IDOG
name pending profile ingest
Momentum inputs (comparable managers):
holder breadth -3.7% ·
share flow +3.0% ·
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 Q4 2025
| # | Manager | Shares | Δ shares | Value | Their weight | Held | ||
|---|---|---|---|---|---|---|---|---|
| 1 | Morgan Stanley ✦ | 1.42M | +11.9% | $54.56M | 0.0% | ▲ Add | 2 | SEC ↗ ×2 |
| 2 | Cetera Investment Advisers | 875.56K | n/a | $33.76M | 0.0% | n/c | 1 | SEC ↗ |
| 3 | Bank Of America Corp /De/ | 332.51K | n/a | $12.82M | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 4 | LPL Financial LLC | 299.22K | n/a | $11.54M | 0.0% | n/c | 1 | SEC ↗ |
| 5 | UBS Group AG | 257.37K | n/a | $9.92M | 0.0% | n/c | 1 | SEC ↗ |
| 6 | Wells Fargo & Company/Mn | 252.18K | n/a | $9.72M | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 7 | Ameriprise Financial Inc | 225.60K | n/a | $8.69M | 0.0% | n/c | 1 | SEC ↗ ×4 |
| 8 | Royal Bank Of Canada | 136.53K | n/a | $5.26M | 0.0% | n/c | 1 | SEC ↗ |
| 9 | Commonwealth Equity Services, Llc | 114.18K | n/a | $4.40M | 0.0% | n/c | 1 | SEC ↗ |
| 10 | Jones Financial Companies Lllp | 66.88K | n/a | $2.58M | 0.0% | n/c | 1 | SEC ↗ |
| 11 | Jane Street Group, Llc | 55.17K | n/a | $2.13M | 0.0% | n/c | 1 | SEC ↗ |
| 12 | Osaic Holdings, Inc. | 53.83K | n/a | $2.08M | 0.0% | n/c | 1 | SEC ↗ |
| 13 | Raymond James Financial Inc | 41.27K | n/a | $1.59M | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 14 | Envestnet Asset Management Inc | 23.71K | n/a | $914,457 | 0.0% | n/c | 1 | SEC ↗ |
| 15 | Cwm, Llc | 18.56K | n/a | $716,000 | 0.0% | n/c | 1 | SEC ↗ |
| 16 | Baird Financial Group, Inc. | 17.69K | n/a | $682,281 | 0.0% | n/c | 1 | SEC ↗ |
| 17 | Mariner, LLC | 17.43K | n/a | $672,157 | 0.0% | n/c | 1 | SEC ↗ |
| 18 | Susquehanna International Group, Llp | 15.88K | n/a | $612,410 | 0.0% | n/c | 1 | SEC ↗ |
| 19 | Stifel Financial Corp | 9.52K | n/a | $367,060 | 0.0% | n/c | 1 | SEC ↗ |
| 20 | Northwestern Mutual Wealth… | 2.82K | n/a | $108,767 | 0.0% | n/c | 1 | SEC ↗ |
| 21 | Pnc Financial Services Group, Inc. | 2.01K | n/a | $77,660 | 0.0% | n/c | 1 | SEC ↗ ×3 |
| 22 | Us Bancorp \De\ | 1.74K | n/a | $66,979 | 0.0% | n/c | 1 | SEC ↗ |
| 23 | Fidelity (FMR) ✦ | 1.30K | 0.0% | $50,321 | 0.0% | Held | 3 | SEC ↗ |
| 24 | Citigroup Inc | 714 | n/a | $27,532 | 0.0% | n/c | 1 | SEC ↗ |
| 25 | BlackRock ✦ (passive) | 213 | 0.0% | $8,213 | 0.0% | Held | 3 | SEC ↗ |
| 26 | Russell Investments Group, Ltd. | 50 | n/a | $1,947 | 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 | $1.03M | was 0.0% |
Full-market context: across ALL 13F filers (SEC structured data, Q1 2026): 73 holders, 7.91M shares, $328.42M 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.