IFGL
name pending profile ingest
Momentum inputs (comparable managers):
holder breadth +15.0% ·
share flow +12.8% ·
net new positions +13.0%
— 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 | Bank Of America Corp /De/ | 177.31K | +2.9% | $3.96M | 0.0% | ▲ Add | 2 | SEC ↗ ×2 |
| 2 | Morgan Stanley ✦ | 128.54K | +5.4% | $2.87M | 0.0% | ▲ Add | 3 | SEC ↗ ×2 |
| 3 | Cerity Partners LLC | 103.69K | +233.2% | $2.32M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 4 | Wells Fargo & Company/Mn | 71.75K | -6.6% | $1.60M | 0.0% | ▼ Trim | 2 | SEC ↗ ×3 |
| 5 | Wealthfront Advisers LLC | 52.03K | +133.4% | $1.16M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 6 | Lido Advisors, LLC | 44.79K | +9.1% | $1.00M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 7 | Susquehanna International Group, Llp | 40.50K | +23.6% | $905,580 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 8 | Jane Street Group, Llc | 38.76K | -29.5% | $866,741 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 9 | Citadel Advisors ✦ | 24.19K | +97.8% | $540,978 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 10 | Invesco Ltd. | 17.56K | -1.3% | $392,686 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 11 | LPL Financial LLC | 17.52K | -68.3% | $391,866 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 12 | Creative Planning | 16.03K | -6.3% | $358,428 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 13 | Osaic Holdings, Inc. | 15.75K | +210.7% | $352,170 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 14 | Bank of New York Mellon Corp | 13.61K | 0.0% | $304,353 | 0.0% | ▼ Trim | 2 | SEC ↗ ×2 |
| 15 | Cetera Investment Advisers | 13.39K | +5.2% | $299,384 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 16 | Mercer Global Advisors Inc /Adv | 9.24K | -3.6% | $206,608 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 17 | Jones Financial Companies Lllp | 4.66K | New | $101,286 | 0.0% | New | 1 | SEC ↗ |
| 18 | UBS Group AG | 4.12K | -41.6% | $92,123 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 19 | Blair William & Co/Il | 923 | 0.0% | $20,638 | 0.0% | Held | 2 | SEC ↗ |
| 20 | Citigroup Inc | 882 | 0.0% | $19,722 | 0.0% | Held | 2 | SEC ↗ |
| 21 | Fidelity (FMR) ✦ | 681 | -0.3% | $15,233 | 0.0% | ▼ Trim | 4 | SEC ↗ |
| 22 | Fifth Third Bancorp | 446 | New | $9,973 | 0.0% | New | 1 | SEC ↗ |
| 23 | JPMorgan Chase ✦ | 55 | New | $1,200 | 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
| Jones Financial Companies Lllp | $101,286 | 0.0% |
| Fifth Third Bancorp | $9,973 | 0.0% |
| JPMorgan Chase | $1,200 | 0.0% |
Exited
| No tracked exits this quarter. |
Full-market context: across ALL 13F filers (SEC structured data, Q1 2026): 48 holders, 2.73M shares, $30.05M 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.