IDVO
name pending profile ingest
Momentum inputs (comparable managers):
holder breadth +30.0% ·
share flow +30.0% ·
net new positions +20.0%
· formula
Broad accumulation: rising shares across more holders
All ownership figures: tracked 13F managers only, common-stock positions, reporting period Q1 2026
| Quarter | Holders | Δ | Shares | Reported value | New | Exits |
|---|---|---|---|---|---|---|
| Q3 2026 | 1 | 0 | 72.63K | $3.00M | n/a | −1 |
| Q2 2026 | 25 | -2 | 6.25M | $262.31M | +2 | −4 |
| Q1 2026 | 28 | +9 | 5.03M | $203.67M | +9 | n/a |
| Q4 2025 | 19 | +1 | 3.31M | $126.85M | +1 | n/a |
| Q3 2025 | 1 | -1 | 3 | $144 | n/a | −1 |
| Q2 2025 | 1 | +1 | 17.96K | $617,106 | +1 | n/a |
| Q4 2024 | 1 | 0 | 17.99K | $536,881 | n/a | n/a |
| Q3 2024 | 1 | +1 | 12.55K | $386,381 | +1 | n/a |
| # | Manager | Shares | Δ shares | Value | Their weight | Held | ||
|---|---|---|---|---|---|---|---|---|
| 1 | Raymond James Financial Inc | 2.01M | +47.9% | $81.19M | 0.0% | ▲ Add | 2 | SEC ↗ ×3 |
| 2 | LPL Financial LLC | 781.84K | +71.0% | $31.64M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 3 | Osaic Holdings, Inc. | 493.91K | +43.9% | $19.99M | 0.0% | ▲ Add | 2 | SEC ↗ ×2 |
| 4 | Stifel Financial Corp | 408.63K | +49.0% | $16.54M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 5 | UBS Group AG | 337.93K | +16.7% | $13.68M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 6 | Commonwealth Equity Services, Llc | 214.78K | +237.5% | $8.69M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 7 | Envestnet Asset Management Inc | 136.19K | +12.7% | $5.51M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 8 | Truist Financial Corp | 130.79K | +10.4% | $5.29M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 9 | Northwestern Mutual Wealth… | 114.56K | +3.6% | $4.64M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 10 | Royal Bank Of Canada | 98.46K | +43.9% | $3.98M | 0.0% | ▲ Add | 2 | SEC ↗ ×4 |
| 11 | Citadel Advisors ✦ | 74.92K | New | $3.03M | 0.0% | New | 1 | SEC ↗ |
| 12 | Susquehanna International Group, Llp | 48.75K | New | $1.97M | 0.0% | New | 1 | SEC ↗ ×2 |
| 13 | Baird Financial Group, Inc. | 46.76K | New | $1.89M | 0.0% | New | 1 | SEC ↗ |
| 14 | Jane Street Group, Llc | 43.50K | -7.1% | $1.76M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 15 | Wealth Enhancement Advisory… | 37.78K | -26.6% | $1.54M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 16 | Jones Financial Companies Lllp | 25.25K | +1076.1% | $994,850 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 17 | Us Bancorp \De\ | 16.41K | New | $664,111 | 0.0% | New | 1 | SEC ↗ ×2 |
| 18 | Simplex Trading, Llc | 6.35K | New | $257,024 | 0.0% | New | 1 | SEC ↗ |
| 19 | Mercer Global Advisors Inc /Adv | 5.65K | New | $228,656 | 0.0% | New | 1 | SEC ↗ |
| 20 | Qube Research & Technologies Ltd | 1.48K | New | $59,896 | 0.0% | New | 1 | SEC ↗ |
| 21 | Fifth Third Bancorp | 1.00K | New | $40,470 | 0.0% | New | 1 | SEC ↗ |
| 22 | Pnc Financial Services Group, Inc. | 800 | 0.0% | $32,376 | 0.0% | Held | 2 | SEC ↗ ×2 |
| 23 | Morgan Stanley ✦ | 457 | +124.0% | $18,517 | 0.0% | ▲ Add | 3 | SEC ↗ ×2 |
| 24 | Cwm, Llc | 250 | -68.8% | $10,118 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 25 | Assetmark, Inc | 137 | +163.5% | $5,544 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 26 | UBS AM, a distinct business unit of… | 73 | New | $2,954 | 0.0% | New | 1 | SEC ↗ |
| 27 | JPMorgan Chase ✦ | 58 | -79.2% | $2,261 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 28 | Wells Fargo & Company/Mn | 1 | -50.0% | $53 | 0.0% | ▼ Trim | 2 | SEC ↗ |
“Their weight” = the position's share of that manager's reported 13F equity value: the conviction measure. ✦ = curated manager.
New buyers
| Citadel Advisors | $3.03M | 0.0% |
| Susquehanna International… | $1.97M | 0.0% |
| Baird Financial Group, Inc. | $1.89M | 0.0% |
| Us Bancorp \De\ | $664,111 | 0.0% |
| Simplex Trading, Llc | $257,024 | 0.0% |
| Mercer Global Advisors Inc… | $228,656 | 0.0% |
| Qube Research & Technologies… | $59,896 | 0.0% |
| Fifth Third Bancorp | $40,470 | 0.0% |
| UBS AM, a distinct business… | $2,954 | 0.0% |
Exited
| No tracked exits this quarter. |
Full-market context: across ALL 13F filers (SEC structured data, Q1 2026): 107 holders, 9.10M shares, $334.48M 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.