IBDX
name pending profile ingest
Momentum inputs (comparable managers):
holder breadth -5.9% ·
share flow +0.1% ·
net new positions -6.2%
— formula
Concentrated accumulation — rising shares among fewer holders
All ownership figures: tracked 13F managers only, common-stock positions, reporting period Q4 2025
| Quarter | Holders | Δ | Shares | Reported value | New | Exits |
|---|---|---|---|---|---|---|
| Q2 2026 | 35 | -2 | 16.96M | $427.18M | — | −3 |
| Q1 2026 | 39 | +7 | 17.16M | $433.70M | +7 | — |
| Q4 2025 | 32 | -2 | 16.53M | $421.70M | — | −2 |
| Q3 2025 | 5 | 0 | 2.59M | $66.33M | — | — |
| Q2 2025 | 2 | 0 | 247.74K | $6.26M | — | — |
| Q1 2025 | 1 | 0 | 228.60K | $5.71M | — | — |
| Q4 2024 | 1 | 0 | 50.69K | $1.25M | — | — |
| Q3 2024 | 1 | 0 | 85.82K | $2.21M | — | — |
| Q2 2024 | 1 | — | 49.46K | $1.21M | — | — |
| # | Manager | Shares | Δ shares | Value | Their weight | Held | ||
|---|---|---|---|---|---|---|---|---|
| 1 | Wells Fargo & Company/Mn | 3.03M | — | $77.39M | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 2 | Morgan Stanley ✦ | 2.60M | +17.5% | $66.46M | 0.0% | ▲ Add | 2 | SEC ↗ ×2 |
| 3 | Bank Of America Corp /De/ | 2.32M | — | $59.26M | 0.0% | n/c | 1 | SEC ↗ ×3 |
| 4 | Ameriprise Financial Inc | 1.78M | — | $45.30M | 0.0% | n/c | 1 | SEC ↗ ×3 |
| 5 | Royal Bank Of Canada | 990.74K | — | $25.29M | 0.0% | n/c | 1 | SEC ↗ ×3 |
| 6 | UBS Group AG | 964.55K | — | $24.62M | 0.0% | n/c | 1 | SEC ↗ |
| 7 | HighTower Advisors, LLC | 833.40K | — | $21.28M | 0.0% | n/c | 1 | SEC ↗ |
| 8 | Us Bancorp \De\ | 766.03K | — | $19.56M | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 9 | Raymond James Financial Inc | 601.76K | — | $15.36M | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 10 | Commonwealth Equity Services, Llc | 570.01K | — | $14.55M | 0.0% | n/c | 1 | SEC ↗ |
| 11 | Rockefeller Capital Management L.P. | 513.14K | — | $13.10M | 0.0% | n/c | 1 | SEC ↗ |
| 12 | LPL Financial LLC | 368.07K | — | $9.40M | 0.0% | n/c | 1 | SEC ↗ |
| 13 | Lido Advisors, LLC | 176.10K | — | $4.50M | 0.0% | n/c | 1 | SEC ↗ |
| 14 | Neuberger Berman Group LLC | 142.59K | — | $3.64M | 0.0% | n/c | 1 | SEC ↗ |
| 15 | Cwm, Llc | 136.58K | — | $3.49M | 0.0% | n/c | 1 | SEC ↗ |
| 16 | Envestnet Asset Management Inc | 100.54K | — | $2.57M | 0.0% | n/c | 1 | SEC ↗ |
| 17 | Cetera Investment Advisers | 95.53K | — | $2.44M | 0.0% | n/c | 1 | SEC ↗ |
| 18 | Mercer Global Advisors Inc /Adv | 94.47K | — | $2.41M | 0.0% | n/c | 1 | SEC ↗ |
| 19 | Northwestern Mutual Wealth… | 77.89K | — | $1.99M | 0.0% | n/c | 1 | SEC ↗ |
| 20 | Mariner, LLC | 76.96K | — | $1.96M | 0.0% | n/c | 1 | SEC ↗ |
| 21 | Osaic Holdings, Inc. | 68.16K | — | $1.74M | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 22 | Stifel Financial Corp | 65.85K | — | $1.68M | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 23 | Wealth Enhancement Advisory… | 56.58K | — | $1.45M | 0.0% | n/c | 1 | SEC ↗ |
| 24 | Captrust Financial Advisors | 26.96K | — | $688,221 | 0.0% | n/c | 1 | SEC ↗ |
| 25 | Focus Partners Wealth | 18.30K | — | $467,123 | 0.0% | n/c | 1 | SEC ↗ |
| 26 | Jones Financial Companies Lllp | 13.46K | — | $343,583 | 0.0% | n/c | 1 | SEC ↗ |
| 27 | Truist Financial Corp | 12.31K | — | $314,198 | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 28 | Mml Investors Services, Llc | 11.28K | — | $287,970 | 0.0% | n/c | 1 | SEC ↗ |
| 29 | Pnc Financial Services Group, Inc. | 5.40K | — | $137,862 | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 30 | Bank Of Montreal /Can/ | 584 | — | $14,911 | 0.0% | n/c | 1 | SEC ↗ |
| 31 | JPMorgan Chase ✦ | 101 | -99.9% | $2,579 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 32 | BlackRock ✦ (passive) | 51 | 0.0% | $1,302 | 0.0% | Held | 3 | SEC ↗ |
“Their weight” = the position's share of that manager's reported 13F equity value — the conviction measure. ✦ = curated manager.
New buyers
| No new tracked buyers this quarter. |
Exited
| Citadel Advisors | $5.86M | was 0.0% |
| Goldman Sachs Group | $1.13M | was 0.0% |
Full-market context: across ALL 13F filers (SEC structured data, Q1 2026): 219 holders, 50.27M shares, $1.25B 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.