IMFL
name pending profile ingest
Momentum inputs (comparable managers):
holder breadth -11.1% ·
share flow -8.2% ·
net new positions -12.5%
· formula
Broad distribution: falling shares and fewer holders
All ownership figures: tracked 13F managers only, common-stock positions, reporting period Q2 2026
| # | Manager | Shares | Δ shares | Value | Their weight | Held | ||
|---|---|---|---|---|---|---|---|---|
| 1 | Morgan Stanley ✦ | 187.80K | +4.8% | $6.45M | 0.0% | ▲ Add | 4 | SEC ↗ ×2 |
| 2 | Jones Financial Companies Lllp | 20.53K | +36.7% | $703,255 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 3 | Raymond James Financial Inc | 19.06K | +12.8% | $654,554 | 0.0% | ▲ Add | 3 | SEC ↗ ×2 |
| 4 | Mml Investors Services, Llc | 12.82K | New | $440,287 | 0.0% | New | 1 | SEC ↗ |
| 5 | Goldman Sachs Group ✦ | 8.80K | 0.0% | $302,329 | 0.0% | Held | 3 | SEC ↗ |
| 6 | JPMorgan Chase ✦ | 3.94K | -32.5% | $135,058 | 0.0% | ▼ Trim | 3 | SEC ↗ ×2 |
| 7 | Wells Fargo & Company/Mn | 1.93K | -52.1% | $66,173 | 0.0% | ▼ Trim | 3 | SEC ↗ |
“Their weight” = the position's share of that manager's reported 13F equity value: the conviction measure. ✦ = curated manager.
New buyers
| Mml Investors Services, Llc | $440,287 | 0.0% |
Exited
| No tracked exits this quarter. |
Full-market context: across ALL 13F filers (SEC structured data, Q1 2026): 56 holders, 24.04M shares, $760.40M 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.