IQDY
name pending profile ingest
Momentum inputs (comparable managers):
holder breadth +15.4% ·
share flow -0.2% ·
net new positions +13.3%
— formula
Ownership fragmentation — more holders, smaller aggregate stake
All ownership figures: tracked 13F managers only, common-stock positions, reporting period Q2 2026
| # | Manager | Shares | Δ shares | Value | Their weight | Held | ||
|---|---|---|---|---|---|---|---|---|
| 1 | Northern Trust Corp | 247.66K | -12.9% | $10.58M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 2 | Bank Of America Corp /De/ | 235.85K | +1.0% | $10.08M | 0.0% | ▲ Add | 3 | SEC ↗ ×2 |
| 3 | Cetera Investment Advisers | 140.49K | +9.9% | $6.00M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 4 | LPL Financial LLC | 132.52K | -0.1% | $5.66M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 5 | UBS Group AG | 120.83K | +6.3% | $5.16M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 6 | Stifel Financial Corp | 36.88K | -1.2% | $1.58M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 7 | Jane Street Group, Llc | 26.53K | +19.6% | $1.13M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 8 | Osaic Holdings, Inc. | 14.41K | +49.2% | $615,909 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 9 | Wealth Enhancement Advisory… | 11.36K | +28.3% | $485,539 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 10 | Raymond James Financial Inc | 11.31K | -1.6% | $483,239 | 0.0% | ▼ Trim | 3 | SEC ↗ ×3 |
| 11 | Mml Investors Services, Llc | 5.73K | New | $244,887 | 0.0% | New | 1 | SEC ↗ |
| 12 | Susquehanna International Group, Llp | 5.38K | -61.2% | $229,959 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 13 | Envestnet Asset Management Inc | 5.01K | New | $213,919 | 0.0% | New | 1 | SEC ↗ |
| 14 | Morgan Stanley ✦ | 4.57K | +0.6% | $195,350 | 0.0% | ▲ Add | 4 | SEC ↗ ×3 |
| 15 | Wells Fargo & Company/Mn | 0 | -100.0% | $17 | 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 | $244,887 | 0.0% |
| Envestnet Asset Management Inc | $213,919 | 0.0% |
Exited
| No tracked exits this quarter. |
Full-market context: across ALL 13F filers (SEC structured data, Q1 2026): 36 holders, 1.47M shares, $51.86M 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.