Security record · archived quarter
ILCB
name pending profile ingest
44Tracked holders
+3Δ holders
3.03MShares held
$272.41MReported value
+3New positions
−0Exits
Momentum inputs (comparable managers):
holder breadth +7.3% ·
share flow -1.0% ·
net new positions +6.8%
— formula
Ownership fragmentation — more holders, smaller aggregate stake
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 |
|---|---|---|---|---|---|---|
| Q2 2026 | 43 | 0 | 3.05M | $315.76M | +1 | −1 |
| Q1 2026 | 44 | +3 | 3.03M | $272.41M | +3 | — |
| Q4 2025 | 41 | 0 | 3.07M | $280.77M | — | — |
| Q3 2025 | 5 | 0 | 970.68K | $89.71M | +1 | −1 |
| Q2 2025 | 2 | 0 | 26.66K | $2.29M | +1 | −1 |
| Q1 2025 | 1 | -1 | 58.17K | $4.49M | — | −1 |
| Q4 2024 | 2 | +1 | 65.40K | $5.31M | +1 | — |
| Q3 2024 | 1 | 0 | 6.31K | $499,704 | — | — |
| Q2 2024 | 1 | — | 32.74K | $2.46M | — | — |
Who holds it · Q1 2026
| # | Manager | Shares | Δ shares | Value | Their weight | Held | ||
|---|---|---|---|---|---|---|---|---|
| 1 | Ameriprise Financial Inc | 506.88K | -1.6% | $45.55M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 2 | Morgan Stanley ✦ | 490.38K | -10.4% | $44.07M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 3 | Morgan Stanley ✦ | 490.38K | -10.4% | $44.07M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 4 | Morgan Stanley ✦ | 490.38K | -10.4% | $44.07M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 5 | LPL Financial LLC | 249.26K | +1.1% | $22.40M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 6 | Cetera Investment Advisers | 218.65K | +4.9% | $19.65M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 7 | Wealth Enhancement Advisory… | 168.69K | +1.9% | $15.29M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 8 | JPMorgan Chase ✦ | 174.03K | +1.2% | $15.19M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 9 | JPMorgan Chase ✦ | 174.03K | +1.2% | $15.19M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 10 | JPMorgan Chase ✦ | 174.03K | +1.2% | $15.19M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 11 | Osaic Holdings, Inc. | 151.82K | +107.4% | $13.64M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 12 | Osaic Holdings, Inc. | 151.82K | +107.4% | $13.64M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 13 | Commonwealth Equity Services, Llc | 120.67K | -6.4% | $10.84M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 14 | Royal Bank Of Canada | 117.73K | +163.2% | $10.58M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 15 | Royal Bank Of Canada | 117.73K | +163.2% | $10.58M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 16 | Bank Of America Corp /De/ | 114.12K | +13.0% | $10.25M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 17 | Bank Of America Corp /De/ | 114.12K | +13.0% | $10.25M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 18 | UBS Group AG | 97.94K | -2.2% | $8.80M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 19 | UBS Group AG | 97.94K | -2.2% | $8.80M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 20 | Corient Private Wealth LP | 95.91K | -48.5% | $8.62M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 21 | Wells Fargo & Company/Mn | 83.04K | -1.6% | $7.46M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 22 | Wells Fargo & Company/Mn | 83.04K | -1.6% | $7.46M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 23 | Mercer Global Advisors Inc /Adv | 63.34K | -0.5% | $5.69M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 24 | Envestnet Asset Management Inc | 39.08K | +8.0% | $3.51M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 25 | Raymond James Financial Inc | 38.61K | -64.9% | $3.47M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 26 | Raymond James Financial Inc | 38.61K | -64.9% | $3.47M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 27 | Goldman Sachs Group ✦ | 29.39K | -36.2% | $2.64M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 28 | Northwestern Mutual Wealth… | 29.04K | +11.3% | $2.61M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 29 | Financial Engines Advisors L.L.C. | 28.14K | -0.5% | $2.53M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 30 | Fidelity (FMR) ✦ | 24.70K | +5.1% | $2.22M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 31 | Cerity Partners LLC | 23.56K | +27.3% | $2.12M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 32 | Cerity Partners LLC | 23.56K | +27.3% | $2.12M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 33 | Cerity Partners LLC | 23.56K | +27.3% | $2.12M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 34 | Mml Investors Services, Llc | 21.81K | -7.2% | $1.96M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 35 | Mariner, LLC | 16.28K | +5.1% | $1.46M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 36 | Mariner, LLC | 16.28K | +5.1% | $1.46M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 37 | HighTower Advisors, LLC | 15.22K | 0.0% | $1.37M | 0.0% | Held | 2 | SEC ↗ |
| 38 | Focus Partners Wealth | 11.87K | +0.1% | $1.07M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 39 | Citigroup Inc | 10.86K | +0.3% | $975,501 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 40 | Citadel Advisors ✦ | 10.65K | New | $956,739 | 0.0% | New | 1 | SEC ↗ |
| 41 | Susquehanna International Group, Llp | 10.34K | +194.2% | $928,883 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 42 | Susquehanna International Group, Llp | 10.34K | +194.2% | $928,883 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 43 | Stifel Financial Corp | 9.51K | +2.3% | $854,297 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 44 | Cwm, Llc | 8.32K | 0.0% | $747,905 | 0.0% | Held | 2 | SEC ↗ |
| 45 | Creative Planning | 8.08K | -0.4% | $725,873 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 46 | Fifth Third Bancorp | 7.97K | +1432.7% | $716,184 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 47 | Baird Financial Group, Inc. | 6.31K | -0.1% | $567,286 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 48 | AQR Capital Management ✦ | 6.22K | +36.4% | $558,612 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 49 | AQR Capital Management ✦ | 6.22K | +36.4% | $558,612 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 50 | UBS AM, a distinct business unit of… | 6.20K | New | $557,132 | 0.0% | New | 1 | SEC ↗ |
| 51 | Captrust Financial Advisors | 4.67K | 0.0% | $419,825 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 52 | Pnc Financial Services Group, Inc. | 4.13K | -5.8% | $370,853 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 53 | Pnc Financial Services Group, Inc. | 4.13K | -5.8% | $370,853 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 54 | Quantinno Capital Management LP | 3.89K | New | $349,783 | 0.0% | New | 1 | SEC ↗ |
| 55 | Jones Financial Companies Lllp | 3.76K | +3.2% | $329,460 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 56 | Blair William & Co/Il | 1.53K | +103.2% | $137,306 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 57 | Bank Of Montreal /Can/ | 1.49K | 0.0% | $134,161 | 0.0% | Held | 2 | SEC ↗ |
| 58 | Us Bancorp \De\ | 461 | 0.0% | $41,425 | 0.0% | Held | 2 | SEC ↗ |
| 59 | Russell Investments Group, Ltd. | 360 | -91.9% | $32,363 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 60 | Assetmark, Inc | 89 | -96.1% | $7,998 | 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
| Citadel Advisors | $956,739 | 0.0% |
| UBS AM, a distinct business… | $557,132 | 0.0% |
| Quantinno Capital Management… | $349,783 | 0.0% |
Exited
| No tracked exits this quarter. |
Full-market context: across ALL 13F filers (SEC structured data, Q1 2026): 180 holders, 5.12M shares, $455.14M 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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