IBTO
name pending profile ingest
Momentum inputs (comparable managers):
holder breadth -3.7% ·
share flow +18.5% ·
net new positions -3.8%
— formula
Concentrated accumulation — rising shares among 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 | Morgan Stanley ✦ | 988.80K | +7.1% | $24.12M | 0.0% | ▲ Add | 3 | SEC ↗ ×2 |
| 2 | Envestnet Asset Management Inc | 603.29K | +45.8% | $14.71M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 3 | Cetera Investment Advisers | 403.31K | +1.9% | $9.84M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 4 | Ameriprise Financial Inc | 339.19K | +153.4% | $8.27M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 5 | Wells Fargo & Company/Mn | 323.43K | +5.2% | $7.89M | 0.0% | ▲ Add | 2 | SEC ↗ ×2 |
| 6 | HighTower Advisors, LLC | 267.45K | +7.3% | $6.52M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 7 | UBS Group AG | 178.42K | +4.6% | $4.35M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 8 | Truist Financial Corp | 156.33K | +16.4% | $3.81M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 9 | Bank Of America Corp /De/ | 136.25K | +66.7% | $3.32M | 0.0% | ▲ Add | 2 | SEC ↗ ×2 |
| 10 | Mercer Global Advisors Inc /Adv | 136.12K | +9.4% | $3.32M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 11 | Stifel Financial Corp | 135.38K | +25.6% | $3.30M | 0.0% | ▲ Add | 2 | SEC ↗ ×2 |
| 12 | Royal Bank Of Canada | 127.17K | 0.0% | $3.10M | 0.0% | ▲ Add | 2 | SEC ↗ ×3 |
| 13 | Sei Investments Co | 97.58K | New | $2.38M | 0.0% | New | 1 | SEC ↗ |
| 14 | Raymond James Financial Inc | 92.91K | +1.8% | $2.27M | 0.0% | ▲ Add | 2 | SEC ↗ ×2 |
| 15 | Lido Advisors, LLC | 50.21K | 0.0% | $1.22M | 0.0% | Held | 2 | SEC ↗ |
| 16 | LPL Financial LLC | 46.00K | +4.0% | $1.12M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 17 | Cwm, Llc | 34.83K | 0.0% | $849,546 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 18 | Commonwealth Equity Services, Llc | 26.97K | +5.0% | $657,820 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 19 | Captrust Financial Advisors | 23.77K | +0.7% | $579,721 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 20 | Susquehanna International Group, Llp | 23.19K | New | $565,551 | 0.0% | New | 1 | SEC ↗ |
| 21 | Financial Engines Advisors L.L.C. | 18.98K | -15.1% | $462,821 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 22 | AQR Capital Management ✦ | 17.83K | -5.7% | $434,773 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 23 | Northwestern Mutual Wealth… | 13.58K | +2.7% | $331,238 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 24 | Osaic Holdings, Inc. | 5.10K | -19.1% | $124,508 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 25 | Fifth Third Bancorp | 3.65K | New | $88,998 | 0.0% | New | 1 | SEC ↗ |
| 26 | Rockefeller Capital Management L.P. | 1.37K | +0.7% | $33,412 | 0.0% | ▲ Add | 2 | SEC ↗ |
“Their weight” = the position's share of that manager's reported 13F equity value — the conviction measure. ✦ = curated manager.
New buyers
| Sei Investments Co | $2.38M | 0.0% |
| Susquehanna International… | $565,551 | 0.0% |
| Fifth Third Bancorp | $88,998 | 0.0% |
Exited
| Jane Street Group, Llc | $1.21M | was 0.0% |
| Citadel Advisors | $708,436 | was 0.0% |
| National Bank Of Canada /Fi/ | $196,853 | was 0.0% |
| Bank Of Montreal /Can/ | $11,401 | was 0.0% |
Full-market context: across ALL 13F filers (SEC structured data, Q1 2026): 84 holders, 13.19M shares, $318.25M 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.