IBLC
name pending profile ingest
Momentum inputs (comparable managers):
holder breadth -20.0% ·
share flow -24.8% ·
net new positions -20.0%
· formula
Broad distribution: falling shares and fewer holders
All ownership figures: tracked 13F managers only, common-stock positions, reporting period Q1 2026
| # | Manager | Shares | Δ shares | Value | Their weight | Held | ||
|---|---|---|---|---|---|---|---|---|
| 1 | Jane Street Group, Llc | 93.09K | +0.8% | $3.40M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 2 | Financial Engines Advisors L.L.C. | 49.60K | +7.8% | $1.81M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 3 | Wealth Enhancement Advisory… | 38.32K | -7.0% | $1.41M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 4 | Osaic Holdings, Inc. | 22.46K | -31.7% | $820,740 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 5 | Susquehanna International Group, Llp | 21.43K | 0.0% | $783,125 | 0.0% | Held | 2 | SEC ↗ |
| 6 | Creative Planning | 10.82K | +1.0% | $395,217 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 7 | Rockefeller Capital Management L.P. | 9.26K | +5.1% | $338,325 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 8 | Citadel Advisors ✦ | 6.67K | -86.5% | $243,722 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 9 | UBS Group AG | 860 | +537.0% | $31,425 | 0.0% | ▲ Add | 2 | SEC ↗ ×2 |
| 10 | BlackRock ✦ (passive) | 357 | +20.6% | $13,045 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 11 | Cwm, Llc | 123 | 0.0% | $4,494 | 0.0% | Held | 2 | SEC ↗ |
| 12 | Morgan Stanley ✦ | 43 | -99.5% | $1,573 | 0.0% | ▼ Trim | 3 | SEC ↗ ×2 |
“Their weight” = the position's share of that manager's reported 13F equity value: the conviction measure. ✦ = curated manager.
New buyers
| No new tracked buyers this quarter. |
Exited
| Empower Advisory Group, LLC | $372,690 | was 0.0% |
| Mml Investors Services, Llc | $369,143 | was 0.0% |
| Commonwealth Equity Services… | $238,460 | 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.