IPKW
name pending profile ingest
Momentum inputs (comparable managers):
holder breadth +14.3% ·
share flow +22.2% ·
net new positions +12.5%
— formula
Broad accumulation — rising shares across more holders
All ownership figures: tracked 13F managers only, common-stock positions, reporting period Q1 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 | Raymond James Financial Inc | 777.07K | +19.4% | $43.72M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 2 | Raymond James Financial Inc | 777.07K | +19.4% | $43.72M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 3 | Bank Of America Corp /De/ | 695.78K | +18.4% | $39.15M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 4 | Bank Of America Corp /De/ | 695.78K | +18.4% | $39.15M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 5 | Morgan Stanley ✦ | 662.04K | +16.2% | $37.25M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 6 | LPL Financial LLC | 596.06K | +8.1% | $33.54M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 7 | Susquehanna International Group, Llp | 180.97K | +206.1% | $10.18M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 8 | UBS Group AG | 152.11K | +15.4% | $8.56M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 9 | Jones Financial Companies Lllp | 152.83K | +60.8% | $8.31M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 10 | Ameriprise Financial Inc | 134.91K | +61.9% | $7.74M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 11 | Ameriprise Financial Inc | 134.91K | +61.9% | $7.74M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 12 | Jane Street Group, Llc | 123.07K | +146.2% | $6.92M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 13 | Wealth Enhancement Advisory… | 109.46K | -25.9% | $6.19M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 14 | Cetera Investment Advisers | 103.01K | +15.6% | $5.80M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 15 | Royal Bank Of Canada | 67.96K | -2.5% | $3.82M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 16 | Royal Bank Of Canada | 67.96K | -2.5% | $3.82M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 17 | Mml Investors Services, Llc | 42.69K | 0.0% | $2.40M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 18 | Citadel Advisors ✦ | 37.28K | New | $2.10M | 0.0% | New | 1 | SEC ↗ |
| 19 | Northwestern Mutual Wealth… | 30.12K | +22.5% | $1.69M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 20 | Envestnet Asset Management Inc | 25.49K | -10.7% | $1.43M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 21 | Stifel Financial Corp | 18.37K | +19.0% | $1.03M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 22 | Osaic Holdings, Inc. | 8.92K | +11.3% | $502,006 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 23 | Osaic Holdings, Inc. | 8.92K | +11.3% | $502,006 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 24 | Commonwealth Equity Services, Llc | 7.50K | -3.2% | $422,210 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 25 | Mariner, LLC | 3.63K | 0.0% | $204,233 | 0.0% | Held | 2 | SEC ↗ |
| 26 | Wells Fargo & Company/Mn | 1.45K | -0.1% | $81,358 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 27 | Fifth Third Bancorp | 624 | New | $35,108 | 0.0% | New | 1 | SEC ↗ |
| 28 | Cwm, Llc | 269 | +0.4% | $15,161 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 29 | UBS AM, a distinct business unit of… | 20 | New | $1,125 | 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
| Citadel Advisors | $2.10M | 0.0% |
| Fifth Third Bancorp | $35,108 | 0.0% |
| UBS AM, a distinct business… | $1,125 | 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.