IBCA
name pending profile ingest
Momentum inputs (comparable managers):
holder breadth +11.8% ·
share flow +13.8% ·
net new positions +10.5%
· formula
Broad accumulation: rising shares across more holders
All ownership figures: tracked 13F managers only, common-stock positions, reporting period Q4 2025
| # | Manager | Shares | Δ shares | Value | Their weight | Held | ||
|---|---|---|---|---|---|---|---|---|
| 1 | Bank Of America Corp /De/ | 744.30K | n/a | $19.31M | 0.0% | n/c | 1 | SEC ↗ ×3 |
| 2 | Morgan Stanley ✦ | 224.32K | New | $5.82M | 0.0% | New | 1 | SEC ↗ |
| 3 | Raymond James Financial Inc | 191.87K | n/a | $4.98M | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 4 | Lido Advisors, LLC | 181.70K | n/a | $4.71M | 0.0% | n/c | 1 | SEC ↗ |
| 5 | UBS Group AG | 158.61K | n/a | $4.11M | 0.0% | n/c | 1 | SEC ↗ |
| 6 | Envestnet Asset Management Inc | 68.02K | n/a | $1.76M | 0.0% | n/c | 1 | SEC ↗ |
| 7 | Royal Bank Of Canada | 61.24K | n/a | $1.59M | 0.0% | n/c | 1 | SEC ↗ |
| 8 | Us Bancorp \De\ | 60.27K | n/a | $1.56M | 0.0% | n/c | 1 | SEC ↗ |
| 9 | HighTower Advisors, LLC | 35.23K | n/a | $913,934 | 0.0% | n/c | 1 | SEC ↗ |
| 10 | LPL Financial LLC | 33.16K | n/a | $860,306 | 0.0% | n/c | 1 | SEC ↗ |
| 11 | Commonwealth Equity Services, Llc | 31.54K | n/a | $818,150 | 0.0% | n/c | 1 | SEC ↗ |
| 12 | Wealth Enhancement Advisory… | 17.50K | n/a | $454,688 | 0.0% | n/c | 1 | SEC ↗ |
| 13 | Truist Financial Corp | 11.06K | n/a | $286,922 | 0.0% | n/c | 1 | SEC ↗ |
| 14 | Northwestern Mutual Wealth… | 10.72K | n/a | $278,024 | 0.0% | n/c | 1 | SEC ↗ |
| 15 | Cetera Investment Advisers | 10.06K | n/a | $260,947 | 0.0% | n/c | 1 | SEC ↗ |
| 16 | Rockefeller Capital Management L.P. | 3.20K | n/a | $83,008 | 0.0% | n/c | 1 | SEC ↗ |
| 17 | Osaic Holdings, Inc. | 2.26K | n/a | $58,598 | 0.0% | n/c | 1 | SEC ↗ |
| 18 | Wells Fargo & Company/Mn | 228 | n/a | $5,914 | 0.0% | n/c | 1 | SEC ↗ |
| 19 | BlackRock ✦ (passive) | 52 | New | $1,349 | 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
| Morgan Stanley | $5.82M | 0.0% |
| BlackRock | $1,349 | 0.0% |
Exited
| No tracked exits this quarter. |
Full-market context: across ALL 13F filers (SEC structured data, Q1 2026): 78 holders, 9.63M shares, $246.92M 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.