Security record · archived quarter
IIM
name pending profile ingest
27Tracked holders
0Δ holders
4.46MShares held
$54.22MReported value
+4New positions
−4Exits
Momentum inputs (comparable managers): holder breadth 0.0% · share flow -11.0% · net new positions 0.0% · formula
All ownership figures: tracked 13F managers only, common-stock positions, reporting period Q1 2026
Ownership over time
Who holds it · Q1 2026
| # | Manager | Shares | Δ shares | Value | Their weight | Held | ||
|---|---|---|---|---|---|---|---|---|
| 1 | Bank Of America Corp /De/ | 1.21M | -28.1% | $14.77M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 2 | Morgan Stanley ✦ | 681.89K | +1.1% | $8.29M | 0.0% | ▲ Add | 3 | SEC ↗ ×2 |
| 3 | Wells Fargo & Company/Mn | 597.88K | +4.7% | $7.27M | 0.0% | ▲ Add | 2 | SEC ↗ ×2 |
| 4 | UBS Group AG | 588.67K | +0.1% | $7.16M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 5 | Raymond James Financial Inc | 259.78K | +5.7% | $3.16M | 0.0% | ▲ Add | 2 | SEC ↗ ×2 |
| 6 | LPL Financial LLC | 186.35K | -23.0% | $2.27M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 7 | Cetera Investment Advisers | 170.39K | +8.3% | $2.07M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 8 | Commonwealth Equity Services, Llc | 165.33K | +7.7% | $2.01M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 9 | Stifel Financial Corp | 106.22K | -1.8% | $1.29M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 10 | Osaic Holdings, Inc. | 95.46K | -0.8% | $1.16M | 0.0% | ▼ Trim | 2 | SEC ↗ ×2 |
| 11 | Rockefeller Capital Management L.P. | 91.63K | +0.5% | $1.11M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 12 | Royal Bank Of Canada | 65.64K | +0.5% | $798,000 | 0.0% | ▲ Add | 2 | SEC ↗ ×2 |
| 13 | Ameriprise Financial Inc | 59.44K | +7.5% | $722,733 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 14 | Jane Street Group, Llc | 37.70K | +25.2% | $458,481 | 0.0% | ▲ Add | 2 | SEC ↗ ×2 |
| 15 | CIBC Bancorp USA Inc. | 24.32K | n/a | $295,780 | 0.0% | n/c | 1 | SEC ↗ |
| 16 | Goldman Sachs Group ✦ | 23.61K | -4.5% | $287,137 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 17 | Nuveen, LLC | 19.25K | 0.0% | $234,092 | 0.0% | Held | 2 | SEC ↗ |
| 18 | Us Bancorp \De\ | 13.10K | 0.0% | $159,260 | 0.0% | Held | 2 | SEC ↗ |
| 19 | Quantinno Capital Management LP | 12.36K | New | $150,287 | 0.0% | New | 1 | SEC ↗ |
| 20 | Wealth Enhancement Advisory… | 11.86K | +8.9% | $142,777 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 21 | Captrust Financial Advisors | 11.48K | New | $139,559 | 0.0% | New | 1 | SEC ↗ |
| 22 | Envestnet Asset Management Inc | 11.36K | New | $138,138 | 0.0% | New | 1 | SEC ↗ |
| 23 | Northwestern Mutual Wealth… | 7.63K | 0.0% | $92,842 | 0.0% | Held | 2 | SEC ↗ |
| 24 | Pnc Financial Services Group, Inc. | 1.89K | -54.8% | $23,031 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 25 | Cwm, Llc | 1.01K | 0.0% | $12,330 | 0.0% | Held | 2 | SEC ↗ |
| 26 | JPMorgan Chase ✦ | 374 | 0.0% | $4,436 | 0.0% | Held | 3 | SEC ↗ |
| 27 | Jones Financial Companies Lllp | 59 | New | $706 | 0.0% | New | 1 | 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… | $150,287 | 0.0% |
| Captrust Financial Advisors | $139,559 | 0.0% |
| Envestnet Asset Management Inc | $138,138 | 0.0% |
| Jones Financial Companies Lllp | $706 | 0.0% |
Exited
| Hrt Financial Lp | $656,000 | was 0.0% |
| Lido Advisors, LLC | $621,495 | was 0.0% |
| Mariner, LLC | $236,830 | was 0.0% |
| Susquehanna International… | $221,095 | was 0.0% |
Full-market context: across ALL 13F filers (SEC structured data, Q1 2026): 94 holders, 8.22M shares, $94.73M 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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