IAT
name pending profile ingest
Momentum inputs (comparable managers):
holder breadth +4.7% ·
share flow +4.6% ·
net new positions +4.4%
· formula
Broad accumulation: rising shares across more holders
All ownership figures: tracked 13F managers only, common-stock positions, reporting period Q1 2026
| Quarter | Holders | Δ | Shares | Reported value | New | Exits |
|---|---|---|---|---|---|---|
| Q3 2026 | 2 | 0 | 24.43K | $1.40M | n/a | n/a |
| Q2 2026 | 44 | +1 | 3.72M | $231.30M | +5 | −5 |
| Q1 2026 | 45 | +2 | 3.54M | $189.78M | +6 | −4 |
| Q4 2025 | 43 | +3 | 3.38M | $186.67M | +4 | −1 |
| Q3 2025 | 7 | 0 | 1.45M | $76.04M | +1 | −1 |
| Q2 2025 | 4 | -1 | 170.15K | $8.43M | n/a | −1 |
| Q1 2025 | 4 | -1 | 223.65K | $10.43M | +1 | −2 |
| Q4 2024 | 5 | +1 | 155.88K | $7.85M | +1 | n/a |
| Q3 2024 | 4 | +1 | 171.93K | $8.17M | +2 | −1 |
| Q2 2024 | 3 | n/a | 78.84K | $3.27M | n/a | n/a |
| # | Manager | Shares | Δ shares | Value | Their weight | Held | ||
|---|---|---|---|---|---|---|---|---|
| 1 | Bank Of America Corp /De/ | 521.17K | +23.0% | $28.06M | 0.0% | ▲ Add | 2 | SEC ↗ ×2 |
| 2 | Wells Fargo & Company/Mn | 514.39K | +6.8% | $27.69M | 0.0% | ▲ Add | 2 | SEC ↗ ×2 |
| 3 | JPMorgan Chase ✦ | 384.06K | +3.2% | $20.04M | 0.0% | ▲ Add | 3 | SEC ↗ ×4 |
| 4 | Truist Financial Corp | 143.58K | +29.5% | $7.73M | 0.0% | ▲ Add | 2 | SEC ↗ ×2 |
| 5 | Us Bancorp \De\ | 134.59K | +4.1% | $7.25M | 0.0% | ▲ Add | 2 | SEC ↗ ×2 |
| 6 | Raymond James Financial Inc | 112.69K | +0.6% | $6.07M | 0.0% | ▲ Add | 2 | SEC ↗ ×2 |
| 7 | Jones Financial Companies Lllp | 82.49K | +2.8% | $4.30M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 8 | Ameriprise Financial Inc | 72.20K | -7.0% | $3.89M | 0.0% | ▼ Trim | 2 | SEC ↗ ×3 |
| 9 | Commonwealth Equity Services, Llc | 71.28K | -26.1% | $3.84M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 10 | Stifel Financial Corp | 17.02K | +8.1% | $916,527 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 11 | Fifth Third Bancorp | 9.73K | New | $523,809 | 0.0% | New | 1 | SEC ↗ |
| 12 | Pnc Financial Services Group, Inc. | 2.49K | +0.1% | $134,096 | 0.0% | ▲ Add | 2 | SEC ↗ ×3 |
| 13 | Fidelity (FMR) ✦ | 1.87K | -48.7% | $100,745 | 0.0% | ▼ Trim | 4 | SEC ↗ ×2 |
| 14 | Citigroup Inc | 250 | -61.1% | $13,460 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 15 | UBS AM, a distinct business unit of… | 32 | New | $1,723 | 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
| Fifth Third Bancorp | $523,809 | 0.0% |
| UBS AM, a distinct business… | $1,723 | 0.0% |
Exited
| No tracked exits this quarter. |
Full-market context: across ALL 13F filers (SEC structured data, Q1 2026): 165 holders, 4.47M shares, $232.93M 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.