IBTP
name pending profile ingest
Momentum inputs (comparable managers):
holder breadth +5.3% ·
share flow +9.5% ·
net new positions +5.0%
— formula
Broad accumulation — rising shares across more holders
All ownership figures: tracked 13F managers only, common-stock positions, reporting period Q4 2025
| Quarter | Holders | Δ | Shares | Reported value | New | Exits |
|---|---|---|---|---|---|---|
| Q2 2026 | 24 | +3 | 2.44M | $62.03M | +3 | — |
| Q1 2026 | 22 | +2 | 2.37M | $60.84M | +3 | −1 |
| Q4 2025 | 20 | +1 | 1.78M | $46.00M | +1 | — |
| Q3 2025 | 2 | +1 | 64.51K | $1.67M | +1 | — |
| Q4 2024 | 1 | 0 | 18.89K | $468,949 | — | — |
| Q3 2024 | 1 | 0 | 22.85K | $603,614 | — | — |
| Q2 2024 | 1 | — | 47.76K | $1.20M | — | — |
| # | Manager | Shares | Δ shares | Value | Their weight | Held | ||
|---|---|---|---|---|---|---|---|---|
| 1 | Stifel Financial Corp | 525.93K | — | $13.57M | 0.0% | n/c | 1 | SEC ↗ |
| 2 | Stifel Financial Corp | 525.93K | — | $13.57M | 0.0% | n/c | 1 | SEC ↗ |
| 3 | Royal Bank Of Canada | 346.27K | — | $8.94M | 0.0% | n/c | 1 | SEC ↗ |
| 4 | Royal Bank Of Canada | 346.27K | — | $8.94M | 0.0% | n/c | 1 | SEC ↗ |
| 5 | Royal Bank Of Canada | 346.27K | — | $8.94M | 0.0% | n/c | 1 | SEC ↗ |
| 6 | Commonwealth Equity Services, Llc | 172.96K | — | $4.46M | 0.0% | n/c | 1 | SEC ↗ |
| 7 | Morgan Stanley ✦ | 157.17K | New | $4.06M | 0.0% | New | 1 | SEC ↗ |
| 8 | Mercer Global Advisors Inc /Adv | 120.86K | — | $3.12M | 0.0% | n/c | 1 | SEC ↗ |
| 9 | HighTower Advisors, LLC | 103.33K | — | $2.67M | 0.0% | n/c | 1 | SEC ↗ |
| 10 | Cetera Investment Advisers | 56.27K | — | $1.45M | 0.0% | n/c | 1 | SEC ↗ |
| 11 | Cwm, Llc | 38.84K | — | $1.00M | 0.0% | n/c | 1 | SEC ↗ |
| 12 | Bank Of America Corp /De/ | 38.79K | — | $1.00M | 0.0% | n/c | 1 | SEC ↗ |
| 13 | Bank Of America Corp /De/ | 38.79K | — | $1.00M | 0.0% | n/c | 1 | SEC ↗ |
| 14 | Bank Of America Corp /De/ | 38.79K | — | $1.00M | 0.0% | n/c | 1 | SEC ↗ |
| 15 | LPL Financial LLC | 36.09K | — | $931,503 | 0.0% | n/c | 1 | SEC ↗ |
| 16 | Goldman Sachs Group ✦ | 33.55K | -1.9% | $865,935 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 17 | Raymond James Financial Inc | 29.68K | — | $766,061 | 0.0% | n/c | 1 | SEC ↗ |
| 18 | Raymond James Financial Inc | 29.68K | — | $766,061 | 0.0% | n/c | 1 | SEC ↗ |
| 19 | Citadel Advisors ✦ | 28.82K | -4.9% | $743,907 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 20 | Susquehanna International Group, Llp | 27.41K | — | $707,516 | 0.0% | n/c | 1 | SEC ↗ |
| 21 | Mml Investors Services, Llc | 16.97K | — | $437,933 | 0.0% | n/c | 1 | SEC ↗ |
| 22 | Jane Street Group, Llc | 16.74K | — | $432,077 | 0.0% | n/c | 1 | SEC ↗ |
| 23 | UBS Group AG | 12.33K | — | $318,199 | 0.0% | n/c | 1 | SEC ↗ |
| 24 | Northwestern Mutual Wealth… | 9.89K | — | $255,386 | 0.0% | n/c | 1 | SEC ↗ |
| 25 | Wells Fargo & Company/Mn | 8.51K | — | $219,613 | 0.0% | n/c | 1 | SEC ↗ |
| 26 | Wells Fargo & Company/Mn | 8.51K | — | $219,613 | 0.0% | n/c | 1 | SEC ↗ |
| 27 | Osaic Holdings, Inc. | 1.84K | — | $47,464 | 0.0% | n/c | 1 | SEC ↗ |
“Their weight” = the position's share of that manager's reported 13F equity value — the conviction measure. ✦ = curated manager.
New buyers
| Morgan Stanley | $4.06M | 0.0% |
Exited
| No tracked exits this quarter. |
Full-market context: across ALL 13F filers (SEC structured data, Q1 2026): 55 holders, 7.39M shares, $189.02M 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.