IQI
name pending profile ingest
Momentum inputs (comparable managers):
holder breadth +6.5% ·
share flow -11.0% ·
net new positions +6.1%
— formula
Ownership fragmentation — more holders, smaller aggregate stake
All ownership figures: tracked 13F managers only, common-stock positions, reporting period Q1 2026
| # | Manager | Shares | Δ shares | Value | Their weight | Held | ||
|---|---|---|---|---|---|---|---|---|
| 1 | Raymond James Financial Inc | 1.18M | -9.8% | $11.32M | 0.0% | ▼ Trim | 2 | SEC ↗ ×2 |
| 2 | Morgan Stanley ✦ | 760.60K | +13.1% | $7.32M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 3 | LPL Financial LLC | 576.13K | -20.8% | $5.54M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 4 | Wells Fargo & Company/Mn | 467.49K | +10.1% | $4.50M | 0.0% | ▲ Add | 2 | SEC ↗ ×2 |
| 5 | Allianz Asset Management GmbH | 461.60K | 0.0% | $4.44M | 0.0% | Held | 2 | SEC ↗ |
| 6 | Royal Bank Of Canada | 244.87K | +4.9% | $2.36M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 7 | UBS Group AG | 225.08K | -11.2% | $2.17M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 8 | Commonwealth Equity Services, Llc | 203.05K | +5.5% | $1.95M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 9 | Ameriprise Financial Inc | 199.98K | -41.5% | $1.92M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 10 | Stifel Financial Corp | 198.92K | -2.9% | $1.91M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 11 | Cetera Investment Advisers | 145.28K | +5.4% | $1.40M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 12 | Goldman Sachs Group ✦ | 104.15K | +0.3% | $1.00M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 13 | Lido Advisors, LLC | 102.33K | +0.7% | $984,424 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 14 | Osaic Holdings, Inc. | 81.01K | -10.5% | $779,279 | 0.0% | ▼ Trim | 2 | SEC ↗ ×2 |
| 15 | Mariner, LLC | 76.42K | 0.0% | $735,112 | 0.0% | Held | 2 | SEC ↗ |
| 16 | Pnc Financial Services Group, Inc. | 75.25K | -0.3% | $723,924 | 0.0% | ▼ Trim | 2 | SEC ↗ ×2 |
| 17 | Bank Of America Corp /De/ | 59.54K | -3.6% | $572,813 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 18 | Jane Street Group, Llc | 55.98K | +305.2% | $538,566 | 0.0% | ▲ Add | 2 | SEC ↗ ×2 |
| 19 | Nuveen, LLC | 55.56K | 0.0% | $534,487 | 0.0% | Held | 2 | SEC ↗ |
| 20 | Mml Investors Services, Llc | 49.89K | +0.8% | $479,973 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 21 | Rockefeller Capital Management L.P. | 35.07K | -20.8% | $337,410 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 22 | Cwm, Llc | 30.37K | +576.0% | $292,131 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 23 | First Trust Advisors Lp | 14.97K | +1.9% | $143,982 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 24 | Hrt Financial Lp | 14.09K | New | $135,000 | 0.0% | New | 1 | SEC ↗ |
| 25 | HighTower Advisors, LLC | 12.39K | -16.7% | $119,221 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 26 | Mercer Global Advisors Inc /Adv | 11.40K | +4.1% | $109,668 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 27 | Citadel Advisors ✦ | 10.36K | -87.6% | $99,654 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 28 | JPMorgan Chase ✦ | 3.89K | New | $36,207 | 0.0% | New | 1 | SEC ↗ |
| 29 | Us Bancorp \De\ | 3.29K | 0.0% | $31,602 | 0.0% | Held | 2 | SEC ↗ |
| 30 | Citigroup Inc | 3.06K | 0.0% | $29,418 | 0.0% | Held | 2 | SEC ↗ |
| 31 | Northwestern Mutual Wealth… | 2.56K | New | $24,598 | 0.0% | New | 1 | SEC ↗ |
| 32 | Assetmark, Inc | 500 | 0.0% | $4,810 | 0.0% | Held | 2 | SEC ↗ |
| 33 | UBS AM, a distinct business unit of… | 1 | 0.0% | $10 | 0.0% | Held | 2 | SEC ↗ |
“Their weight” = the position's share of that manager's reported 13F equity value — the conviction measure. ✦ = curated manager.
New buyers
| Hrt Financial Lp | $135,000 | 0.0% |
| JPMorgan Chase | $36,207 | 0.0% |
| Northwestern Mutual Wealth… | $24,598 | 0.0% |
Exited
| Allspring Global Investments… | $3.71M | was 0.0% |
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