IBCA
name pending profile ingest
Momentum inputs (comparable managers):
holder breadth +30.0% ·
share flow +30.0% ·
net new positions +20.0%
· formula
Broad accumulation: rising shares across more holders
All ownership figures: tracked 13F managers only, common-stock positions, reporting period Q1 2026
| # | Manager | Shares | Δ shares | Value | Their weight | Held | ||
|---|---|---|---|---|---|---|---|---|
| 1 | Bank Of America Corp /De/ | 806.47K | +8.3% | $20.68M | 0.0% | ▲ Add | 2 | SEC ↗ ×2 |
| 2 | Morgan Stanley ✦ | 445.99K | +98.8% | $11.44M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 3 | Ameriprise Financial Inc | 383.44K | New | $9.83M | 0.0% | New | 1 | SEC ↗ |
| 4 | HighTower Advisors, LLC | 347.45K | +886.2% | $8.91M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 5 | Raymond James Financial Inc | 265.65K | +38.5% | $6.81M | 0.0% | ▲ Add | 2 | SEC ↗ ×2 |
| 6 | Lido Advisors, LLC | 251.42K | +38.4% | $6.45M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 7 | UBS Group AG | 192.99K | +21.7% | $4.95M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 8 | Us Bancorp \De\ | 89.04K | +47.8% | $2.28M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 9 | Envestnet Asset Management Inc | 83.02K | +22.1% | $2.13M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 10 | Wealth Enhancement Advisory… | 74.85K | +327.8% | $1.92M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 11 | Royal Bank Of Canada | 66.68K | +8.9% | $1.71M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 12 | Citadel Advisors ✦ | 65.78K | New | $1.69M | 0.0% | New | 1 | SEC ↗ |
| 13 | LPL Financial LLC | 56.60K | +70.7% | $1.45M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 14 | Commonwealth Equity Services, Llc | 47.87K | +51.8% | $1.23M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 15 | Creative Planning | 15.47K | New | $396,779 | 0.0% | New | 1 | SEC ↗ |
| 16 | Captrust Financial Advisors | 14.00K | New | $358,934 | 0.0% | New | 1 | SEC ↗ |
| 17 | Cetera Investment Advisers | 11.36K | +12.9% | $291,286 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 18 | Truist Financial Corp | 11.06K | 0.0% | $283,604 | 0.0% | Held | 2 | SEC ↗ |
| 19 | Northwestern Mutual Wealth… | 10.72K | 0.0% | $274,810 | 0.0% | Held | 2 | SEC ↗ |
| 20 | Wells Fargo & Company/Mn | 9.36K | +4003.5% | $239,888 | 0.0% | ▲ Add | 2 | SEC ↗ ×2 |
| 21 | Rockefeller Capital Management L.P. | 3.22K | +0.8% | $82,683 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 22 | Osaic Holdings, Inc. | 2.26K | 0.0% | $57,920 | 0.0% | Held | 2 | SEC ↗ |
| 23 | Fifth Third Bancorp | 800 | New | $20,512 | 0.0% | New | 1 | SEC ↗ |
| 24 | Jones Financial Companies Lllp | 749 | New | $18,972 | 0.0% | New | 1 | SEC ↗ |
| 25 | BlackRock ✦ (passive) | 52 | 0.0% | $1,333 | 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
| Ameriprise Financial Inc | $9.83M | 0.0% |
| Citadel Advisors | $1.69M | 0.0% |
| Creative Planning | $396,779 | 0.0% |
| Captrust Financial Advisors | $358,934 | 0.0% |
| Fifth Third Bancorp | $20,512 | 0.0% |
| Jones Financial Companies Lllp | $18,972 | 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.