IBMR
name pending profile ingest
Momentum inputs (comparable managers):
holder breadth +11.5% ·
share flow +7.6% ·
net new positions +10.3%
· formula
Broad accumulation: rising shares across more holders
All ownership figures: tracked 13F managers only, common-stock positions, reporting period Q1 2026
| # | Manager | Shares | Δ shares | Value | Their weight | Held | ||
|---|---|---|---|---|---|---|---|---|
| 1 | Mercer Global Advisors Inc /Adv | 1.72M | -17.8% | $43.60M | 0.1% | ▼ Trim | 2 | SEC ↗ |
| 2 | Bank Of America Corp /De/ | 1.54M | +14.0% | $38.98M | 0.0% | ▲ Add | 2 | SEC ↗ ×3 |
| 3 | HighTower Advisors, LLC | 732.95K | -1.7% | $18.58M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 4 | Wells Fargo & Company/Mn | 421.35K | +7.7% | $10.68M | 0.0% | ▲ Add | 2 | SEC ↗ ×2 |
| 5 | Us Bancorp \De\ | 383.64K | -0.3% | $9.73M | 0.0% | ▼ Trim | 2 | SEC ↗ ×2 |
| 6 | Lido Advisors, LLC | 347.34K | +224.4% | $8.81M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 7 | Raymond James Financial Inc | 255.40K | +7.3% | $6.47M | 0.0% | ▲ Add | 2 | SEC ↗ ×2 |
| 8 | LPL Financial LLC | 247.22K | +27.0% | $6.27M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 9 | UBS Group AG | 224.13K | -24.9% | $5.68M | 0.0% | ▼ Trim | 2 | SEC ↗ ×2 |
| 10 | Morgan Stanley ✦ | 182.63K | +33.7% | $4.63M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 11 | Envestnet Asset Management Inc | 176.99K | New | $4.49M | 0.0% | New | 1 | SEC ↗ |
| 12 | Stifel Financial Corp | 172.24K | +5.3% | $4.37M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 13 | Royal Bank Of Canada | 112.33K | +53.9% | $2.85M | 0.0% | ▲ Add | 2 | SEC ↗ ×2 |
| 14 | Commonwealth Equity Services, Llc | 90.37K | +70.2% | $2.29M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 15 | Assetmark, Inc | 89.22K | +34.5% | $2.26M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 16 | Northwestern Mutual Wealth… | 88.22K | -12.7% | $2.24M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 17 | Cetera Investment Advisers | 82.65K | +158.1% | $2.10M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 18 | Jane Street Group, Llc | 75.77K | +18.2% | $1.92M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 19 | Osaic Holdings, Inc. | 41.52K | +7.9% | $1.05M | 0.0% | ▲ Add | 2 | SEC ↗ ×2 |
| 20 | Rockefeller Capital Management L.P. | 38.33K | +29.1% | $971,556 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 21 | Creative Planning | 32.63K | +65.3% | $827,094 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 22 | Mariner, LLC | 32.20K | 0.0% | $816,397 | 0.0% | Held | 2 | SEC ↗ |
| 23 | Cwm, Llc | 31.04K | +33.5% | $786,965 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 24 | JPMorgan Chase ✦ | 23.19K | New | $587,352 | 0.0% | New | 1 | SEC ↗ ×2 |
| 25 | Financial Engines Advisors L.L.C. | 13.71K | -8.9% | $347,625 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 26 | Quantinno Capital Management LP | 11.62K | New | $294,466 | 0.0% | New | 1 | SEC ↗ |
| 27 | Jones Financial Companies Lllp | 5.53K | +246.4% | $139,939 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 28 | BlackRock ✦ (passive) | 151 | 0.0% | $3,828 | 0.0% | Held | 4 | SEC ↗ |
| 29 | Fidelity (FMR) ✦ | 129 | New | $3,270 | 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
| Envestnet Asset Management Inc | $4.49M | 0.0% |
| JPMorgan Chase | $587,352 | 0.0% |
| Quantinno Capital Management… | $294,466 | 0.0% |
| Fidelity (FMR) | $3,270 | 0.0% |
Exited
| Goldman Sachs Group | $323,876 | was 0.0% |
Full-market context: across ALL 13F filers (SEC structured data, Q1 2026): 126 holders, 13.76M shares, $340.06M 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.