IGR
name pending profile ingest
Momentum inputs (comparable managers):
holder breadth +6.9% ·
share flow -3.5% ·
net new positions +6.5%
· 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 | Morgan Stanley ✦ | 8.86M | -9.2% | $38.90M | 0.0% | ▼ Trim | 3 | SEC ↗ ×4 |
| 2 | UBS Group AG | 5.65M | -2.8% | $24.81M | 0.0% | ▼ Trim | 2 | SEC ↗ ×3 |
| 3 | Wells Fargo & Company/Mn | 2.91M | +29.4% | $12.76M | 0.0% | ▲ Add | 2 | SEC ↗ ×2 |
| 4 | Bank Of America Corp /De/ | 1.79M | -13.4% | $7.86M | 0.0% | ▼ Trim | 2 | SEC ↗ ×3 |
| 5 | Ameriprise Financial Inc | 1.28M | +2.9% | $5.60M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 6 | LPL Financial LLC | 1.13M | +1.9% | $4.98M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 7 | Royal Bank Of Canada | 814.73K | +46.1% | $3.58M | 0.0% | ▲ Add | 2 | SEC ↗ ×3 |
| 8 | Osaic Holdings, Inc. | 406.49K | +8.0% | $1.78M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 9 | Cetera Investment Advisers | 230.26K | +0.7% | $1.01M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 10 | Raymond James Financial Inc | 226.65K | +19.9% | $994,971 | 0.0% | ▲ Add | 2 | SEC ↗ ×2 |
| 11 | Stifel Financial Corp | 169.92K | -11.1% | $745,918 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 12 | Rockefeller Capital Management L.P. | 151.51K | -17.0% | $665,116 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 13 | Mariner, LLC | 126.57K | -7.2% | $550,715 | 0.0% | ▼ Trim | 2 | SEC ↗ ×2 |
| 14 | Fifth Third Bancorp | 69.16K | +2205.3% | $303,604 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 15 | Wealth Enhancement Advisory… | 60.36K | +4.4% | $267,386 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 16 | Commonwealth Equity Services, Llc | 37.56K | -14.2% | $164,890 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 17 | Balyasny Asset Management L.P. | 29.13K | New | $127,885 | 0.0% | New | 1 | SEC ↗ |
| 18 | Citadel Advisors ✦ | 25.32K | New | $111,159 | 0.0% | New | 1 | SEC ↗ |
| 19 | Envestnet Asset Management Inc | 24.59K | +25.7% | $107,937 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 20 | Corient Private Wealth LP | 21.09K | -49.8% | $92,190 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 21 | Captrust Financial Advisors | 18.96K | 0.0% | $83,221 | 0.0% | Held | 2 | SEC ↗ |
| 22 | Creative Planning | 14.34K | -23.5% | $62,962 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 23 | Focus Partners Wealth | 10.52K | New | $46,172 | 0.0% | New | 1 | SEC ↗ |
| 24 | Us Bancorp \De\ | 10.37K | +56.8% | $45,520 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 25 | Susquehanna International Group, Llp | 10.15K | -85.9% | $44,576 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 26 | Pnc Financial Services Group, Inc. | 5.03K | -3.8% | $22,100 | 0.0% | ▼ Trim | 2 | SEC ↗ ×2 |
| 27 | BlackRock ✦ (passive) | 2.42K | New | $10,637 | 0.0% | New | 1 | SEC ↗ |
| 28 | Cwm, Llc | 1.18K | 0.0% | $5,171 | 0.0% | Held | 2 | SEC ↗ |
| 29 | JPMorgan Chase ✦ | 1.10K | -35.3% | $4,642 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 30 | Jones Financial Companies Lllp | 32 | n/a | $133 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 31 | Citigroup Inc | 2 | 0.0% | $9 | 0.0% | Held | 2 | SEC ↗ |
“Their weight” = the position's share of that manager's reported 13F equity value: the conviction measure. ✦ = curated manager.
New buyers
| Balyasny Asset Management L.P. | $127,885 | 0.0% |
| Citadel Advisors | $111,159 | 0.0% |
| Focus Partners Wealth | $46,172 | 0.0% |
| BlackRock | $10,637 | 0.0% |
Exited
| Jane Street Group, Llc | $1.75M | was 0.0% |
| Millennium Management | $723,681 | was 0.0% |
Full-market context: across ALL 13F filers (SEC structured data, Q1 2026): 125 holders, 35.46M shares, $137.11M 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.