/ | 482.59K | -2.1% | $12.62M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 7 | UBS Group AG | 481.27K | +4.8% | $12.59M | 0.0% | ▲ Add | 3 | SEC ↗ ×3 |
| 8 | Invesco Ltd. | 406.30K | +5.4% | $10.62M | 0.0% | ▲ Add | 3 | SEC ↗ ×2 |
| 9 | Envestnet Asset Management Inc | 359.25K | +1.0% | $9.39M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 10 | Royal Bank Of Canada | 244.42K | -5.0% | $6.39M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 11 | Truist Financial Corp | 132.38K | +4.1% | $3.46M | 0.0% | ▲ Add | 3 | SEC ↗ ×2 |
| 12 | Cetera Investment Advisers | 82.90K | -2.0% | $2.17M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 13 | Ameriprise Financial Inc | 60.29K | +4.3% | $1.58M | 0.0% | ▲ Add | 3 | SEC ↗ ×2 |
| 14 | First Trust Advisors Lp | 53.12K | -2.0% | $1.39M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 15 | Stifel Financial Corp | 52.00K | -1.7% | $1.36M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 16 | Focus Partners Wealth | 29.72K | -80.0% | $777,293 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 17 | Captrust Financial Advisors | 27.12K | +47.6% | $709,116 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 18 | Creative Planning | 17.79K | +15.0% | $465,163 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 19 | Nuveen, LLC | 17.49K | New | $457,259 | 0.0% | New | 1 | SEC ↗ |
| 20 | HighTower Advisors, LLC | 16.79K | -15.7% | $438,979 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 21 | Commonwealth Equity Services, Llc | 16.63K | -17.9% | $434,980 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 22 | Susquehanna International Group, Llp | 15.05K | New | $393,453 | 0.0% | New | 1 | SEC ↗ |
| 23 | Jane Street Group, Llc | 12.20K | New | $319,004 | 0.0% | New | 1 | SEC ↗ ×2 |
| 24 | Baird Financial Group, Inc. | 8.80K | New | $230,094 | 0.0% | New | 1 | SEC ↗ ×2 |
| 25 | Financial Engines Advisors L.L.C. | 8.30K | New | $217,071 | 0.0% | New | 1 | SEC ↗ |
| 26 | Fifth Third Bancorp | 4.76K | +46.8% | $124,395 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 27 | Pnc Financial Services Group, Inc. | 3.56K | 0.0% | $93,041 | 0.0% | Held | 3 | SEC ↗ ×3 |
| 28 | Northwestern Mutual Wealth… | 1.98K | 0.0% | $51,672 | 0.0% | Held | 3 | SEC ↗ |
| 29 | Rockefeller Capital Management L.P. | 1.85K | +16.4% | $48,508 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 30 | Us Bancorp \De\ | 375 | 0.0% | $9,806 | 0.0% | Held | 3 | SEC ↗ |
“Their weight” = the position's share of that manager's reported 13F equity value — the conviction measure. ✦ = curated manager.
New buyers
| Nuveen, LLC | $457,259 | 0.0% |
| Susquehanna International… | $393,453 | 0.0% |
| Jane Street Group, Llc | $319,004 | 0.0% |
| Baird Financial Group, Inc. | $230,094 | 0.0% |
| Financial Engines Advisors… | $217,071 | 0.0% |
Exited
| Mirae Asset Global… | $129,357 | was 0.0% |
Full-market context: across ALL 13F filers (SEC structured data, Q1 2026): 105 holders, 9.33M shares, $192.98M 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.