Security record · archived quarter
IBDX
name pending profile ingest
39Tracked holders
+7Δ holders
17.16MShares held
$433.70MReported value
+7New positions
−0Exits
Momentum inputs (comparable managers):
holder breadth +21.9% ·
share flow +3.9% ·
net new positions +17.9%
· formula
Broad accumulation: rising shares across more holders
All ownership figures: tracked 13F managers only, common-stock positions, reporting period Q1 2026
Ownership over time
| Quarter | Holders | Δ | Shares | Reported value | New | Exits |
|---|---|---|---|---|---|---|
| Q2 2026 | 35 | -2 | 16.96M | $427.18M | n/a | −3 |
| Q1 2026 | 39 | +7 | 17.16M | $433.70M | +7 | n/a |
| Q4 2025 | 32 | -2 | 16.53M | $421.70M | n/a | −2 |
| Q3 2025 | 5 | 0 | 2.59M | $66.33M | n/a | n/a |
| Q2 2025 | 2 | 0 | 247.74K | $6.26M | n/a | n/a |
| Q1 2025 | 1 | 0 | 228.60K | $5.71M | n/a | n/a |
| Q4 2024 | 1 | 0 | 50.69K | $1.25M | n/a | n/a |
| Q3 2024 | 1 | 0 | 85.82K | $2.21M | n/a | n/a |
| Q2 2024 | 1 | n/a | 49.46K | $1.21M | n/a | n/a |
Who holds it · Q1 2026
| # | Manager | Shares | Δ shares | Value | Their weight | Held | ||
|---|---|---|---|---|---|---|---|---|
| 1 | Morgan Stanley ✦ | 2.91M | +11.7% | $73.51M | 0.0% | ▲ Add | 3 | SEC ↗ ×2 |
| 2 | Wells Fargo & Company/Mn | 2.82M | -7.1% | $71.14M | 0.0% | ▼ Trim | 2 | SEC ↗ ×2 |
| 3 | Bank Of America Corp /De/ | 2.44M | +5.2% | $61.72M | 0.0% | ▲ Add | 2 | SEC ↗ ×3 |
| 4 | UBS Group AG | 1.17M | +21.4% | $29.59M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 5 | Royal Bank Of Canada | 1.02M | +2.7% | $25.72M | 0.0% | ▲ Add | 2 | SEC ↗ ×3 |
| 6 | Ameriprise Financial Inc | 1.01M | -43.4% | $25.51M | 0.0% | ▼ Trim | 2 | SEC ↗ ×3 |
| 7 | Us Bancorp \De\ | 868.52K | +13.4% | $21.95M | 0.0% | ▲ Add | 2 | SEC ↗ ×2 |
| 8 | HighTower Advisors, LLC | 854.04K | +2.5% | $21.58M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 9 | Raymond James Financial Inc | 725.26K | +20.5% | $18.33M | 0.0% | ▲ Add | 2 | SEC ↗ ×3 |
| 10 | Rockefeller Capital Management L.P. | 519.72K | +1.3% | $13.13M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 11 | Commonwealth Equity Services, Llc | 510.12K | -10.5% | $12.89M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 12 | LPL Financial LLC | 509.93K | +38.5% | $12.89M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 13 | Lido Advisors, LLC | 241.09K | +36.9% | $6.09M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 14 | Susquehanna International Group, Llp | 186.43K | New | $4.71M | 0.0% | New | 1 | SEC ↗ |
| 15 | Envestnet Asset Management Inc | 182.44K | +81.5% | $4.61M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 16 | Northwestern Mutual Wealth… | 168.66K | +116.5% | $4.26M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 17 | Cwm, Llc | 152.90K | +11.9% | $3.86M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 18 | Neuberger Berman Group LLC | 141.34K | -0.9% | $3.57M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 19 | Mercer Global Advisors Inc /Adv | 118.34K | +25.3% | $2.99M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 20 | Goldman Sachs Group ✦ | 95.72K | New | $2.42M | 0.0% | New | 1 | SEC ↗ |
| 21 | Wealth Enhancement Advisory… | 91.03K | +60.9% | $2.30M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 22 | Mariner, LLC | 78.36K | +1.8% | $1.98M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 23 | Cetera Investment Advisers | 73.39K | -23.2% | $1.85M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 24 | Osaic Holdings, Inc. | 71.37K | +4.7% | $1.80M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 25 | Citadel Advisors ✦ | 31.16K | New | $787,413 | 0.0% | New | 1 | SEC ↗ |
| 26 | Stifel Financial Corp | 28.38K | -56.9% | $717,214 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 27 | Captrust Financial Advisors | 27.31K | +1.3% | $690,182 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 28 | Fifth Third Bancorp | 23.70K | New | $598,773 | 0.0% | New | 1 | SEC ↗ |
| 29 | Creative Planning | 21.54K | New | $544,265 | 0.0% | New | 1 | SEC ↗ |
| 30 | Focus Partners Wealth | 18.30K | 0.0% | $462,366 | 0.0% | Held | 2 | SEC ↗ |
| 31 | Jones Financial Companies Lllp | 16.80K | +24.8% | $420,647 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 32 | Truist Financial Corp | 12.48K | +1.4% | $315,294 | 0.0% | ▲ Add | 2 | SEC ↗ ×2 |
| 33 | Mml Investors Services, Llc | 10.06K | -10.8% | $254,169 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 34 | Jane Street Group, Llc | 9.25K | New | $233,849 | 0.0% | New | 1 | SEC ↗ |
| 35 | Pnc Financial Services Group, Inc. | 5.40K | 0.0% | $136,458 | 0.0% | Held | 2 | SEC ↗ ×2 |
| 36 | JPMorgan Chase ✦ | 3.18K | +3045.5% | $79,838 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 37 | Barclays Plc | 805 | New | $20,342 | 0.0% | New | 1 | SEC ↗ |
| 38 | Bank Of Montreal /Can/ | 589 | +0.9% | $14,875 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 39 | BlackRock ✦ (passive) | 51 | 0.0% | $1,289 | 0.0% | Held | 4 | SEC ↗ |
“Their weight” = the position's share of that manager's reported 13F equity value: the conviction measure. ✦ = curated manager.
New buyers
| Susquehanna International… | $4.71M | 0.0% |
| Goldman Sachs Group | $2.42M | 0.0% |
| Citadel Advisors | $787,413 | 0.0% |
| Fifth Third Bancorp | $598,773 | 0.0% |
| Creative Planning | $544,265 | 0.0% |
| Jane Street Group, Llc | $233,849 | 0.0% |
| Barclays Plc | $20,342 | 0.0% |
Exited
| No tracked exits this quarter. |
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.
Frequently co-owned
What else this security's tracked holders most often hold: shared-ownership counts, not fundamental relationships.
Provenance: Ownership from parsed 13F common-stock positions (tracked universe, comparable sets for changes); insider rows from Forms 3/4/5; stakes from Schedules 13D/13G; every filing links to its original on SEC EDGAR.
Reporting period: Q1 2026 ·
Methodology ·
Get this via the API