IQI
name pending profile ingest
Momentum inputs (comparable managers):
holder breadth +3.3% ·
share flow +1.9% ·
net new positions +3.2%
· formula
Broad accumulation: rising shares across more holders
All ownership figures: tracked 13F managers only, common-stock positions, reporting period Q4 2025
| # | Manager | Shares | Δ shares | Value | Their weight | Held | ||
|---|---|---|---|---|---|---|---|---|
| 1 | Raymond James Financial Inc | 1.30M | n/a | $12.98M | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 2 | LPL Financial LLC | 727.10K | n/a | $7.24M | 0.0% | n/c | 1 | SEC ↗ |
| 3 | Morgan Stanley ✦ | 672.51K | +5.2% | $6.70M | 0.0% | ▲ Add | 2 | SEC ↗ ×2 |
| 4 | Allianz Asset Management GmbH | 461.60K | n/a | $4.60M | 0.0% | n/c | 1 | SEC ↗ |
| 5 | Wells Fargo & Company/Mn | 424.48K | n/a | $4.23M | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 6 | Allspring Global Investments… | 372.97K | n/a | $3.71M | 0.0% | n/c | 1 | SEC ↗ |
| 7 | Ameriprise Financial Inc | 341.63K | n/a | $3.40M | 0.0% | n/c | 1 | SEC ↗ |
| 8 | UBS Group AG | 253.59K | n/a | $2.53M | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 9 | Royal Bank Of Canada | 233.38K | n/a | $2.32M | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 10 | Stifel Financial Corp | 204.90K | n/a | $2.04M | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 11 | Commonwealth Equity Services, Llc | 192.55K | n/a | $1.92M | 0.0% | n/c | 1 | SEC ↗ |
| 12 | Cetera Investment Advisers | 137.82K | n/a | $1.37M | 0.0% | n/c | 1 | SEC ↗ |
| 13 | Goldman Sachs Group ✦ | 103.81K | -2.6% | $1.03M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 14 | Lido Advisors, LLC | 101.61K | n/a | $1.00M | 0.0% | n/c | 1 | SEC ↗ |
| 15 | Osaic Holdings, Inc. | 90.47K | n/a | $901,045 | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 16 | Citadel Advisors ✦ | 83.68K | New | $833,463 | 0.0% | New | 1 | SEC ↗ |
| 17 | Mariner, LLC | 76.42K | n/a | $761,093 | 0.0% | n/c | 1 | SEC ↗ |
| 18 | Pnc Financial Services Group, Inc. | 75.45K | n/a | $751,502 | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 19 | Bank Of America Corp /De/ | 61.74K | n/a | $614,961 | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 20 | Nuveen, LLC | 55.56K | n/a | $553,378 | 0.0% | n/c | 1 | SEC ↗ |
| 21 | Mml Investors Services, Llc | 49.51K | n/a | $493,127 | 0.0% | n/c | 1 | SEC ↗ |
| 22 | Rockefeller Capital Management L.P. | 44.28K | n/a | $441,024 | 0.0% | n/c | 1 | SEC ↗ |
| 23 | HighTower Advisors, LLC | 14.88K | n/a | $148,248 | 0.0% | n/c | 1 | SEC ↗ |
| 24 | First Trust Advisors Lp | 14.70K | n/a | $146,362 | 0.0% | n/c | 1 | SEC ↗ |
| 25 | Jane Street Group, Llc | 13.82K | n/a | $137,607 | 0.0% | n/c | 1 | SEC ↗ |
| 26 | Mercer Global Advisors Inc /Adv | 10.95K | n/a | $109,062 | 0.0% | n/c | 1 | SEC ↗ |
| 27 | Cwm, Llc | 4.49K | n/a | $45,000 | 0.0% | n/c | 1 | SEC ↗ |
| 28 | Us Bancorp \De\ | 3.29K | n/a | $32,719 | 0.0% | n/c | 1 | SEC ↗ |
| 29 | Citigroup Inc | 3.06K | n/a | $30,458 | 0.0% | n/c | 1 | SEC ↗ |
| 30 | Assetmark, Inc | 500 | n/a | $4,980 | 0.0% | n/c | 1 | SEC ↗ |
| 31 | UBS AM, a distinct business unit of… | 1 | n/a | $10 | 0.0% | n/c | 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 | $833,463 | 0.0% |
Exited
| No tracked exits this quarter. |
Full-market context: across ALL 13F filers (SEC structured data, Q1 2026): 104 holders, 10.58M shares, $88.58M 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.
Open-market purchases (P)
No open-market insider purchases in our coverage window.
Open-market sales (S)
Other · 6.28K sh · $55,735
Awards, exercises and tax withholding are never counted as buys or sales here. Methodology