ILDR
name pending profile ingest
Momentum inputs (comparable managers):
holder breadth +6.2% ·
share flow +19.0% ·
net new positions +5.9%
— 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 | 17 | +1 | 3.52M | $138.17M | +2 | −1 |
| Q1 2026 | 17 | +3 | 2.96M | $88.12M | +4 | −1 |
| Q4 2025 | 14 | -1 | 3.07M | $101.14M | — | −1 |
| Q3 2025 | 2 | +1 | 121.49K | $3.94M | +1 | — |
| # | Manager | Shares | Δ shares | Value | Their weight | Held | ||
|---|---|---|---|---|---|---|---|---|
| 1 | LPL Financial LLC | 2.04M | +22.3% | $80.18M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 2 | Cetera Investment Advisers | 476.43K | +74.5% | $18.70M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 3 | Assetmark, Inc | 234.30K | +0.5% | $9.20M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 4 | Mariner, LLC | 198.53K | -17.4% | $7.79M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 5 | Osaic Holdings, Inc. | 164.69K | +30.0% | $6.46M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 6 | Osaic Holdings, Inc. | 164.69K | +30.0% | $6.46M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 7 | Osaic Holdings, Inc. | 164.69K | +30.0% | $6.46M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 8 | Envestnet Asset Management Inc | 151.99K | +20.6% | $5.96M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 9 | Stifel Financial Corp | 72.22K | -12.5% | $2.83M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 10 | Citadel Advisors ✦ | 57.41K | +29.3% | $2.25M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 11 | Commonwealth Equity Services, Llc | 48.98K | +33.8% | $1.92M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 12 | Jane Street Group, Llc | 26.02K | -67.5% | $1.02M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 13 | Truist Financial Corp | 13.09K | +1.9% | $513,599 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 14 | Baird Financial Group, Inc. | 12.13K | +1.4% | $476,081 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 15 | Mml Investors Services, Llc | 9.88K | +0.3% | $387,701 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 16 | TD Waterhouse Canada Inc. | 5.58K | +22.9% | $216,231 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 17 | Fifth Third Bancorp | 4.50K | -12.7% | $176,603 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 18 | Northwestern Mutual Wealth… | 1.21K | New | $47,643 | 0.0% | New | 1 | SEC ↗ |
| 19 | JPMorgan Chase ✦ | 722 | New | $27,674 | 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
| Northwestern Mutual Wealth… | $47,643 | 0.0% |
| JPMorgan Chase | $27,674 | 0.0% |
Exited
| Morgan Stanley | $33,443 | was 0.0% |
Full-market context: across ALL 13F filers (SEC structured data, Q1 2026): 84 holders, 5.82M shares, $169.85M 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.