IBTL
name pending profile ingest
Momentum inputs (comparable managers):
holder breadth -3.6% ·
share flow 0.0% ·
net new positions -3.7%
— formula
Concentrated accumulation — rising shares among fewer holders
All ownership figures: tracked 13F managers only, common-stock positions, reporting period Q4 2025
| # | Manager | Shares | Δ shares | Value | Their weight | Held | ||
|---|---|---|---|---|---|---|---|---|
| 1 | Wells Fargo & Company/Mn | 2.45M | — | $50.23M | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 2 | Bank Of America Corp /De/ | 773.40K | — | $15.87M | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 3 | Morgan Stanley ✦ | 661.50K | -8.2% | $13.58M | 0.0% | ▼ Trim | 2 | SEC ↗ ×2 |
| 4 | Ameriprise Financial Inc | 474.85K | — | $9.75M | 0.0% | n/c | 1 | SEC ↗ |
| 5 | Envestnet Asset Management Inc | 404.61K | — | $8.30M | 0.0% | n/c | 1 | SEC ↗ |
| 6 | Raymond James Financial Inc | 374.93K | — | $7.70M | 0.0% | n/c | 1 | SEC ↗ ×3 |
| 7 | Royal Bank Of Canada | 343.23K | — | $7.04M | 0.0% | n/c | 1 | SEC ↗ ×3 |
| 8 | HighTower Advisors, LLC | 341.74K | — | $7.01M | 0.0% | n/c | 1 | SEC ↗ |
| 9 | Mercer Global Advisors Inc /Adv | 219.41K | — | $4.50M | 0.0% | n/c | 1 | SEC ↗ |
| 10 | UBS Group AG | 199.75K | — | $4.10M | 0.0% | n/c | 1 | SEC ↗ |
| 11 | Goldman Sachs Group ✦ | 135.45K | +93.7% | $2.78M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 12 | Stifel Financial Corp | 120.72K | — | $2.48M | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 13 | Citadel Advisors ✦ | 78.18K | -5.7% | $1.60M | 0.0% | ▼ Trim | 4 | SEC ↗ |
| 14 | Creative Planning | 76.22K | — | $1.56M | 0.0% | n/c | 1 | SEC ↗ |
| 15 | LPL Financial LLC | 66.16K | — | $1.36M | 0.0% | n/c | 1 | SEC ↗ |
| 16 | Northwestern Mutual Wealth… | 59.43K | — | $1.22M | 0.0% | n/c | 1 | SEC ↗ |
| 17 | Cwm, Llc | 57.18K | — | $1.17M | 0.0% | n/c | 1 | SEC ↗ |
| 18 | Financial Engines Advisors L.L.C. | 56.55K | — | $1.16M | 0.0% | n/c | 1 | SEC ↗ |
| 19 | Cetera Investment Advisers | 45.95K | — | $943,170 | 0.0% | n/c | 1 | SEC ↗ |
| 20 | Commonwealth Equity Services, Llc | 28.08K | — | $576,257 | 0.0% | n/c | 1 | SEC ↗ |
| 21 | Cerity Partners LLC | 24.77K | — | $508,302 | 0.0% | n/c | 1 | SEC ↗ |
| 22 | AQR Capital Management ✦ | 23.64K | 0.0% | $485,149 | 0.0% | Held | 2 | SEC ↗ |
| 23 | Captrust Financial Advisors | 19.38K | — | $397,748 | 0.0% | n/c | 1 | SEC ↗ |
| 24 | Osaic Holdings, Inc. | 17.70K | — | $363,376 | 0.0% | n/c | 1 | SEC ↗ |
| 25 | Us Bancorp \De\ | 1.22K | — | $25,041 | 0.0% | n/c | 1 | SEC ↗ |
| 26 | Bank Of Montreal /Can/ | 659 | — | $13,526 | 0.0% | n/c | 1 | SEC ↗ |
| 27 | JPMorgan Chase ✦ | 517 | -50.0% | $10,611 | 0.0% | ▼ Trim | 2 | SEC ↗ |
“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
| Fidelity (FMR) | $5,533 | was 0.0% |
Full-market context: across ALL 13F filers (SEC structured data, Q1 2026): 128 holders, 21.12M shares, $409.91M 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.