IDNA
name pending profile ingest
Momentum inputs (comparable managers):
holder breadth +4.5% ·
share flow +2.7% ·
net new positions +4.3%
— 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 | UBS Group AG | 486.77K | +0.2% | $14.14M | 0.0% | ▲ Add | 2 | SEC ↗ ×2 |
| 2 | Bank Of America Corp /De/ | 458.70K | +32.3% | $13.33M | 0.0% | ▲ Add | 2 | SEC ↗ ×3 |
| 3 | Ameriprise Financial Inc | 114.33K | +14.0% | $3.32M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 4 | Morgan Stanley ✦ | 94.21K | +50.7% | $2.74M | 0.0% | ▲ Add | 3 | SEC ↗ ×2 |
| 5 | Raymond James Financial Inc | 76.61K | -45.4% | $2.23M | 0.0% | ▼ Trim | 2 | SEC ↗ ×2 |
| 6 | LPL Financial LLC | 72.54K | +14.3% | $2.11M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 7 | Royal Bank Of Canada | 51.85K | -14.8% | $1.51M | 0.0% | ▼ Trim | 2 | SEC ↗ ×2 |
| 8 | Lido Advisors, LLC | 33.10K | +4.4% | $961,555 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 9 | Commonwealth Equity Services, Llc | 27.67K | -0.7% | $803,750 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 10 | Wells Fargo & Company/Mn | 24.86K | +5.6% | $722,152 | 0.0% | ▲ Add | 2 | SEC ↗ ×2 |
| 11 | Jones Financial Companies Lllp | 20.62K | +5.7% | $576,433 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 12 | Cetera Investment Advisers | 15.32K | +6.1% | $445,075 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 13 | Envestnet Asset Management Inc | 12.39K | +31.9% | $359,964 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 14 | Osaic Holdings, Inc. | 11.16K | +28.0% | $324,166 | 0.0% | ▲ Add | 2 | SEC ↗ ×2 |
| 15 | Mml Investors Services, Llc | 9.64K | +9.2% | $279,980 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 16 | Goldman Sachs Group ✦ | 7.18K | New | $208,637 | 0.0% | New | 1 | SEC ↗ |
| 17 | Rockefeller Capital Management L.P. | 3.49K | +50.3% | $101,394 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 18 | Fifth Third Bancorp | 1.41K | New | $41,052 | 0.0% | New | 1 | SEC ↗ |
| 19 | Pnc Financial Services Group, Inc. | 550 | +450.0% | $15,978 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 20 | Northwestern Mutual Wealth… | 500 | -3.9% | $14,525 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 21 | Qube Research & Technologies Ltd | 295 | -10.6% | $8,570 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 22 | National Bank Of Canada /Fi/ | 286 | New | $8,283 | 0.0% | New | 1 | SEC ↗ |
| 23 | Fidelity (FMR) ✦ | 180 | New | $5,229 | 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
| Goldman Sachs Group | $208,637 | 0.0% |
| Fifth Third Bancorp | $41,052 | 0.0% |
| National Bank Of Canada /Fi/ | $8,283 | 0.0% |
| Fidelity (FMR) | $5,229 | 0.0% |
Exited
| Jane Street Group, Llc | $1.37M | was 0.0% |
| Susquehanna International… | $331,434 | was 0.0% |
| Citadel Advisors | $300,923 | was 0.0% |
Full-market context: across ALL 13F filers (SEC structured data, Q1 2026): 61 holders, 2.13M shares, $61.13M 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.