IBTL
name pending profile ingest
Momentum inputs (comparable managers):
holder breadth +3.7% ·
share flow +19.1% ·
net new positions +3.6%
· 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 | Wells Fargo & Company/Mn | 2.96M | +20.9% | $60.36M | 0.0% | ▲ Add | 2 | SEC ↗ ×2 |
| 2 | Envestnet Asset Management Inc | 857.87K | +112.0% | $17.50M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 3 | Bank Of America Corp /De/ | 788.86K | +2.0% | $16.09M | 0.0% | ▲ Add | 2 | SEC ↗ ×2 |
| 4 | Morgan Stanley ✦ | 717.09K | +8.4% | $14.63M | 0.0% | ▲ Add | 3 | SEC ↗ ×3 |
| 5 | Ameriprise Financial Inc | 652.47K | +37.4% | $13.31M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 6 | Raymond James Financial Inc | 366.99K | -2.1% | $7.49M | 0.0% | ▼ Trim | 2 | SEC ↗ ×3 |
| 7 | HighTower Advisors, LLC | 357.98K | +4.8% | $7.30M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 8 | Royal Bank Of Canada | 293.26K | -14.6% | $5.98M | 0.0% | ▼ Trim | 2 | SEC ↗ ×3 |
| 9 | Mercer Global Advisors Inc /Adv | 232.83K | +6.1% | $4.75M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 10 | UBS Group AG | 210.73K | +5.5% | $4.30M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 11 | Stifel Financial Corp | 161.56K | +33.8% | $3.30M | 0.0% | ▲ Add | 2 | SEC ↗ ×2 |
| 12 | Northwestern Mutual Wealth… | 121.29K | +104.1% | $2.47M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 13 | Goldman Sachs Group ✦ | 110.41K | -18.5% | $2.25M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 14 | LPL Financial LLC | 96.47K | +45.8% | $1.97M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 15 | Cetera Investment Advisers | 79.80K | +73.7% | $1.63M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 16 | Creative Planning | 78.52K | +3.0% | $1.60M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 17 | Cwm, Llc | 57.68K | +0.9% | $1.18M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 18 | Financial Engines Advisors L.L.C. | 57.44K | +1.6% | $1.17M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 19 | Commonwealth Equity Services, Llc | 34.21K | +21.8% | $697,819 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 20 | Cerity Partners LLC | 33.22K | +34.1% | $677,692 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 21 | Jane Street Group, Llc | 31.60K | New | $644,585 | 0.0% | New | 1 | SEC ↗ |
| 22 | Susquehanna International Group, Llp | 27.96K | New | $570,414 | 0.0% | New | 1 | SEC ↗ |
| 23 | AQR Capital Management ✦ | 23.64K | 0.0% | $482,169 | 0.0% | Held | 3 | SEC ↗ |
| 24 | Osaic Holdings, Inc. | 17.93K | +1.2% | $365,616 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 25 | Captrust Financial Advisors | 14.59K | -24.7% | $297,619 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 26 | Lido Advisors, LLC | 9.95K | New | $202,928 | 0.0% | New | 1 | SEC ↗ |
| 27 | Fifth Third Bancorp | 5.23K | New | $106,707 | 0.0% | New | 1 | SEC ↗ |
| 28 | Us Bancorp \De\ | 1.22K | 0.0% | $24,887 | 0.0% | Held | 2 | SEC ↗ |
“Their weight” = the position's share of that manager's reported 13F equity value: the conviction measure. ✦ = curated manager.
New buyers
| Jane Street Group, Llc | $644,585 | 0.0% |
| Susquehanna International… | $570,414 | 0.0% |
| Lido Advisors, LLC | $202,928 | 0.0% |
| Fifth Third Bancorp | $106,707 | 0.0% |
Exited
| Citadel Advisors | $1.60M | was 0.0% |
| Bank Of Montreal /Can/ | $13,526 | was 0.0% |
| JPMorgan Chase | $10,611 | 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.