IDHQ
name pending profile ingest
Momentum inputs (comparable managers):
holder breadth -4.0% ·
share flow -5.9% ·
net new positions -4.2%
· formula
Broad distribution: falling shares and 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 | LPL Financial LLC | 1.72M | n/a | $60.31M | 0.0% | n/c | 1 | SEC ↗ |
| 2 | Northwestern Mutual Wealth… | 1.12M | n/a | $39.43M | 0.0% | n/c | 1 | SEC ↗ |
| 3 | Morgan Stanley ✦ | 624.38K | -1.5% | $21.95M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 4 | Cetera Investment Advisers | 544.54K | n/a | $19.14M | 0.0% | n/c | 1 | SEC ↗ |
| 5 | Raymond James Financial Inc | 226.88K | n/a | $7.97M | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 6 | Osaic Holdings, Inc. | 224.13K | n/a | $7.88M | 0.0% | n/c | 1 | SEC ↗ ×3 |
| 7 | Stifel Financial Corp | 117.44K | n/a | $4.13M | 0.0% | n/c | 1 | SEC ↗ |
| 8 | Envestnet Asset Management Inc | 87.26K | n/a | $3.07M | 0.0% | n/c | 1 | SEC ↗ |
| 9 | Truist Financial Corp | 77.82K | n/a | $2.74M | 0.0% | n/c | 1 | SEC ↗ |
| 10 | Bank Of America Corp /De/ | 67.31K | n/a | $2.37M | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 11 | Jones Financial Companies Lllp | 65.43K | n/a | $2.30M | 0.0% | n/c | 1 | SEC ↗ |
| 12 | Commonwealth Equity Services, Llc | 58.34K | n/a | $2.05M | 0.0% | n/c | 1 | SEC ↗ |
| 13 | JPMorgan Chase ✦ | 58.27K | -50.2% | $2.05M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 14 | Cibc World Market Inc. | 27.93K | n/a | $981,669 | 0.0% | n/c | 1 | SEC ↗ |
| 15 | Jane Street Group, Llc | 23.99K | n/a | $843,389 | 0.0% | n/c | 1 | SEC ↗ |
| 16 | HighTower Advisors, LLC | 17.43K | n/a | $612,674 | 0.0% | n/c | 1 | SEC ↗ |
| 17 | Mml Investors Services, Llc | 15.65K | n/a | $550,079 | 0.0% | n/c | 1 | SEC ↗ |
| 18 | Royal Bank Of Canada | 7.49K | n/a | $263,000 | 0.0% | n/c | 1 | SEC ↗ |
| 19 | Fidelity (FMR) ✦ | 4.53K | -1.7% | $159,299 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 20 | Cwm, Llc | 720 | n/a | $25,000 | 0.0% | n/c | 1 | SEC ↗ |
| 21 | Citigroup Inc | 200 | n/a | $7,030 | 0.0% | n/c | 1 | SEC ↗ |
| 22 | Pnc Financial Services Group, Inc. | 53 | n/a | $1,863 | 0.0% | n/c | 1 | SEC ↗ |
| 23 | UBS Group AG | 49 | n/a | $1,722 | 0.0% | n/c | 1 | SEC ↗ |
| 24 | Wells Fargo & Company/Mn | 1 | n/a | $33 | 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
| No new tracked buyers this quarter. |
Exited
| Citadel Advisors | $8.45M | was 0.0% |
Full-market context: across ALL 13F filers (SEC structured data, Q1 2026): 117 holders, 13.31M shares, $428.23M 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.