IAF
name pending profile ingest
Momentum inputs (comparable managers):
holder breadth -7.7% ·
share flow +1.2% ·
net new positions -8.3%
— formula
Concentrated accumulation — rising shares among fewer holders
All ownership figures: tracked 13F managers only, common-stock positions, reporting period Q2 2026
| Quarter | Holders | Δ | Shares | Reported value | New | Exits |
|---|---|---|---|---|---|---|
| Q2 2026 | 12 | -1 | 1.97M | $24.42M | +1 | −2 |
| Q1 2026 | 14 | +1 | 1.95M | $23.62M | +2 | −1 |
| Q4 2025 | 13 | +1 | 2.02M | $26.15M | +1 | — |
| # | Manager | Shares | Δ shares | Value | Their weight | Held | ||
|---|---|---|---|---|---|---|---|---|
| 1 | Allspring Global Investments… | 1.48M | +0.6% | $18.33M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 2 | Cetera Investment Advisers | 318.84K | +3.4% | $3.95M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 3 | Morgan Stanley ✦ | 50.88K | +6.5% | $629,919 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 4 | Osaic Holdings, Inc. | 30.97K | -19.5% | $383,422 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 5 | Susquehanna International Group, Llp | 26.52K | +21.4% | $328,293 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 6 | LPL Financial LLC | 19.09K | +0.9% | $236,343 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 7 | Pnc Financial Services Group, Inc. | 13.00K | +15.2% | $160,915 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 8 | Raymond James Financial Inc | 11.72K | +6.8% | $145,138 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 9 | Raymond James Financial Inc | 11.72K | +6.8% | $145,138 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 10 | Wells Fargo & Company/Mn | 11.71K | +10.9% | $144,999 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 11 | Royal Bank Of Canada | 8.21K | +1.9% | $102,000 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 12 | UBS Group AG | 1.12K | +3.7% | $13,890 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 13 | TD Waterhouse Canada Inc. | 115 | New | $1,408 | 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
| TD Waterhouse Canada Inc. | $1,408 | 0.0% |
Exited
| Us Bancorp \De\ | $485 | was 0.0% |
| JPMorgan Chase | $48 | was 0.0% |
Full-market context: across ALL 13F filers (SEC structured data, Q1 2026): 25 holders, 3.22M shares, $38.98M 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.