Security record · archived quarter
IHF
name pending profile ingest
54Tracked holders
+7Δ holders
5.13MShares held
$214.44MReported value
+8New positions
−1Exits
Momentum inputs (comparable managers):
holder breadth +14.9% ·
share flow +12.9% ·
net new positions +13.0%
· formula
Broad accumulation: rising shares across more holders
All ownership figures: tracked 13F managers only, common-stock positions, reporting period Q1 2026
Ownership over time
| Quarter | Holders | Δ | Shares | Reported value | New | Exits |
|---|---|---|---|---|---|---|
| Q3 2026 | 2 | 0 | 12.50K | $689,600 | n/a | n/a |
| Q2 2026 | 48 | -4 | 8.87M | $490.84M | +4 | −9 |
| Q1 2026 | 54 | +7 | 5.13M | $214.44M | +8 | −1 |
| Q4 2025 | 47 | +1 | 4.54M | $217.71M | +2 | −1 |
| Q3 2025 | 6 | -1 | 979.12K | $48.36M | +1 | −2 |
| Q2 2025 | 4 | -1 | 497.43K | $24.20M | n/a | −1 |
| Q1 2025 | 3 | -1 | 78.61K | $4.15M | n/a | −1 |
| Q4 2024 | 4 | +2 | 188.79K | $9.06M | +2 | n/a |
| Q3 2024 | 2 | -1 | 98.32K | $5.62M | n/a | −1 |
| Q2 2024 | 3 | n/a | 127.86K | $6.70M | n/a | n/a |
Who holds it · Q1 2026
| # | Manager | Shares | Δ shares | Value | Their weight | Held | ||
|---|---|---|---|---|---|---|---|---|
| 1 | Morgan Stanley ✦ | 810.55K | +12.9% | $33.92M | 0.0% | ▲ Add | 3 | SEC ↗ ×7 |
| 2 | Royal Bank Of Canada | 574.42K | +15.8% | $24.04M | 0.0% | ▲ Add | 2 | SEC ↗ ×5 |
| 3 | Bank Of America Corp /De/ | 389.12K | +9.2% | $16.28M | 0.0% | ▲ Add | 2 | SEC ↗ ×4 |
| 4 | Two Sigma Investments ✦ | 376.82K | New | $15.77M | 0.0% | New | 1 | SEC ↗ |
| 5 | Wells Fargo & Company/Mn | 355.02K | -1.0% | $14.86M | 0.0% | ▼ Trim | 2 | SEC ↗ ×2 |
| 6 | Bnp Paribas Financial Markets | 350.00K | -12.7% | $14.65M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 7 | Bank of New York Mellon Corp | 250.96K | +31.8% | $10.50M | 0.0% | ▲ Add | 2 | SEC ↗ ×2 |
| 8 | Goldman Sachs Group ✦ | 221.77K | +126.7% | $9.28M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 9 | LPL Financial LLC | 221.06K | -4.8% | $9.25M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 10 | Cetera Investment Advisers | 198.11K | -6.4% | $8.29M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 11 | Envestnet Asset Management Inc | 163.95K | +23.6% | $6.86M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 12 | UBS Group AG | 154.07K | -46.7% | $6.45M | 0.0% | ▼ Trim | 2 | SEC ↗ ×3 |
| 13 | Northwestern Mutual Wealth… | 116.75K | +6.7% | $4.89M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 14 | Stifel Financial Corp | 114.89K | +786.3% | $4.81M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 15 | Mercer Global Advisors Inc /Adv | 111.95K | -12.0% | $4.69M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 16 | Ameriprise Financial Inc | 101.12K | -13.5% | $4.23M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 17 | Commonwealth Equity Services, Llc | 61.44K | -0.2% | $2.57M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 18 | Raymond James Financial Inc | 54.24K | -21.6% | $2.27M | 0.0% | ▼ Trim | 2 | SEC ↗ ×2 |
| 19 | JPMorgan Chase ✦ | 40.23K | -44.2% | $1.65M | 0.0% | ▼ Trim | 3 | SEC ↗ ×6 |
| 20 | Rockefeller Capital Management L.P. | 37.93K | +9.1% | $1.59M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 21 | Susquehanna International Group, Llp | 34.50K | -29.3% | $1.44M | 0.0% | ▼ Trim | 2 | SEC ↗ ×2 |
| 22 | Osaic Holdings, Inc. | 32.07K | +9.2% | $1.34M | 0.0% | ▲ Add | 2 | SEC ↗ ×3 |
| 23 | Creative Planning | 31.77K | -3.1% | $1.33M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 24 | Citadel Advisors ✦ | 31.71K | +19.8% | $1.33M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 25 | Point72 Asset Management ✦ | 29.09K | +12.1% | $1.22M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 26 | HighTower Advisors, LLC | 29.07K | -14.6% | $1.22M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 27 | Jones Financial Companies Lllp | 27.49K | -1.3% | $1.13M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 28 | Truist Financial Corp | 24.03K | +3.0% | $1.01M | 0.0% | ▲ Add | 2 | SEC ↗ ×2 |
| 29 | Fidelity (FMR) ✦ | 23.68K | +23.9% | $990,909 | 0.0% | ▲ Add | 4 | SEC ↗ |
| 30 | Cerity Partners LLC | 19.36K | +28.4% | $810,280 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 31 | Mariner, LLC | 14.42K | +68.9% | $603,393 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 32 | Neuberger Berman Group LLC | 13.65K | 0.0% | $571,420 | 0.0% | Held | 2 | SEC ↗ |
| 33 | Jane Street Group, Llc | 13.60K | New | $569,286 | 0.0% | New | 1 | SEC ↗ |
| 34 | Focus Partners Wealth | 11.86K | -34.9% | $496,284 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 35 | Hrt Financial Lp | 10.22K | New | $427,000 | 0.0% | New | 1 | SEC ↗ |
| 36 | Corient Private Wealth LP | 9.42K | -45.1% | $394,146 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 37 | IMC-Chicago, LLC | 8.30K | New | $347,439 | 0.0% | New | 1 | SEC ↗ |
| 38 | Mml Investors Services, Llc | 8.11K | -31.2% | $339,430 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 39 | Captrust Financial Advisors | 6.33K | +47.5% | $264,787 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 40 | UBS AM, a distinct business unit of… | 6.19K | New | $258,884 | 0.0% | New | 1 | SEC ↗ |
| 41 | TD Waterhouse Canada Inc. | 5.24K | -88.0% | $221,087 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 42 | Quantinno Capital Management LP | 4.83K | New | $202,347 | 0.0% | New | 1 | SEC ↗ |
| 43 | Cwm, Llc | 4.22K | +0.1% | $176,525 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 44 | BlackRock ✦ (passive) | 4.04K | -2.1% | $169,032 | 0.0% | ▼ Trim | 4 | SEC ↗ |
| 45 | Fifth Third Bancorp | 3.60K | New | $150,483 | 0.0% | New | 1 | SEC ↗ |
| 46 | Bank Of Montreal /Can/ | 2.82K | -84.7% | $117,958 | 0.0% | ▼ Trim | 2 | SEC ↗ ×2 |
| 47 | Citigroup Inc | 2.82K | 0.0% | $117,860 | 0.0% | Held | 2 | SEC ↗ |
| 48 | Barclays Plc | 2.23K | New | $93,116 | 0.0% | New | 1 | SEC ↗ |
| 49 | Us Bancorp \De\ | 2.02K | +1.6% | $84,746 | 0.0% | ▲ Add | 2 | SEC ↗ ×2 |
| 50 | Simplex Trading, Llc | 1.48K | -45.3% | $62,105 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 51 | Deutsche Bank Ag\ | 1.00K | 0.0% | $41,850 | 0.0% | Held | 2 | SEC ↗ |
| 52 | Pnc Financial Services Group, Inc. | 940 | -71.9% | $39,339 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 53 | Blair William & Co/Il | 600 | +1400.0% | $25,110 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 54 | National Bank Of Canada /Fi/ | 250 | -97.6% | $10,470 | 0.0% | ▼ Trim | 2 | SEC ↗ |
“Their weight” = the position's share of that manager's reported 13F equity value: the conviction measure. ✦ = curated manager.
New buyers
| Two Sigma Investments | $15.77M | 0.0% |
| Jane Street Group, Llc | $569,286 | 0.0% |
| Hrt Financial Lp | $427,000 | 0.0% |
| IMC-Chicago, LLC | $347,439 | 0.0% |
| UBS AM, a distinct business… | $258,884 | 0.0% |
| Quantinno Capital Management… | $202,347 | 0.0% |
| Fifth Third Bancorp | $150,483 | 0.0% |
| Barclays Plc | $93,116 | 0.0% |
Exited
| Brown Advisory Inc | $210,130 | was 0.0% |
Full-market context: across ALL 13F filers (SEC structured data, Q1 2026): 193 holders, 9.57M shares, $393.62M reported. This is a different, older period than the tracked-universe figures above and the two are never mixed.
Frequently co-owned
What else this security's tracked holders most often hold: shared-ownership counts, not fundamental relationships.
Provenance: Ownership from parsed 13F common-stock positions (tracked universe, comparable sets for changes); insider rows from Forms 3/4/5; stakes from Schedules 13D/13G; every filing links to its original on SEC EDGAR.
Reporting period: Q1 2026 ·
Methodology ·
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