IFN
name pending profile ingest
Momentum inputs (comparable managers):
holder breadth -15.0% ·
share flow +14.9% ·
net new positions -17.6%
— formula
Concentrated accumulation — rising shares among fewer holders
All ownership figures: tracked 13F managers only, common-stock positions, reporting period Q2 2026
| Quarter | Holders | Δ | Shares | Reported value | New | Exits |
|---|---|---|---|---|---|---|
| Q2 2026 | 17 | -3 | 3.92M | $46.05M | +2 | −5 |
| Q1 2026 | 20 | +3 | 3.41M | $38.62M | +4 | −1 |
| Q4 2025 | 17 | -1 | 3.20M | $43.85M | — | −1 |
| Q3 2025 | 2 | +1 | 1.35M | $19.82M | +1 | — |
| Q1 2025 | 1 | 0 | 25.00K | $394,250 | — | — |
| Q4 2024 | 1 | 0 | 25.00K | $393,750 | — | — |
| Q3 2024 | 1 | 0 | 25.00K | $475,500 | — | — |
| Q2 2024 | 1 | — | 25.00K | $446,500 | — | — |
| # | Manager | Shares | Δ shares | Value | Their weight | Held | ||
|---|---|---|---|---|---|---|---|---|
| 1 | Morgan Stanley ✦ | 1.23M | -0.8% | $14.50M | 0.0% | ▼ Trim | 4 | SEC ↗ |
| 2 | Morgan Stanley ✦ | 1.23M | -0.8% | $14.50M | 0.0% | ▼ Trim | 4 | SEC ↗ |
| 3 | Morgan Stanley ✦ | 1.23M | -0.8% | $14.50M | 0.0% | ▼ Trim | 4 | SEC ↗ |
| 4 | Cetera Investment Advisers | 641.73K | +2.9% | $7.54M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 5 | Lazard Asset Management Llc | 507.77K | +144.3% | $5.97M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 6 | Raymond James Financial Inc | 394.88K | +35.6% | $4.64M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 7 | Raymond James Financial Inc | 394.88K | +35.6% | $4.64M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 8 | Northern Trust Corp | 273.43K | +2238.2% | $3.21M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 9 | LPL Financial LLC | 233.84K | -12.8% | $2.75M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 10 | UBS Group AG | 205.33K | -16.7% | $2.41M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 11 | Commonwealth Equity Services, Llc | 106.33K | +19.4% | $1.25M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 12 | Bank Of America Corp /De/ | 72.30K | +15.5% | $849,497 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 13 | Royal Bank Of Canada | 68.44K | -49.8% | $804,000 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 14 | Royal Bank Of Canada | 68.44K | -49.8% | $804,000 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 15 | Royal Bank Of Canada | 68.44K | -49.8% | $804,000 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 16 | Focus Partners Wealth | 50.68K | +3.0% | $595,481 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 17 | Wells Fargo & Company/Mn | 47.01K | -9.8% | $552,327 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 18 | Wells Fargo & Company/Mn | 47.01K | -9.8% | $552,327 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 19 | Osaic Holdings, Inc. | 34.55K | -21.0% | $406,048 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 20 | Cibc World Market Inc. | 25.42K | -12.2% | $298,697 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 21 | Stifel Financial Corp | 10.25K | New | $120,469 | 0.0% | New | 1 | SEC ↗ |
| 22 | Stifel Financial Corp | 10.25K | New | $120,469 | 0.0% | New | 1 | SEC ↗ |
| 23 | Hrt Financial Lp | 10.26K | New | $120,000 | 0.0% | New | 1 | SEC ↗ |
| 24 | National Bank Of Canada /Fi/ | 2.50K | +13.6% | $29,325 | 0.0% | ▲ Add | 3 | SEC ↗ |
“Their weight” = the position's share of that manager's reported 13F equity value — the conviction measure. ✦ = curated manager.
New buyers
| Stifel Financial Corp | $120,469 | 0.0% |
| Stifel Financial Corp | $120,469 | 0.0% |
| Hrt Financial Lp | $120,000 | 0.0% |
Exited
| Citadel Advisors | $275,031 | was 0.0% |
| Truist Financial Corp | $205,526 | was 0.0% |
| Mariner, LLC | $124,205 | was 0.0% |
| JPMorgan Chase | $98 | was 0.0% |
| Danske Bank A/S | $11 | was 0.0% |
Full-market context: across ALL 13F filers (SEC structured data, Q1 2026): 71 holders, 6.13M shares, $54.12M 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.