INDS
name pending profile ingest
Momentum inputs (comparable managers):
holder breadth -5.3% ·
share flow -10.4% ·
net new positions -5.6%
— 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 | 18 | -1 | 984.82K | $39.60M | — | −1 |
| Q1 2026 | 20 | 0 | 1.10M | $40.36M | +1 | −1 |
| Q4 2025 | 20 | 0 | 1.08M | $39.69M | — | — |
| Q3 2025 | 3 | 0 | 197.55K | $7.35M | — | — |
| Q2 2025 | 2 | +1 | 10.04K | $371,614 | +1 | — |
| Q4 2024 | 1 | +1 | 27.35K | $965,490 | +1 | — |
| # | Manager | Shares | Δ shares | Value | Their weight | Held | ||
|---|---|---|---|---|---|---|---|---|
| 1 | Morgan Stanley ✦ | 176.82K | -0.1% | $7.11M | 0.0% | ▼ Trim | 4 | SEC ↗ |
| 2 | Morgan Stanley ✦ | 176.82K | -0.1% | $7.11M | 0.0% | ▼ Trim | 4 | SEC ↗ |
| 3 | Bank Of America Corp /De/ | 162.63K | -3.8% | $6.54M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 4 | Bank Of America Corp /De/ | 162.63K | -3.8% | $6.54M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 5 | Raymond James Financial Inc | 157.33K | +9.7% | $6.33M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 6 | Raymond James Financial Inc | 157.33K | +9.7% | $6.33M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 7 | Northwestern Mutual Wealth… | 122.53K | -2.6% | $4.93M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 8 | LPL Financial LLC | 92.26K | +8.0% | $3.71M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 9 | Envestnet Asset Management Inc | 71.51K | +29.7% | $2.88M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 10 | Commonwealth Equity Services, Llc | 62.78K | -9.4% | $2.52M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 11 | Royal Bank Of Canada | 38.29K | -1.3% | $1.54M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 12 | Royal Bank Of Canada | 38.29K | -1.3% | $1.54M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 13 | Cetera Investment Advisers | 34.78K | -66.4% | $1.40M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 14 | Osaic Holdings, Inc. | 23.50K | +172.4% | $945,678 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 15 | Osaic Holdings, Inc. | 23.50K | +172.4% | $945,678 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 16 | Susquehanna International Group, Llp | 20.14K | -0.5% | $809,693 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 17 | Jane Street Group, Llc | 8.57K | -90.1% | $344,754 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 18 | UBS Group AG | 7.13K | -26.0% | $286,570 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 19 | Wells Fargo & Company/Mn | 3.27K | -2.0% | $131,513 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 20 | Wells Fargo & Company/Mn | 3.27K | -2.0% | $131,513 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 21 | Fifth Third Bancorp | 1.63K | -2.0% | $65,581 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 22 | Rockefeller Capital Management L.P. | 972 | +5.1% | $39,092 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 23 | Fidelity (FMR) ✦ | 513 | +94.3% | $20,612 | 0.0% | ▲ Add | 5 | SEC ↗ |
| 24 | Assetmark, Inc | 167 | +1570.0% | $6,715 | 0.0% | ▲ Add | 3 | SEC ↗ |
“Their weight” = the position's share of that manager's reported 13F equity value — the conviction measure. ✦ = curated manager.
New buyers
| No new tracked buyers this quarter. |
Exited
| Us Bancorp \De\ | $367 | was 0.0% |
Full-market context: across ALL 13F filers (SEC structured data, Q1 2026): 76 holders, 1.82M shares, $64.08M 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.