IIM
name pending profile ingest
Momentum inputs (comparable managers):
holder breadth -7.7% ·
share flow -7.8% ·
net new positions -8.3%
— formula
Broad distribution — falling shares and fewer 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 | 24 | -2 | 4.11M | $52.33M | +1 | −3 |
| Q1 2026 | 27 | 0 | 4.46M | $54.22M | +4 | −4 |
| Q4 2025 | 26 | 0 | 4.99M | $61.47M | — | — |
| Q3 2025 | 3 | — | 690.48K | $8.67M | — | — |
| Q3 2024 | 1 | +1 | 12.94K | $166,616 | +1 | — |
| # | Manager | Shares | Δ shares | Value | Their weight | Held | ||
|---|---|---|---|---|---|---|---|---|
| 1 | Bank Of America Corp /De/ | 712.87K | -41.3% | $9.07M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 2 | Morgan Stanley ✦ | 691.70K | +1.4% | $8.81M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 3 | UBS Group AG | 589.93K | +0.2% | $7.51M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 4 | Wells Fargo & Company/Mn | 571.99K | -4.3% | $7.28M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 5 | Wells Fargo & Company/Mn | 571.99K | -4.3% | $7.28M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 6 | Raymond James Financial Inc | 318.46K | +22.6% | $4.05M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 7 | Raymond James Financial Inc | 318.46K | +22.6% | $4.05M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 8 | LPL Financial LLC | 219.42K | +17.7% | $2.79M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 9 | Cetera Investment Advisers | 200.09K | +17.4% | $2.55M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 10 | Rockefeller Capital Management L.P. | 163.90K | +78.9% | $2.09M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 11 | Commonwealth Equity Services, Llc | 155.84K | -5.7% | $1.98M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 12 | Stifel Financial Corp | 108.39K | +2.0% | $1.38M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 13 | Osaic Holdings, Inc. | 100.28K | +5.0% | $1.28M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 14 | Osaic Holdings, Inc. | 100.28K | +5.0% | $1.28M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 15 | Ameriprise Financial Inc | 71.56K | +20.4% | $929,050 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 16 | Royal Bank Of Canada | 54.02K | -17.7% | $687,000 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 17 | Royal Bank Of Canada | 54.02K | -17.7% | $687,000 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 18 | Goldman Sachs Group ✦ | 23.61K | 0.0% | $300,596 | 0.0% | Held | 4 | SEC ↗ |
| 19 | CIBC Bancorp USA Inc. | 23.33K | -4.1% | $297,004 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 20 | Nuveen, LLC | 19.25K | 0.0% | $245,065 | 0.0% | Held | 3 | SEC ↗ |
| 21 | Northwestern Mutual Wealth… | 18.04K | +136.3% | $229,700 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 22 | Quantinno Capital Management LP | 16.10K | +30.2% | $204,925 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 23 | Envestnet Asset Management Inc | 13.50K | +18.9% | $171,893 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 24 | Us Bancorp \De\ | 13.10K | 0.0% | $166,725 | 0.0% | Held | 3 | SEC ↗ |
| 25 | Susquehanna International Group, Llp | 11.46K | New | $145,848 | 0.0% | New | 1 | SEC ↗ |
| 26 | Captrust Financial Advisors | 10.63K | -7.4% | $135,271 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 27 | Pnc Financial Services Group, Inc. | 1.89K | 0.0% | $24,111 | 0.0% | Held | 3 | SEC ↗ |
| 28 | JPMorgan Chase ✦ | 374 | 0.0% | $4,776 | 0.0% | Held | 4 | SEC ↗ |
“Their weight” = the position's share of that manager's reported 13F equity value — the conviction measure. ✦ = curated manager.
New buyers
| Susquehanna International… | $145,848 | 0.0% |
Exited
| Jane Street Group, Llc | $458,481 | was 0.0% |
| Wealth Enhancement Advisory… | $142,777 | was 0.0% |
| Jones Financial Companies Lllp | $706 | 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.
What else this security's tracked holders most often hold — shared-ownership counts, not fundamental relationships.