IFV
name pending profile ingest
Momentum inputs (comparable managers):
holder breadth -4.5% ·
share flow +12.2% ·
net new positions -4.8%
— 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 | 21 | -1 | 4.50M | $121.32M | +2 | −3 |
| Q1 2026 | 23 | +5 | 4.02M | $101.48M | +5 | — |
| Q4 2025 | 18 | -1 | 4.14M | $102.74M | — | −1 |
| Q3 2025 | 4 | +1 | 1.70M | $41.68M | +1 | — |
| Q2 2025 | 1 | -1 | 767 | $17,586 | — | −1 |
| Q1 2025 | 1 | 0 | 203.96K | $4.08M | — | — |
| Q4 2024 | 1 | +1 | 671.68K | $12.88M | +1 | — |
| Q2 2024 | 1 | — | 20.25K | $398,318 | — | — |
| # | Manager | Shares | Δ shares | Value | Their weight | Held | ||
|---|---|---|---|---|---|---|---|---|
| 1 | Morgan Stanley ✦ | 1.66M | +30.3% | $44.59M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 2 | Morgan Stanley ✦ | 1.66M | +30.3% | $44.59M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 3 | Wells Fargo & Company/Mn | 1.05M | +6.1% | $28.27M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 4 | Wells Fargo & Company/Mn | 1.05M | +6.1% | $28.27M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 5 | Raymond James Financial Inc | 518.80K | -0.4% | $13.97M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 6 | Raymond James Financial Inc | 518.80K | -0.4% | $13.97M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 7 | Bank Of America Corp /De/ | 328.52K | +4.4% | $8.85M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 8 | Bank Of America Corp /De/ | 328.52K | +4.4% | $8.85M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 9 | UBS Group AG | 328.00K | +43.9% | $8.83M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 10 | LPL Financial LLC | 234.52K | +5.1% | $6.32M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 11 | Stifel Financial Corp | 83.06K | +1.4% | $2.24M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 12 | Cetera Investment Advisers | 75.55K | +5.3% | $2.03M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 13 | Mml Investors Services, Llc | 49.41K | +10.1% | $1.33M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 14 | Rockefeller Capital Management L.P. | 43.85K | +0.6% | $1.18M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 15 | Goldman Sachs Group ✦ | 40.66K | -37.4% | $1.09M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 16 | Osaic Holdings, Inc. | 37.81K | +5.7% | $1.02M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 17 | Osaic Holdings, Inc. | 37.81K | +5.7% | $1.02M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 18 | Jane Street Group, Llc | 26.15K | +92.1% | $704,285 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 19 | Commonwealth Equity Services, Llc | 25.89K | +6.6% | $697,285 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 20 | Fifth Third Bancorp | 3.40K | +18.1% | $91,571 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 21 | Qube Research & Technologies Ltd | 1.65K | New | $44,466 | 0.0% | New | 1 | SEC ↗ |
| 22 | Fidelity (FMR) ✦ | 927 | +32.4% | $24,955 | 0.0% | ▲ Add | 5 | SEC ↗ |
| 23 | Northwestern Mutual Wealth… | 693 | 0.0% | $18,664 | 0.0% | Held | 3 | SEC ↗ |
| 24 | Jones Financial Companies Lllp | 174 | New | $4,612 | 0.0% | New | 1 | SEC ↗ |
| 25 | Bank Of Montreal /Can/ | 46 | 0.0% | $1,239 | 0.0% | Held | 3 | SEC ↗ |
| 26 | Royal Bank Of Canada | 1 | -100.0% | $0 | 0.0% | ▼ Trim | 3 | SEC ↗ |
“Their weight” = the position's share of that manager's reported 13F equity value — the conviction measure. ✦ = curated manager.
New buyers
| Qube Research & Technologies… | $44,466 | 0.0% |
| Jones Financial Companies Lllp | $4,612 | 0.0% |
Exited
| Citadel Advisors | $806,669 | was 0.0% |
| Susquehanna International… | $596,625 | was 0.0% |
| Assetmark, Inc | $2,451 | was 0.0% |
Full-market context: across ALL 13F filers (SEC structured data, Q1 2026): 63 holders, 6.04M shares, $153.54M 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.