IBIC
name pending profile ingest
Momentum inputs (comparable managers):
holder breadth +11.1% ·
share flow +30.0% ·
net new positions +10.0%
— formula
Broad accumulation — rising shares across more holders
All ownership figures: tracked 13F managers only, common-stock positions, reporting period Q2 2026
| Quarter | Holders | Δ | Shares | Reported value | New | Exits |
|---|---|---|---|---|---|---|
| Q2 2026 | 10 | +1 | 724.33K | $18.90M | +2 | −1 |
| Q1 2026 | 9 | +1 | 436.18K | $11.31M | +3 | −2 |
| Q4 2025 | 8 | 0 | 415.08K | $10.61M | — | — |
| Q3 2025 | 2 | 0 | 106.17K | $2.75M | — | — |
| Q2 2025 | 2 | 0 | 94.32K | $2.45M | — | — |
| Q1 2025 | 1 | +1 | 29.53K | $767,341 | +1 | — |
| Q3 2024 | 1 | 0 | 22.07K | $566,735 | — | — |
| Q2 2024 | 1 | — | 22.68K | $582,850 | — | — |
| # | Manager | Shares | Δ shares | Value | Their weight | Held | ||
|---|---|---|---|---|---|---|---|---|
| 1 | Raymond James Financial Inc | 503.54K | +226.4% | $13.14M | 0.0% | ▲ Add | 2 | SEC ↗ ×2 |
| 2 | LPL Financial LLC | 61.05K | +22.7% | $1.59M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 3 | Osaic Holdings, Inc. | 45.38K | +6.3% | $1.18M | 0.0% | ▲ Add | 3 | SEC ↗ ×2 |
| 4 | Citadel Advisors ✦ | 42.35K | +11.9% | $1.10M | 0.0% | ▲ Add | 6 | SEC ↗ |
| 5 | Creative Planning | 25.07K | 0.0% | $653,936 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 6 | Jane Street Group, Llc | 20.65K | New | $538,706 | 0.0% | New | 1 | SEC ↗ |
| 7 | Susquehanna International Group, Llp | 12.21K | +11.1% | $318,559 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 8 | Cerity Partners LLC | 11.40K | 0.0% | $297,504 | 0.0% | Held | 2 | SEC ↗ |
| 9 | Royal Bank Of Canada | 2.00K | 0.0% | $52,000 | 0.0% | Held | 2 | SEC ↗ |
| 10 | Fidelity (FMR) ✦ | 690 | New | $18,000 | 0.0% | New | 1 | SEC ↗ |
“Their weight” = the position's share of that manager's reported 13F equity value — the conviction measure. ✦ = curated manager.
New buyers
| Jane Street Group, Llc | $538,706 | 0.0% |
| Fidelity (FMR) | $18,000 | 0.0% |
Exited
| BlackRock | $2.65M | was 0.0% |
Full-market context: across ALL 13F filers (SEC structured data, Q1 2026): 29 holders, 1.17M shares, $30.43M 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.