IDOG
name pending profile ingest
Momentum inputs (comparable managers): holder breadth 0.0% · share flow +5.8% · net new positions 0.0% — formula
All ownership figures: tracked 13F managers only, common-stock positions, reporting period Q1 2026
| Quarter | Holders | Δ | Shares | Reported value | New | Exits |
|---|---|---|---|---|---|---|
| Q2 2026 | 27 | +2 | 4.55M | $187.41M | +2 | — |
| Q1 2026 | 26 | 0 | 4.48M | $186.55M | +3 | −3 |
| Q4 2025 | 26 | -1 | 4.24M | $163.38M | — | −1 |
| Q3 2025 | 4 | +1 | 1.30M | $46.11M | +1 | — |
| Q2 2025 | 2 | — | 1.52K | $51,491 | — | — |
| # | Manager | Shares | Δ shares | Value | Their weight | Held | ||
|---|---|---|---|---|---|---|---|---|
| 1 | Morgan Stanley ✦ | 1.40M | -1.4% | $58.13M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 2 | Cetera Investment Advisers | 871.14K | -0.5% | $36.28M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 3 | Bank Of America Corp /De/ | 335.92K | +1.0% | $13.99M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 4 | Bank Of America Corp /De/ | 335.92K | +1.0% | $13.99M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 5 | LPL Financial LLC | 307.87K | +2.9% | $12.82M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 6 | Wells Fargo & Company/Mn | 279.49K | +10.8% | $11.64M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 7 | Wells Fargo & Company/Mn | 279.49K | +10.8% | $11.64M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 8 | UBS Group AG | 269.83K | +4.8% | $11.24M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 9 | Ameriprise Financial Inc | 234.74K | +4.0% | $9.77M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 10 | Ameriprise Financial Inc | 234.74K | +4.0% | $9.77M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 11 | Ameriprise Financial Inc | 234.74K | +4.0% | $9.77M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 12 | Ameriprise Financial Inc | 234.74K | +4.0% | $9.77M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 13 | Royal Bank Of Canada | 145.65K | +6.7% | $6.07M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 14 | Jane Street Group, Llc | 131.93K | +139.1% | $5.50M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 15 | Commonwealth Equity Services, Llc | 111.74K | -2.1% | $4.65M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 16 | Jones Financial Companies Lllp | 83.25K | +24.5% | $3.37M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 17 | Osaic Holdings, Inc. | 62.80K | +16.7% | $2.62M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 18 | Raymond James Financial Inc | 62.65K | +51.8% | $2.61M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 19 | Raymond James Financial Inc | 62.65K | +51.8% | $2.61M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 20 | Truist Financial Corp | 54.90K | New | $2.29M | 0.0% | New | 1 | SEC ↗ |
| 21 | Mariner, LLC | 31.28K | +79.5% | $1.30M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 22 | Mariner, LLC | 31.28K | +79.5% | $1.30M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 23 | Envestnet Asset Management Inc | 29.86K | +25.9% | $1.24M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 24 | Baird Financial Group, Inc. | 17.69K | 0.0% | $736,990 | 0.0% | Held | 2 | SEC ↗ |
| 25 | Cwm, Llc | 17.06K | -8.1% | $710,447 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 26 | Citadel Advisors ✦ | 15.44K | New | $643,065 | 0.0% | New | 1 | SEC ↗ |
| 27 | Stifel Financial Corp | 8.66K | -9.0% | $360,813 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 28 | Pnc Financial Services Group, Inc. | 3.32K | +64.9% | $138,327 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 29 | Pnc Financial Services Group, Inc. | 3.32K | +64.9% | $138,327 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 30 | Pnc Financial Services Group, Inc. | 3.32K | +64.9% | $138,327 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 31 | Citigroup Inc | 3.22K | +351.1% | $134,161 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 32 | Northwestern Mutual Wealth… | 2.83K | +0.2% | $117,724 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 33 | Us Bancorp \De\ | 1.74K | 0.0% | $72,350 | 0.0% | Held | 2 | SEC ↗ |
| 34 | Fidelity (FMR) ✦ | 1.60K | +22.6% | $66,643 | 0.0% | ▲ Add | 4 | SEC ↗ |
| 35 | Fifth Third Bancorp | 1.03K | New | $42,860 | 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
| Truist Financial Corp | $2.29M | 0.0% |
| Citadel Advisors | $643,065 | 0.0% |
| Fifth Third Bancorp | $42,860 | 0.0% |
Exited
| Susquehanna International… | $612,410 | was 0.0% |
| BlackRock | $8,213 | was 0.0% |
| Russell Investments Group… | $1,947 | 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.