HIX
name pending profile ingest
Momentum inputs (comparable managers): holder breadth 0.0% · share flow -4.5% · net new positions 0.0% — formula
All ownership figures: tracked 13F managers only, common-stock positions, reporting period Q1 2026
| Quarter | Holders | Δ | Shares | Reported value | New | Exits |
|---|---|---|---|---|---|---|
| Q2 2026 | 20 | -2 | 10.18M | $40.33M | +1 | −3 |
| Q1 2026 | 23 | 0 | 10.36M | $41.22M | +4 | −4 |
| Q4 2025 | 23 | +1 | 10.85M | $45.15M | +1 | — |
| Q3 2025 | 1 | — | 2.08M | $9.06M | — | — |
| Q1 2025 | 2 | +1 | 120.08K | $501,955 | +1 | — |
| Q4 2024 | 1 | +1 | 21.57K | $90,814 | +1 | — |
| # | Manager | Shares | Δ shares | Value | Their weight | Held | ||
|---|---|---|---|---|---|---|---|---|
| 1 | UBS Group AG | 4.04M | +3.4% | $16.08M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 2 | UBS Group AG | 4.04M | +3.4% | $16.08M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 3 | UBS Group AG | 4.04M | +3.4% | $16.08M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 4 | Morgan Stanley ✦ | 1.64M | -17.2% | $6.53M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 5 | Morgan Stanley ✦ | 1.64M | -17.2% | $6.53M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 6 | Morgan Stanley ✦ | 1.64M | -17.2% | $6.53M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 7 | Morgan Stanley ✦ | 1.64M | -17.2% | $6.53M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 8 | Wells Fargo & Company/Mn | 1.16M | -38.1% | $4.62M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 9 | Wells Fargo & Company/Mn | 1.16M | -38.1% | $4.62M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 10 | Invesco Ltd. | 914.61K | -1.0% | $3.64M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 11 | Osaic Holdings, Inc. | 639.54K | +11.6% | $2.55M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 12 | Osaic Holdings, Inc. | 639.54K | +11.6% | $2.55M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 13 | Ameriprise Financial Inc | 523.88K | +6.6% | $2.08M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 14 | Rockefeller Capital Management L.P. | 512.14K | +173.6% | $2.04M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 15 | Envestnet Asset Management Inc | 184.44K | -19.2% | $734,059 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 16 | Citadel Advisors ✦ | 158.61K | +886.0% | $631,280 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 17 | Raymond James Financial Inc | 153.91K | -8.9% | $612,576 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 18 | Raymond James Financial Inc | 153.91K | -8.9% | $612,576 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 19 | LPL Financial LLC | 116.37K | +11.3% | $463,145 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 20 | Cetera Investment Advisers | 68.83K | +0.6% | $273,949 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 21 | Royal Bank Of Canada | 56.20K | +4.0% | $223,000 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 22 | Royal Bank Of Canada | 56.20K | +4.0% | $223,000 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 23 | Nomura Holdings Inc | 50.00K | New | $199,000 | 0.0% | New | 1 | SEC ↗ |
| 24 | Commonwealth Equity Services, Llc | 27.00K | -3.5% | $107,456 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 25 | Mariner, LLC | 27.29K | +57.3% | $102,890 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 26 | Bank Of America Corp /De/ | 23.02K | -7.0% | $91,615 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 27 | Susquehanna International Group, Llp | 22.65K | +44.4% | $90,135 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 28 | Millennium Management ✦ | 19.07K | New | $75,891 | 0.0% | New | 1 | SEC ↗ |
| 29 | Focus Partners Wealth | 16.00K | 0.0% | $63,680 | 0.0% | Held | 2 | SEC ↗ |
| 30 | Fifth Third Bancorp | 928 | New | $3,693 | 0.0% | New | 1 | SEC ↗ |
| 31 | BlackRock ✦ (passive) | 779 | New | $3,100 | 0.0% | New | 1 | SEC ↗ |
| 32 | Cwm, Llc | 18 | 0.0% | $72 | 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
| Nomura Holdings Inc | $199,000 | 0.0% |
| Millennium Management | $75,891 | 0.0% |
| Fifth Third Bancorp | $3,693 | 0.0% |
| BlackRock | $3,100 | 0.0% |
Exited
| Jane Street Group, Llc | $364,112 | was 0.0% |
| Hrt Financial Lp | $274,000 | was 0.0% |
| Wealth Enhancement Advisory… | $57,937 | was 0.0% |
| Northwestern Mutual Wealth… | $2,080 | was 0.0% |
Full-market context: across ALL 13F filers (SEC structured data, Q1 2026): 86 holders, 16.55M shares, $55.68M 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.