Security record · archived quarter
IDU
name pending profile ingest
60Tracked holders
+4Δ holders
4.88MShares held
$567.13MReported value
+7New positions
−3Exits
Momentum inputs (comparable managers):
holder breadth +7.1% ·
share flow -8.7% ·
net new positions +6.7%
· formula
Ownership fragmentation: more holders, smaller aggregate stake
All ownership figures: tracked 13F managers only, common-stock positions, reporting period Q1 2026
Ownership over time
| Quarter | Holders | Δ | Shares | Reported value | New | Exits |
|---|---|---|---|---|---|---|
| Q3 2026 | 3 | 0 | 37.43K | $3.83M | n/a | n/a |
| Q2 2026 | 56 | -3 | 3.20M | $366.92M | +3 | −6 |
| Q1 2026 | 60 | +4 | 4.88M | $567.13M | +7 | −3 |
| Q4 2025 | 55 | -1 | 5.35M | $572.97M | +1 | −2 |
| Q3 2025 | 9 | 0 | 781.34K | $86.65M | +1 | −1 |
| Q2 2025 | 6 | 0 | 29.67K | $3.10M | +1 | −1 |
| Q1 2025 | 4 | -1 | 74.94K | $7.60M | +1 | −2 |
| Q4 2024 | 5 | +4 | 96.38K | $9.27M | +4 | n/a |
| Q3 2024 | 1 | -1 | 40.33K | $4.11M | n/a | −1 |
| Q2 2024 | 2 | n/a | 14.05K | $1.24M | n/a | n/a |
Who holds it · Q1 2026
| # | Manager | Shares | Δ shares | Value | Their weight | Held | ||
|---|---|---|---|---|---|---|---|---|
| 1 | FIL Ltd | 1.83M | New | $212.22M | 0.2% | New | 1 | SEC ↗ |
| 2 | Morgan Stanley ✦ | 589.61K | -10.4% | $68.46M | 0.0% | ▼ Trim | 3 | SEC ↗ ×3 |
| 3 | Bank Of America Corp /De/ | 520.03K | -43.3% | $60.38M | 0.0% | ▼ Trim | 2 | SEC ↗ ×4 |
| 4 | LPL Financial LLC | 369.21K | -10.3% | $42.87M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 5 | Wells Fargo & Company/Mn | 192.01K | -18.4% | $22.29M | 0.0% | ▼ Trim | 2 | SEC ↗ ×3 |
| 6 | Royal Bank Of Canada | 149.41K | -16.4% | $17.35M | 0.0% | ▼ Trim | 2 | SEC ↗ ×5 |
| 7 | Raymond James Financial Inc | 142.75K | -36.0% | $16.58M | 0.0% | ▼ Trim | 2 | SEC ↗ ×2 |
| 8 | Envestnet Asset Management Inc | 99.96K | -6.1% | $11.61M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 9 | Commonwealth Equity Services, Llc | 99.29K | +2.8% | $11.53M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 10 | Ameriprise Financial Inc | 96.07K | +9.2% | $11.16M | 0.0% | ▲ Add | 2 | SEC ↗ ×2 |
| 11 | Osaic Holdings, Inc. | 72.86K | -20.3% | $8.47M | 0.0% | ▼ Trim | 2 | SEC ↗ ×3 |
| 12 | Cetera Investment Advisers | 68.17K | +10.7% | $7.92M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 13 | Truist Financial Corp | 63.41K | -6.6% | $7.36M | 0.0% | ▼ Trim | 2 | SEC ↗ ×2 |
| 14 | Goldman Sachs Group ✦ | 62.29K | -51.2% | $7.23M | 0.0% | ▼ Trim | 3 | SEC ↗ ×2 |
| 15 | UBS Group AG | 52.65K | +9.5% | $6.11M | 0.0% | ▲ Add | 2 | SEC ↗ ×2 |
| 16 | Two Sigma Investments ✦ | 45.60K | New | $5.29M | 0.0% | New | 1 | SEC ↗ |
| 17 | Jones Financial Companies Lllp | 45.05K | +27.6% | $5.20M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 18 | Northwestern Mutual Wealth… | 44.23K | +1.5% | $5.14M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 19 | Mml Investors Services, Llc | 43.69K | -8.8% | $5.07M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 20 | Susquehanna International Group, Llp | 30.16K | -23.1% | $3.50M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 21 | JPMorgan Chase ✦ | 23.69K | +23.7% | $2.75M | 0.0% | ▲ Add | 3 | SEC ↗ ×4 |
| 22 | Pnc Financial Services Group, Inc. | 22.55K | -8.7% | $2.62M | 0.0% | ▼ Trim | 2 | SEC ↗ ×4 |
| 23 | Stifel Financial Corp | 21.98K | +19.2% | $2.55M | 0.0% | ▲ Add | 2 | SEC ↗ ×2 |
| 24 | Corient Private Wealth LP | 21.10K | -79.4% | $2.43M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 25 | Cerity Partners LLC | 15.39K | -12.6% | $1.79M | 0.0% | ▼ Trim | 2 | SEC ↗ ×2 |
| 26 | HighTower Advisors, LLC | 13.98K | -12.8% | $1.62M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 27 | Wealth Enhancement Advisory… | 11.59K | -27.6% | $1.36M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 28 | Bank Of Montreal /Can/ | 11.63K | -7.3% | $1.35M | 0.0% | ▼ Trim | 2 | SEC ↗ ×3 |
| 29 | Fifth Third Bancorp | 10.76K | +12706.0% | $1.25M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 30 | Quantinno Capital Management LP | 8.79K | +19.6% | $1.02M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 31 | Franklin Resources Inc | 8.28K | 0.0% | $961,391 | 0.0% | Held | 2 | SEC ↗ |
| 32 | Fidelity (FMR) ✦ | 8.22K | +4.3% | $954,875 | 0.0% | ▲ Add | 4 | SEC ↗ |
| 33 | Bank of New York Mellon Corp | 8.12K | +20.0% | $943,130 | 0.0% | ▲ Add | 2 | SEC ↗ ×3 |
| 34 | Captrust Financial Advisors | 7.38K | +16.0% | $856,830 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 35 | IMC-Chicago, LLC | 7.00K | New | $812,770 | 0.0% | New | 1 | SEC ↗ |
| 36 | Hrt Financial Lp | 6.51K | New | $755,000 | 0.0% | New | 1 | SEC ↗ |
| 37 | Sei Investments Co | 6.36K | +2.7% | $737,870 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 38 | Mercer Global Advisors Inc /Adv | 5.72K | -10.0% | $663,963 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 39 | Rockefeller Capital Management L.P. | 5.11K | +13.9% | $593,684 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 40 | Creative Planning | 4.70K | -4.1% | $545,912 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 41 | TD Waterhouse Canada Inc. | 3.16K | +544.5% | $496,659 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 42 | Mariner, LLC | 3.81K | -41.2% | $442,515 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 43 | Renaissance Technologies ✦ | 3.70K | New | $429,607 | 0.0% | New | 1 | SEC ↗ |
| 44 | CIBC Bancorp USA Inc. | 3.06K | n/a | $355,529 | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 45 | Hsbc Holdings Plc | 3.00K | -99.8% | $348,330 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 46 | Lido Advisors, LLC | 2.90K | +0.3% | $336,105 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 47 | Brown Advisory Inc | 2.58K | 0.0% | $299,448 | 0.0% | Held | 2 | SEC ↗ |
| 48 | GAMCO Investors ✦ | 2.58K | 0.0% | $298,983 | 0.0% | Held | 4 | SEC ↗ |
| 49 | Neuberger Berman Group LLC | 2.39K | 0.0% | $277,735 | 0.0% | Held | 2 | SEC ↗ |
| 50 | AQR Capital Management ✦ | 2.21K | 0.0% | $256,714 | 0.0% | Held | 2 | SEC ↗ |
| 51 | Citadel Advisors ✦ | 2.15K | -95.3% | $250,217 | 0.0% | ▼ Trim | 8 | SEC ↗ |
| 52 | Gotham Asset Management ✦ | 2.10K | New | $243,367 | 0.0% | New | 1 | SEC ↗ |
| 53 | Us Bancorp \De\ | 1.51K | -17.5% | $175,558 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 54 | BlackRock ✦ (passive) | 1.42K | +25.6% | $165,109 | 0.0% | ▲ Add | 4 | SEC ↗ ×2 |
| 55 | Citigroup Inc | 1.21K | +71.9% | $140,455 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 56 | Cwm, Llc | 1.15K | +43.6% | $133,759 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 57 | Assetmark, Inc | 651 | +66.9% | $75,588 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 58 | Blair William & Co/Il | 543 | 0.0% | $63,048 | 0.0% | Held | 2 | SEC ↗ |
| 59 | Russell Investments Group, Ltd. | 175 | New | $20,319 | 0.0% | New | 1 | SEC ↗ |
| 60 | National Bank Of Canada /Fi/ | 165 | 0.0% | $19,119 | 0.0% | Held | 2 | SEC ↗ |
“Their weight” = the position's share of that manager's reported 13F equity value: the conviction measure. ✦ = curated manager.
New buyers
| FIL Ltd | $212.22M | 0.2% |
| Two Sigma Investments | $5.29M | 0.0% |
| IMC-Chicago, LLC | $812,770 | 0.0% |
| Hrt Financial Lp | $755,000 | 0.0% |
| Renaissance Technologies | $429,607 | 0.0% |
| Gotham Asset Management | $243,367 | 0.0% |
| Russell Investments Group… | $20,319 | 0.0% |
Exited
| Bnp Paribas Financial Markets | $5.44M | was 0.0% |
| Cibc World Market Inc. | $400,932 | was 0.0% |
| Qube Research & Technologies… | $284,012 | was 0.0% |
Full-market context: across ALL 13F filers (SEC structured data, Q1 2026): 298 holders, 8.34M shares, $952.25M reported. This is a different, older period than the tracked-universe figures above and the two are never mixed.
Frequently co-owned
What else this security's tracked holders most often hold: shared-ownership counts, not fundamental relationships.
Provenance: Ownership from parsed 13F common-stock positions (tracked universe, comparable sets for changes); insider rows from Forms 3/4/5; stakes from Schedules 13D/13G; every filing links to its original on SEC EDGAR.
Reporting period: Q1 2026 ·
Methodology ·
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