Security record · archived quarter
ISCF
name pending profile ingest
36Tracked holders
+6Δ holders
2.40MShares held
$100.36MReported value
+7New positions
−1Exits
Momentum inputs (comparable managers):
holder breadth +20.0% ·
share flow +22.3% ·
net new positions +16.7%
— formula
Broad accumulation — rising shares across more holders
All ownership figures: tracked 13F managers only, common-stock positions, reporting period Q1 2026
Ownership over time
| Quarter | Holders | Δ | Shares | Reported value | New | Exits |
|---|---|---|---|---|---|---|
| Q2 2026 | 35 | 0 | 2.48M | $107.41M | +3 | −3 |
| Q1 2026 | 36 | +6 | 2.40M | $100.36M | +7 | −1 |
| Q4 2025 | 30 | +1 | 1.96M | $81.48M | +1 | — |
| Q3 2025 | 4 | +1 | 28.30K | $1.16M | +1 | — |
| Q2 2025 | 1 | -2 | 731 | $28,352 | — | −2 |
| Q1 2025 | 2 | +1 | 28.81K | $970,335 | +1 | — |
| Q4 2024 | 1 | 0 | 8.50K | $274,412 | — | — |
| Q3 2024 | 1 | 0 | 8.58K | $302,375 | — | — |
| Q2 2024 | 1 | — | 11.26K | $363,035 | — | — |
Who holds it · Q1 2026
| # | Manager | Shares | Δ shares | Value | Their weight | Held | ||
|---|---|---|---|---|---|---|---|---|
| 1 | LPL Financial LLC | 711.62K | +14.7% | $29.74M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 2 | Northwestern Mutual Wealth… | 407.63K | +0.9% | $17.03M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 3 | Cetera Investment Advisers | 179.25K | +19.3% | $7.49M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 4 | Stifel Financial Corp | 142.74K | +265.2% | $5.96M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 5 | Stifel Financial Corp | 142.74K | +265.2% | $5.96M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 6 | Stifel Financial Corp | 142.74K | +265.2% | $5.96M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 7 | Cerity Partners LLC | 132.96K | +27.1% | $5.56M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 8 | Cerity Partners LLC | 132.96K | +27.1% | $5.56M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 9 | Commonwealth Equity Services, Llc | 98.28K | +1.7% | $4.11M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 10 | Mml Investors Services, Llc | 91.70K | -2.6% | $3.83M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 11 | Jane Street Group, Llc | 91.20K | New | $3.81M | 0.0% | New | 1 | SEC ↗ |
| 12 | HighTower Advisors, LLC | 83.13K | -5.4% | $3.47M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 13 | Envestnet Asset Management Inc | 70.95K | -7.7% | $2.96M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 14 | Bank Of America Corp /De/ | 70.59K | +9.0% | $2.95M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 15 | Bank Of America Corp /De/ | 70.59K | +9.0% | $2.95M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 16 | Osaic Holdings, Inc. | 56.53K | +35.8% | $2.36M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 17 | Mercer Global Advisors Inc /Adv | 53.98K | +426.9% | $2.26M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 18 | Raymond James Financial Inc | 40.13K | +2.8% | $1.68M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 19 | Raymond James Financial Inc | 40.13K | +2.8% | $1.68M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 20 | Bank of New York Mellon Corp | 36.04K | +2.2% | $1.51M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 21 | Bank of New York Mellon Corp | 36.04K | +2.2% | $1.51M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 22 | Bank of New York Mellon Corp | 36.04K | +2.2% | $1.51M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 23 | Bank of New York Mellon Corp | 36.04K | +2.2% | $1.51M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 24 | Bank of New York Mellon Corp | 36.04K | +2.2% | $1.51M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 25 | Captrust Financial Advisors | 18.61K | +0.3% | $777,545 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 26 | Mariner, LLC | 15.07K | New | $629,817 | 0.0% | New | 1 | SEC ↗ |
| 27 | Focus Partners Wealth | 13.24K | +0.9% | $553,383 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 28 | Susquehanna International Group, Llp | 12.01K | New | $501,940 | 0.0% | New | 1 | SEC ↗ |
| 29 | AQR Capital Management ✦ | 10.00K | New | $417,900 | 0.0% | New | 1 | SEC ↗ |
| 30 | JPMorgan Chase ✦ | 9.62K | -1.0% | $390,711 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 31 | Creative Planning | 9.33K | +9.6% | $390,037 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 32 | Royal Bank Of Canada | 9.19K | +20.7% | $384,000 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 33 | Brown Advisory Inc | 8.53K | +52.5% | $356,469 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 34 | Wealth Enhancement Advisory… | 7.23K | -21.5% | $305,389 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 35 | Rockefeller Capital Management L.P. | 7.17K | 0.0% | $299,667 | 0.0% | Held | 2 | SEC ↗ |
| 36 | Goldman Sachs Group ✦ | 6.08K | New | $253,874 | 0.0% | New | 1 | SEC ↗ |
| 37 | Morgan Stanley ✦ | 4.58K | +34.8% | $191,467 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 38 | Morgan Stanley ✦ | 4.58K | +34.8% | $191,467 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 39 | Fidelity (FMR) ✦ | 1.78K | +112.0% | $74,494 | 0.0% | ▲ Add | 4 | SEC ↗ |
| 40 | BlackRock ✦ (passive) | 828 | 0.0% | $34,582 | 0.0% | Held | 3 | SEC ↗ |
| 41 | TD Waterhouse Canada Inc. | 806 | 0.0% | $34,108 | 0.0% | Held | 2 | SEC ↗ |
| 42 | Jones Financial Companies Lllp | 585 | New | $23,704 | 0.0% | New | 1 | SEC ↗ |
| 43 | Cwm, Llc | 312 | 0.0% | $13,038 | 0.0% | Held | 2 | SEC ↗ |
| 44 | Bank Of Montreal /Can/ | 78 | 0.0% | $3,260 | 0.0% | Held | 2 | SEC ↗ |
| 45 | Pnc Financial Services Group, Inc. | 62 | New | $2,591 | 0.0% | New | 1 | SEC ↗ |
| 46 | Wells Fargo & Company/Mn | 1 | — | $33 | 0.0% | ▲ Add | 2 | SEC ↗ |
“Their weight” = the position's share of that manager's reported 13F equity value — the conviction measure. ✦ = curated manager.
New buyers
| Jane Street Group, Llc | $3.81M | 0.0% |
| Mariner, LLC | $629,817 | 0.0% |
| Susquehanna International… | $501,940 | 0.0% |
| AQR Capital Management | $417,900 | 0.0% |
| Goldman Sachs Group | $253,874 | 0.0% |
| Jones Financial Companies Lllp | $23,704 | 0.0% |
| Pnc Financial Services Group… | $2,591 | 0.0% |
Exited
| Citadel Advisors | $544,259 | was 0.0% |
Full-market context: across ALL 13F filers (SEC structured data, Q1 2026): 136 holders, 10.07M shares, $409.15M reported. This is a different, older period than the tracked-universe figures above and the two are never mixed.
Frequently co-owned
What else this security's tracked holders most often hold — shared-ownership counts, not fundamental relationships.
Provenance: Ownership from parsed 13F common-stock positions (tracked universe, comparable sets for changes); insider rows from Forms 3/4/5; stakes from Schedules 13D/13G; every filing links to its original on SEC EDGAR.
Reporting period: Q1 2026 ·
Methodology ·
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