IGEB
name pending profile ingest
Momentum inputs (comparable managers):
holder breadth +3.1% ·
share flow -5.8% ·
net new positions +3.0%
· formula
Ownership fragmentation: more holders, smaller aggregate stake
All ownership figures: tracked 13F managers only, common-stock positions, reporting period Q1 2026
| # | Manager | Shares | Δ shares | Value | Their weight | Held | ||
|---|---|---|---|---|---|---|---|---|
| 1 | Envestnet Asset Management Inc | 3.14M | -2.4% | $141.66M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 2 | LPL Financial LLC | 2.18M | -10.0% | $98.25M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 3 | Bank Of America Corp /De/ | 1.19M | +12.6% | $53.60M | 0.0% | ▲ Add | 2 | SEC ↗ ×2 |
| 4 | Morgan Stanley ✦ | 1.07M | +36.7% | $48.43M | 0.0% | ▲ Add | 3 | SEC ↗ ×2 |
| 5 | Cwm, Llc | 791.34K | +0.1% | $35.66M | 0.1% | ▲ Add | 2 | SEC ↗ |
| 6 | BlackRock ✦ (passive) | 735.73K | +24.9% | $33.15M | 0.0% | ▲ Add | 4 | SEC ↗ ×2 |
| 7 | Ameriprise Financial Inc | 664.45K | -19.4% | $29.95M | 0.0% | ▼ Trim | 2 | SEC ↗ ×2 |
| 8 | Mml Investors Services, Llc | 557.26K | -35.5% | $25.11M | 0.1% | ▼ Trim | 2 | SEC ↗ |
| 9 | Cetera Investment Advisers | 486.93K | -3.6% | $21.94M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 10 | UBS Group AG | 396.12K | -15.0% | $17.85M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 11 | JPMorgan Chase ✦ | 226.06K | -8.6% | $10.13M | 0.0% | ▼ Trim | 3 | SEC ↗ ×2 |
| 12 | Commonwealth Equity Services, Llc | 191.81K | +11.1% | $8.64M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 13 | Assetmark, Inc | 164.17K | +1.8% | $7.40M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 14 | Stifel Financial Corp | 163.28K | +1.6% | $7.36M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 15 | Citadel Advisors ✦ | 131.01K | New | $5.90M | 0.0% | New | 1 | SEC ↗ |
| 16 | Susquehanna International Group, Llp | 120.94K | +263.0% | $5.45M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 17 | Raymond James Financial Inc | 72.95K | -24.7% | $3.29M | 0.0% | ▼ Trim | 2 | SEC ↗ ×2 |
| 18 | Osaic Holdings, Inc. | 67.30K | -18.9% | $3.03M | 0.0% | ▼ Trim | 2 | SEC ↗ ×2 |
| 19 | Bank of New York Mellon Corp | 56.14K | -74.1% | $2.53M | 0.0% | ▼ Trim | 2 | SEC ↗ ×3 |
| 20 | Rockefeller Capital Management L.P. | 40.37K | -15.3% | $1.82M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 21 | Jane Street Group, Llc | 32.54K | -13.9% | $1.47M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 22 | Royal Bank Of Canada | 31.63K | -94.0% | $1.43M | 0.0% | ▼ Trim | 2 | SEC ↗ ×2 |
| 23 | National Bank Of Canada /Fi/ | 24.24K | +8.8% | $1.09M | 0.0% | ▲ Add | 2 | SEC ↗ ×2 |
| 24 | HighTower Advisors, LLC | 12.59K | New | $567,509 | 0.0% | New | 1 | SEC ↗ |
| 25 | UBS AM, a distinct business unit of… | 9.99K | New | $450,330 | 0.0% | New | 1 | SEC ↗ |
| 26 | Fifth Third Bancorp | 7.44K | New | $335,201 | 0.0% | New | 1 | SEC ↗ |
| 27 | Pnc Financial Services Group, Inc. | 6.90K | -16.0% | $310,746 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 28 | Focus Partners Wealth | 5.20K | -31.4% | $234,268 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 29 | Mariner, LLC | 4.76K | -3.6% | $214,362 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 30 | Wells Fargo & Company/Mn | 1.81K | -11.2% | $81,604 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 31 | Fidelity (FMR) ✦ | 1.15K | -4.7% | $51,648 | 0.0% | ▼ Trim | 4 | SEC ↗ |
| 32 | Us Bancorp \De\ | 6 | -99.3% | $270 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 33 | Citigroup Inc | 5 | New | $225 | 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
| Citadel Advisors | $5.90M | 0.0% |
| HighTower Advisors, LLC | $567,509 | 0.0% |
| UBS AM, a distinct business… | $450,330 | 0.0% |
| Fifth Third Bancorp | $335,201 | 0.0% |
| Citigroup Inc | $225 | 0.0% |
Exited
| Mercer Global Advisors Inc… | $343,105 | was 0.0% |
| Goldman Sachs Group | $332,248 | was 0.0% |
| Northwestern Mutual Wealth… | $3,242 | was 0.0% |
| TD Waterhouse Canada Inc. | $639 | was 0.0% |
Full-market context: across ALL 13F filers (SEC structured data, Q1 2026): 179 holders, 26.63M shares, $1.10B 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.