IPOS
name pending profile ingest
Momentum inputs (comparable managers):
holder breadth +25.0% ·
share flow +30.0% ·
net new positions +20.0%
— formula
Broad accumulation — rising shares across more holders
All ownership figures: tracked 13F managers only, common-stock positions, reporting period Q1 2026
| # | Manager | Shares | Δ shares | Value | Their weight | Held | ||
|---|---|---|---|---|---|---|---|---|
| 1 | Cetera Investment Advisers | 152.98K | New | $2.79M | 0.0% | New | 1 | SEC ↗ |
| 2 | Osaic Holdings, Inc. | 899 | -0.8% | $16,387 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 3 | UBS Group AG | 524 | +523.8% | $9,552 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 4 | Morgan Stanley ✦ | 1 | 0.0% | $20 | 0.0% | Held | 3 | SEC ↗ |
| 5 | Wells Fargo & Company/Mn | 0 | -100.0% | $8 | 0.0% | ▼ Trim | 2 | SEC ↗ |
“Their weight” = the position's share of that manager's reported 13F equity value — the conviction measure. ✦ = curated manager.
New buyers
| Cetera Investment Advisers | $2.79M | 0.0% |
Exited
| No tracked exits this quarter. |
Full-market context: across ALL 13F filers (SEC structured data, Q1 2026): 7 holders, 192.69K shares, $3.51M 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.