Security record · archived quarter
IHF
name pending profile ingest
49Tracked holders
-4Δ holders
8.90MShares held
$492.21MReported value
+4New positions
−8Exits
Momentum inputs (comparable managers):
holder breadth -7.5% ·
share flow +30.0% ·
net new positions -8.2%
— formula
Concentrated accumulation — rising shares among fewer holders
All ownership figures: tracked 13F managers only, common-stock positions, reporting period Q2 2026
Ownership over time
| Quarter | Holders | Δ | Shares | Reported value | New | Exits |
|---|---|---|---|---|---|---|
| Q2 2026 | 49 | -4 | 8.90M | $492.21M | +4 | −8 |
| 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 | — | −1 |
| Q1 2025 | 3 | -1 | 78.61K | $4.15M | — | −1 |
| Q4 2024 | 4 | +2 | 188.79K | $9.06M | +2 | — |
| Q3 2024 | 2 | -1 | 98.32K | $5.62M | — | −1 |
| Q2 2024 | 3 | — | 127.86K | $6.70M | — | — |
Who holds it · Q2 2026
| # | Manager | Shares | Δ shares | Value | Their weight | Held | ||
|---|---|---|---|---|---|---|---|---|
| 1 | JPMorgan Chase ✦ | 2.69M | +6578.5% | $148.65M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 2 | JPMorgan Chase ✦ | 2.69M | +6578.5% | $148.65M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 3 | JPMorgan Chase ✦ | 2.69M | +6578.5% | $148.65M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 4 | JPMorgan Chase ✦ | 2.69M | +6578.5% | $148.65M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 5 | JPMorgan Chase ✦ | 2.69M | +6578.5% | $148.65M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 6 | JPMorgan Chase ✦ | 2.69M | +6578.5% | $148.65M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 7 | JPMorgan Chase ✦ | 2.69M | +6578.5% | $148.65M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 8 | JPMorgan Chase ✦ | 2.69M | +6578.5% | $148.65M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 9 | LPL Financial LLC | 1.66M | +649.0% | $91.61M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 10 | Morgan Stanley ✦ | 858.92K | +6.0% | $47.52M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 11 | Morgan Stanley ✦ | 858.92K | +6.0% | $47.52M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 12 | Morgan Stanley ✦ | 858.92K | +6.0% | $47.52M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 13 | Morgan Stanley ✦ | 858.92K | +6.0% | $47.52M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 14 | Morgan Stanley ✦ | 858.92K | +6.0% | $47.52M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 15 | Morgan Stanley ✦ | 858.92K | +6.0% | $47.52M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 16 | Morgan Stanley ✦ | 858.92K | +6.0% | $47.52M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 17 | Morgan Stanley ✦ | 858.92K | +6.0% | $47.52M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 18 | Morgan Stanley ✦ | 858.92K | +6.0% | $47.52M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 19 | Morgan Stanley ✦ | 858.92K | +6.0% | $47.52M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 20 | Morgan Stanley ✦ | 858.92K | +6.0% | $47.52M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 21 | Royal Bank Of Canada | 484.62K | -15.6% | $26.81M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 22 | Royal Bank Of Canada | 484.62K | -15.6% | $26.81M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 23 | Royal Bank Of Canada | 484.62K | -15.6% | $26.81M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 24 | Royal Bank Of Canada | 484.62K | -15.6% | $26.81M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 25 | Royal Bank Of Canada | 484.62K | -15.6% | $26.81M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 26 | Bank Of America Corp /De/ | 426.24K | +9.5% | $23.58M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 27 | Bank Of America Corp /De/ | 426.24K | +9.5% | $23.58M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 28 | Bank Of America Corp /De/ | 426.24K | +9.5% | $23.58M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 29 | Bank Of America Corp /De/ | 426.24K | +9.5% | $23.58M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 30 | Tidal Investments LLC | 378.03K | New | $20.92M | 0.1% | New | 1 | SEC ↗ |
| 31 | Wells Fargo & Company/Mn | 372.13K | +4.8% | $20.59M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 32 | Wells Fargo & Company/Mn | 372.13K | +4.8% | $20.59M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 33 | Wells Fargo & Company/Mn | 372.13K | +4.8% | $20.59M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 34 | Envestnet Asset Management Inc | 333.17K | +103.2% | $18.43M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 35 | Bank of New York Mellon Corp | 215.72K | -14.0% | $11.94M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 36 | Bank of New York Mellon Corp | 215.72K | -14.0% | $11.94M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 37 | Bank of New York Mellon Corp | 215.72K | -14.0% | $11.94M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 38 | Goldman Sachs Group ✦ | 187.44K | -15.5% | $10.37M | 0.0% | ▼ Trim | 4 | SEC ↗ |
| 39 | Cetera Investment Advisers | 178.67K | -9.8% | $9.89M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 40 | UBS Group AG | 147.43K | -4.3% | $8.16M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 41 | UBS Group AG | 147.43K | -4.3% | $8.16M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 42 | UBS Group AG | 147.43K | -4.3% | $8.16M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 43 | Raymond James Financial Inc | 142.45K | +162.6% | $7.88M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 44 | Raymond James Financial Inc | 142.45K | +162.6% | $7.88M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 45 | Stifel Financial Corp | 123.05K | +7.1% | $6.81M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 46 | Northwestern Mutual Wealth… | 107.66K | -7.8% | $5.96M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 47 | Mercer Global Advisors Inc /Adv | 106.85K | -4.5% | $5.91M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 48 | Commonwealth Equity Services, Llc | 56.63K | -7.8% | $3.13M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 49 | Bnp Paribas Financial Markets | 50.02K | -85.7% | $2.77M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 50 | Rockefeller Capital Management L.P. | 40.02K | +5.5% | $2.21M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 51 | Susquehanna International Group, Llp | 36.54K | +5.9% | $2.02M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 52 | Ameriprise Financial Inc | 30.03K | -70.3% | $1.66M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 53 | Ameriprise Financial Inc | 30.03K | -70.3% | $1.66M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 54 | Creative Planning | 28.72K | -9.6% | $1.59M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 55 | Osaic Holdings, Inc. | 27.02K | -15.7% | $1.50M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 56 | Osaic Holdings, Inc. | 27.02K | -15.7% | $1.50M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 57 | Osaic Holdings, Inc. | 27.02K | -15.7% | $1.50M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 58 | Jones Financial Companies Lllp | 26.59K | -3.3% | $1.48M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 59 | HighTower Advisors, LLC | 24.67K | -15.2% | $1.36M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 60 | Truist Financial Corp | 23.75K | -1.1% | $1.31M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 61 | Fidelity (FMR) ✦ | 20.55K | -13.2% | $1.14M | 0.0% | ▼ Trim | 5 | SEC ↗ |
| 62 | Two Sigma Investments ✦ | 14.52K | -96.2% | $803,502 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 63 | Neuberger Berman Group LLC | 13.65K | 0.0% | $755,476 | 0.0% | Held | 3 | SEC ↗ |
| 64 | Mml Investors Services, Llc | 13.30K | +64.0% | $735,751 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 65 | Cerity Partners LLC | 12.30K | -36.5% | $680,353 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 66 | Focus Partners Wealth | 11.85K | -0.1% | $655,751 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 67 | Corient Private Wealth LP | 6.58K | -30.1% | $364,226 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 68 | IMC-Chicago, LLC | 6.47K | -22.1% | $357,874 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 69 | Captrust Financial Advisors | 6.33K | 0.0% | $350,119 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 70 | UBS AM, a distinct business unit of… | 6.19K | 0.0% | $342,271 | 0.0% | Held | 2 | SEC ↗ |
| 71 | TD Waterhouse Canada Inc. | 5.24K | 0.0% | $299,118 | 0.0% | Held | 3 | SEC ↗ |
| 72 | Wealth Enhancement Advisory… | 4.65K | New | $264,957 | 0.0% | New | 1 | SEC ↗ |
| 73 | Brown Advisory Inc | 4.17K | New | $230,525 | 0.0% | New | 1 | SEC ↗ |
| 74 | Quantinno Capital Management LP | 4.06K | -16.0% | $224,643 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 75 | BlackRock ✦ (passive) | 4.04K | 0.0% | $223,478 | 0.0% | Held | 5 | SEC ↗ |
| 76 | Fifth Third Bancorp | 3.96K | +10.1% | $218,991 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 77 | Bank Of Montreal /Can/ | 2.42K | -14.3% | $133,622 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 78 | Barclays Plc | 2.23K | 0.0% | $123,109 | 0.0% | Held | 2 | SEC ↗ |
| 79 | Us Bancorp \De\ | 1.99K | -1.6% | $110,272 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 80 | Us Bancorp \De\ | 1.99K | -1.6% | $110,272 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 81 | Kayne Anderson Rudnick Investment… | 1.04K | New | $57,757 | 0.0% | New | 1 | SEC ↗ |
| 82 | Pnc Financial Services Group, Inc. | 940 | 0.0% | $52,010 | 0.0% | Held | 3 | SEC ↗ |
| 83 | National Bank Of Canada /Fi/ | 250 | 0.0% | $13,825 | 0.0% | Held | 3 | SEC ↗ |
| 84 | Blair William & Co/Il | 40 | -93.3% | $2,213 | 0.0% | ▼ Trim | 3 | SEC ↗ |
“Their weight” = the position's share of that manager's reported 13F equity value — the conviction measure. ✦ = curated manager.
New buyers
| Tidal Investments LLC | $20.92M | 0.1% |
| Wealth Enhancement Advisory… | $264,957 | 0.0% |
| Brown Advisory Inc | $230,525 | 0.0% |
| Kayne Anderson Rudnick… | $57,757 | 0.0% |
Exited
| Citadel Advisors | $1.33M | was 0.0% |
| Point72 Asset Management | $1.22M | was 0.0% |
| Mariner, LLC | $603,393 | was 0.0% |
| Jane Street Group, Llc | $569,286 | was 0.0% |
| Hrt Financial Lp | $427,000 | was 0.0% |
| Citigroup Inc | $117,860 | was 0.0% |
| Simplex Trading, Llc | $62,105 | was 0.0% |
| Deutsche Bank Ag\ | $41,850 | 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: Q2 2026 ·
Methodology ·
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