Security record · archived quarter
IBDY
name pending profile ingest
33Tracked holders
+1Δ holders
12.09MShares held
$311.22MReported value
+2New positions
−1Exits
Momentum inputs (comparable managers):
holder breadth +3.1% ·
share flow +6.3% ·
net new positions +3.0%
— formula
Broad accumulation — rising shares across more holders
All ownership figures: tracked 13F managers only, common-stock positions, reporting period Q2 2026
Ownership over time
| Quarter | Holders | Δ | Shares | Reported value | New | Exits |
|---|---|---|---|---|---|---|
| Q2 2026 | 33 | +1 | 12.09M | $311.22M | +2 | −1 |
| Q1 2026 | 33 | +6 | 11.50M | $297.19M | +7 | −1 |
| Q4 2025 | 27 | -2 | 9.67M | $252.84M | +1 | −3 |
| Q3 2025 | 5 | +1 | 1.90M | $49.80M | +1 | — |
| Q2 2025 | 1 | -1 | 49 | $1,269 | — | −1 |
| Q1 2025 | 1 | +1 | 70.06K | $1.79M | +1 | — |
| Q3 2024 | 1 | 0 | 106.25K | $2.80M | — | — |
| Q2 2024 | 1 | — | 42.14K | $1.06M | — | — |
Who holds it · Q2 2026
| # | Manager | Shares | Δ shares | Value | Their weight | Held | ||
|---|---|---|---|---|---|---|---|---|
| 1 | Morgan Stanley ✦ | 2.34M | +3.3% | $60.16M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 2 | Morgan Stanley ✦ | 2.34M | +3.3% | $60.16M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 3 | Bank Of America Corp /De/ | 2.14M | +10.8% | $55.16M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 4 | Bank Of America Corp /De/ | 2.14M | +10.8% | $55.16M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 5 | Bank Of America Corp /De/ | 2.14M | +10.8% | $55.16M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 6 | Us Bancorp \De\ | 863.84K | +7.4% | $22.24M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 7 | Us Bancorp \De\ | 863.84K | +7.4% | $22.24M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 8 | HighTower Advisors, LLC | 738.62K | +18.6% | $19.02M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 9 | Raymond James Financial Inc | 738.41K | +32.7% | $19.01M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 10 | Raymond James Financial Inc | 738.41K | +32.7% | $19.01M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 11 | Ameriprise Financial Inc | 716.88K | +7.2% | $18.46M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 12 | Ameriprise Financial Inc | 716.88K | +7.2% | $18.46M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 13 | Wells Fargo & Company/Mn | 679.81K | +5.3% | $17.50M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 14 | Wells Fargo & Company/Mn | 679.81K | +5.3% | $17.50M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 15 | UBS Group AG | 616.60K | +15.4% | $15.87M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 16 | Rockefeller Capital Management L.P. | 516.08K | +1.4% | $13.29M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 17 | Commonwealth Equity Services, Llc | 434.89K | +2.8% | $11.20M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 18 | LPL Financial LLC | 388.88K | +7.2% | $10.01M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 19 | Royal Bank Of Canada | 372.49K | +37.4% | $9.59M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 20 | Royal Bank Of Canada | 372.49K | +37.4% | $9.59M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 21 | Royal Bank Of Canada | 372.49K | +37.4% | $9.59M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 22 | Lido Advisors, LLC | 261.00K | +11.5% | $6.72M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 23 | Lido Advisors, LLC | 261.00K | +11.5% | $6.72M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 24 | Mariner, LLC | 227.09K | -23.4% | $5.85M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 25 | Susquehanna International Group, Llp | 204.58K | -25.8% | $5.27M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 26 | Citadel Advisors ✦ | 187.68K | +109.8% | $4.83M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 27 | Mercer Global Advisors Inc /Adv | 128.95K | +13.2% | $3.32M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 28 | Envestnet Asset Management Inc | 128.61K | -4.1% | $3.31M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 29 | Wealth Enhancement Advisory… | 125.68K | +40.0% | $3.21M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 30 | Jane Street Group, Llc | 66.00K | -80.2% | $1.70M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 31 | Cetera Investment Advisers | 43.99K | +12.3% | $1.13M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 32 | Captrust Financial Advisors | 43.09K | 0.0% | $1.11M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 33 | Osaic Holdings, Inc. | 41.07K | +29.5% | $1.06M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 34 | Osaic Holdings, Inc. | 41.07K | +29.5% | $1.06M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 35 | Osaic Holdings, Inc. | 41.07K | +29.5% | $1.06M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 36 | Creative Planning | 16.57K | -1.4% | $426,723 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 37 | Corient Private Wealth LP | 14.53K | New | $374,075 | 0.0% | New | 1 | SEC ↗ |
| 38 | Goldman Sachs Group ✦ | 12.06K | New | $310,485 | 0.0% | New | 1 | SEC ↗ |
| 39 | Jones Financial Companies Lllp | 11.84K | +24.7% | $305,931 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 40 | Northwestern Mutual Wealth… | 11.74K | +34.4% | $302,223 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 41 | Truist Financial Corp | 8.79K | 0.0% | $226,435 | 0.0% | Held | 3 | SEC ↗ |
| 42 | Fifth Third Bancorp | 7.36K | -36.6% | $189,586 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 43 | JPMorgan Chase ✦ | 3.32K | -88.5% | $85,770 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 44 | BlackRock ✦ (passive) | 50 | 0.0% | $1,287 | 0.0% | Held | 5 | SEC ↗ |
| 45 | Fidelity (FMR) ✦ | 1 | -99.9% | $38 | 0.0% | ▼ Trim | 3 | SEC ↗ |
“Their weight” = the position's share of that manager's reported 13F equity value — the conviction measure. ✦ = curated manager.
New buyers
| Corient Private Wealth LP | $374,075 | 0.0% |
| Goldman Sachs Group | $310,485 | 0.0% |
Exited
| Hrt Financial Lp | $265,000 | was 0.0% |
Full-market context: across ALL 13F filers (SEC structured data, Q1 2026): 159 holders, 27.04M shares, $684.99M 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: Q2 2026 ·
Methodology ·
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