IIF
name pending profile ingest
Momentum inputs (comparable managers):
holder breadth +28.6% ·
share flow +6.7% ·
net new positions +20.0%
— formula
Broad accumulation — rising shares across more holders
All ownership figures: tracked 13F managers only, common-stock positions, reporting period Q2 2026
| Quarter | Holders | Δ | Shares | Reported value | New | Exits |
|---|---|---|---|---|---|---|
| Q2 2026 | 18 | +4 | 1.19M | $27.12M | +4 | — |
| Q1 2026 | 14 | -3 | 1.11M | $22.92M | +1 | −4 |
| Q4 2025 | 17 | -1 | 1.40M | $35.02M | — | −1 |
| Q3 2025 | 3 | +1 | 180.19K | $4.75M | +1 | — |
| Q2 2025 | 1 | — | 250 | $7,058 | — | — |
| # | Manager | Shares | Δ shares | Value | Their weight | Held | ||
|---|---|---|---|---|---|---|---|---|
| 1 | Lazard Asset Management Llc | 606.91K | -0.4% | $13.85M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 2 | UBS Group AG | 154.45K | -4.8% | $3.52M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 3 | Morgan Stanley ✦ | 99.07K | +1.4% | $2.26M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 4 | Morgan Stanley ✦ | 99.07K | +1.4% | $2.26M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 5 | Allspring Global Investments… | 90.02K | 0.0% | $2.05M | 0.0% | Held | 3 | SEC ↗ |
| 6 | Stifel Financial Corp | 70.94K | -4.9% | $1.62M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 7 | Raymond James Financial Inc | 43.13K | New | $984,204 | 0.0% | New | 1 | SEC ↗ |
| 8 | Raymond James Financial Inc | 43.13K | New | $984,204 | 0.0% | New | 1 | SEC ↗ |
| 9 | Royal Bank Of Canada | 38.07K | +6.6% | $869,000 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 10 | Royal Bank Of Canada | 38.07K | +6.6% | $869,000 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 11 | Bank Of Montreal /Can/ | 28.06K | New | $640,329 | 0.0% | New | 1 | SEC ↗ |
| 12 | Jones Financial Companies Lllp | 14.71K | -28.8% | $334,043 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 13 | Hrt Financial Lp | 11.16K | New | $254,000 | 0.0% | New | 1 | SEC ↗ |
| 14 | LPL Financial LLC | 9.20K | -25.3% | $209,918 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 15 | Commonwealth Equity Services, Llc | 8.86K | New | $202,250 | 0.0% | New | 1 | SEC ↗ |
| 16 | Pnc Financial Services Group, Inc. | 7.83K | +31.5% | $178,795 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 17 | Osaic Holdings, Inc. | 3.77K | +30.1% | $86,051 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 18 | Wells Fargo & Company/Mn | 1.91K | -0.9% | $43,547 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 19 | BlackRock ✦ (passive) | 250 | 0.0% | $5,705 | 0.0% | Held | 5 | SEC ↗ |
| 20 | Northwestern Mutual Wealth… | 150 | 0.0% | $3,423 | 0.0% | Held | 3 | SEC ↗ |
| 21 | National Bank Of Canada /Fi/ | 115 | 0.0% | $2,624 | 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
| Raymond James Financial Inc | $984,204 | 0.0% |
| Raymond James Financial Inc | $984,204 | 0.0% |
| Bank Of Montreal /Can/ | $640,329 | 0.0% |
| Hrt Financial Lp | $254,000 | 0.0% |
| Commonwealth Equity Services… | $202,250 | 0.0% |
Exited
| No tracked exits this quarter. |
Full-market context: across ALL 13F filers (SEC structured data, Q1 2026): 39 holders, 3.81M shares, $78.34M 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.