IBLC
name pending profile ingest
Momentum inputs (comparable managers):
holder breadth -9.1% ·
share flow -30.0% ·
net new positions -10.0%
— formula
Broad distribution — falling shares and fewer holders
All ownership figures: tracked 13F managers only, common-stock positions, reporting period Q2 2026
| # | Manager | Shares | Δ shares | Value | Their weight | Held | ||
|---|---|---|---|---|---|---|---|---|
| 1 | Financial Engines Advisors L.L.C. | 43.11K | -13.1% | $2.07M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 2 | Wealth Enhancement Advisory… | 38.50K | +0.5% | $1.78M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 3 | Osaic Holdings, Inc. | 31.48K | +40.2% | $1.52M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 4 | Susquehanna International Group, Llp | 21.43K | 0.0% | $1.03M | 0.0% | Held | 3 | SEC ↗ |
| 5 | Creative Planning | 10.82K | 0.0% | $520,574 | 0.0% | Held | 3 | SEC ↗ |
| 6 | Rockefeller Capital Management L.P. | 9.38K | +1.3% | $451,316 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 7 | Empower Advisory Group, LLC | 4.55K | New | $219,232 | 0.0% | New | 1 | SEC ↗ |
| 8 | BlackRock ✦ (passive) | 357 | 0.0% | $17,182 | 0.0% | Held | 4 | SEC ↗ |
| 9 | Assetmark, Inc | 100 | New | $4,813 | 0.0% | New | 1 | SEC ↗ |
| 10 | Morgan Stanley ✦ | 22 | -48.8% | $1,059 | 0.0% | ▼ Trim | 4 | SEC ↗ ×2 |
“Their weight” = the position's share of that manager's reported 13F equity value — the conviction measure. ✦ = curated manager.
New buyers
| Empower Advisory Group, LLC | $219,232 | 0.0% |
| Assetmark, Inc | $4,813 | 0.0% |
Exited
| Jane Street Group, Llc | $3.40M | was 0.0% |
| Citadel Advisors | $243,722 | was 0.0% |
| UBS Group AG | $31,425 | was 0.0% |
Full-market context: across ALL 13F filers (SEC structured data, Q1 2026): 35 holders, 399.06K shares, $14.85M 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.