IGA
name pending profile ingest
Momentum inputs (comparable managers):
holder breadth -5.3% ·
share flow -5.6% ·
net new positions -5.6%
· formula
Broad distribution: falling shares and fewer holders
All ownership figures: tracked 13F managers only, common-stock positions, reporting period Q1 2026
| # | Manager | Shares | Δ shares | Value | Their weight | Held | ||
|---|---|---|---|---|---|---|---|---|
| 1 | Raymond James Financial Inc | 354.99K | -5.3% | $3.39M | 0.0% | ▼ Trim | 2 | SEC ↗ ×3 |
| 2 | Invesco Ltd. | 300.78K | +4.8% | $2.88M | 0.0% | ▲ Add | 2 | SEC ↗ ×2 |
| 3 | LPL Financial LLC | 149.52K | -18.5% | $1.43M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 4 | Morgan Stanley ✦ | 149.41K | +0.1% | $1.43M | 0.0% | ▲ Add | 3 | SEC ↗ ×3 |
| 5 | Osaic Holdings, Inc. | 112.62K | +11.4% | $1.08M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 6 | Royal Bank Of Canada | 97.16K | +8.2% | $929,000 | 0.0% | ▲ Add | 2 | SEC ↗ ×2 |
| 7 | UBS Group AG | 95.24K | -9.9% | $910,457 | 0.0% | ▼ Trim | 2 | SEC ↗ ×2 |
| 8 | Baird Financial Group, Inc. | 77.60K | -15.7% | $741,866 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 9 | Wells Fargo & Company/Mn | 49.55K | -2.9% | $473,673 | 0.0% | ▼ Trim | 2 | SEC ↗ ×2 |
| 10 | Cetera Investment Advisers | 47.68K | -7.7% | $455,807 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 11 | Susquehanna International Group, Llp | 18.35K | +49.0% | $175,407 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 12 | Commonwealth Equity Services, Llc | 17.47K | 0.0% | $167,020 | 0.0% | Held | 2 | SEC ↗ |
| 13 | Ameriprise Financial Inc | 16.63K | +10.5% | $159,000 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 14 | Citigroup Inc | 5.41K | +1.2% | $51,710 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 15 | Rockefeller Capital Management L.P. | 1.13K | 0.0% | $10,803 | 0.0% | Held | 2 | SEC ↗ |
| 16 | Us Bancorp \De\ | 455 | 0.0% | $4,350 | 0.0% | Held | 2 | SEC ↗ |
| 17 | Cwm, Llc | 346 | 0.0% | $3,309 | 0.0% | Held | 2 | SEC ↗ |
| 18 | Assetmark, Inc | 310 | New | $2,964 | 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
| Assetmark, Inc | $2,964 | 0.0% |
Exited
| Envestnet Asset Management Inc | $407,580 | was 0.0% |
| Bank Of America Corp /De/ | $37,386 | was 0.0% |
Full-market context: across ALL 13F filers (SEC structured data, Q1 2026): 39 holders, 3.94M shares, $37.48M 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.