IGEB
name pending profile ingest
Momentum inputs (comparable managers):
holder breadth -3.1% ·
share flow +16.9% ·
net new positions -3.2%
— formula
Concentrated accumulation — rising shares among fewer holders
All ownership figures: tracked 13F managers only, common-stock positions, reporting period Q2 2026
| # | Manager | Shares | Δ shares | Value | Their weight | Held | ||
|---|---|---|---|---|---|---|---|---|
| 1 | Envestnet Asset Management Inc | 3.94M | +25.4% | $177.84M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 2 | LPL Financial LLC | 2.71M | +24.5% | $122.44M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 3 | Bank Of America Corp /De/ | 1.78M | +49.3% | $80.10M | 0.0% | ▲ Add | 3 | SEC ↗ ×2 |
| 4 | Morgan Stanley ✦ | 1.18M | +9.6% | $53.13M | 0.0% | ▲ Add | 4 | SEC ↗ ×3 |
| 5 | BlackRock ✦ (passive) | 743.16K | +1.0% | $33.52M | 0.0% | ▲ Add | 5 | SEC ↗ ×2 |
| 6 | Cetera Investment Advisers | 674.76K | +38.6% | $30.44M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 7 | Mml Investors Services, Llc | 645.10K | +15.8% | $29.10M | 0.1% | ▲ Add | 3 | SEC ↗ |
| 8 | UBS Group AG | 429.77K | +8.5% | $19.39M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 9 | Ameriprise Financial Inc | 395.70K | -40.5% | $17.84M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 10 | Commonwealth Equity Services, Llc | 259.33K | +35.2% | $11.70M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 11 | JPMorgan Chase ✦ | 241.12K | +6.7% | $10.92M | 0.0% | ▲ Add | 4 | SEC ↗ ×2 |
| 12 | Assetmark, Inc | 209.12K | +27.4% | $9.43M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 13 | Stifel Financial Corp | 167.47K | +2.6% | $7.55M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 14 | Osaic Holdings, Inc. | 92.27K | +37.1% | $4.16M | 0.0% | ▲ Add | 3 | SEC ↗ ×3 |
| 15 | Jane Street Group, Llc | 73.46K | +125.8% | $3.31M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 16 | Rockefeller Capital Management L.P. | 64.15K | +58.9% | $2.89M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 17 | Raymond James Financial Inc | 58.23K | -20.2% | $2.63M | 0.0% | ▼ Trim | 3 | SEC ↗ ×2 |
| 18 | Royal Bank Of Canada | 29.61K | -6.4% | $1.34M | 0.0% | ▼ Trim | 3 | SEC ↗ ×3 |
| 19 | National Bank Of Canada /Fi/ | 21.07K | -13.1% | $950,572 | 0.0% | ▼ Trim | 3 | SEC ↗ ×2 |
| 20 | Pnc Financial Services Group, Inc. | 14.80K | +114.7% | $667,717 | 0.0% | ▲ Add | 3 | SEC ↗ ×2 |
| 21 | HighTower Advisors, LLC | 14.43K | +14.6% | $650,945 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 22 | UBS AM, a distinct business unit of… | 9.99K | 0.0% | $450,829 | 0.0% | Held | 2 | SEC ↗ |
| 23 | Mariner, LLC | 9.35K | +96.5% | $421,713 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 24 | Quantinno Capital Management LP | 8.73K | New | $394,036 | 0.0% | New | 1 | SEC ↗ |
| 25 | Fifth Third Bancorp | 8.11K | +9.0% | $365,752 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 26 | Fidelity (FMR) ✦ | 7.48K | +552.6% | $337,399 | 0.0% | ▲ Add | 5 | SEC ↗ |
| 27 | Focus Partners Wealth | 7.17K | +37.8% | $323,216 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 28 | Mercer Global Advisors Inc /Adv | 5.06K | New | $228,414 | 0.0% | New | 1 | SEC ↗ |
| 29 | Northwestern Mutual Wealth… | 1.64K | New | $73,990 | 0.0% | New | 1 | SEC ↗ |
| 30 | Wells Fargo & Company/Mn | 212 | -88.3% | $9,563 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 31 | Us Bancorp \De\ | 6 | 0.0% | $271 | 0.0% | Held | 3 | SEC ↗ |
“Their weight” = the position's share of that manager's reported 13F equity value — the conviction measure. ✦ = curated manager.
New buyers
| Quantinno Capital Management… | $394,036 | 0.0% |
| Mercer Global Advisors Inc… | $228,414 | 0.0% |
| Northwestern Mutual Wealth… | $73,990 | 0.0% |
Exited
| Citadel Advisors | $5.90M | was 0.0% |
| Susquehanna International… | $5.45M | was 0.0% |
| Bank of New York Mellon Corp | $2.53M | was 0.0% |
| Citigroup Inc | $225 | 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.