IPKW
name pending profile ingest
Momentum inputs (comparable managers):
holder breadth +4.3% ·
share flow -6.0% ·
net new positions +4.2%
— formula
Ownership fragmentation — more holders, smaller aggregate stake
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 | +1 | 3.69M | $210.25M | +1 | — |
| Q1 2026 | 24 | +3 | 3.93M | $221.09M | +3 | — |
| Q4 2025 | 21 | 0 | 3.22M | $178.94M | — | — |
| Q3 2025 | 1 | -1 | 459.04K | $24.19M | — | −1 |
| Q2 2025 | 1 | — | 406 | $19,752 | — | — |
| Q4 2024 | 1 | +1 | 22.71K | $901,933 | +1 | — |
| Q2 2024 | 1 | — | 21.25K | $849,867 | — | — |
| # | Manager | Shares | Δ shares | Value | Their weight | Held | ||
|---|---|---|---|---|---|---|---|---|
| 1 | Bank Of America Corp /De/ | 722.60K | +3.9% | $40.70M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 2 | Bank Of America Corp /De/ | 722.60K | +3.9% | $40.70M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 3 | Morgan Stanley ✦ | 702.54K | +6.1% | $39.57M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 4 | Morgan Stanley ✦ | 702.54K | +6.1% | $39.57M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 5 | LPL Financial LLC | 659.31K | +10.6% | $37.14M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 6 | Raymond James Financial Inc | 497.05K | -36.0% | $28.00M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 7 | Raymond James Financial Inc | 497.05K | -36.0% | $28.00M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 8 | Ameriprise Financial Inc | 179.56K | +33.1% | $12.11M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 9 | Ameriprise Financial Inc | 179.56K | +33.1% | $12.11M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 10 | UBS Group AG | 207.12K | +36.2% | $11.67M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 11 | Jones Financial Companies Lllp | 175.22K | +14.7% | $9.81M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 12 | Wealth Enhancement Advisory… | 113.60K | +3.8% | $6.62M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 13 | Cetera Investment Advisers | 110.52K | +7.3% | $6.23M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 14 | Jane Street Group, Llc | 79.48K | -35.4% | $4.48M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 15 | Citadel Advisors ✦ | 53.16K | +42.6% | $2.99M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 16 | Mml Investors Services, Llc | 48.99K | +14.8% | $2.76M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 17 | Royal Bank Of Canada | 39.57K | -41.8% | $2.23M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 18 | Royal Bank Of Canada | 39.57K | -41.8% | $2.23M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 19 | Susquehanna International Group, Llp | 36.53K | -79.8% | $2.06M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 20 | Envestnet Asset Management Inc | 26.96K | +5.8% | $1.52M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 21 | Stifel Financial Corp | 16.79K | -8.6% | $945,997 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 22 | Osaic Holdings, Inc. | 9.72K | +8.9% | $547,523 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 23 | Osaic Holdings, Inc. | 9.72K | +8.9% | $547,523 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 24 | Osaic Holdings, Inc. | 9.72K | +8.9% | $547,523 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 25 | Commonwealth Equity Services, Llc | 6.39K | -14.9% | $359,840 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 26 | Northwestern Mutual Wealth… | 4.42K | -85.3% | $249,033 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 27 | Mariner, LLC | 3.63K | 0.0% | $204,476 | 0.0% | Held | 3 | SEC ↗ |
| 28 | Fifth Third Bancorp | 624 | 0.0% | $35,150 | 0.0% | Held | 2 | SEC ↗ |
| 29 | Fidelity (FMR) ✦ | 236 | New | $13,294 | 0.0% | New | 1 | SEC ↗ |
| 30 | UBS AM, a distinct business unit of… | 20 | 0.0% | $1,127 | 0.0% | Held | 2 | SEC ↗ |
| 31 | Wells Fargo & Company/Mn | 0 | -100.0% | $20 | 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
| Fidelity (FMR) | $13,294 | 0.0% |
Exited
| No tracked exits this quarter. |
Full-market context: across ALL 13F filers (SEC structured data, Q1 2026): 96 holders, 6.29M shares, $344.81M 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.