Security record · archived quarter
IBDZ
name pending profile ingest
30Tracked holders
+1Δ holders
7.42MShares held
$193.29MReported value
+4New positions
−3Exits
Momentum inputs (comparable managers):
holder breadth +3.4% ·
share flow +30.0% ·
net new positions +3.3%
— 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 | 29 | 0 | 8.02M | $209.00M | +1 | −1 |
| Q1 2026 | 30 | +1 | 7.42M | $193.29M | +4 | −3 |
| Q4 2025 | 29 | +1 | 5.41M | $142.78M | +1 | — |
| Q3 2025 | 4 | +1 | 1.09M | $28.76M | +1 | — |
| Q2 2025 | 1 | -1 | 49 | $1,280 | — | −1 |
| Q1 2025 | 1 | 0 | 8.69K | $224,101 | — | — |
| Q4 2024 | 1 | +1 | 34.00K | $865,275 | +1 | — |
Who holds it · Q1 2026
| # | Manager | Shares | Δ shares | Value | Their weight | Held | ||
|---|---|---|---|---|---|---|---|---|
| 1 | Morgan Stanley ✦ | 1.50M | +16.4% | $39.03M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 2 | Bank Of America Corp /De/ | 1.21M | +14.1% | $31.63M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 3 | Bank Of America Corp /De/ | 1.21M | +14.1% | $31.63M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 4 | Bank Of America Corp /De/ | 1.21M | +14.1% | $31.63M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 5 | Royal Bank Of Canada | 701.47K | +4.6% | $18.28M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 6 | Royal Bank Of Canada | 701.47K | +4.6% | $18.28M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 7 | Wells Fargo & Company/Mn | 625.18K | +220.2% | $16.29M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 8 | Wells Fargo & Company/Mn | 625.18K | +220.2% | $16.29M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 9 | Ameriprise Financial Inc | 504.18K | +1441.4% | $13.14M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 10 | Raymond James Financial Inc | 386.99K | +69.0% | $10.08M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 11 | Raymond James Financial Inc | 386.99K | +69.0% | $10.08M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 12 | HighTower Advisors, LLC | 385.42K | +14.6% | $10.04M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 13 | UBS Group AG | 369.67K | +2.9% | $9.63M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 14 | Us Bancorp \De\ | 349.74K | +12.7% | $9.11M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 15 | Us Bancorp \De\ | 349.74K | +12.7% | $9.11M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 16 | Commonwealth Equity Services, Llc | 328.81K | +77.1% | $8.57M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 17 | Lido Advisors, LLC | 260.86K | +23.7% | $6.80M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 18 | Cwm, Llc | 130.97K | +94.9% | $3.41M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 19 | Mercer Global Advisors Inc /Adv | 118.08K | +26.6% | $3.08M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 20 | JPMorgan Chase ✦ | 116.57K | +342.6% | $3.02M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 21 | Wealth Enhancement Advisory… | 84.81K | +325.2% | $2.21M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 22 | Envestnet Asset Management Inc | 84.68K | +24.2% | $2.21M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 23 | LPL Financial LLC | 65.26K | +28.9% | $1.70M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 24 | Susquehanna International Group, Llp | 60.08K | New | $1.57M | 0.0% | New | 1 | SEC ↗ |
| 25 | Osaic Holdings, Inc. | 22.63K | +50.7% | $589,696 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 26 | Cetera Investment Advisers | 20.58K | +24.3% | $536,346 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 27 | Jones Financial Companies Lllp | 19.00K | +11.0% | $489,949 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 28 | Creative Planning | 17.19K | New | $448,076 | 0.0% | New | 1 | SEC ↗ |
| 29 | Northwestern Mutual Wealth… | 14.20K | +91.5% | $369,955 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 30 | Captrust Financial Advisors | 13.16K | +2.0% | $342,845 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 31 | Mml Investors Services, Llc | 10.48K | -10.2% | $273,106 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 32 | Truist Financial Corp | 9.06K | +5.1% | $235,999 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 33 | Rockefeller Capital Management L.P. | 5.57K | +93.2% | $145,037 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 34 | Fidelity (FMR) ✦ | 1.00K | New | $26,164 | 0.0% | New | 1 | SEC ↗ |
| 35 | Fifth Third Bancorp | 959 | New | $24,992 | 0.0% | New | 1 | SEC ↗ |
| 36 | BlackRock ✦ (passive) | 50 | 0.0% | $1,303 | 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… | $1.57M | 0.0% |
| Creative Planning | $448,076 | 0.0% |
| Fidelity (FMR) | $26,164 | 0.0% |
| Fifth Third Bancorp | $24,992 | 0.0% |
Exited
| Goldman Sachs Group | $1.33M | was 0.0% |
| Jane Street Group, Llc | $1.16M | was 0.0% |
| Citadel Advisors | $574,734 | was 0.0% |
Full-market context: across ALL 13F filers (SEC structured data, Q1 2026): 118 holders, 24.71M shares, $634.72M 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 ·
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