IDEQ
name pending profile ingest
Momentum inputs (comparable managers):
holder breadth +30.0% ·
share flow +30.0% ·
net new positions +20.0%
— formula
Broad accumulation — rising shares across more holders
All ownership figures: tracked 13F managers only, common-stock positions, reporting period Q1 2026
| Quarter | Holders | Δ | Shares | Reported value | New | Exits |
|---|---|---|---|---|---|---|
| Q2 2026 | 23 | +8 | 9.35M | $327.35M | +10 | −2 |
| Q1 2026 | 16 | +7 | 5.06M | $160.33M | +9 | −2 |
| Q4 2025 | 9 | -1 | 2.45M | $74.43M | — | −1 |
| Q3 2025 | 1 | 0 | 357.94K | $10.15M | — | — |
| Q2 2025 | 1 | +1 | 17.10K | $454,558 | +1 | — |
| # | Manager | Shares | Δ shares | Value | Their weight | Held | ||
|---|---|---|---|---|---|---|---|---|
| 1 | LPL Financial LLC | 1.70M | +195.3% | $54.00M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 2 | Bank of New York Mellon Corp | 1.51M | +6.1% | $47.98M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 3 | Bank of New York Mellon Corp | 1.51M | +6.1% | $47.98M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 4 | Raymond James Financial Inc | 663.48K | New | $21.07M | 0.0% | New | 1 | SEC ↗ |
| 5 | Raymond James Financial Inc | 663.48K | New | $21.07M | 0.0% | New | 1 | SEC ↗ |
| 6 | Jones Financial Companies Lllp | 297.82K | +69.8% | $9.17M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 7 | Commonwealth Equity Services, Llc | 271.09K | +1165.8% | $8.61M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 8 | Truist Financial Corp | 141.38K | +32.2% | $4.49M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 9 | Envestnet Asset Management Inc | 126.88K | +24.2% | $4.03M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 10 | Citadel Advisors ✦ | 115.82K | New | $3.68M | 0.0% | New | 1 | SEC ↗ |
| 11 | Cetera Investment Advisers | 106.34K | New | $3.38M | 0.0% | New | 1 | SEC ↗ |
| 12 | Northwestern Mutual Wealth… | 44.55K | New | $1.41M | 0.0% | New | 1 | SEC ↗ |
| 13 | Jane Street Group, Llc | 30.32K | -31.2% | $962,819 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 14 | Stifel Financial Corp | 19.26K | New | $611,413 | 0.0% | New | 1 | SEC ↗ |
| 15 | Susquehanna International Group, Llp | 17.48K | New | $554,831 | 0.0% | New | 1 | SEC ↗ |
| 16 | Hrt Financial Lp | 7.52K | New | $238,000 | 0.0% | New | 1 | SEC ↗ |
| 17 | Pnc Financial Services Group, Inc. | 4.44K | New | $141,097 | 0.0% | New | 1 | SEC ↗ |
| 18 | Cwm, Llc | 200 | New | $6,350 | 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
| Raymond James Financial Inc | $21.07M | 0.0% |
| Raymond James Financial Inc | $21.07M | 0.0% |
| Citadel Advisors | $3.68M | 0.0% |
| Cetera Investment Advisers | $3.38M | 0.0% |
| Northwestern Mutual Wealth… | $1.41M | 0.0% |
| Stifel Financial Corp | $611,413 | 0.0% |
| Susquehanna International… | $554,831 | 0.0% |
| Hrt Financial Lp | $238,000 | 0.0% |
| Pnc Financial Services Group… | $141,097 | 0.0% |
| Cwm, Llc | $6,350 | 0.0% |
Exited
| Royal Bank Of Canada | $27,000 | was 0.0% |
| Us Bancorp \De\ | $18,817 | was 0.0% |
Full-market context: across ALL 13F filers (SEC structured data, Q1 2026): 58 holders, 8.55M shares, $267.51M 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.