ISOU
name pending profile ingest
Momentum inputs (comparable managers):
holder breadth +14.3% ·
share flow +30.0% ·
net new positions +12.5%
— formula
Broad accumulation — rising shares across more holders
All ownership figures: tracked 13F managers only, common-stock positions, reporting period Q1 2026
| Quarter | Holders | Δ | Shares | Reported value | New | Exits |
|---|---|---|---|---|---|---|
| Q2 2026 | 22 | +6 | 5.58M | $55.54M | +6 | — |
| Q1 2026 | 16 | +2 | 5.33M | $56.19M | +4 | −2 |
| Q4 2025 | 14 | -1 | 4.10M | $37.29M | +1 | −2 |
| Q3 2025 | 4 | +1 | 85.70K | $859,314 | +1 | — |
| Q2 2025 | 1 | +1 | 37.59K | $267,214 | +1 | — |
| # | Manager | Shares | Δ shares | Value | Their weight | Held | ||
|---|---|---|---|---|---|---|---|---|
| 1 | MIRAE ASSET GLOBAL ETFS HOLDINGS… | 2.45M | +4.4% | $25.88M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 2 | Cibc World Market Inc. | 1.02M | -5.3% | $10.84M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 3 | Manufacturers Life Insurance… | 924.68K | New | $9.64M | 0.0% | New | 1 | SEC ↗ |
| 4 | UBS Group AG | 302.58K | +244.1% | $3.19M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 5 | UBS Group AG | 302.58K | +244.1% | $3.19M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 6 | UBS Group AG | 302.58K | +244.1% | $3.19M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 7 | Stifel Financial Corp | 157.31K | -30.0% | $1.66M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 8 | Bank Of America Corp /De/ | 112.09K | +13.5% | $1.18M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 9 | Morgan Stanley ✦ | 108.59K | +14.0% | $1.14M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 10 | Morgan Stanley ✦ | 108.59K | +14.0% | $1.14M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 11 | Morgan Stanley ✦ | 108.59K | +14.0% | $1.14M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 12 | Citigroup Inc | 89.90K | New | $949,494 | 0.0% | New | 1 | SEC ↗ |
| 13 | Goldman Sachs Group ✦ | 55.77K | +45.1% | $587,869 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 14 | Td Asset Management Inc | 53.63K | +20.9% | $566,469 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 15 | Mackenzie Financial Corp | 35.96K | +6.6% | $380,986 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 16 | Bank Of Montreal /Can/ | 10.31K | New | $109,233 | 0.0% | New | 1 | SEC ↗ |
| 17 | Royal Bank Of Canada | 4.20K | +581.0% | $44,000 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 18 | Royal Bank Of Canada | 4.20K | +581.0% | $44,000 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 19 | Royal Bank Of Canada | 4.20K | +581.0% | $44,000 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 20 | National Bank Of Canada /Fi/ | 1.80K | -10.8% | $18,686 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 21 | Barclays Plc | 10 | New | $105 | 0.0% | New | 1 | SEC ↗ |
| 22 | TD Waterhouse Canada Inc. | 8 | -99.9% | $83 | 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
| Manufacturers Life Insurance… | $9.64M | 0.0% |
| Citigroup Inc | $949,494 | 0.0% |
| Bank Of Montreal /Can/ | $109,233 | 0.0% |
| Barclays Plc | $105 | 0.0% |
Exited
| Jane Street Group, Llc | $144,461 | was 0.0% |
| Citadel Advisors | $141,742 | was 0.0% |
Full-market context: across ALL 13F filers (SEC structured data, Q1 2026): 40 holders, 12.95M shares, $111.97M 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.