IBMQ
name pending profile ingest
Momentum inputs (comparable managers):
holder breadth +6.1% ·
share flow -8.7% ·
net new positions +5.7%
· formula
Ownership fragmentation: more holders, smaller aggregate stake
All ownership figures: tracked 13F managers only, common-stock positions, reporting period Q1 2026
| # | Manager | Shares | Δ shares | Value | Their weight | Held | ||
|---|---|---|---|---|---|---|---|---|
| 1 | Bank Of America Corp /De/ | 2.40M | +5.5% | $61.26M | 0.0% | ▲ Add | 2 | SEC ↗ ×3 |
| 2 | Mercer Global Advisors Inc /Adv | 2.06M | -47.3% | $52.49M | 0.1% | ▼ Trim | 2 | SEC ↗ |
| 3 | HighTower Advisors, LLC | 805.55K | +5.0% | $20.57M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 4 | Us Bancorp \De\ | 723.00K | -6.3% | $18.46M | 0.0% | ▼ Trim | 2 | SEC ↗ ×2 |
| 5 | Lido Advisors, LLC | 559.02K | +153.3% | $14.27M | 0.1% | ▲ Add | 2 | SEC ↗ |
| 6 | Wells Fargo & Company/Mn | 530.44K | -0.5% | $13.54M | 0.0% | ▼ Trim | 2 | SEC ↗ ×2 |
| 7 | LPL Financial LLC | 425.66K | +44.5% | $10.87M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 8 | UBS Group AG | 396.43K | +12.1% | $10.12M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 9 | Northwestern Mutual Wealth… | 298.68K | +2.0% | $7.63M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 10 | Morgan Stanley ✦ | 266.53K | -39.2% | $6.80M | 0.0% | ▼ Trim | 3 | SEC ↗ ×2 |
| 11 | Stifel Financial Corp | 224.33K | +5.0% | $5.73M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 12 | Royal Bank Of Canada | 186.97K | +20.3% | $4.77M | 0.0% | ▲ Add | 2 | SEC ↗ ×2 |
| 13 | Envestnet Asset Management Inc | 181.49K | New | $4.63M | 0.0% | New | 1 | SEC ↗ |
| 14 | Raymond James Financial Inc | 126.77K | +0.3% | $3.24M | 0.0% | ▲ Add | 2 | SEC ↗ ×2 |
| 15 | Ameriprise Financial Inc | 99.02K | +3.4% | $2.53M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 16 | Assetmark, Inc | 94.37K | +48.6% | $2.41M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 17 | JPMorgan Chase ✦ | 91.87K | New | $2.34M | 0.0% | New | 1 | SEC ↗ ×2 |
| 18 | Cetera Investment Advisers | 88.36K | +138.3% | $2.26M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 19 | Commonwealth Equity Services, Llc | 84.31K | -19.5% | $2.15M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 20 | Focus Partners Wealth | 75.00K | +15.7% | $1.91M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 21 | Cwm, Llc | 72.55K | -5.2% | $1.85M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 22 | Mariner, LLC | 45.08K | 0.0% | $1.15M | 0.0% | ▲ Add | 2 | SEC ↗ ×2 |
| 23 | Quantinno Capital Management LP | 43.22K | +4.5% | $1.10M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 24 | Financial Engines Advisors L.L.C. | 42.84K | -3.1% | $1.09M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 25 | Baird Financial Group, Inc. | 35.00K | 0.0% | $893,550 | 0.0% | Held | 2 | SEC ↗ |
| 26 | Creative Planning | 30.81K | +74.7% | $786,681 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 27 | Osaic Holdings, Inc. | 27.41K | +29.4% | $699,769 | 0.0% | ▲ Add | 2 | SEC ↗ ×2 |
| 28 | Captrust Financial Advisors | 23.17K | +11.0% | $591,591 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 29 | Citadel Advisors ✦ | 22.98K | +53.1% | $586,654 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 30 | Rockefeller Capital Management L.P. | 21.48K | +11.7% | $548,263 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 31 | Jones Financial Companies Lllp | 18.09K | +46.3% | $461,035 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 32 | Fifth Third Bancorp | 13.53K | New | $345,497 | 0.0% | New | 1 | SEC ↗ |
| 33 | Pnc Financial Services Group, Inc. | 1.51K | +0.1% | $38,606 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 34 | Fidelity (FMR) ✦ | 1.31K | -33.1% | $33,526 | 0.0% | ▼ Trim | 4 | SEC ↗ |
| 35 | BlackRock ✦ (passive) | 150 | 0.0% | $3,830 | 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
| Envestnet Asset Management Inc | $4.63M | 0.0% |
| JPMorgan Chase | $2.34M | 0.0% |
| Fifth Third Bancorp | $345,497 | 0.0% |
Exited
| Goldman Sachs Group | $213,756 | was 0.0% |
Full-market context: across ALL 13F filers (SEC structured data, Q1 2026): 184 holders, 20.58M shares, $510.35M 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.